# InventoryHQ

- [Inventory HQ: Manage Materials, Jobs, and Equipment](https://docs.inventory-hq.com/getting-started/introduction.md): Inventory HQ is a single platform for managing materials, jobs, equipment, locations, users, and billing for field service trades like roofing and fencing.
- [Quick-Start Setup Guide for Inventory HQ](https://docs.inventory-hq.com/getting-started/quick-start-setup.md): Complete these nine steps in order to set up your company profile, roles, locations, inventory, and jobs before using the mobile app.
- [Set Up Your Company Profile and Locations](https://docs.inventory-hq.com/getting-started/account-setup.md): Learn how to complete your company profile and create warehouses and service trucks so your account is ready for inventory and jobs.
- [Invite Team Members and Assign Roles in Inventory HQ](https://docs.inventory-hq.com/getting-started/invite-your-team.md): Learn how to add team members, assign roles, and set location access so each user sees only the warehouses and trucks they need.
- [Use the Inventory HQ Dashboard for Real-Time KPIs](https://docs.inventory-hq.com/getting-started/dashboard.md): Learn how to read KPI cards, apply time filters, interpret charts, and use the Recent Activity and Low Stock panels on the Dashboard.
- [Get Started with the Inventory HQ Mobile App](https://docs.inventory-hq.com/getting-started/mobile-app.md): The mobile app lets crews pull and return materials, run audits, and request equipment in the field using the same data and rules as the web platform.
- [Inventory HQ Inventory Module Overview](https://docs.inventory-hq.com/inventory/overview.md): Learn how the Inventory module works in Inventory HQ. Understand material rows, stock tracking, batch history, and how to search and filter across all locations.
- [Add Materials to Inventory HQ Inventory](https://docs.inventory-hq.com/inventory/adding-items.md): Learn the three ways to add materials in Inventory HQ: single item, global bulk, and warehouse bulk. Set minimum stock alerts to drive reorder notifications.
- [Bulk Import Materials into Inventory HQ](https://docs.inventory-hq.com/inventory/bulk-import.md): Import many materials at once using a company-specific template. Learn the 5-step admin-only workflow and how to avoid the most common import failure.
- [Set Up Low Stock Alerts and Reordering in Inventory HQ](https://docs.inventory-hq.com/inventory/reorder-alerts.md): Configure minimum stock thresholds, act on low stock alerts, and turn on email notifications so you never miss a reorder point in Inventory HQ.
- [Track Inventory Across Multiple Locations in Inventory HQ](https://docs.inventory-hq.com/inventory/multi-location.md): Learn how Inventory HQ tracks stock across warehouses and service trucks. Use location filters and the View row action to see stock by location.
- [Handle Partial and Leftover Materials in Inventory HQ](https://docs.inventory-hq.com/inventory/partial-materials.md): Learn the approved process for restocking partial quantities from jobs in Inventory HQ. Keep job costs accurate while capturing leftover value back into inventory.
- [Jobs: Create, Track, and Manage Material Movements](https://docs.inventory-hq.com/jobs/overview.md): Learn how to create jobs, read the summary cards, navigate the job detail page, and understand the Ready to Audit workflow in Inventory HQ.
- [How Material Movement Works on a Job](https://docs.inventory-hq.com/jobs/logging-material-usage.md): Understand the full material lifecycle on a job: assign, pull, return, and handle partials. Learn when to use bulk pull and bulk return.
- [Pull Material from a Job: Move Stock and Record Cost](https://docs.inventory-hq.com/jobs/pull-material.md): Pull materials onto a job to deduct stock and record costs. Learn how to handle zero-stock pulls and why negative inventory is an intentional audit flag.
- [Assign Material to a Job for Planning](https://docs.inventory-hq.com/jobs/assign-material.md): Learn how Assign Material works as a planning-only action. Earmark materials to a job before pulling, with no stock movement.
- [Return Material to Stock from a Job](https://docs.inventory-hq.com/jobs/return-material.md): Return full unused units from a job back into stock. Match returns to the original FIFO batch and keep job costs accurate.
- [Close a Job with Ready to Audit](https://docs.inventory-hq.com/jobs/closing-jobs.md): Learn how to close a job in Inventory HQ using Ready to Audit, route it to an auditor, and finalise costs for reporting and CRM write-back.
- [Build and Apply Job Templates for Repeat Work](https://docs.inventory-hq.com/jobs/job-templates.md): Create reusable material pull lists as Job Templates and apply them to any job. Save time and standardise material lists across your team.
- [Job Costing Rolls into Reports and Analytics](https://docs.inventory-hq.com/jobs/job-costing-reports.md): See how job costs feed into Inventory HQ reports. Review Average Job Cost, Jobs Completed, and the Job Costing Breakdown line chart.
- [Service Trucks: Mobile Warehouses for Field Crews](https://docs.inventory-hq.com/service-trucks/overview.md): Learn how Inventory HQ treats your crew trucks, box trucks, and install vans as mobile warehouses that crews can stock, pull from, and return material to on jobs.
