Inventory Management · built into QuoteIQ

Best Inventory Management Software for Contractors

Track stock across trucks, warehouses, and job sites. QuoteIQ connects reorder points and purchase orders with Job Costing and your estimates. Available on Elite and Max plans.

Products · Locations · Suppliers · Orders · Transactions Real-Time Stock Status Indicators Mobile + Desktop Sync Elite & Max Plans

Inventory from setup to restock · QuoteIQ demo

Quick Answer

QuoteIQ Inventory Management is the best inventory management software for home service contractors who want stock control inside their CRM — a native five-module system that tracks Products, Locations, Suppliers, Orders, and Transactions with complete audit-trail history. Track materials across warehouses, service trucks, job sites, and storage units with real-time stock status indicators (green, orange, red), low-stock flags at your reorder points, and six transaction types (Receipt, Returned, Issued, Damaged, Loss, Adjustment). Inventory is included natively on the Elite plan at $299.99/mo (10 users) and the Max plan at $699.99/mo (20 users) — no separate inventory subscription, no per-item charges, no third-party integrations required. Built into the same app as your estimates, EmployeeHub, and Job Costing.

TL;DR: QuoteIQ is the best inventory management software for contractors who want parts inventory tracking inside the contractor software they already use. QuoteIQ Inventory organizes Products, Locations, Suppliers, Orders and Transactions alongside estimates, Job Costing and EmployeeHub. Review the demos to see stock records and purchasing in the same system. Elite is $299.99/month for ten users; Max is $699.99/month for 20 users. Use business recordkeeping guidance to organize supporting supplier documents. Industry workforce context is available from the Bureau of Labor Statistics; those statistics do not measure QuoteIQ inventory savings. Related: estimates; Pipelines.

How to Set Up Inventory in QuoteIQ

  1. Add your locations

    Add each warehouse, truck or employee that holds stock.

  2. Add products and stock

    Add Product with its SKU and cost, and the quantity on hand.

  3. Set a reorder point

    Enter a Threshold Value: the count where you want to reorder.

  4. Use items on jobs

    Link materials on the estimate; paid jobs take them out of stock.

  5. Spot low stock

    Items at their threshold or under it are flagged Low stock.

  6. Order to restock

    Create a purchase order; Mark Received adds the quantity to stock.

Five Core Modules

Field Service Inventory Management, One System

QuoteIQ Inventory combines five modules: Products, Locations, Suppliers, Orders and Transactions. Register each item, record stock by location, connect its supplier and follow purchasing from draft to receipt. The demonstrations below show those records together, including the movement history behind a stock count. Connect the inventory workflow with Job Costing, expense tracking, EmployeeHub and estimates. Elite includes ten users at $299.99/month; Max includes 20 users at $699.99/month. Inventory is included in those subscriptions; keep purchase records for reconciliation.

Central registry of everything you track. Add items with SKU, description, category, unit of measure, cost, reorder points, and supplier links.

Warehouses, service trucks, job sites, offices, storage units. See what's where and transfer materials between locations with a tap.

Vendor database with contact info, product links, and spending tracking. Know who supplies what and how much you've ordered from each.

Create purchase orders that move through Draft, Confirmed, and Received stages. When received, inventory updates automatically.

Six transaction types record every movement: Receipt, Returned, Issued, Damaged, Loss, and Adjustment. Complete audit trail.

01 / Products Module

Track every product across all locations with real-time stock status indicators — green for in stock, orange for low stock, red for out of stock. Set reorder points and see low-stock flags before you run out of critical parts. See total inventory value across your entire operation at any time, whether you run HVAC, plumbing, electrical, or pest control operations.

Product Registry

Add products with SKU, description, category, unit of measure, cost, and supplier information in one central place.

Stock Status Indicators

See at a glance if items are in stock (green), low stock (orange), or out of stock (red) at any location.

Low-Stock Flags

Set minimum stock levels per product and see a low-stock flag when inventory reaches your threshold.

Cost Tracking

Track cost per unit for every product and see total inventory value across all your locations at any time.

Every material, its cost, and its stock status. One catalog your whole team can work from.Filter low stock, edit a selling price, and watch the margin update.

