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Inventory HQ is a single platform for managing materials, jobs, equipment, locations, users, and billing. This help center covers every module with step-by-step instructions, troubleshooting, and a full glossary. The platform is deliberately industry-neutral: materials, jobs, and equipment work the same way whether your account is roofing, fencing, or another trade.

Quick-Start Setup

Complete the nine-step setup guide in order before creating jobs or using the mobile app.

Inventory

Track and manage materials across all warehouses and service trucks.

Jobs

Create jobs, pull and return materials, and run job costing reports.

Mobile App

Use the field app to pull materials, run audits, and request equipment on location.
The left sidebar provides access to all modules:
  • Dashboard: real-time KPI overview, recent activity, and low stock alerts
  • Inventory: materials and stock management across all locations
  • Jobs: job creation, material pulls and returns, and job costing
  • Job Templates: reusable material pull lists for repeat job types
  • Equipment: asset and tool tracking
  • Equipment Requests: checkout approvals and returns
  • Warehouses: fixed storage locations
  • Service Trucks: vehicles used as mobile stock locations
  • Users: team members, roles, and permissions
  • Units: measurement unit configuration
  • Categories: grouping for inventory and equipment
  • Reports: analytics and exports
  • Connect CRM: CRM integrations
  • Billing & Subscription: plan, payment methods, and billing history
  • Profile: your own name, email, password, and notification preferences, reached from the three-dots menu at the bottom left of the sidebar next to your company name