Inventory Management | FieldCamp

What Inventory Management Does

Inventory management in FieldCamp tracks stock levels for your physical products — the parts, materials, and equipment your team uses on jobs. When a product is used on a job, stock decreases automatically. When stock gets low, FieldCamp alerts you so you can reorder from your vendors.

The system supports multiple warehouse locations, stock transfers between locations, low-stock alerts, and kits that bundle inventory items for common job types.

The AI-First Way

Ask the Command Centre about your inventory:

• "How many AC filters do we have in stock?"
• "What items are running low?"
• "Transfer 20 AC filters from Main Warehouse to Job Site Storage"

The AI checks stock levels and performs actions without you opening the Inventory page.

Setting Up Inventory Locations

Before adding inventory items, set up the locations where you store stock.

1. Go to Inventory Management in the sidebar.
2. Click the Inventory Locations tab.
3. Click Add Location.
4. Enter the location details:

5. Click Save.

You can add as many locations as you need — warehouses, vehicles, job site storage areas.

Adding Inventory Items

You can enable inventory tracking when creating a product, or add inventory details to an existing product later.

1. In Inventory Management, click Add Item.
2. Fill in the details:

3. Click Save.

Low-Stock Alerts

Low-stock alerts warn you before you run out of critical items.

Setting an alert threshold:

1. When adding or editing an inventory item, set the Low Stock Alert Threshold (for example, 5 units).
2. When stock drops below this number, FieldCamp will:
   • Highlight the item in red on the inventory list
   • Display a low-stock alert on your dashboard

Responding to alerts:

When you see a low-stock alert, you can create a purchase order directly to reorder from your vendor.

Review stock alerts regularly to prevent job delays caused by missing parts.

Transferring Inventory Between Locations

Move stock from one location to another when you need to balance supplies or load a service vehicle.

1. In Inventory Management, find the item you want to transfer.
2. Click Transfer.
3. Select:
   • Source warehouse — where the stock is now
   • Destination warehouse — where you want to send it
   • Quantity — how many units to move
4. Click Confirm Transfer.

Stock levels update immediately at both locations.

Kits

Kits group multiple inventory items into a single package for common job types. Instead of adding items one by one, assign a kit and everything is included.

Creating a kit:

1. In Inventory Management, click the Kits tab.
2. Click Create Kit.
3. Enter:
   • Kit name — a recognizable label (for example, "HVAC Install Kit")
   • Description — what the kit is for
   • Items — select the inventory items to include
4. Click Save.

Using kits on jobs:

When creating a job, click Add Lines and select a kit. All items in the kit are added to the job at once, and stock levels decrease accordingly.

Inventory on Jobs

When a product is added as a line item on a job, FieldCamp can deduct it from inventory automatically:

• Stock decreases when items are assigned to a job
• The job record shows which inventory items were used
• Your team always knows what parts went where

This closes the loop between your price book, your jobs, and your stock levels.

Inventory at a Glance

What to Read Next

• Vendors and Purchase Orders — Reorder stock from your suppliers
• Managing Products and Services — Create the products you want to track
• Products and Services Overview — How inventory fits into the bigger picture