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SPECIALIST #14Coming soon

Supply Chain

Gets the parts there

Watches stock across the warehouse and every truck, drafts the reorder before you run out, and sends routine restocks to your suppliers automatically.

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CorePlusPro
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Gets the parts there
What it does

Meet your Supply Chain Agent

Sweeps warehouse + per-truck stock daily for min/max and projected stockout from recent usage

Drafts purchase orders with auto-numbering; Grainger orders auto-submit under your dollar threshold, above it they come for approval; partnership-gated suppliers always draft for you to send

Surfaces emergency / same-day parts when a scheduled job needs stock that is not on hand

Proposes the 3-way match (PO / receipt / invoice) and hands it to Bookkeeping to reconcile

Tracks vendor performance — on-time, fill rate, defect rate, price trend — and feeds warehouse stock into job costing

Coming soon — planned capability

This specialist is in development. The flow, interactions, and value below reflect its intended design for the Plus / Pro tiers.

How it supports you, in action

From low stock to parts on the truck

User flow · Supply Chain
SystemWatches every shelf & truckWarehouse and per-vehicle stock
SpecialistTrips the reorder pointMin/max and projected stockout
SpecialistDrafts the right POCorrect supplier, pack size, price, ETA
Your callYou approve — or it auto-sendsUnder your limit, routine restocks go automatically
Hand-offReceives & 3-way matchesStaged for the crew, reconciled for the books
What it will do

Capabilities, by phase

We’ve designed the full set. The first wave ships when this specialist goes live; the rest follows as a Rev 2.0 fast-follow.

Warehouse & per-truck stock awareness
At launch
Daily reorder triggers (min/max + projected stockout)
At launch
PO drafting at the correct supplier & pack size
At launch
Auto-submit to Ferguson & Grainger under your dollar limit
At launch
Three-way match (PO / receipt / invoice) for Bookkeeping
At launch
Vendor performance & better-pricing findings
At launch
Returns & supplier credit-app tracking
At launch
More integrations (Winsupply, HD Supply, Reece, HD Pro)
Rev 2.0
In-app punchout cart & multi-supplier sourcing optimizer
Rev 2.0
24-hour pre-job parts pre-check
Rev 2.0
Works with the team

Where it sits in the line

Supply Chain keeps materials ahead of the work — it reads what jobs burn and need, and pushes orders, receipts, and reconciliations out across the team.

Feeds in
Logistics
usage & emergency needs
Bid Support
job material lists
Hands off to
Bookkeeping
3-way match → reconcile
Customer Comms
PO & shortage alerts
Value to the business

What it’s worth to the shop

Parts stop being the thing that holds up a job. Stock is watched across the warehouse and every truck, reorders are drafted before you run out, and routine restocks can move on their own — with the bigger buys always under your control.

Never caught short

Warehouse and truck stock watched against reorder points and your real burn rate, so you're not discovering you're out of a part mid-job.

Routine moves, big buys wait

Small reorders to your integrated suppliers can auto-submit under a dollar limit you set; anything larger routes to the right approver.

Clean to the books

Receives deliveries and runs the three-way match — PO, receipt, invoice — so what you ordered, got, and paid all line up.

Warehouse + trucks
stock watched across both
Under your limit
routine POs auto-submit
Plus & Pro
planned capability
Where you’ll use it

On your dashboard, and through your Office Manager

On your dashboard

Low stock and projected stockouts, open POs and their status, deliveries to receive, and vendor performance.

Just ask your Office Manager
  • “What's running low?”
  • “What POs are open right now?”
  • “Did the Ferguson order arrive?”
  • “Who's my best-priced supplier for that part?”
You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Watching warehouse and truck stock levels
  • Drafting purchase orders at the right supplier and pack size
  • Auto-submitting routine reorders under your dollar limit
  • Running the three-way match within tolerance
  • Surfacing vendor performance and better pricing
Waits for you
  • Any purchase order above your auto-submit limit
  • Adding or switching a supplier
  • Inventory adjustments beyond tolerance
  • Receipt discrepancies

Planned for the Plus and Pro tiers. Routine restocks to your integrated suppliers can auto-submit under a limit you set; every larger or unusual order waits for the right approver.

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Put Supply Chain to work.

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