QuoteIQ

Know What You Have, Where It Is, and When to Reorder

Five-module inventory management built for contractors. Track products across every truck, warehouse, and job site. Manage suppliers, create purchase orders, and record every transaction — all inside QuoteIQ.

Products, Locations, Suppliers, Orders, Transactions Real-Time Stock Status Indicators Mobile + Desktop Sync Elite and Max Plans
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Five Core Modules

Everything Inventory, One System

QuoteIQ Inventory Management is built around five interconnected modules. Each handles a specific part of the inventory workflow — together they give you complete visibility and control.

📦

Products

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

📍

Locations

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

🏪

Suppliers

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

📋

Orders

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

🔄

Transactions

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

QuoteIQ inventory product registry with stock status indicators, reorder points, and cost tracking
Products Module

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. See total inventory value across your entire operation 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 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.

QuoteIQ multi-location inventory management with warehouse, truck, and job site locations
Locations Module

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.

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 the 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.

QuoteIQ purchase order management with order creation, lifecycle stages, and auto inventory updates
Orders Module

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.

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.

QuoteIQ supplier management with vendor database, product linking, and order history
Suppliers Module

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.

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 — all inside 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.

QuoteIQ inventory transaction tracking with six types: receipt, returned, issued, damaged, loss, adjustment
Transactions Module

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.

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.

QuoteIQ mobile inventory access with stock checking, truck inventory view, and real-time sync
Field Ready

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.

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, up-to-date data.

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.

QuoteIQ Overall Inventory dashboard showing products, locations, and stock overview
Competitive Advantage

Jobber Doesn’t Have This

Jobber has no inventory management at any price point. QuoteIQ includes a complete 5-module inventory system on Elite.

Jobber

No product registry or stock tracking
No multi-location inventory
No supplier management
No purchase order system
No transaction tracking or audit trail
No stock status indicators or reorder alerts
Not available at any price

QuoteIQ Inventory

Full product registry with SKU, cost, and reorder points
Multi-location tracking (trucks, warehouses, job sites)
Vendor database with product links and spending
Purchase orders with auto inventory updates
6 transaction types with complete audit trail
Green/orange/red stock indicators + reorder alerts
Included on Elite ($249.99/mo)
Pricing

Available on Elite and Max Plans

Inventory Management is included on Elite and Max plans. No add-on fees. No per-item charges.

Elite

$249.99/mo

7 users · 5,000 IQC

Inventory + Pipelines + Routes + EmployeeHub + All Pro Features

Max

$399.99/mo

∞ users · 8,000 IQC

Everything Unlimited + AI Website Builder Included

Frequently Asked Questions

A comprehensive inventory tracking system built into QuoteIQ for managing materials, parts, and equipment across multiple locations. It consists of five modules — Products, Locations, Suppliers, Orders, and Transactions — that work together to give you complete visibility over your inventory. Access it from the left sidebar under the Tools dropdown.

Yes. Create locations for warehouses, service trucks, job sites, retail locations, offices, or storage units. View stock levels at each location, transfer materials between them with Issued transactions, and see exactly what’s on each truck before dispatching a crew.

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, shown in white). Every transaction is recorded with a complete audit trail.

Yes. Set reorder points for any product. QuoteIQ displays stock status indicators — green for in stock, orange for low stock, red for out of stock. When inventory drops below your reorder point, the status changes so you always know when it’s time to reorder.

Yes. Create purchase orders with product details, quantities, costs, supplier information, and delivery dates. Orders move through Draft, Confirmed, and Received stages. When marked as Received, QuoteIQ automatically creates Receipt transactions and updates your inventory levels.

Create an Issued transaction specifying the product, quantity, source location (warehouse), and destination location (truck). QuoteIQ automatically updates stock at both locations. Add optional notes to document the reason for the transfer.

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

Yes. The QuoteIQ mobile app gives full access to inventory management. Check stock levels, view truck inventory, record transactions, and manage products from anywhere. All updates sync instantly across mobile and web so your office and field teams always see the same data.

No. Jobber does not offer inventory management at any price point. QuoteIQ includes a complete 5-module inventory system — Products, Locations, Suppliers, Orders, and Transactions — on the Elite plan at $249.99/mo with no add-on fee.

Inventory Management is available on the Elite plan ($249.99/mo, up to 7 users) and the Max plan ($399.99/mo, unlimited users). It is not available on Essentials, Beginner, or Pro plans.

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.