No more two separate parts ledgers. No more "the office count doesn't match the truck count." CRM inventory IS warehouse inventory — same on-hand counts, same reorder thresholds, same audit trail. Warehouse Pro adds the workflow layer.
Inventory, POs, vendor management, low-stock alerts — included in every plan. Warehouse Pro adds the 17 workflow features below for shops that actually live in their warehouse.
Full mutation surface for Vendor-Managed Inventory. Suppliers manage stock levels via VMI; we expose the API. Restock action auto-creates a PO when stock drops below threshold.
Onboard new VMI vendors in minutes, not days. Bulk upload from a spreadsheet, validate, commit. Mistakes are easy to undo.
Open → Approved → Issued → Closed. Full lifecycle with approval gates and audit trail. No more "where did that return go?"
Vendor invoices, packing slips, photos attached per row on every receipt. Cross-linked into Accounting nav as "PO Receipts."
EPA Section 608 auto-logging. Manual / prompt / auto modes per tenant. Pricebook items tagged as refrigerant with type + lbs/unit, snapshotted onto invoices.
Manager sees "Truck A has 3, Truck B has 0" before reordering. Reroute the right tech instead of paying for an expedited part. Truck-to-truck transfers with audit trail.
A tech scanning a part on a job hits the Parts Locator from their iPad — search resolves to "On your truck (green)" or "Truck #3 — 0.8 mi away." One tap requests a transfer.
Reassigning a truck driver from Warehouse → Trucks is atomic: vehicle + tech + every truck-inventory row move together, and old JWTs are revoked within 30 seconds.
Scan-each or manual count. Shrinkage on any SKU ≥ $50 (or your high-value categories) auto-flags requires_review and fires an urgent email so warehouse signs off before the count posts.
Barcode/QR labels for trucks, VMI bins, install items, warehouse shelves, and job materials — all printed from the warehouse, never the tech app. PDF output, one click.
The same part shows the same photo on Truck #101, Truck #200, and the warehouse shelf. SKU-to-image is canonical; only location (truck_number + bin) varies per row.
Multi-column match — barcode + part-number + vendor-part-number on truck inventory, and barcode + UPC + code on the pricebook. The label printer can default to encoding the part number; lookups still resolve.
Per-truck service history + scheduled service intervals + vendor + cost tracking. YTD spend KPI. Overdue / due-soon highlights. Service photos and invoices attached per row.
Stock only leaves a truck via (a) warehouse-processed returns, (b) a tech-to-tech transfer with audit trail, or (c) job consumption. No silent decrements. No tech-app Remove button.
In-app PDF + image viewer across receipts and attachments. No more "download to view" friction.
PO Receipts surface in Accounting as "PO Receipts." Same data, different lens. Bills + vendor management + chart of accounts mapping live alongside.
Material costs freeze to job_costs at invoice-paid time. /reports/job-costing reads only from the frozen rows — retroactive pricebook edits can't drift historical margins.
The shared inventory dataset, basic POs, parts & vendor lists, low-stock alerts, item barcode scanning, and truck stock tracking are included in every paid plan so warehouse + CRM agree on the numbers. Warehouse Pro ($149/mo) is the paid add-on that layers the 17 advanced workflow features above — VMI mutation, Returns state machine, Stock-Count review queue, Vehicle Maintenance, atomic driver reassignment, and the rest — on top.
Annual prepay: $1,490/yr — save $298. VMI Phase 3 + bulk import + Restock→PO, Returns state machine, Receive Goods attachments, refrigerant 608 logs, Cross-Truck Parts Locator, Stock Count Review, Vehicle Maintenance. At the bottom of ServiceTitan Inventory Pro's $150–300/mo range while delivering more features.