Products · QuoteIQ demo

02 / Locations Module

Track inventory across warehouses, service trucks, job sites, and offices from one central dashboard. Transfer materials between locations with a tap, see what's on each vehicle before dispatching, and maintain complete visibility no matter how many locations you manage. Pair it with EmployeeHub live location while clocked in to match the right truck inventory to the closest technician.

Location Types

Create locations for warehouses, trucks/vehicles, job sites, retail locations, offices, and storage units.

Inventory Transfers

Move materials between locations with Issued transactions. QuoteIQ automatically updates stock at both source and destination.

Location Breakdowns

View stock levels at each individual location. Know exactly what's on Truck 1 versus Truck 2 versus the warehouse.

Transaction History

See full transaction history for every location — every receipt, transfer, and adjustment is logged automatically.

Know what is at the warehouse and what is already on the truck before your crew leaves.Open a location to see its products and stock breakdown.

Locations · QuoteIQ demo

03 / Orders Module

Create purchase orders, track deliveries, and automatically update inventory when shipments arrive. Orders move through Draft, Confirmed, and Received stages — and when you mark an order received, QuoteIQ creates receipt transactions and updates stock levels instantly. No double entry, no reconciliation.

Order Creation

Create orders with product name, product ID, category, order value, quantity, buying price, and expected delivery date.

Order Lifecycle

Track orders through Draft, Confirmed, and Received stages. See where every order stands at a glance.

Auto Inventory Updates

Mark orders as Received and QuoteIQ automatically creates receipt transactions and updates inventory levels.

Line Item Tracking

Add products, quantities, and costs per line item. Order totals calculate automatically.

Follow your order from draft to delivery, then bring the materials into stock when they arrive.Mark an order received. See the product quantity update.

Purchase orders · QuoteIQ demo

04 / Suppliers Module

Build your vendor database and track supplier relationships in one place. Store contact information, link suppliers to the products they provide, and see purchase order history per vendor. Never lose track of who supplies what or how much you've ordered from each vendor — critical for contractors running multiple trades across roofing, HVAC, and remodeling jobs.

Vendor Database

Create supplier profiles with supplier name, contact number, email, product links, and category information.

Product Linking

Link suppliers to the products they provide. See all available vendors for any product at a glance.

Order History

View all of your team's purchase orders placed with each supplier. Track spending and order frequency per vendor.

Contact Details

Store complete contact information for every supplier so your team can reach vendors quickly when needed.

Keep your vendors, product links, and incoming orders together so reordering starts with the right supplier.See supplier details and the orders already on the way.

Suppliers · QuoteIQ demo

05 / Transactions Module

Every inventory movement is recorded automatically. Six transaction types cover every scenario — receipts from suppliers, returns, transfers between locations, damaged parts, losses, and manual adjustments. Complete audit trail for accountability, investigations, accurate record-keeping, and supplier claims or insurance documentation.

Six Transaction Types

Receipt (from suppliers), Returned (materials coming back), Issued (transfers), Damaged, Loss, and Adjustment (manual corrections).

Complete Audit Trail

Every transaction is logged with product, quantity, location, date, and optional notes. Full accountability on every movement.

Damage & Loss Tracking

Record damaged or lost inventory with notes explaining what happened. Maintain documentation for supplier claims or insurance.

Adjustment Records

Perform physical inventory audits, compare to system quantities, and create Adjustment transactions to fix discrepancies with documented reasons.

Keep a record of what came in, what went out, and what changed — right from your phone.Watch a stock adjustment update the ledger and product status.

Stock levels & transactions · QuoteIQ demo

Connected workflow

Materials on an estimate connect the job to your inventory. When recording a deposit, the payment screen lets you choose whether to deduct those materials now. Otherwise, the materials are deducted when the estimate is paid in full.

Choose the deduction timing

The “Deduct materials from inventory now” option puts the decision in the payment workflow.

See what changed

The demo shows the resulting inventory transactions, product quantities, and inventory values together.

Keep the deduction visible

The estimate shows when its materials have already been deducted from inventory.

Connect the material cost

See the materials assigned to the estimate alongside their quantities and costs.

The materials you sell should connect to the stock you track.Watch the payment workflow, inventory ledger, and stock values update together.

Job deduction · QuoteIQ demo

06 / Field Ready

Check stock levels, view what's on your truck, and record transactions from anywhere using the QuoteIQ mobile app. Field techs can verify parts availability before heading to a job and update inventory on the go — no need to call the office or check spreadsheets. Works everywhere your crew works, on iOS and Android.