- [Stock a Service Truck with Inventory](https://docs.inventory-hq.com/service-trucks/assigning-stock.md): Learn how to restock a service truck using the Restock action or a bulk warehouse import, and how truck inventory counts toward low stock alerts.
- [Track Material Transfers To and From Service Trucks](https://docs.inventory-hq.com/service-trucks/tracking-transfers.md): Learn how field crews pull material from service trucks on jobs and return leftovers, and how administrators create and manage trucks in Inventory HQ.
- [Equipment Tracking for Roofing Contractors | InventoryHQ](https://docs.inventory-hq.com/equipment/overview.md): Track every drone, ladder, tablet, and tool your team owns. InventoryHQ gives you real-time visibility so expensive equipment never goes missing.
- [Assign Equipment to Jobs, People & Vehicles | InventoryHQ](https://docs.inventory-hq.com/equipment/assigning-equipment.md): Add equipment to InventoryHQ and assign it to a team member, vehicle, or job in minutes. Keep every asset accountable from check-out to check-in.
- [Review and Approve Equipment Requests in Inventory HQ](https://docs.inventory-hq.com/equipment/equipment-requests.md): Manage equipment checkout workflows in Inventory HQ. Approve or reject requests, capture digital sign-off, and process returns through Return Requests.
- [Track, Audit, and Flag Equipment Assets | InventoryHQ](https://docs.inventory-hq.com/equipment/tracking-assets.md): View every asset's current status, audit who has what, flag missing equipment, and use assignment history to keep your team accountable.
- [Manage Users, Roles and Permissions in Inventory HQ](https://docs.inventory-hq.com/settings/user-permissions.md): Learn how to add team members, assign roles, and configure location-scoped and admin-level permissions in Inventory HQ. Includes tabs, KPIs, and role setup steps.
- [Create and Manage Warehouses and Storage Locations](https://docs.inventory-hq.com/settings/locations.md): Learn how to create warehouses in Inventory HQ, view stocked items, and understand plan limits. Includes best practices for location setup before adding inventory and jobs.
- [Configure and Manage Measurement Units for Inventory](https://docs.inventory-hq.com/settings/units.md): Learn how to manage measurement units in Inventory HQ. Covers default units, activating and deactivating units, editing, deleting, and adding custom units for bulk imports.
- [Organize Inventory and Equipment with Categories](https://docs.inventory-hq.com/settings/categories.md): Learn how to create and manage categories in Inventory HQ. Categories group both inventory and equipment for cleaner filtering, reporting, and bulk imports.
- [Run Physical Audits and Cycle Counts in Inventory HQ](https://docs.inventory-hq.com/settings/physical-audits.md): Learn how to reconcile recorded stock with physical counts using job audits and inventory cycle counts in Inventory HQ. Includes auditor assignment and negative stock handling.
- [Manage Your Inventory HQ Billing, Plan, and Payment Settings](https://docs.inventory-hq.com/settings/billing-and-plans.md): Learn how to manage your Inventory HQ subscription, upgrade or downgrade plan limits, update payment methods, and control profile settings like low stock email alerts.
- [CRM Integration Guide and Current Status | InventoryHQ](https://docs.inventory-hq.com/integrations/crm-integrations.md): Learn InventoryHQ's CRM integration status, export job costing data for your CRM today, and find out what direct sync features are coming soon.
- [Configure Low Stock Alert Notifications in Inventory HQ](https://docs.inventory-hq.com/integrations/low-stock-alerts.md): Set up email notifications for low stock in Inventory HQ. See where alerts surface across the dashboard, panels, and the dedicated Low Stock Alerts page.
- [Export InventoryHQ Job, Inventory, and Activity Data](https://docs.inventory-hq.com/integrations/data-export.md): Export job costing, inventory, material list, and user activity data from InventoryHQ in CSV or PDF format to use in your CRM or accounting software.
- [Reporting, Analytics, and Profit Tools | InventoryHQ](https://docs.inventory-hq.com/reports/overview.md): Explore every report in InventoryHQ — job costing breakdowns, user activity, material lists, inventory trends, and the Profit Recovery Calculator.
- [Inventory HQ FAQ: Common Questions Answered](https://docs.inventory-hq.com/support/faq.md): Quick answers to the most common Inventory HQ questions about imports, alerts, stock counts, jobs, equipment, users, and CRM syncing. Find fixes fast and links to detailed guides.
- [Troubleshoot Common Issues in Inventory HQ](https://docs.inventory-hq.com/support/troubleshooting.md): Step-by-step fixes for the most common Inventory HQ problems across General, Inventory, Jobs, Equipment, Users & Access, and Integrations. Resolve issues fast without a support ticket.
- [Inventory HQ Glossary: Key Terms and Definitions](https://docs.inventory-hq.com/support/glossary.md): A complete reference of Inventory HQ terms and definitions, from Active Job and FIFO batches to Service Trucks and Write-back. Understand the language used across the platform.
- [Contact Inventory HQ Support and Get Help](https://docs.inventory-hq.com/support/contact.md): How to reach Inventory HQ support, find quick answers in the FAQ and troubleshooting guide, and access the operational rules you need to keep work moving smoothly.


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