Inventory Specialist

About the role

The Inventory Specialist is responsible for overseeing all inventory & purchasing for a HVAC operation. This role ensures accurate tracking, purchasing, receiving, and distribution of materials, tools, and equipment using Service Titan and/or Sage systems. The Inventory Specialist will maintain optimal stock levels, minimize shrinkage, and support field technicians with timely and accurate inventory fulfillment. Department: Operations / Warehouse. Reports To: Operations Manager.

Responsibilities

• Inventory Management
  • Maintain accurate inventory levels across warehouse and service vehicles
  • Monitor stock usage trends and place orders accordingly
  • Perform regular cycle counts and full physical inventory audits
  • Investigate and resolve inventory discrepancies
  • Maintain proper min/max levels and reorder points
• Systems Management (Service Titan &/or Sage)
  • Ensure accurate item setup, pricing, and cost tracking in Service Titan
  • Maintain synchronization between Service Titan and Sage
  • Process purchase orders, receipts, and vendor invoices in Sage
  • Generate and analyze inventory and usage reports
  • Ensure proper job costing and material allocation
• Purchasing & Vendor Management
  • Source and negotiate with suppliers for best pricing and availability
  • Create and manage purchase orders
  • Track shipments and resolve vendor discrepancies
  • Maintain strong vendor relationships
• Warehouse Operations & Team Leadership
  • Establish and enforce warehouse procedures and safety standards
  • Ensure proper organization, labeling, and storage of materials
  • Coordinate daily material staging for service calls and installations
  • Improve workflow efficiency and warehouse layout
• Field Support
  • Coordinate with service managers and technicians to ensure truck stock accuracy
  • Implement and manage truck restocking procedures
  • Support emergency material requests

Qualifications

• 3+ years of inventory or warehouse management experience (plumbing/HVAC industry preferred)
• Experience with Service Titan and/or Sage preferred
• Strong understanding of job costing and inventory accounting principles
• Proficiency in Excel and inventory reporting
• Strong organizational and problem-solving skills
• Ability to lift up to 50 lbs. and work in a warehouse environment

Skills

• Attention to detail
• Analytical thinking
• Leadership and team development
• Process improvement mindset
• Strong communication skills
• Accountability and ownership

Pay

Pay Range: $16-18 / Hour