Step 1: Sign up for a free trial
1
Go to inventory-hq.com
Open inventory-hq.com in your browser and click Start Free Trial.
2
Enter your details
Provide your name, business email address, and a password. You’ll use these credentials to log in to both the web dashboard and the mobile app.
3
Verify your email
Check your inbox for a verification email from InventoryHQ and click the confirmation link to activate your account.
Step 2: Choose a plan
After verifying your email, you’ll be prompted to select a plan. You won’t be charged until your 30-day trial ends, so choose the plan that best matches the features you want to evaluate.Equipment Only — $99/mo
Includes equipment tracking for up to 5 users. The right starting point if equipment management is your primary need right now.
Core Plan — $199/mo
The full InventoryHQ platform — inventory, jobs, equipment, and service trucks — for 1 warehouse location and up to 5 users.
If your business runs multiple warehouse locations or needs more than 5 users, contact the InventoryHQ team to discuss a Custom plan. You can upgrade at any time after your trial.
Step 3: Set up your first warehouse
Once you’ve selected a plan, the setup wizard will guide you through creating your first warehouse location.1
Name your warehouse
Enter a name that your team will recognize — for example, “Main Warehouse” or your city and street address. This name appears throughout the platform wherever inventory is assigned to this location.
2
Add your materials catalog
Start adding the materials you stock. For each item, provide a name, unit of measure (squares, bundles, sheets, etc.), current quantity on hand, and a reorder threshold. You can import a CSV file if you have an existing inventory list.
3
Set reorder thresholds
Define the minimum stock level for each material. When your quantity on hand drops to or below that number, InventoryHQ will alert you automatically so you can reorder before you run out.
Step 4: Configure your account settings
Before you invite your team, take a moment to configure your account-level settings. Navigate to Settings → Account from the left sidebar.Company name and branding
Company name and branding
Enter your official company name as you’d like it to appear in reports and exports. You can also upload your company logo, which will appear on printed reports.
Timezone
Timezone
Set your local timezone so that timestamps on inventory transactions, job activity, and alerts are accurate for your location. This is especially important if your team works across multiple time zones.
Notifications
Notifications
Choose how you want to receive reorder alerts and system notifications — by email, in-app, or both. You can set notification preferences at the account level here and override them per user in their individual profiles.
Billing
Billing
Review your plan details, trial end date, and payment method. You can update your billing information or upgrade your plan at any time from the Settings → Billing page.
What’s next?
With your account created and your first warehouse configured, the next step is bringing your team on board.Invite Your Team
Add your managers and field crews and assign them the right access levels.
Download the Mobile App
Get the InventoryHQ app on iOS or Android so your field team is connected from day one.