Log usage from the mobile app
The mobile app is designed for quick entry in the field. Your tech can log materials in under a minute between tasks.1
Open the app and select a job
Tap Jobs from the bottom navigation and select the active job from your list. If the job isn’t visible, use the search bar to find it by name or customer.
2
Tap Log Materials
On the job detail screen, tap Log Materials. This opens the material entry form pre-associated with the selected job.
3
Select the inventory source
Choose where the materials are coming from — typically your assigned truck. The items available will reflect what’s currently in stock at that location.
4
Select items and enter quantities
Search for or scroll to each item used. Enter the quantity consumed. Add multiple items as needed — for example, 6 bundles of shingles, 1 roll of underlayment, and 30 ridge caps in a single entry session.
5
Confirm the usage
Tap Confirm. The items are deducted from the selected truck or warehouse inventory and recorded against the job. The job costing report updates immediately.
Log usage from the dashboard
If you’re managing jobs from the office, you can log material usage on behalf of a job directly from the web dashboard.1
Open the job record
Navigate to Jobs in the main menu and click the job you want to update.
2
Select Log Materials
Click the Log Materials button on the job detail page.
3
Choose the inventory source
Select the truck or warehouse the materials are being drawn from in the Source dropdown.
4
Add items and quantities
Search for each item and enter the quantity used. You can add as many line items as needed before submitting.
5
Confirm the entry
Click Confirm Usage. Inventory updates at the source location and the items are added to the job’s cost record.
How inventory deducts automatically
When you confirm a usage entry, InventoryHQ handles the inventory math for you. The quantity you entered is subtracted from the on-hand count at the source location — whether that’s a specific truck or your main warehouse. You don’t need to create a separate transfer record; the usage log acts as the transfer. If a truck’s on-hand quantity for an item drops to or below its reorder threshold as a result of the usage entry, a low-stock alert will appear on your dashboard.Edit or correct a usage entry
Mistakes happen. If a quantity was entered incorrectly or assigned to the wrong job, you can correct it without losing the audit trail.1
Open the job record
Go to Jobs and click the job that contains the incorrect entry.
2
Find the usage entry
Click the Materials Used tab on the job detail page. Locate the entry you need to correct.
3
Edit the entry
Click the edit icon next to the entry. Adjust the quantity, item, or source location as needed, then click Save Changes. The inventory counts at the affected locations update automatically to reflect the correction.
Usage entries are attributed to the user who created them. The User Activity Report under Reports shows a full log of who logged what and when, which is useful for reviewing field activity or investigating discrepancies.