Does contractor inventory management software work for HVAC businesses?

Yes. HVAC contractors use QuoteIQ to track parts across service trucks, know what's on each vehicle before dispatching, reduce mid-day supply runs, and document damaged parts for supplier claims.

Can plumbing contractors use QuoteIQ for inventory?

Yes. Plumbers use QuoteIQ to track fittings, pipes, and parts across trucks and warehouses, transfer materials between vehicles, and ensure techs always have the right parts for each job.

Is QuoteIQ good for electrical contractor inventory?

Yes. Electrical contractors use QuoteIQ to manage parts and materials across locations, track stock levels on service trucks, create purchase orders for suppliers, and maintain complete audit trails.

Is there a free trial for QuoteIQ?

Yes. QuoteIQ offers a 14-day free trial with full access to Elite features including Inventory Management. Credit card is required to start the trial.

How is contractor inventory management software different from spreadsheets?

Spreadsheets require manual updates, don't sync across devices, and can't alert you to low stock. QuoteIQ updates in real-time, syncs automatically, sends alerts, and provides a complete audit trail.

Can I set different reorder points for different products?

Yes. Each product in QuoteIQ can have its own reorder point. When stock drops below that threshold, the status indicator changes to orange (low stock) to alert you.

How do I transfer parts from warehouse to truck?

Create an Issued transaction specifying the product, quantity, source location (warehouse), and destination location (truck). QuoteIQ automatically updates stock at both locations.

Can I see transaction history for each product?

Yes. Every product has a complete transaction history showing all receipts, transfers, adjustments, damages, and losses. See when, where, and by whom each transaction was made.

Does QuoteIQ integrate with other software?

QuoteIQ integrates with Stripe for payments, Google Calendar for scheduling, and QuickBooks (Elite plan) for accounting. Inventory data can be exported as needed for other systems.

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Management Software

Use QuoteIQ as your inventory management software to tracks parts across employees, trucks, warehouses & job sites. Stock alerts, purchase orders & audit trails.

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Inventory Management

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Manage Your Inventory With QuoteIQ

Track Stock Levels

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 get alerts before you run out of critical parts.

Scheduling & Dispatching

Using QuoteIQ as your employee management software, you can assign jobs to team members in just a few taps. It’s built directly into your QuoteIQ calendar, so everything happens in real time. Give or limit access to each user – giving you complete control. Track time, location, and stay connected to your team.

Track Stock Levels

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.

Reorder
Point Alerts

Set minimum stock levels per product and receive automatic alerts when inventory drops below your threshold.

Cost
Tracking

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

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.

Reorder
Point Alerts

Set minimum stock levels per product and receive automatic alerts when inventory drops below your threshold.

Cost
Tracking

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

Multi-Location
Inventory Management

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.

Multi-Location
Inventory Management

Location
Types

Employees clock in, out, and track breaks directly from the app for accurate hour logging.

Inventory
Transfers

See real-time updates as employees clock in, out, and log hours throughout the day.

Location Breakdowns

Access complete records of all time entries, edits, and clock-ins for payroll and labor cost analysis.

Transaction
History

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

Purchase Order Management

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.

Purchase Order
Management

Order Creation

Generate the most efficient route based on your daily calendar to save time and fuel costs.

Order Lifecycle

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

Auto Alerts

Mark orders, create receipt transactions and updates inventory levels – automatically.

Item Tracking

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

Route Optimization

Every employee also gets access to the built-in Time Tracker inside QuoteIQ. They clock in and out from the app, and every hour is logged and linked to their scheduled work. You can see weekly and monthly totals in real-time. You can also view individual time sheets. This helps you manage labor costs without needing a separate system.

Now you’re not just assigning jobs—you’re managing your team’s time, all in one place.

Route Optimization

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Supplier
Management

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.

In-App Team
Communication

Vendor Database

Create supplier profiles with company name, contact person, email, phone, address, website, and notes.

Product Linking

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

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.

Employee Time
& Labor Tracking

When you schedule a job for an employee, it instantly appears in their calendar inside the QuoteIQ app. They see the customer’s name, job address, start time, and job type. Everything is organized, accurate, and up to date. No more guessing, no more back-and-forth calls. Just clear direction and a more efficient crew from your employee management software.

Transaction Tracking
& Audit Trail

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, and accurate record-keeping.

Transaction Tracking & Audit Trail

Transaction Types

Assign specific roles to each employees and customize permissions for complete control.

Complete
Audit Trail

Assign entire crews to jobs at once instead of scheduling employees individually, saving time and effort.

Damage &
Loss Tracking

Send messages to crew group chats to keep everyone on the same page during jobs.

Adjustment
Records

Monitor locations, hours worked, and job progress in real-time from one central dashboard view.

Mobile Inventory Access

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.

Mobile Inventory &
Access

Check Stock Anywhere

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

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.

Pricing made for your team!

Explore QuoteIQ’s pricing tiers & find the right plan for your business.

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Free trial 14 days.

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Monthly

Inventory Management
Employee Management
Pipelines
Online Booking
Mass Campaigns
Customer Self-Services
Requests & Contact Forms
Route Optimization

7 User Limit

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.

Frequently Asked Questions

What is contractor inventory management software?

