Inventory management and supply ordering

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Scan inventory levels daily

   System automatically checks current stock levels for all cleaning supplies against predefined minimum thresholds. Triggers when any item falls below reorder point.

   ServiceTitan
2. 2

   Action

   Calculate optimal order quantities

   AI analyzes historical usage patterns, upcoming scheduled jobs, and seasonal trends to determine optimal reorder quantities. Factors in bulk pricing discounts and storage capacity.

   ServiceTitanCleanGuru
3. 3

   Decision

   Evaluate supplier availability pricing

   System compares pricing and delivery times across preferred suppliers for each item. Routes to emergency procurement if critical supplies needed urgently.

   ServiceTitan
4. 4

   Action

   Generate automated purchase orders

   Creates purchase orders with optimal quantities and selected suppliers. Includes delivery scheduling based on current job pipeline and storage capacity.

   ServiceTitanSwept
5. 5

   Action

   Update crew assignment schedules

   Automatically adjusts crew assignments and job schedules if critical supplies are temporarily unavailable. Prioritizes jobs that can be completed with current inventory.

   CleanGuruSwept
6. 6

   Action

   Send notifications to management

   Alerts operations managers about purchase orders placed, delivery schedules, and any potential service impacts. Includes cost summaries and approval workflows for large orders.

   ServiceTitan
7. 7

   Output

   Track delivery and update inventory

   Monitors delivery status and automatically updates inventory levels upon receipt confirmation. Generates restocking reports for warehouse team.

   ServiceTitanSwept

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