Inventory Management

Keep track of everything your business uses. CleanEstimate Pro tracks quantities, alerts you when stock runs low, and lets you create purchase orders to restock.

Navigate to Admin > Operations > Inventory to open the inventory table.

Inventory Table

The inventory table lists every tracked item. Each row shows:

Click any row to edit the item details.

Low-Stock Alerts

Items with a quantity at or below their reorder point are highlighted in the table. A warning badge appears next to the item name.

Check the inventory page regularly or look for the low-stock alert banner at the top of the page.

Adding an Inventory Item

1. Click + Add Item at the top of the inventory page.
2. Fill in the following fields:

• Item Name: A descriptive name (e.g., "Window Cleaning Solution - 1 Gallon").
• SKU: An optional stock-keeping unit code for internal tracking.
• Category: Select or create a category.
• Quantity: Current quantity on hand.
• Unit Cost: Cost per unit for tracking expenses.
• Reorder Point: Set the threshold for low-stock alerts.
• Storage Location: Select the warehouse or storage site.

1. Click Save.

Editing and Updating Quantities

Open any item to update its details. Use the quantity field to adjust stock after receiving a shipment or using supplies on a job.

All quantity changes are logged with a timestamp so you can track usage over time.

Purchase Orders

Purchase orders help you track orders placed with suppliers.

Creating a Purchase Order

1. Navigate to Admin > Operations > Inventory.
2. Click Purchase Orders in the sub-navigation.
3. Click + New Purchase Order.
4. Select a supplier or enter supplier details.
5. Add line items with the items you need, quantities, and unit costs.
6. Click Save.

Tracking Purchase Orders

Each purchase order shows its status: Draft, Ordered, Received, or Cancelled. When a shipment arrives, mark the PO as Received to update your inventory quantities.

Holiday Lights Inventory

If you offer holiday lighting services, CleanEstimate Pro provides a separate inventory section for seasonal supplies.

Navigate to Admin > Holiday Lights > Inventory to manage:

• Light strands (by type, length, and color)
• Clips, hooks, and mounting hardware
• Extension cords and timers
• Storage bins and labels

This inventory is separate from your general supplies so seasonal items do not clutter your everyday tracking.

The holiday lights inventory also includes a Testing page at Admin > Holiday Lights > Inventory > Testing where you can log the results of pre-season light strand testing.

Next Steps

• Set up storage locations to organize where inventory is kept.
• Return to the Operations Overview to explore other features.