The Inventory Tab

The Inventory tab shows you what chemicals and parts are currently on your truck. It's your starting point each morning to load up before heading out on your route, and your reference during service visits when you need to apply chemicals from your stock.

Viewing your truck stock

Open the Inventory tab to see everything currently checked out to you. Each item shows:

• Name — The product or chemical name from your company's catalog

• Category badge — Chemical, Product, or Part

• Quantity — How many units you have on your truck

• Unit of measure — Such as gallons, pounds, or each

This is the inventory available for you to use during service visits. When you apply chemicals at a job, the app decrements your truck stock automatically.

When your truck is empty

If you haven't loaded any items yet, you'll see an empty state with the message "No items on your truck" and a prompt to "Load some stock to get started."

Tap Load Truck to add items from your company's warehouse to your truck.

If your company has more than one warehouse, a Warehouse picker appears above your inventory list. Choose the warehouse you're loading from or returning stock to before you start; the app uses that warehouse for both loading and returns. Companies with a single warehouse don't show this picker.

Loading your truck

The Load Truck flow lets you pull items from the warehouse onto your truck. This is typically done at the start of each day or when you're running low on supplies.

1. Tap Load Truck from the Inventory tab.

2. Find the item you need in one of two ways:

   • Search — Type the product name in the search field

   • Scan barcode — Tap the scan button and point your camera at the product barcode

   The search results show each item's category badge and the warehouse quantity available.

3. Set the quantity you want to load. You can load any amount up to what's available in the warehouse.

4. Tap Add to Truck to check out the items.

After adding items, you can Scan Another to continue loading, or tap Done to return to your inventory list.

Barcode scanning

When you scan a barcode, the app looks up the product automatically. The result tells you whether the scanned code isn't in your catalog, or the lookup failed because you're offline or the server can't be reached. Both 12-digit and 13-digit versions of a product barcode are recognized as the same item, and you can always search for the item manually instead.

If the camera permission is denied, you'll need to open your device settings and grant camera access to use the scanner.

Using chemicals during service visits

When you complete a service visit, you'll see a Chemicals Applied section where you log the chemicals you used on that job. This is directly connected to your truck stock:

• The chemical picker only shows items currently on your truck. If you need a chemical that isn't listed, you must load it via the Inventory tab first.

• When you submit chemical usage, the amount is automatically subtracted from your truck stock.

• You can't apply more of a chemical than you have available on your truck. The app validates the amount before submission.

This integration ensures your inventory stays accurate as you work through your route. For more on how chemical usage connects to your company's inventory tracking, see Inventory.

Returning items

If you have leftover chemicals or parts at the end of a route, you can return them to the warehouse from your truck inventory. This keeps your company's stock counts accurate and makes those items available for other technicians.

Returned items are logged as "Return" transactions in your company's inventory log and move from your checked-out total back to the warehouse count.

Submitting a purchase

If you buy chemicals or parts yourself while out on a route, you can submit the purchase to your office for approval. Approved purchases are added to your truck stock automatically.

1. From the Inventory tab, open the Purchased on my own option to report supplies you bought while out on a route. (A separate Submit request option asks the office to add an item you didn't buy yourself.)

2. Enter what you bought in the What did you buy? field.

3. Set the quantity and unit of measure.

4. Enter the amount you paid.

5. Take a photo of the receipt. Tap Take Photo to open the camera. A receipt photo is required for new submissions.

6. Tap Submit request to send the purchase to your office for review.

If you are working offline, the submission is queued and will be sent when you regain connectivity, and it stays queued even if the app closes or the device restarts before it syncs. You can edit a pending submission by opening it again — the form repopulates with your previous entries, and a new receipt photo is not required when editing.

Troubleshooting