Managing the types of equipment and keeping track of the inventory is a real-world challenge that most businesses face these days. Streamlining how you track and manage your equipment is an absolute necessity for businesses of all sizes and all industries.
The right equipment inventory management solution keeps all equipment details in an organized, accessible database. Today, with the help of software and a mobile app, most fleet managers can easily track and manage their equipment inventory and assignments to promote productivity and accountability amongst their teams.
Proper tracking will help you extend the lifecycle of each piece of equipment and prevent unnecessary damage or loss. Proper equipment tracking also helps in managing audits and makes reporting tasks simple and easy.
Goal/Problem
A spray foam insulation provider needed to track its available inventory and all the inventory partly consumed on its trucks. Equipment for each job needed a better tracking system since ladders and other equipment kept getting misplaced or lost. It was clear that the company needed a better check-in and out procedure as it grew. The company was already using Salesforce to track its sales through work orders and time entries via the mobile app.
Solution
We implemented a system on Salesforce mobile for users to check in and out equipment from the warehouse based on a labeling system already in place. Since end-users were already using a similar system to log their time, this was an easy add-on. The more important part of this task was tracking the needed inventory for each work order, the availability of that inventory at the warehouse, and the remaining product from previous jobs still on the crews’ trucks.
The system we implemented allows the warehouse manager to easily see the materials needed for the day’s work orders:
Then, the warehouse manager can check the stock remaining on his crews’ trucks before getting the product ready for the day’s orders:
All of this is then tied into a dashboard where the managers can better understand how much material to buy. This greatly reduced both wasted products from overstocking while ensuring that crews were using the appropriate amount for each job.
