Core Product

Inventory Counts

ServiceTitan's Inventory Counts feature helps you conduct different inventory counts. It allows you to monitor and reconcile inventory records.

New to Inventory Counts? Start here Jump to key workflows

Product overview

See Inventory Counts in action

See how to create, manage, and complete inventory counts — cycle, item, and full — to keep your stock records accurate in ServiceTitan.

Setup

Set up inventory and permissions to start using Inventory Counts. You can create cycle counts, item counts, full inventory counts, and beginning inventory counts to monitor and reconcile stock.

Setup checklist

Set required permissions

Enable Create, Edit, Complete, and Cancel Inventory Count permissions for the relevant employees or roles. Disabled by default for all roles except Admin.

Set up inventory configurations

Configure your inventory settings before creating counts.

Add equipment and materials to your pricebook

Add equipment and materials to your pricebook, then enable inventory tracking for them.

Set up vendors and inventory locations

Set up vendors, vendor lists, and inventory locations (trucks and warehouses).

Create and edit inventory templates

Also set up purchase order types before running counts.

How it works

Inventory count statuses

When you create and complete a count, ServiceTitan tracks inventory counts with the following statuses.

Pending: New counts you created and recounts you created to resolve discrepancies.

In Progress: Counts for which you started entering quantities in ServiceTitan but didn't finish.

Review: Counts for which you finished entering quantities in ServiceTitan and you need to review your entries.

Completed: Counts you completed.

Canceled: Counts you canceled.

Best practices

Counting and reconciling inventory

When you need to count inventory, create a count list based on inventory records in ServiceTitan. As the warehouse staff completes the physical inventory counts in warehouses and trucks, they record the quantities of all items on the count lists. You can enter into ServiceTitan the recorded quantities.

If there are differences between physical quantities and inventory records in ServiceTitan, you can do one of the following:

Adjust the inventory records through an inventory adjustment to match your physical inventory.

Recount any items where the variance is too high.

Benefits

Why use Inventory Counts

Inventory count lists are generated from records in ServiceTitan to help you manage inventory in several ways.

Simplify counting physical inventory.

Maintain accurate stock levels.

Ensure accuracy between physical and digital inventory levels.

Key workflows

Core workflows for using Inventory Counts in ServiceTitan.

Create inventory counts

Create cycle, item, full, and beginning inventory counts.

Create cycle counts

Create item counts

Create full inventory counts

Create beginning inventory counts

Schedule recurring counts

Set up and manage scheduled count templates.

Create and schedule new count templates

Create and schedule full cycle counts

Schedule existing count templates

Schedule existing completed count

Manage inventory counts

Edit, print, complete, copy, and cancel existing counts.

Edit counted values

Print inventory counts

Complete inventory counts

Copy inventory counts

Cancel inventory counts

Recurring inventory counts

The Recurring Inventory Counts section in Settings helps you make sure that inventory counts remain accurate.

Manage recurring inventory counts

Manage recurring inventory counts settings

Troubleshooting & FAQ

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

Troubleshooting

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

Set permissions for an individual employee or technician

Set permissions for an employee or technician role

Frequently Asked Questions

Common questions about Inventory Counts in ServiceTitan.

What types of inventory counts can I create?

You can create four types: Cycle counts (selected items at a location or from a template), Item counts (a single item across multiple locations), Full inventory counts (all items at a location), and Beginning inventory counts (starting balances when you first assign a template to a location).

What statuses can an inventory count have?

ServiceTitan tracks counts with five statuses: Pending (new or recount), In Progress (quantities started but not finished), Review (quantities entered, ready to review), Completed, and Canceled.

What should I do if physical counts differ from my inventory records?

If there are differences between physical quantities and inventory records, you can either adjust the inventory records through an inventory adjustment to match your physical inventory, or recount any items where the variance is too high.

Which permissions are needed and who can grant them?

Four permissions apply: Create Inventory Count, Edit Inventory Count, Complete Inventory Count, and Cancel Inventory Count. All are disabled by default for all roles except Admin. An Admin can grant them via the employee/role permissions settings.

Documentation Index

Inventory counts Home