Inventory

Pool Service Inventory for Every Truck and Shelf

Know what’s on each truck and in the shop. Snap a photo of the supply-house receipt, check the lines, and the stock and the purchase record update together. Turn on QuickBooks and the purchase lands there as an expense.

Included in the core plan

Truck 2

Crew: Danny R.

Truck
  • Liquid chlorine 12.5%

    Bin A

    14 jug

    min 10

  • Muriatic acid 31%

    Bin A

    6 gal

    min 4

  • 3" chlorine tabs

    Bin B

    2 bucket

    min 3

  • Filter cartridge, 100 sq ft

    Bin C

    4 pc

    min 2

  • Pump shaft seal

    Bin C

    3 pc

    min 1

Receipt scanned

  • Liquid chlorine 12.5% × 8$63.92
  • Muriatic acid 31% × 4$47.96
  • Delivery fee$15.00

Checked lines go to stock. Sent to QuickBooks as a Purchase with the photo attached.

Stock

What’s on Every Truck, Van and Shelf

Set up your trucks, vans, office and warehouse as locations and split them into bins. Track each item with its quantity, unit and cost, and set a minimum that shows right beside what’s on hand. Assign crew to each truck so you know who runs it.

Truck to warehouse

Trucks, vans, the office and the warehouse, each with its own bins.

Minimums beside stock

Set a minimum per item and see it next to what's on hand.

Move stock

Transfer an item from the warehouse to a truck, or between trucks.

Shopping list

Add an item to the shopping list straight from the phone.

Receipt scanning

Snap the Receipt at the Counter

At the supply house, the tech takes a photo of the receipt. Pool Runs reads the line items off the photo, the tech checks them, and the purchase is recorded before the receipt ends up in the door pocket. Stock lines go into inventory. A deposit, a core charge or a delivery fee can be unchecked and still counts as purchase history.

Photo, not typing

Line items are read off the receipt photo.

Checked before saving

The tech confirms and edits every line.

Not everything is stock

Fees and deposits stay in purchase history only.

Costs stay private

Techs can log purchases without seeing your pricing.

QuickBooks

Purchases Land in QuickBooks as Expenses

Switch on expense sync and each recorded receipt is sent to QuickBooks Online as a Purchase, with the photo of the receipt attached. Pool Runs matches the vendor by name and creates it if it’s new, and the payment type follows the account the purchase was paid from. The chemicals and parts that come off your margin finally show up next to the invoices that pay for them. See everything the QuickBooks integration syncs.

Fuel and history

Fuel Fill-Ups and a Record of Every Change

Techs log fill-ups from the phone with the gallons, the total and the odometer reading. Every change to stock goes into an activity log with the name of the person who made it, so you can see where a case of tabs went.

Fuel logs

Gallons, total and odometer, logged from the truck.

Activity log

Every stock change, with who made it.

On the phone

Stock, receipts, transfers and fuel in the mobile app.

Permission tiers

Separate access to view, log, manage and scan receipts.

Questions

Pool Service Inventory FAQ

Get started

Know What’s on the Truck Before It Leaves the Yard

Inventory and receipt scanning come with the core plan. Start your free trial today.