Pricebook & inventory
What you sell, the equipment you service, the stock you carry and what each job really earns.
Your pricebook holds everything you sell: services, parts, equipment and fees, with prices, costs and member prices. Around it, ServFlo can track the equipment at your customers' homes, the stock in your warehouse and trucks, what you buy from vendors, and the profit on every job.
| Area | Plans |
|---|---|
| Pricebook, categories, markup tiers, CSV import and export | All plans |
| Equipment tracking and equipment types | Pro |
| Inventory, vendors and purchase orders | Pro |
| Expenses, job costing and commissions | Pro |
Costs, margins and stock value are shown only to owners and admins. Everyone else sees prices but never what an item cost you.
Pricebook
Manage your pricebook
Add items and categories, set prices and member prices.
Starter items for your trade
Start from the services and parts a business like yours sells.
Markup tiers and repricing
Turn part costs into prices automatically.
Import and export your pricebook
Bring in a price list from a CSV file.
Equipment
Register equipment
Record the units, vehicles or systems you service.
Equipment types
Types, their fields, and what you call them.
Inventory and purchasing
Set up warehouses and trucks
Where your stock lives.
Move and count stock
Restock trucks, adjust, count and set reorder points.
Parts requests
Handle the parts technicians ask for.
Purchase orders and vendors
Order from suppliers and receive what arrives.