Check Stock Anywhere

View product availability and stock levels across all locations from your phone or tablet in the field.

Truck Inventory View

See exactly what's on your service truck before leaving for a job. Never show up without the parts you need.

On-Site Transactions

Record inventory usage, damage, or transfers while on the job site. No paperwork or office trips required.

Real-Time Sync

All inventory updates sync instantly across devices. Office and field teams always see the same accurate data.

The office gets visibility. Your crew gets the same inventory in the field.Check stock and record an adjustment from the mobile app.

Stock levels & transactions · QuoteIQ demo

The Reason We Built Inventory Management in QuoteIQ

Managing inventory shouldn't mean guessing what's on each truck, making emergency supply runs, or losing track of expensive parts. We built Inventory Management because contractors told us they were over-ordering because they couldn't see total stock, wasting time searching for materials, and eating costs on lost parts. Everything you need is now in one place — saving time, money, and eliminating headaches. Built by contractors, for contractors.

What's Included

What the Best Inventory Management Software Should Have

A complete inventory management system needs more than a list of parts. Here's what's built into QuoteIQ Inventory on Elite and Max — no add-on subscriptions, no separate inventory software, no per-item charges.

SKU, description, category, unit of measure, cost per unit, reorder points, and supplier links — all in one central place. See total inventory value across every location at any time.

Warehouses, service trucks, job sites, offices, retail locations, or storage units. See exactly what's at each location and transfer materials between them with a tap.

Green (in stock), orange (low stock), red (out of stock) at every location. Set reorder points per product so you see low-stock flags before running out of critical parts.

Vendor profiles with contact info, product links, and spending tracking. Know who supplies what, order history per vendor, and where to call when you need materials fast.

Create orders, track them through Draft → Confirmed → Received stages. When marked Received, QuoteIQ auto-creates receipt transactions and updates stock instantly.

Receipt, Returned, Issued, Damaged, Loss, Adjustment. Every inventory movement is logged with product, quantity, location, date, and notes. Complete audit trail for accountability.

Full inventory access on iOS and Android mobile apps. Check stock, view truck inventory, and record transactions from the field. Real-time sync across every device.

Connects directly to estimates, Job Costing, EmployeeHub, and Pipelines. No Zapier, no third-party inventory software required.

Researching your options? See how QuoteIQ compares to other field service platforms on our Competitor Comparisons hub.

Pricing

Available on Elite and Max Plans

Inventory Management is included on Elite and Max plans, not sold as an add-on. No per-item charges. Trial terms apply.

Elite

$299.99/mo

10 users · 5,000 IQ Credits/mo

Inventory + Pipelines + Route Optimization + EmployeeHub + All Pro Features

Max

$699.99/mo

20 users · 8,000 IQ Credits/mo

Everything in Elite, plus AI Website Builder Included
FAQ

Frequently Asked Questions

Page updated . Plan and feature access should be checked before subscribing.

What is the best inventory management software for contractors?

QuoteIQ Inventory Management is the best inventory management software for contractors and home service businesses because it's a complete five-module system — Products, Locations, Suppliers, Orders, and Transactions — built natively into the same CRM as your estimates, invoices, scheduling, and Job Costing. Pricing starts at $299.99/mo for Elite (10 users) and $699.99/mo for Max (20 users). Trial terms apply.

Unlike standalone inventory software like Fishbowl or inFlow that requires separate subscriptions and integrations, QuoteIQ Inventory is built in — connected to your estimates, your team's live location while clocked in, your customer database, and your job costing in one app.

The practical test is a material you use every week: can the office see its stock, the location holding it, the supplier and the last movement without opening another stock ledger? Review the Inventory workflow beside Job Costing and EmployeeHub. Keep supplier documents and purchase records alongside your operational entries; the IRS recordkeeping guidance explains why supporting business records matter. The best fit depends on your locations, product complexity and required reporting, so test a representative receipt and stock adjustment during your trial.

Contractor inventory software costs depend on the subscription, users, stock requirements and connected tools. QuoteIQ includes Inventory on Elite at $299.99/month for ten users and Max at $699.99/month for 20 users. Compare the total package with a standalone stock system, including any CRM subscription or integration it requires. Confirm the actual item, location and reporting requirements during a demo rather than relying on an unsourced market-wide price range.

