Per-tech truck stock with an append-only audit ledger, auto-deduct from jobs, low-stock alerts, auto-reorder POs, and a count workflow built for the field. Everything Ply does — without the second subscription.
The average HVAC contractor loses 4 to 7 percent of parts inventory every year to shrinkage, miscounts, and uncharged warranty work. ONEREQ PRO closes the loop.
An append-only audit ledger writes a row for every change — job use, restock, transfer, count adjustment, return, damaged. You can prove where every part went.
Every workflow lives where the tech already is — on the job, on their phone, in the truck.
Each technician has their own truck inventory keyed to their user. Photos, vendor part numbers, unit cost, lead time, max quantity, and auto-reorder threshold stored on every line.
Tech adds a part to a job invoice — the matching truck row decrements automatically and writes a job_use ledger entry. Delete the line item and the part refunds back as a return.
Tech walks the truck on Friday afternoon, scans or types actual counts, and any discrepancy writes a count adjustment to the ledger so finance can investigate.
Manager view groups low-stock items by part (across the fleet) or by truck (so you know whose van is bare). One click generates draft purchase orders.
Set max quantity and reorder point per item. Manual button or nightly cron generates draft purchase orders grouped by vendor — review, approve, send.
Mobile transfer modal writes both the source out and destination in to the ledger atomically. No more "I think I gave Sarah that capacitor."
Migrate from a spreadsheet or another platform in minutes. Map your columns, validate, import — the ledger backfills with an initial seed entry.
Attach a photo to every part, link to a pricebook item, store the vendor part number and unit cost. New techs find the right capacitor on the first try.
Vendor cost, last received cost, and dealer fee percentage roll into your true job margin — the same cost that flows into commission and KPI reporting.
Ply, ServiceTrade Inventory, and TrackPLY all charge per technician on top of your CRM. ONEREQ PRO includes it.
| Capability | ONEREQ PRO | Ply | Most CRMs |
|---|---|---|---|
| Per-tech truck stock | Included | Yes | No |
| Append-only audit ledger | Included | Yes | No |
| Auto-deduct from job invoice | Included | Limited | No |
| Auto-reorder PO generation | Included | Yes | No |
| Truck-to-truck transfers | Included | Yes | No |
| Stock count workflow | Included | Yes | No |
| Native to your CRM & dispatch | Yes | Separate app | Partial |
| Monthly cost | $0 extra | $60-120/tech | $0-30/tech |
See how truck inventory flows into commissions, KPI reports, and your QuickBooks general ledger in real time.
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