How Our Inventory Management Process Works

We take a comprehensive, step-by-step approach to optimizing your

billable hours and physical inventory, ensuring that your business runs efficiently and profitably. Our process is designed to

eliminate bottlenecks, reduce wasted time, and create a system that scales with your growth.

Step 1: Business Audit & Goal Setting

We start with a deep dive into your current operations, analyzing how you track

billable hours, inventory, job scheduling, and overall workflow. We identify pain points, inefficiencies, and areas where your profit margins are shrinking. From there, we help you set clear goals for efficiency, cost reduction, and revenue growth.

Step 2: Software & Systems Integration

If you're new to scheduling and inventory management software, we help you choose and set up the right platform—whether it’s Jobber, Housecall Pro, ServiceTitan, or another system. If you’re already using a system but struggling with QuickBooks integration, calendar syncing, or tracking billable hours effectively, we refine your setup to ensure seamless communication between platforms.

Step 3: Workforce & Scheduling Optimization

Your team’s time is your most valuable asset. We create smarter scheduling systems to help you:

✔ Prioritize high-margin jobs to maximize revenue.
✔ Reduce time wasted on inefficiencies like overbooked schedules or unnecessary site visits.
✔ Balance seasonal workloads to avoid feast-or-famine cycles.
✔ Forecast staffing needs so you know when hiring is financially viable.

Step 4: Inventory & Supply Chain Management

Physical inventory should work for you—not against you. We help you:

✔Track materials and job costs in real-time so you’re never over or understocked.
✔ Create automated reordering systems to prevent delays and lost revenue.
✔ Analyze job profitability by aligning material costs with pricing strategies.

Step 5: Profitability & Scalability Strategy

Once your systems are in place, we continuously refine them to ensure long-term profitability. This includes:

✔ Regular performance reviews to track billable hours, efficiency, and revenue.
✔ Cash flow forecasting to prepare for seasonal fluctuations.
✔ Scaling strategies to help you expand without cutting into profits.

The Result? A Business That Runs Smoother, Is Worth More At Sale, and Makes More Money Every Month.

By optimizing both billable hours and physical inventory, you’ll be able to work smarter, reduce stress, and grow your business sustainably —without getting caught in the cycle of being “too busy but not profitable.”