Trial terms apply.

Compare the full subscription, included users, required integrations and any item or location limits before choosing a platform. Inventory is only one part of a contractor’s workflow: estimates, expenses and job costs also need consistent material information. The QuoteIQ pricing page is the reference for current plan access. Use your actual supplier purchases and stock movements to evaluate the system; a demonstration total is sample data, not a forecast of savings for your business.

Contractors can track stock by location across trucks, warehouses and job sites in QuoteIQ Inventory. Create unlimited locations for warehouses, service trucks, job sites, retail locations, offices, or storage units. View stock levels at each location individually, transfer materials between them using Issued transactions (QuoteIQ automatically updates stock at both source and destination), and see exactly what's on each truck before dispatching a crew. Pair it with EmployeeHub's live location while clocked in to match the right truck inventory to the closest technician.

Set up location names your crew can recognize, such as Main Warehouse, Truck 1 and a named job site. Check the product and quantity on both sides of a movement and reconcile the records with a physical count when something differs. For an illustrative check, 24 items received and six issued leave 18 before any other movements; the count should reconcile with the transaction history. Team access and job records help connect responsibility and usage. Retain supplier evidence following the IRS supporting-record guidance.

QuoteIQ Inventory uses six transaction types to capture every movement: Receipt (materials received from suppliers, shown in blue), Returned (materials coming back, shown in green), Issued (transfers between locations, shown in teal), Damaged (damaged inventory, shown in orange), Loss (lost inventory, shown in red), and Adjustment (manual corrections from physical audits, shown in white). Every transaction is logged with product, quantity, location, date, and optional notes — creating a complete audit trail for accountability, insurance claims, or supplier disputes.

Choose the transaction that explains what actually happened, then record the product, quantity, location and useful notes. A physical count correction should remain distinguishable from a supplier receipt or damaged stock. That distinction helps the next person reconcile the number rather than simply overwriting it. Review expense tracking and Job Costing separately: a stock movement is not automatically the same as a paid supplier bill. The IRS record guidance lists purchase documents and other evidence to keep with your business records.

Low-stock indicators help contractors identify items that need attention in QuoteIQ Inventory. Set reorder points on any product. QuoteIQ displays real-time stock status indicators — green for in stock, orange for low stock, red for out of stock — at every location. When inventory reaches your configured reorder point, the status changes so your team knows it's time to reorder. Combined with the Suppliers module, you'll know exactly which vendor to call.

Set the threshold using your own consumption, supplier lead time and buffer rather than copying the demo values. For example, if a team uses four units a day and replenishment takes three working days, 12 units cover that assumed lead time before any safety stock. This is an illustrative planning calculation, not a QuoteIQ recommendation or measured customer result. Review the supplier and purchase-order workflow when an item runs low, and record actual purchases in expenses so the stock picture and the business’s cash outflow can be reconciled.

Contractors can create and track purchase orders in QuoteIQ Inventory. Create purchase orders with product details, quantities, costs, supplier information, and delivery dates. Orders move through Draft, Confirmed, and Received stages. When you mark an order as Received, QuoteIQ automatically creates Receipt transactions for each line item and updates your inventory levels — no manual reconciliation, no double entry.

Check what arrived against the order before marking it received. Compare quantities, unit costs, supplier details and delivery information, then investigate differences while the delivery paperwork is available. In a simple example, ten units at $12 represent $120 of goods before freight or tax; the received quantity and final bill may differ. Keep the purchase evidence described in the IRS recordkeeping guidance. Stock records, expense records and job allocation answer related questions, so review each rather than treating receipt as proof of payment.

Inventory can be evaluated during a trial of a plan that includes it. Every QuoteIQ plan — Essentials, Beginner, Pro, Elite, and Max — includes a 14-day free trial with full access to that plan's features. To try Inventory Management specifically, start your trial on Elite or Max. Trial terms apply. You can upgrade, downgrade, or cancel at any time before the trial ends without being charged.

Start with a small, recognizable inventory sample: one product, two locations, a supplier, a purchase order and a receipt. Then make one stock movement and reconcile the resulting count. This checks the five-module workflow without importing an entire catalog first. Choose Elite or Max when evaluating Inventory, and test team access and Job Costing if those connections matter to your operation. Review your subscription settings before the trial ends. Trial terms apply.

