The adjustment feature is only available to owners and admins. If you don't see the button, your account role doesn't have permission to adjust stock quantities. Contact your company administrator to request access or ask them to make the adjustment for you.
Inventory
The Inventory page tracks warehouse stock and technician-held items across your pool service business. You can see current quantities, receive new stock, check out items to technicians, and view the complete transaction history for every product.
Inventory overview
Navigate to the Inventory page to see your current stock levels. The page displays three summary cards at the top:
Warehouse — Total units currently in your warehouse
Checked Out — Total units currently with technicians
Products Tracked — Number of catalog items you're tracking
The stock table below shows each product with its category badge (Chemical, Product, Part, or Labor), name, SKU, barcode, warehouse quantity, checked-out quantity, and unit of measure. Sort the table by Product, Warehouse, or Checked Out columns to find items quickly.
Warehouses
You can split your stock across multiple warehouses, each with its own stock ledger. Inventory is tracked both organization-wide by product and separately per warehouse, so the same item can live in more than one location.
Manage warehouses from the Warehouses page. Only owners and admins see the Warehouses menu entry. Each warehouse has a name, and exactly one warehouse is the organization default. The default is used when no warehouse is specified, and it can't be deactivated.
Add Warehouse — Create a new location.
Make default — Set a warehouse as the organization default.
Deactivate — Stop a warehouse from being offered for receiving or checkout. Deactivation preserves its transaction history and stock. The default warehouse can't be deactivated.
Reactivate — Bring an inactive warehouse back.
Receiving stock requires a warehouse; if none is chosen, stock resolves to the default. A checkout is validated against the selected warehouse only — stock in another warehouse can't satisfy it. Returns record the warehouse where they happen, which doesn't have to be the one the technician loaded from.
Receiving stock
When products arrive from a supplier, use the Receive Stock workflow to add them to your warehouse inventory.
Click Receive Stock from the Inventory page header.
Search for a product by name or scan its barcode to look it up.
Enter the Quantity to receive.
Optionally add lot details for tracking purposes.
Click Confirm Intake to add the stock to your warehouse.
After confirmation, you'll see a "Stock received!" message. Click Scan Another to continue receiving additional items, or navigate back to the main Inventory page.
Checking out items to technicians
Check out items from the warehouse to individual technicians so they have the products and chemicals they need for service visits.
Click Checkout from the Inventory page header.
Search for a product by name or scan its barcode.
Select the Technician who will receive the items.
Enter the Quantity to check out. The page shows the available warehouse quantity so you don't exceed your stock.
Click Confirm to complete the checkout.
The items move from your warehouse count to the technician's checked-out inventory. You'll see a "Checked out!" confirmation when complete.
Returning inventory from technicians
Return items a technician no longer needs back to the warehouse from the dashboard. The return flow starts from the technician, not from a product.
Open the Return from Technician page from the Inventory section.
Select a technician from the dropdown. The page loads everything that technician currently has checked out, showing each item with its name and the quantity they are Holding.
Enter the quantity to return for each item. Use All to return the full held quantity for a row, or Clear to reset that row to zero.
Click Confirm Return to return all selected items to the warehouse in one action.
If the technician has no items checked out, the page shows This technician has no inventory checked out. After a successful return, a confirmation shows how many items were returned to the warehouse. Returned items appear as Return transactions in the Inventory Log.
Reviewing technician purchase submissions
Technicians can submit purchases they made themselves for items not yet in your inventory. Submitted purchases appear on the Tech Submissions page for review and approval.
Open the Tech Submissions page from the Inventory section to see all submissions. The page defaults to the Pending tab, which shows a count of submissions awaiting review. Switch to All submissions to see the full history including approved and rejected items.
Each submission row shows a receipt thumbnail (or placeholder), the product description the technician entered, the technician's name, quantity, unit, cost, and date. Pending submissions have Approve and Reject buttons.
Approve a submission
Click Approve to open the approval dialog. You can match the purchase to an existing product in your catalog or create a new product:
Existing product — Search your catalog by name. The search activates after typing two characters and matches products in real time.
New product — Switch to this mode to create a new catalog entry for the item.
Set the quantity, optionally add a lot number and notes, then click Approve & add to truck. Approval adds the item to your inventory and checks it straight out to the technician who submitted it — they already have it on their truck.
Reject a submission
Click Reject to open a dialog prompting you to enter a reason. A reason is required so the technician knows what happened. After confirming, the submission is marked as rejected and the technician sees the reason.
Technicians submit purchases from the Inventory tab in the mobile app. When there are no pending submissions, the page shows Nothing waiting for approval.
Adjusting stock quantities
If you're an owner or admin, you can adjust stock quantities directly to correct discrepancies from damaged goods, theft, counting errors, or other reasons.
Find the product in the stock table.
Click Adjust quantity in the row.
In the Adjust Stock Quantity dialog, review the Current quantity.
Enter the New quantity. The dialog calculates the change automatically.
Enter a Reason for the adjustment. This reason is recorded permanently in the inventory audit log.
Click Save Adjustment.
You'll see an "Adjustment Saved" confirmation, and the change will appear in the Inventory Log.
Only owners and admins can adjust stock quantities. Technicians cannot modify warehouse quantities directly.
Inventory Log
The Inventory Log shows the complete transaction history for your stock. Access it by clicking Usage Log from the Inventory page.
The log displays every inventory transaction with the following details:
Date — When the transaction occurred
Type — Intake, Checkout, Usage, Return, or Adjustment
Product — The item involved
Qty — Quantity changed
Technician — The technician involved (for checkouts, usage, and returns)
By — Who performed the action
Notes — Any additional details or reasons
Filter the log by transaction type to see specific activity. For example, filter by "Usage" to see all products consumed during service visits, or filter by "Return" to see items technicians returned to the warehouse.
How inventory connects to products
Inventory tracks quantities for items in your product catalog. When you add products in the Products & Catalog section, those items become available in inventory tracking.
Each catalog item connects to inventory through its unique identifier. When technicians log chemical usage during service visits, the system automatically matches the chemical name to your catalog. If a match exists, the usage decrements inventory and logs a transaction.
PoolIQ uses your catalog to provide chemical recommendations during service visits. When a technician records pool chemistry readings, PoolIQ can suggest specific chemicals and amounts based on the products in your catalog.
Filtering and searching
On the main Inventory page, use the category filter to narrow your view to specific product types:
All categories — Show every tracked item
Chemical — Pool chemicals like chlorine, acid, and balancers
Product — General products for pool service
Part — Equipment parts and components
Use the search bar to find items by name, SKU, or barcode. This helps you quickly locate specific products in large catalogs.
Troubleshooting
Why don't I see the Adjust quantity button?
Why is a product showing zero quantity but I know we have stock?
The inventory shows zero when no one has received that item through the Receive Stock workflow. Products you add to your catalog don't automatically get quantities—you must receive them through the intake process. If you recently received products but the quantity is wrong, check the Inventory Log to see if a transaction was recorded. You can also use the Adjust quantity feature to correct the count.
What happens when a technician returns items?
Technicians can return items from their truck inventory back to the warehouse. The return creates a "Return" transaction in the Inventory Log and moves the quantity from the technician's checked-out total back to your warehouse count.
I scanned a barcode but got "Product not found"
The barcode you scanned doesn't match any product in your catalog. You may need to add the product first in Products & Catalog, or verify you're scanning the correct barcode label. Some suppliers use different barcodes than what's printed on consumer packaging.
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