Inventory tracking and parts ordering

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Inventory threshold alert triggered

   ServiceTitan detects that a plumbing part or material has fallen below the minimum stock level. This automatically initiates the inventory replenishment workflow.

   ServiceTitan
2. 2

   Action

   Check upcoming job requirements

   System analyzes scheduled plumbing jobs in the next 7 days to determine projected part usage. This helps calculate optimal reorder quantities based on actual demand.

   ServiceTitanFieldEdge
3. 3

   Decision

   Evaluate order urgency level

   Workflow determines if this is an emergency order (affecting jobs within 24 hours) or standard restock. Emergency orders trigger expedited processing and supplier notification.

   ServiceTitan
4. 4

   Action

   Generate purchase order automatically

   System creates a purchase order with calculated quantities and sends to preferred supplier. Order details include part specifications, delivery address, and required delivery date.

   ServiceTitanQuickBooks for Contractors
5. 5

   Action

   Update technician availability status

   If critical parts are out of stock, system automatically flags affected technicians and reschedules jobs requiring those parts. Notifications are sent to dispatch and affected customers.

   ServiceTitanHousecall Pro
6. 6

   Action

   Track delivery and update inventory

   System monitors supplier delivery confirmations and automatically updates inventory counts when parts arrive. Technicians receive notifications about restocked items.

   ServiceTitanFieldEdge
7. 7

   Output

   Generate inventory management report

   Creates detailed report showing parts ordered, delivery status, inventory levels, and any service disruptions caused by stockouts. Report is distributed to management and procurement staff.

   ServiceTitanQuickBooks for Contractors

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