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Pro Plan Feature

Know What's on Every Truck — and Move Stock Between Them

Per-location stock with location-to-location transfers so you always know where every part lives.

No credit card required · Setup in 5 minutes

Overview

What It Does

Every service truck is essentially a mini warehouse. SalesButler's Truck Stock & Transfers tracks per-location inventory (each truck is a location) and lets you move stock from warehouse to truck or truck to truck with a clean transfer log. Reorder thresholds per location mean you reorder before techs arrive at a job without the part they need.

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On site
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Assigned
How It Works

Step-by-Step Guide

1

Define Locations

Set up your warehouse and each truck as separate stock locations.

2

Stock Each Location

Allocate inventory across warehouse and trucks.

3

Move Between Locations

Transfer stock from warehouse to truck or truck to truck with a logged transfer.

4

Auto-Deduct on Use

When techs use parts on a job, stock deducts from the right truck.

5

Reorder Alerts

Per-location reorder thresholds alert before a truck runs out.

Benefits

Why You'll Love This Feature

Per-Truck Stock

Each truck is its own location with its own stock counts.

Easy Transfers

Move stock between locations with a logged audit trail.

Reorder Alerts

Per-location thresholds catch low stock before it hurts.

Tech Portal Aware

Techs see what's on their truck before promising a part to a customer.

Stock Reports

Roll up stock value across all locations for accounting.

Multi-Location Compatible

Combines naturally with Multi-Location for branch-level stock control.

Use Cases

Perfect For

Multi-truck shops where every truck stocks differently

Warehouse-to-truck restocking workflows

Avoiding 'I need to drive back to the shop' moments on a job site

End-of-week truck inventory reconciliation

Optimizing stock levels per truck based on each tech's typical jobs

FAQ

Frequently Asked Questions

What plans include Truck Stock & Transfers?

Truck Stock & Transfers is included on the Pro plan.

How do techs see truck stock?

From the technician portal, techs can see what's on their truck.

Are transfers reversible?

Yes — log a reverse transfer to undo a move.

Does invoice line-item deduction work per truck?

Yes — stock deducts from the correct truck based on which tech ran the job.

Can I see total stock across locations?

Yes — the inventory view rolls up across all locations or filters to a single one.

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