Documentation Index

Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt

Use this file to discover all available pages before exploring further.

Inventory and Purchase Orders Home

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Core Product

Inventory & Purchasing

ServiceTitan provides two main features to help you manage inventory and purchasing across your business.

Key workflows

Purchasing Module

Your central hub for procurement.

The Purchasing module is your central hub for procurement. It allows you to:

Create and send purchase orders (POs) to vendors
Get notified when items are consumed
Send replenishment orders to restock items
Track receipts, returns, and expenses

Inventory Module

Builds on the Purchasing module with deeper inventory management tools.

The Inventory module builds on the Purchasing module and provides deeper inventory management tools. It allows you to:

Monitor inventory levels in trucks and warehouses
Set minimum stock levels for automated replenishment
Receive alerts when stock is low
Manage serialized inventory to track individual items
Perform regular inventory counts to ensure accuracy
Use units of measure to define how items are tracked and used
ServiceTitan inventory interface showing purchase orders and navigation menu options.

Note:

Effective use of the Inventory module depends on a good foundation using the Purchasing module. After you are comfortable using Purchasing, review the steps to Set up Inventory and select an Inventory implementation path.

If you haven't enabled the Inventory feature, the main menu and settings menu display an option for Purchasing. If the feature is enabled, it displays as Inventory.

Additional Inventory features

Automate purchasing and manage inventory on mobile.

Use Inventory Requisition to automate purchasing and optimize stock usage, keeping your stock levels efficient.

Use the Inventory Mobile app to track and manage today's purchase orders (POs), transfers, and inventory counts both completed and in progress.

Purchase Orders (legacy)

Older version of the Purchase Order (PO) feature.

Caution: Articles in this section introduce the older version of the Purchase Order (PO) feature.

Troubleshooting & FAQ

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

Frequently Asked Questions

Can I use inventory if I don't have an accounting software?

Yes. You can still use inventory even if you don't export to or integrate with an accounting software. Inventory functions independently and doesn't require an accounting system connection to operate.

Do I need to create a job to track inventory when selling materials directly to customers?

If you're selling materials, you can track inventory without creating a job. But if you're selling equipment, you must create a job to record the sale and update inventory.