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REAL-TIME TRUCK STOCK

Inventory Tracking That Keeps Up With the Job Truck

Every part you install comes off your shelf automatically the moment the invoice is finalized. No clipboards, no end-of-week counts, no surprise empty bins.

The field tracking hassles every crew knows

Truck stock is money on wheels — but most contractors still track it on memory, scraps of paper, and spreadsheets nobody updates.

Lost & unbilled parts

Fittings, breakers and valves leave the truck and never make it onto an invoice. That's profit walking out the door on every job.

Manual counting

Hours every week spent hand-counting bins and reconciling spreadsheets — time you could spend billing work.

Over-promising stock

Quoting a part you don't actually have means a supply-house run, a delayed job and an unhappy customer.

How MechForms solves it

Automatic stock deductions

Pick materials from your inventory while building an estimate or invoice. When the document is finalized, quantities are subtracted automatically — and never double-counted.

Low-stock alerts

Items at or below their reorder level get a clear low-stock badge, and the invoice builder warns you instantly if a quantity exceeds what's on the shelf.

One shared price book

SKU, unit cost, retail price, supplier and reorder level live in one searchable list your whole team pulls from — and exports to .CSV anytime.

Know what's on the truck before you roll

Inventory and invoicing finally talk to each other, so your counts stay accurate without extra paperwork.

  • Select parts from a dropdown right inside each line item
  • Retail price and description fill in automatically
  • Stock drops the moment a job is finalized
  • Over-allocation warnings before you promise a part
  • Export your full inventory list to .CSV in one click

Truck 2 — Stock

50-gal water heater
4 → 2
20A breaker
18
3/4" PEX coupling
3 Low stock

Invoice EST-1042 finalized — 2 water heaters deducted automatically.