Managing parts inventory [Enterprise plan]

Parts inventory management allows you to manage and track products and materials that will eventually be assigned to your projects and installed by your crews.

There are multiple advantages associated with keeping an organized inventory, including:

• Centralized view across trucks and warehouses
• Streamlined purchase-to-install process
• Improved team and customer experience

Centralized view across trucks and warehouses

Whether you have one single inventory location or multiple, keeping track of the number of units of each product you have in hand will optimize your purchasing processes and save time both in the jobsite and the office. With Knowify, you have a unified view for all your inventory and you can add and manage multiple inventory locations (think of trucks or warehouses). If you have a fleet of vehicles, being able to determine the inventory levels across vehicles will dramatically improve your operations.

Even in the most decentralized setups, you will be able to monitor inventory levels and review any activity associated with the inventory. When needed, you can easily re-allocate parts to other locations or change inventory levels.

Knowify also offers the ability to export all your inventory levels to a spreadsheet.

Streamlined purchase-to-install process

Purchase materials against inventory and the inventory levels will automatically adjust when you receive those materials. You can create purchase orders against one or multiple locations, both from the office and the field. Also from the office, users will be able to assign parts to jobs.

Smartphone users will be able to search for parts, adjust inventory levels, and assign parts to jobs.

Improved team and customer experience

Eliminate the frustration of not knowing whether you have a certain part in stock to install. With Knowify, your crews can easily identify where the parts are and you can share more precise installation times with your customers. With the smartphone app, you will reduce the number of phone calls between the office and the field and save unnecessary purchases for inventory items.

Interested in this feature?

If you have questions about this feature or would like to upgrade your account, please email [e-mail].