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Easy Free 20 minutes

How to Track Inventory and Supplies

Never run out mid-job again. Set up simple inventory tracking that saves trips and time.

What You'll Need

Steps

1

List your critical supplies

Identify items you can't do jobs without.

  • Think about what you use on every job
  • List items that would stop a job if you ran out
  • Include consumables (filters, fittings, paint, etc.)
  • Note where you typically buy each item
Tip: Start with 10-15 items. Don't try to track everything at first.
2

Choose a tracking method

Pick something simple you'll actually use.

  • Simplest: A note on your phone with item and quantity
  • Better: Google Sheets with items, quantities, and reorder points
  • Best: An app like Sortly (free tier) or Inventory Now
  • Jobber/HouseCall Pro users: Use the built-in inventory feature
3

Do a quick inventory count

Figure out what you currently have.

  • Walk through your truck and shop
  • Count each item on your list
  • Enter the counts into your tracking system
  • Note any items that are low
4

Set reorder points

Decide when to restock each item.

  • For each item: How many do you use per week?
  • Set reorder point at 2 weeks worth of inventory
  • Example: Use 5 filters/week → Reorder when you hit 10
  • Consider lead time for items that take a while to get
Tip: When in doubt, err on the side of having more. Running out costs more than storage.
5

Create a weekly check routine

Inventory only works if you keep it updated.

  • Pick a day (Sunday evening or Monday morning)
  • Walk through and update counts
  • Check items against reorder points
  • Place orders for anything that's low
  • 5-10 minutes saves hours of emergency runs

You're Done!

You now have an inventory system! No more running to the supply house mid-job.

Pro Tips

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