A credit or debit card is required to start.

QuoteIQ works as HVAC inventory management software, plumbing inventory software and truck inventory software for any trade that carries truck stock and installs parts on-site: HVAC (filters, capacitors, refrigerant), plumbing (fittings, valves, pipe), electrical (breakers, wire, devices), pest control (chemicals, bait stations), appliance repair (replacement parts), roofing (shingles, fasteners, underlayment), and pool service (chlorine, cartridges, equipment).

Even short-cycle trades like pressure washing, lawn care, and painting benefit from tracking equipment, chemicals, and consumables across trucks.

For a useful trial, pick items that are easy to confuse, expensive to replace or costly to run out of. A plumber might track a fitting size by truck; a lawn company might track a frequently used consumable by storage location. Keep the product name, unit and supplier consistent so a count can be understood by someone who did not create it. Inventory records availability; expenses and Job Costing explain spending and allocation. Neither the demo nor a generic software category establishes that a particular trade will save a fixed amount.

Inventory connects stock records with related QuoteIQ workflows such as estimating and Job Costing. Inventory Management is built as a native feature inside QuoteIQ, so it integrates automatically with estimates, Job Costing, EmployeeHub, Pipelines, customer records, and AI Autopilot. There are no add-on subscriptions, no Zapier workflows, and no third-party integrations required.

Use one sample job to check the connection: identify its customer, prepare the estimate, record relevant materials, and inspect the job-cost view. Confirm the actual data carried between screens instead of assuming two similarly named fields always share the same value. The feature catalog shows related workflows, while pricing identifies their availability. Keep supporting purchase records for reconciliation, particularly where an inventory movement and an expense occur at different times.

Inventory Management is available on the Elite plan ($299.99/mo, up to 10 users, 5,000 IQ Credits/mo) and the Max plan ($699.99/mo, 20 users, 8,000 IQ Credits/mo). It is not available on Essentials, Beginner, or Pro plans. All QuoteIQ plans include a 14-day free trial — Trial terms apply.

Choose between these tiers by the users and wider workflows you need, not by the inventory demo alone. Elite’s ten-user allowance may suit a smaller office-and-field team; Max is the published option for 20 users, and you can add more users at $25/per-additional-user/mo on any plan. Check EmployeeHub, scheduling and other features in the plan comparison before starting. Additional usage and optional services have their own terms. Keep the inventory subscription decision separate from the cost of the stock itself: purchases, carrying costs and losses remain business expenses. For construction material tracking, evaluate stock locations and purchasing alongside the project records your team uses.

Built by Contractors

QuoteIQ was built by home service contractors with over 1.3M combined YouTube subscribers who've taught thousands of business owners how to start, scale, and systematize their operations — including inventory management.

Mike Vidan

Co-Founder, QuoteIQ

United States Army veteran and graduate of The Citadel. Former pressure washing business owner turned entrepreneur and educator. Mike has helped thousands of contractors start and scale home service businesses through free YouTube education and the QuoteIQ platform.

YouTube: 580,000+ subscribers on the Mike-Vidan channel

Read Full Profile →
Justin Rogers

Co-Founder, QuoteIQ

Serial entrepreneur and founder of the ForeverSelfEmployed brand. Justin's practical, no-fluff approach to service business growth has made him one of the most trusted voices in the home service contractor community and a mentor to tens of thousands of new business owners.

YouTube: 743,000+ subscribers on ForeverSelfEmployed

Read Full Profile →
Real Customer Reviews

Contractors across 50+ trades trust QuoteIQ to run their inventory, estimates, scheduling, and operations from one app.

★★★★★

"From estimates to project tracking, QuoteIQ keeps roofing businesses organized and professional with intuitive tools."

— Lawana Belen · App Store

★★★★★

"Very straightforward and streamlined way to keep my business organized and on track."

— Brandon Taylor · Google Play

★★★★★

"For the kind of niche jobs this app is for, it is hands down the best way to keep track of your business and your customers."

— DK V · Google Play

Stop Guessing What's on the Truck

Every product, every location, every transaction — tracked in real-time across your entire operation. Know exactly what you have and where it is.

14-day free trial on all plans. Trial terms apply.

Inventory demo

On a smaller screen, swipe across the demo to see the full app.