Contractor inventory management software helps service businesses track materials, parts, and equipment across multiple locations like warehouses, trucks, and job sites. QuoteIQ’s Inventory Management handles product tracking, stock alerts, purchase orders, supplier management, and transaction history—all in one platform.

How does QuoteIQ's Inventory Management work?

QuoteIQ tracks inventory across all your locations in real-time. Add products to your registry, set reorder points, create purchase orders, and record transactions as materials move between locations. Everything syncs instantly across mobile and web.

Can I track inventory across multiple locations?

Yes. Create locations for warehouses, service trucks, job sites, offices, or storage units. View stock levels at each location and transfer materials between them with a tap.

Does QuoteIQ alert me when stock is low?

Yes. Set reorder points for any product and QuoteIQ displays stock status indicators—green for in stock, orange for low stock, red for out of stock. You’ll always know when it’s time to reorder.

Can I create purchase orders in QuoteIQ?

Yes. Create purchase orders with supplier, delivery date, destination location, and line items. Orders move through Draft, Confirmed, and Received stages. When marked as Received, inventory updates automatically.

How do I track inventory on service trucks?

Yes. Create crews by grouping employees, assign crews to jobs as a unit, send crew-specific group messages, and track crew locations and hours together. Simplifies scheduling for multi-person jobs.

How do I track inventory on service trucks?

Create a location for each service truck. View what’s on each vehicle before dispatching, transfer parts from warehouse to truck with Issued transactions, and track usage as techs complete jobs.

Can I track damaged or lost inventory?

Yes. QuoteIQ includes Damaged and Loss transaction types. Record what was damaged or lost, add notes explaining what happened, and maintain a complete audit trail for accountability.

Does QuoteIQ track inventory costs?

Yes. Set cost per unit for every product and see total inventory value across all locations. Track spending per supplier and monitor inventory investment in real-time.

Can I manage suppliers in QuoteIQ?

Yes. Build a vendor database with contact information, link suppliers to products they provide, and view purchase order history per vendor. Track spending and order frequency over time.

What types of inventory transactions can I record?

QuoteIQ supports six transaction types: Receipt (from suppliers), Returned (materials coming back), Issued (transfers between locations), Damaged, Loss, and Adjustment (manual corrections).

Can I track inventory for multi-location businesses in QuoteIQ?

Yes. QuoteIQ provides company-wide visibility into total inventory, tracks materials at each location, enables transfers between locations, and helps with aggregate ordering for better pricing.

Can I access inventory from my phone?

Yes. QuoteIQ’s mobile app gives full access to inventory management. Check stock levels, view truck inventory, and record transactions from anywhere—all syncing in real-time.

Does inventory sync across devices?

Yes. All inventory updates sync instantly across mobile and web. Your office and field teams always see the same accurate, up-to-date data.

Can I do physical inventory audits in QuoteIQ?

Yes. Count items at any location, compare to system quantities, and create Adjustment transactions to fix discrepancies. Add notes documenting reasons for any adjustments.

Which QuoteIQ plan includes Inventory Management?

Inventory Management is available on QuoteIQ Elite plan, which also includes employee management, route optimization, InstaQuote, InstaSchedule, and every other QuoteIQ feature.

How much does QuoteIQ Inventory Management cost?

Inventory Management is included in QuoteIQ Elite at $189.99/month or $1,880/year. No additional fees or add-ons required—everything is included.

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#1 Contractor InventoryManagement Software

Inventory Management

Have Questions? Want to Learn More?

Manage Your Inventory With QuoteIQ

Track Stock Levels

Scheduling & Dispatching

Track Stock Levels

Product Registry

Stock Status Indicators

Reorder Point Alerts

Cost Tracking

Product Registry

Stock Status Indicators

Reorder Point Alerts

Cost Tracking

Multi-Location Inventory Management

Multi-Location Inventory Management

Location Types

InventoryTransfers

Location Breakdowns

TransactionHistory

Purchase Order Management

Purchase Order Management

Order Creation

Order Lifecycle

Auto Alerts

Item Tracking

Route Optimization

Route Optimization

Supplier Management

In-App TeamCommunication

Vendor Database

Product Linking

Order History

Contact Details

Employee Time& Labor Tracking

Transaction Tracking& Audit Trail

Transaction Tracking & Audit Trail

Transaction Types

Complete Audit Trail

Damage & Loss Tracking

AdjustmentRecords

Mobile Inventory Access

Mobile Inventory &Access

Check Stock Anywhere

Truck Inventory View

On-Site Transactions

Real-Time Sync

Pricing made for your team!

Elite

The Reason We Built Inventory Management in QuoteIQ

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#1 Contractor Inventory
Management Software

Product
Registry

Reorder
Point Alerts

Cost
Tracking

Product
Registry

Reorder
Point Alerts

Cost
Tracking

Multi-Location
Inventory Management

Multi-Location
Inventory Management

Location
Types

Inventory
Transfers

Transaction
History

Purchase Order
Management

Supplier
Management

In-App Team
Communication

Employee Time
& Labor Tracking

Transaction Tracking
& Audit Trail

Complete
Audit Trail

Damage &
Loss Tracking

Adjustment
Records

Mobile Inventory &
Access

Truck
Inventory View

Real-Time
Sync