TUTORIALS

Learn InventoryHQ, one task at a time.

Short videos with a written step-by-step guide under each one.

8 VIDEOS · 5 TOPICS

NEW TO INVENTORYHQ? START HERE

Getting started

Set up your account, team, and locations.

2 VIDEOS

4:18

GETTING 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

3:08

GETTING 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.

2 VIDEOS

5:11

INVENTORY

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

4:00

INVENTORY

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.

1 VIDEO

2:52

EQUIPMENT

Managing Equipment and Equipment Requests

Use this process to add, assign, and track loaned equipment such as drones, ladders, tablets, and other tools. The equipment section is separate from inventory and gives you a clear overview of what is checked out, available, and overdue, along with full accountability via signatures and timestamps.

7 STEPS · WRITTEN GUIDE

Jobs and costs

Send material to jobs and review costs.

1 VIDEO

1:48

JOBS AND COSTS

Creating and Using Job Templates for Pull Lists

Use job templates to save standardized material lists (pull lists) that your crews use repeatedly. Set them up once, then quickly apply them to any job to save time and ensure consistency.

8 STEPS · WRITTEN GUIDE

Integrations

Connect InventoryHQ to the tools you already use.

2 VIDEOS

3:29

INTEGRATIONS

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

6:58

INTEGRATIONS

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.

Help center Watch the full walkthrough