Inventory & Unit Tracking
Track every unit, manage locations, inspect and repair equipment in the workshop, and never lose equipment again.
Inventory Management
Comprehensive guide to equipment, consumables, tracking, and warehouse operations
Introduction to Inventory Management
Central hub for managing rental assets and consumables with real-time visibility into stock, locations, and maintenance.
Equipment Dashboard and Navigation
Navigate your product catalog with grid and list views, filters, search, and quick actions for efficient inventory management.
Adding and Managing Products
Create product types, configure tracking methods, set pricing, and manage your complete product catalog.
Individual Unit Tracking
Track each physical unit with unique tool numbers, lifecycle status, maintenance history, and location data.
Stock Levels and Availability
Real-time stock calculations showing available, assigned, maintenance, and retired units with automatic alerts.
Location Map and GPS Tracking
Geographic view of deployed units with color-coded markers, clustering, weather overlay, and storage location tracking.
QR Code and OCR Scanning
Scan barcodes and read embossed tool numbers using camera-based search for quick unit identification.
Workshop and Maintenance Tracking
Track units in repair with priority levels, expected return dates, and complete maintenance history.
Retired and Inactive Equipment
Manage permanently retired units and temporarily inactive products with bulk re-enable capabilities.
Product Attributes and Variations
Differentiate units with custom attributes like color, size, features, and material for precise inventory control.
Storage Locations and Transfers
Manage multiple warehouse locations and transfer units between sites with complete logging and tracking.
Consumables Inventory Overview
Manage supplies like toilet paper, sanitizer, and chemicals with usage tracking, alerts, and analytics.
Managing Consumable Items
Add, edit, and organize consumable items with SKUs, unit costs, reorder thresholds, and supplier information.
Consumable Stock Adjustments and Usage
Record stock adjustments, usage, and transactions with complete history and automatic job integration.
Reorder Thresholds and Purchase Orders
Set automatic low stock alerts, create purchase orders, receive shipments, and configure auto-reorder rules.
Consumable Analytics and Reporting
Track usage trends, cost analysis, turnover rates, and generate detailed reports for supply optimization.
Availability Checker and Scheduling
Check equipment availability for specific dates with attribute filtering, conflict detection, and job integration.
Troubleshooting Inventory Issues
Solutions for stock discrepancies, availability issues, scanner problems, and sync failures.
Inventory equipment catalog
The master list of every equipment type you rent — Standard PT, ADA, Hand Wash, VIP Trailer, and others. Each item has a default billing period and per-period prices.
Inventory catalog and default billing periods
Set the default billing period and prices for each equipment type in your catalog. These become the fallback when no site or customer rate applies.
Unit Management
Add and manage units
Location Tracking
GPS and placement
Audits
Find and verify units
Equipment Workshop Repair Management
Complete in-house repair management system for equipment units: damage tracking, repair pipeline, parts issuance, costs, and chargeback invoicing.
Workshop Overview What Is the Inventory Workshop?
Complete in-house repair management for your portable sanitation equipment: status pipeline, damage classification, parts issuance, costs, and chargeback invoicing.
Workshop Status Pipeline Stages of a Repair
Navigate the 7-stage repair pipeline: Reported, Intake, Diagnosed, Awaiting Parts, In Repair, Quality Check, Done.
Damage Classification Types & Severity
Classify equipment damage by type and severity for accurate repair tracking and customer chargebacks.
Logging Repair Activities The Activity Log
Document all repair work, parts usage, and quality checks with detailed activity logs linked to costs and photos.
Unit Repair Detail Page Full Reference
Complete reference for the repair detail page: costs, parts, photos, chargeback, and activity timeline.
Chargeback Invoicing Billing Customers for Damage
Create damage recovery invoices directly from the workshop repair record with automatic cost calculation.
Workshop Kanban Board Visual Pipeline Management
Use the Kanban board to view units across all repair stages, advance/retreat units with arrow buttons.
Returning a Unit to Service
Complete the repair process and return units to active inventory with post-repair condition documentation.
Workshop Reports & Cost Tracking
View repair costs per unit, track Days in Shop, chargebacks recovered, and export data for reporting.