Best For
- Warehouse and purchasing teams managing parts and supplies.
- Service managers planning job readiness.
- Technicians using truck stock and returning unused materials.
Inventory
Know what stock you have, where it is, what it is reserved for, and what needs to be reordered before jobs get delayed.
See it in action
Inventory matters most when it protects the schedule. If stock is inaccurate or invisible, crews arrive without the right parts, purchasing becomes reactive, and job profitability gets harder to trust. Service Opus gives service businesses a connected inventory workflow across shops, trucks, purchase orders, job reservations, receiving, and reporting.
Business Needs It Solves
- Real stock visibility: Teams need to know what is on hand, what is reserved, and what is available across warehouses and truck stock.
- Faster replenishment: Buyers need low-stock alerts, forecasting, vendor data, and purchasing tools before shortages disrupt scheduled work.
- Job readiness: Dispatch and project staff need to see whether required materials are actually ready for the job.
- Operational control: Receiving, transfers, cycle counts, serials, batches, and returns should be traceable instead of informal.
How Service Opus Helps
- Inventory master data: Manage items, categories, units of measure, bundles, vendor relationships, alternate suppliers, and costing details.
- Multi-warehouse and truck stock: Track stock by warehouse, sublocation, or mobile warehouse so shop and vehicle inventory stay visible together.
- Reservations, issue, and return flows: Reserve materials to jobs, issue them from warehouse or truck stock, and return unused parts without losing the history.
- Purchase orders and receiving: Create POs, receive by line, handle partial receipts, update expected dates, and keep receipt history tied to purchasing records.
- Transfers, cycle counts, and audits: Move stock between locations, run counts, review variances, and keep warehouse accuracy under control.
- Serial and batch tracking: Support traceability for serialized items and batch-controlled materials with warranty, expiration, and recall context.
- Forecasting and replenishment: Use stock alerts, demand signals, open PO context, job reservations, and seasonality-aware guidance to plan replenishment earlier.
- Reporting and scan support: Review value summaries, movement history, stock alerts, and forecasting outputs while supporting QR or barcode-assisted workflows.
What Better Inventory Control Changes
Service Opus helps inventory move from a passive parts list to an active operations tool. Purchasing becomes more intentional, jobs are less likely to stall for missing material, and managers can trust stock-related reporting more when making service and pricing decisions.
Strongest fit: Inventory is most valuable when paired with Job Management for material readiness, Quotes & Estimating for itemized selling, and Reporting & Analytics for stock and valuation visibility.
User Guide
Track stock, purchasing, movement, and job material readiness across warehouses and trucks.
Before You Start
- Create items, units, categories, vendors, warehouses, truck locations, and reorder rules.
- Decide which items require serial, batch, warranty, or expiration tracking.
- Set standards for receiving, transfers, adjustments, cycle counts, and returns.
Recommended Workflow
- Review item and stock-level dashboards for shortages, reservations, and open orders.
- Reserve material for upcoming jobs when scope is known.
- Create RFQs or purchase orders for items that need sourcing.
- Receive inventory and update stock locations accurately.
- Transfer, issue, return, or adjust stock as it moves between shop, truck, and job.
- Review inventory analytics for value, movement, and replenishment decisions.
Review Checklist
- Stock quantities match physical counts.
- Job-reserved material is not consumed by unrelated work.
- Serialized or batch-controlled items have traceability data.
- Open purchase orders and receipts are reviewed before reorder decisions.
Common Handoffs
- Jobs for material reservations and consumption.
- Quotes and Estimating for priced line items.
- Accounting for cost and purchasing export readiness.
- Reporting and Analytics for stock value and movement trends.
Ready to apply this workflow?
Use the guide to evaluate fit, then start a trial or talk through how Service Opus maps to your team, trade, and current operating process.