Inventory
Keep the materials behind the work in view
Keep inventory items, quantities, and status visible in a dedicated workspace, and connect materials to the services that use them.
Get startedWorkspace: Inventory
What stays in reach
The essentials for this part of the work.
Item quantity and stock filters
Active and archived records
Materials linked to saved services
Know what is on hand
Give materials their own record
Create an inventory item once and keep its quantity and current status in the inventory workspace. Search and filter the list when preparing the next job.
- Item record
- Quantity
- Stock filter
- Active or archived
Connect to the work
Prepare the materials a service needs
When a service uses materials, associate the inventory items and quantities in that service's catalog record. The service description and its material needs stay close together.
- Saved service
- Inventory item
- Usage quantity
- Reusable setup
Questions about this feature
Direct answers before you add this process to the day.
Is inventory separate from the product and service catalog?
Yes. Inventory has its own workspace and filters. Saved services can also reference inventory items they use.
Can I archive an item I no longer use?
Yes. Inventory items can be archived and restored from the catalog workspace.
Inventory
Bring the next step into one workspace.
Open your business account and keep this work connected to the rest of the day.