ServiceTitan's Inventory Counts feature helps you conduct different inventory counts. It allows you to monitor and reconcile inventory records.
Cycle counts: Count all items that are assigned to a location or that are associated with an inventory template, such as a truck.
Item counts: Count quantities of a single item or a set of items in multiple inventory locations.
Full inventory counts: Count every item at an inventory location.
How it works
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
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
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.
Setup
Required permissions
Set the following permissions to allow certain employees or roles to use Inventory Counts in ServiceTitan.
Note: The following permissions are disabled by default for all roles except Admin.
Create Inventory Count: Create new inventory counts and copy existing counts.
Edit Inventory Count: Edit existing counts and enter counted quantities.
Complete Inventory Count: Mark inventory counts as complete.
Cancel Inventory Count: Cancel inventory counts.
To set permissions, see either of the following articles:
What you need to get started
Set up inventory and inventory templates. To learn more about setting up your inventory in ServiceTitan, see the following articles:
For more information about setting up inventory, please contact your success or implementation manager.
Key workflows
Create inventory counts
You can create several types of inventory counts in ServiceTitan:
Cycle counts: Count of selected items associated with an inventory location or inventory template.
Item counts: Count quantities of a single item in multiple inventory locations.
Full inventory counts: Count all items assigned to the inventory template and any items that currently have a quantity on hand.
Beginning inventory counts: Count your beginning inventory once you've assigned an inventory template to that inventory location. Streamline the manual process of entering your beginning balances and ensure that you start with accurate inventory counts.
Create beginning inventory counts
Schedule recurring counts
You can schedule several types of recurring counts in ServiceTitan:
Create and schedule new count templates
Create and schedule full cycle counts
Schedule existing count templates
Schedule existing completed count
Manage inventory counts
Recurring inventory counts
The Recurring Inventory Counts section in Settings helps you to make sure that inventory counts remain accurate.