Core Product

Inventory Module

Use the Inventory module to simplify item tracking across multiple trucks and warehouses. It offers real-time stock updates for each location, helping you stay organized, avoid shortages, and manage inventory more efficiently.

New to Inventory? Start here Jump to key workflows

Product overview

See Inventory in action

Watch this overview to see how Inventory tracks stock levels across trucks and warehouses in real time, and how to get started with the module in ServiceTitan.

Setup

Before you start using the Inventory module, ensure that the following requirements are met. Inventory is a robust process requiring your active participation, and there are four customized implementation paths to meet your business needs.

Setup checklist

Introduction to Inventory

Before proceeding with any implementation, participate in the Introduction to Inventory workshop session.

Inventory implementation path

Choose from four customized implementation paths: self-guided, cohort, partner-led, or ServiceTitan Advisory Services.

Purchasing module

Enable the Purchasing module to manage replenishment, purchase order workflows, and job costing. Effective use of Inventory depends on a good Purchasing foundation.

Pricebook

Add purchased items and all items you want to track as inventory to your Pricebook, including real replenishment vendors, costs, part numbers, and accounting information.

Vendors

Add complete vendor details for each item in your Pricebook. See also Set up vendor list and primary vendor for pricebook items.

Trucks and Warehouses

Assign technicians and default warehouses to trucks.

Required permissions

Office employees need Access Purchasing / Inventory Module, plus permissions to add/edit templates, trucks, warehouses, and inventory configurations. See Inventory permissions for the full list.

Steps to set up

1. Create inventory templates
2. Set up inventory configurations
3. Set up inventory locations
4. Create beginning inventory counts

Best practices

Assign clear roles and responsibilities, establish inventory controls and procedures, determine replenishment frequency, and define receipt recording timelines. If you don't have a clear process, consider working with a ServiceTitan Certified provider.

Quick Start Guide — Inventory

Step 1: Create Inventory templates

Create a Template in an XLS Spreadsheet:

1. Download and open the template.

2. Fill and save the spreadsheet.

3. Set up template details.

4. Import and save the template.

Create a Template in ServiceTitan:

1. Add and name a new template.

2. Add inventory items.

3. Finalize and click Apply.

Step 2: Set up inventory configurations

See Set up inventory configurations.

Step 3: Create beginning inventory counts

See Create beginning inventory counts.

Advanced Setup — Inventory

Step 1: Organize your warehouse and trucks

Set up your primary warehouse and service vehicles as inventory locations. This ensures you always know where your materials are stored and keeps everything ready for real-time tracking.

Step 2: Build your pricebook and add materials

Create or update your Pricebook with the materials you stock. Add key details like part numbers, categories, and preferred vendors to make purchasing and job costing seamless.

Step 3: Enable inventory tracking

Turn on inventory tracking for your items. Choose which materials to track, set reorder points, and streamline replenishment to avoid stockouts.

Accounting integrations

ServiceTitan can export inventory to Intacct and QBD. Contact your implementation advisor to set up your integration before exporting inventory transactions to your accounting software.

Key workflows

Core workflows for using the Inventory module in ServiceTitan.

Overview Replenishment Adjustments Transfers Job Transfers & Requisitions Additional Features

Inventory items and locations overview

Find details about inventory stock levels, serial number locations, and cost in the Inventory > Overview section.

Inventory items overview

Inventory locations overview

Replenishment

Replenish items in trucks or warehouses by transferring stock from your main warehouse to maintain high liquidity.

Replenish items using transfers

Adjustments

Keep inventory records accurate by increasing or decreasing item quantities without recording a purchase, sale, or use.

Adjustments overview

Create, edit, and copy inventory adjustments

Transfers

Move inventory items between trucks and warehouses, keeping track of where everything is at all times.

Inventory transfers overview

Create, edit, and copy inventory transfers

Inventory item transfer workflow

Job transfers and install requisition

Link transfers to jobs to simplify the workflows for Install Requisitions.

Track and manage inventory items

Create and manage item requisitions

Create and track install requisitions

Manage install requisitions

Create transfers using the transfers to job feature

Generate transactions from sold estimates using item requisitions

Intracompany transfers

Request items from other tenants within the same group and manage stock seamlessly across multiple locations.

Set up and create intracompany transfers

Manage intracompany transfers

Inventory Budget Costs

Budget codes used on inventory transactions to help track job costs based on estimate line items linked to the Project.

Track budget costs in inventory transactions

Additional inventory features

Organize, track, and control your stock more easily with bin tracking, costing methods, transfer types, and more.

Set up and use bin tracking

Set an inventory costing method

Set up transfer types

Inventory templates in Pricebook

Inventory barcode scanning

Serialized inventory

Tracks individual items by serial number, managing their sale, purchase, location, ownership, and warranty status.

Inventory counts

Monitor and reconcile inventory with cycle counts by location or template, item counts for specific items across locations, or full counts of all items at a location.

Units of measure

Manage inventory transactions by automatically converting between units, including purchasing, replenishment, transfers, and adjustments.

Inventory Mobile app

See purchase orders, transfers, and inventory counts for the day, including new and completed tasks.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting

Step-by-step guides to resolve the most common issues.

How to gain access to the inventory module

How to Deactivate and Edit Vendors in Inventory

Process for adding an item to the inventory list for a specific truck

Item does not appear as received within inventory even though serial number tracking is enabled

What steps do I need to take to enable barcode inventory tracking in ServiceTitan and is it included in my current package?

Frequently Asked Questions

Check out the top three most frequently asked questions for the Inventory module.

Does the quantity count decrease in the inventory location once the purchase order (PO) is received?

No — receiving a PO increases the quantity in an inventory location; it does not decrease it. When you receive items on a purchase order, those items are added to the designated warehouse or truck location, bringing your stock levels up.

Why should I set up General Ledger Account Mapping in Inventory Configuration > Purchasing?

Setting up GL Account Mapping ensures that inventory transactions are correctly categorized and exported to your accounting system. Without proper mapping, inventory movements (purchases, adjustments, transfers) may not post to the correct accounts, leading to discrepancies between ServiceTitan and your accounting platform. This is especially important if you export to Intacct or QuickBooks Desktop.

Why do certain items not appear in my inventory template's Item field?

Items only appear in the inventory template's Item field if they have inventory tracking enabled in the Pricebook. To add an item to a template, go to that item's Pricebook record and enable the Track Inventory setting. Once enabled, the item will become available to add to inventory templates.

Documentation Index

Inventory module Home

Inventory Module

Setup

Key workflows

Troubleshooting & FAQ

Related workflows