FieldOptimiz
Finance & Payments · Inventory & Stock

Every part that leaves the warehouse ends up on an invoice

Inventory & Stock tracks what's on the shelf, what's riding around on each truck, and what a job used — so a technician grabbing a capacitor at 7 a.m. doesn't turn into margin you never billed for.

  • Truck-level stock so techs know what they're carrying
  • Parts logged against a job flow straight to the invoice
  • Low-stock alerts trigger reorders before a job stalls
Truck 12 · stock
Capacitors, 45/5 MFD
6 on hand
OK
Igniter kits, universal
1 on hand
Reorder
PVC fittings, assorted
22 on hand
OK
Refrigerant, R-410A
0 on hand
Out

What's actually on the truck, not what the spreadsheet says

Tracked at
Truck and warehouse
On job completion
Parts bill automatically
Reorder
Triggered by low stock
The problem

Parts leave the shelf and the margin leaves with them

A part gets pulled for a job, the job gets billed from memory, and the part quietly falls off the invoice. Multiply that across a fleet and it adds up fast.

Nobody knows what's on which truck
Stock lives in whoever's memory last did inventory, so techs drive to the supply house for parts sitting three trucks away.
Wasted trips and wasted labor hours
Used parts don't make it to the invoice
A part gets swapped in the field and the paperwork trail stops there — it never turns into a billed line item.
Margin leaking out one part at a time
Stockouts stall jobs mid-visit
A tech arrives to find the part they need isn't on the truck and isn't in the warehouse either, so the job reschedules.
A second trip that shouldn't be needed
Visibility

Know what's on every truck and every shelf

Stock levels track at both the warehouse and the truck level, updated as parts move. Dispatch can check whether the tech already assigned to a job has the part before it's even a question.

  • Truck inventory updates as parts are pulled and restocked
  • Warehouse levels stay accurate without a manual count every month
  • Transfers between trucks and warehouse are logged, not assumed
Stock status · this week
In stock
76%
Low stock
16%
Out of stock
8%
In stock
Low stock
Out of stock
Billing

A part used on a job is a part that gets billed

When a technician logs a part against an appointment, it's pulled from stock and staged on that job's invoice at the same time. There's no separate step where billing has to remember what was used.

  • Parts logged on the job carry their price into the invoice
  • Purchase orders track what's on order and from which vendor
  • Cost tracking shows true material cost against what was charged
Part to invoice
Truck stock
Logged on job
Deducted from inventory
Invoice line item
One record, one owner
Included

What you get out of the box

Real-time stock levels
See what's on hand at the warehouse and on every truck.
Truck inventory
Track exactly what each vehicle is carrying without a manual count.
Auto reorder alerts
Get notified before a part actually runs out, not after.
Purchase orders
Create and track POs against your vendors from the same system.
Part usage on jobs
Parts logged on a visit deduct from stock and stage for billing.
Cost tracking
See true material cost per job, not just what got billed.
Transfers
Move stock between trucks and the warehouse with a logged record.
Categories and search
Find any part fast, organized the way your team already thinks about it.
How it works

Live in an afternoon, not a quarter

Step 1

Stock arrives

New parts come in from a vendor and are logged into the warehouse.

Step 2

Loaded onto trucks

Technicians stock their vehicle and the truck's inventory updates.

Step 3

Used on a job

A part gets logged against the appointment as the tech works.

Step 4

Billed and restocked

The part lands on the invoice and low stock triggers a reorder.

Who it is for

Built for the people doing the work

Technicians
Know what's already on the truck before driving to the supply house.
Warehouse managers
See real stock levels and reorder before a job gets stuck waiting.
Owners
Stop losing margin to parts that get used but never make it onto a bill.
Pricing

Included in your FieldOptimiz plan

Inventory tracking, purchase orders and job-linked billing are part of the platform. Your plan determines team size and storage limits, not whether you have the feature.

Free
Free
No monthly fee

Quote, invoice and get paid.

Start free
Core
$99
/month

Everything a field service business runs on.

Choose Core
Most popular
Pro
$199
/month

Automate the busywork and grow.

Choose Pro
Scale
$399
/month

Run several businesses with a real call center.

Choose Scale
Agency
$499
/month

Manage, brand and resell businesses for clients.

Choose Agency
FAQ

Questions teams ask first

Stop losing margin between the shelf and the invoice

Track what you have, what's on the truck, and what got used, all in one place.