Stop Losing Parts. Start Running Lean.
If your trucks are overstocked, your warehouse is a guessing game, and your techs are running to the supply house mid-job — your ServiceTitan inventory setup isn’t doing its job. We fix that.
A Complete Inventory Ecosystem
From the warehouse to the van, we configure ServiceTitan so parts are tracked, costs are accurate, and replenishment runs on data — not gut feel.
Inventory Module Assessment & Baseline
- Audit your current inventory configuration across all locations and warehouses
- Review existing inventory categories, item types, and pricebook item mappings
- Identify gaps in tracking, costing, and replenishment discipline
- Share findings and align on reconfiguration priorities before any build begins
Warehouse & Truck Stock Configuration
- Build or restructure warehouse locations to reflect operational reality – Main, overflow, job site, and truck stock locations
- Configure truck stock templates aligned to technician roles and service categories
- Set minimum and maximum quantity thresholds per item per location based on actual consumption data
- Establish reorder points to drive automated replenishment recommendations within ServiceTitan
Purchasing & Replenishment Workflows
- Configure vendor records and purchasing settings within ServiceTitan
- Review and validate existing Purchase Order (PO) templates and approval workflows
- Establish receiving workflows — receiving against open POs, partial receipts, and discrepancy handling
Adjustments, Transfers & Count Configuration
- Configure adjustment categories and establish approval and accountability controls
- Review transfer workflows for warehouse-to-truck and location-to-location movement
- Configure Physical Count and Cycle Count workflows to support ongoing inventory accuracy
- Define count frequency recommendations by location type
Training & Enablement
NIFT delivers live, hands-on training with key operational staff and administrators covering:
- Inventory functionality and setup templates
- Warehouse and truck configuration with min/max levels
- Purchasing and replenishment workflows (PO → Receipts → Bills)
- Adjustments, transfers, and Physical/Cycle Counts
How We Set Up Your Inventory System
We review your existing configuration,
interview your ops and warehouse staff, and document what’s accurate, what’s missing, and what’s creating cost exposure. Nothing gets built until we’ve agreed on priorities.
We build your warehouse structure, truck stock templates, min/max thresholds, and PO workflows inside ServiceTitan. Every setting is tied to how your business actually operates — not how the software assumes you do.
We walk through a full count and reconciliation workflow with your team. We run test scenarios for receiving, adjustments, and transfers so your staff knows exactly what to do on day one. Then we hand you a system that runs itself.