FOR OWNERS
You bought it. Know where it went.
Set clear expectations for how materials are handled, recorded, and reviewed. Give yourself and your managers a shared view of stock, usage, and material costs by job.
When each person tracks materials differently, the owner ends up chasing answers. A consistent recording process gives your team clear responsibilities and gives you records to review when quantities or costs don't match expectations.
Start 30-day free trialThree things this changes
See where your materials go
Review recorded material value on hand, recent movements, and what each job used. Give yourself and your managers a shared starting point for purchasing and job reviews.
Plan what to reorder
Use recorded stock levels and movement history to decide what to use, transfer, or replenish.
Understand material cost differences
Compare estimated and recorded material costs on each job. Use differences as a starting point to review purchasing, estimates, usage, returns, and recording errors with your team.
What to review during your first 30 days
As your team builds a record of activity, review:
- ✓Recorded material value at the locations you have set up
- ✓Jobs with recorded material costs above estimate, and the size of the difference
- ✓Frequently replenished items and stock with little recorded movement
- ✓Differences between your records and physical counts that need follow-up
A COMMON QUESTION
Does this mean carrying more inventory?
No. Start by accounting for what you already own. Keeping quantities and movements current helps you decide what to use, what to reorder, and where your process needs attention.
Explore the potential impact using your own assumptions in the calculator.
Set the standard for your next job.
Give your managers a shared view of stock, material usage, and costs by job.
Start 30-day free trial