ServiceTitan’s HVAC Inventory Software
Our HVAC inventory management software helps HVAC businesses streamline inventory tracking and maintain inventory control over requisitions, replenishments, purchase orders, work orders, adjustments, and more.
Our HVAC inventory management software helps HVAC businesses streamline inventory tracking and maintain inventory control over requisitions, replenishments, purchase orders, work orders, adjustments, and more.
Easily assign maximum and minimum quantities for items by location with customizable templates.
See which jobs a specific item has utilized and how many times it’s been used overall.
Automate purchase orders for HVAC services each time replenishment from a vendor is initiated.
Manage return issues and inventory reductions, and efficiently track what’s owed.
“You can check everything in one spot. That is power. Being able to have that kind of system is priceless, straight up priceless.”
Really good HVAC inventory software equips small businesses, commercial, and residential service companies with the tools to track and manage inventory, vendor returns, transfers, and adjustments in one place.
Some HVAC contractors use separate inventory software as their inventory management system. Others choose a field service management platform like ServiceTitan to manage their entire HVAC business.
While there are some great standalone inventory and asset tracking software available, HVAC companies that use them also need to buy additional software solutions for other core business processes like customer communication, managing pricebooks, and drafting estimates and invoices, to name a few. Using disparate tools that don’t always connect seamlessly to one another is a less efficient way to run your business, especially if you want to scale.
In contrast, all-in-one commercial and residential HVAC contractor software like ServiceTitan:
Offers fully integrated business management features, including inventory management, pricing, CRM, work order management, dispatching, payroll, and accounting.
Reduces the number of tools you need to invest in so you spend less time toggling between analog channels and business software solutions.
Helps you manage and streamline your entire HVAC business in a single platform, increasing profitability so your business can grow.
ServiceTitan’s HVAC inventory software is an industry-leading end-to-end business management solution that’s used by over 100,000 HVAC, plumbing, electrical, and other service companies.
As well as a full suite of inventory tracking and replenishment tools, features include:
Fully integrated pricebook that activates automatically to correlate with inventory items
Advanced CRM so you can keep an accurate record of customer equipment installations
Integration with other business processes such as work orders, estimates, and billing
Mobile app so your techs can access inventory management wherever they are
The core benefits of ServiceTitan’s inventory software include:
Easily View Any Inventory Item: Know your stock level at all times. Drill down into the details of all your materials and equipment to gain insight into valuable stats, such as how many times a given item has been used.
Accurate and Specific Allocation: Assign equipment and materials to specific locations in specific quantities quickly and easily using ServiceTitan’s customizable inventory templates.
Create, Track, and Manage Purchase Orders: Reduce operating costs through a centralized purchasing system to manage POs, returns, and bills across multiple warehouse locations.
Save More Time with Procure-to-Pay Upgrade: Further optimize purchase orders by auto-sending POs straight to suppliers, eliminating the need to create a separate PO. This add-on feature also provides automated, real-time updates to the cost and availability of pricebook items
Auto-Generate Invoices: POs can be added to invoices automatically, tickets and receipts are instantaneously available to the accounting team, and every data point is stored on the same platform, so nothing is forgotten.
Handle Returns and Adjustments with Ease: Easily tweak serial numbers, quantities, item types, and more. Use our Inventory Counts feature to monitor single items, cycles, and full inventory counts.
Yes. HVAC technicians have mobile access to real-time inventory information via ServiceTitan Mobile. Our mobile app (available on Android and iOS) is highly intuitive and simple to use.
HVAC techs can add items to invoices in the field and begin the process of requisitioning parts and equipment directly from their tablet. For example:
Coding an estimate or invoice as a warranty job, which automatically orders the warranty parts required.
Updating the status of the warranty part from “on truck” to “installed” so warehouse managers know when to initiate a return of the faulty part to the vendor and ensure a credit is received.
Techs can also use the barcode scanning function to quickly audit equipment on-site, which links directly with what’s recorded in the software.
These features (and more) help your techs and office staff ensure that inventory management is conducted quickly and efficiently wherever they are.
Yes. Because ServiceTitan is more than just an inventory software solution, it integrates your inventory process with the entire HVAC workflow, from estimates and dispatching, to invoices and payments. This saves the time it would take to use different software and processes and reduces the likelihood of input and transfer errors.
Once you have generated the purchase order and ordered equipment and materials, ServiceTitan lets you:
Generate the HVAC invoice, send it via email to the customer, and automatically file it electronically.
Accept check or credit card payments on the spot via mobile or through the ServiceTitan customer portal, speeding up cash flow and reducing the need for follow-up calls.
Integrate directly with accounting tools such as Intacct and QuickBooks (see below) so you don't have to change your current processes.
Using an all-in-one inventory software solution like ServiceTitan streamlines your inventory management with the rest of your business workflows, reducing the time spent on inefficient manual processes, minimizing overhead costs, and driving profitability. Enhanced inventory efficiency ultimately boosts the customer experience and increases customer satisfaction.
Designed specifically for the trades, data received from commercial contractors using ServiceTitan shows:
16% average increase in annual revenue growth
9% average increase in revenue per technician
10% average increase in invoices paid on time
Yes. ServiceTitan's HVAC Software integrates with Intuit QuickBooks Online and with QuickBooks Desktop Premier and Enterprise editions. HVAC contractors who serve commercial and residential customers can take advantage of the QuickBooks integration to simplify accounting procedures and ensure a smooth flow of information from invoice on the construction project site to reconciliation in your accounting software, without the hassle of double entry or manual spreadsheets.
ServiceTitan also integrates with Sage Intacct accounting software.
