Inventory Specialist

About the role

The Inventory Specialist oversees all inventory operations for a plumbing service operation, ensuring accurate tracking, purchasing, receiving, and distribution of materials, tools, and equipment using Service Titan and Sage systems.

Responsibilities

• 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
• 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
• Transactions for purchase orders, receipts
• 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
• Establish and enforce warehouse procedures and safety standards
• Ensure proper organization, labeling, and storage of materials
• Cook up 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

Key Competencies

• Attention to detail
• Analytical thinking
• Leadership and team development
• Process improvement mindset
• Strong communication skills
• Accountability and ownership
• Performance Metrics
• Inventory accuracy rate
• Shrinkage reduction
• On-time material availability for technicians
• Warehouse organization and safety compliance
• Purchase cost control and margin protection