Inventory and stock checks
No more half-days lost driving to the supplier. A reorder list is drafted from the work you've booked, before a crew turns up without the part.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Stock levels read
From your inventory system or the stock sheet, including van stock where you track it.
- 02
Compared with booked work
Parts and materials needed for the next two weeks of jobs, worked out from the quotes and job types.
- 03
Shortfalls and reorders listed
What's going to run short, by when, and which supplier you normally buy it from, with the usual lead time taken into account.
- 04
Draft orders ready to approve
The reorder list becomes a draft order per supplier for a person to check and send.
- 05
Slow stock flagged monthly
Items that haven't moved in months are listed with their value, so you can decide whether to stop carrying them.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person approves every order before it goes to a supplier. The system drafts the list and the orders. It doesn't spend money.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Stock gets counted when someone notices a gap. A crew arrives at a job without the part, drives to the supplier and loses half a day. Meanwhile slow-moving stock sits on the shelf for a year because nobody checks what actually gets used.
What we build
- Stock levels read
- Compared with booked work
- Shortfalls and reorders listed
- Draft orders ready to approve
- Slow stock flagged monthly
A month in
Fewer mid-job trips to the supplier and less cash sitting on the shelf. Reordering becomes a ten-minute check instead of a guess.
FAQ
Does stock checking work with just a spreadsheet?
Yes, as long as the spreadsheet is kept roughly up to date. Part of the build can be making counts easier to keep current, for example by logging parts used from the job record.
Can it track what's on each van?
Yes, if van stock is recorded somewhere, in your job software or a simple sheet. If it isn't, we can set up a quick weekly count that takes a tech a few minutes.
More for operations
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Bring this one to a free live build.
Thirty minutes on inventory and stock checks. We build its elf with you, live, and you keep it.