TUTORIALS
Learn InventoryHQ, one task at a time.
Short videos with a written step-by-step guide under each one.
12 VIDEOS · 5 TOPICS
Getting started
Set up your account, team, and locations.
6:24GETTING STARTED
Inventory HQ Platform Overview
This document provides a high-level tour of the Inventory HQ platform, explaining where key features live and what each section is used for. Use this as a map to understand the dashboard and main sidebar areas before diving into feature-specific videos.
10 STEPS · WRITTEN GUIDE
4:18GETTING STARTED
Initial InventoryHQ Account Configuration
This process walks you through configuring a new InventoryHQ account in the correct order: defining roles and permissions, adding team members, creating warehouses, setting up units of measure, and optionally configuring categories. Following this sequence ensures your team has the right access and your materials are correctly organized before you start loading inventory.
6 STEPS · WRITTEN GUIDE
3:08GETTING STARTED
Inventory HQ Mobile App Overview
This document explains how to sign in to the Inventory HQ mobile app and navigate the main home screen, tiles, notifications, and bottom navigation bar so you can quickly understand the state of the business and access key features.
5 STEPS · WRITTEN GUIDE
Inventory
Receive, move, and count material.
5:11INVENTORY
Managing Materials and Inventory in InventoryHQ
This document explains how to view, add, bulk upload, restock, and filter materials in InventoryHQ so you can maintain accurate stock levels across warehouses and service trucks.
10 STEPS · WRITTEN GUIDE
4:52INVENTORY
Inventory Monitoring and Reporting in the Dashboard
This document explains how to filter and export low stock alerts, capture a warehouse inventory snapshot, and use the Reports section to generate exportable reports. It covers how to adjust email notifications, apply filters, and export data in Excel or CSV formats.
9 STEPS · WRITTEN GUIDE
4:00INVENTORY
Managing Service Trucks in Inventory HQ
Use service trucks in Inventory HQ as mobile warehouses. You can create trucks, manage their details, stock and transfer materials, pull materials directly to jobs, and filter truck inventory to see only active stock.
6 STEPS · WRITTEN GUIDE
Equipment
Assign and track tools and equipment.
Jobs and costs
Send material to jobs and review costs.
Integrations
Connect InventoryHQ to the tools you already use.
3:29INTEGRATIONS
Connecting InventoryHQ with Leap
This document explains how to connect your Leap account to InventoryHQ so that any job you mark as awarded in Leap is automatically created in InventoryHQ. Once configured, no manual data entry is needed, and the setup typically takes 10–15 minutes.
5 STEPS · WRITTEN GUIDE
5:40INTEGRATIONS
Connecting AccuLynx CRM with InventoryHQ for Automated Job and Cost Sync
This process connects your AccuLynx CRM to your InventoryHQ account so that awarded jobs automatically appear in InventoryHQ, and completed job material costs are automatically pushed back into AccuLynx for centralized job costing.
7 STEPS · WRITTEN GUIDE
6:58INTEGRATIONS
JobNimbus Integration with InventoryHQ
This document explains how to connect JobNimbus to InventoryHQ, configure the automation that triggers job syncing, and verify that material costs flow back from InventoryHQ into JobNimbus automatically.
13 STEPS · WRITTEN GUIDE
Can’t find what you need?
The help center has written answers for every part of InventoryHQ.