Manage buying parts, storing parts, and selling parts for commercial service work.
Manage buying parts, storing parts, and selling parts for your commercial service business.
PartsLedger Introduction
How do you keep track of parts? Watch this video to learn how PartsLedger helps with buying, selling, and storing parts for your service work.
Manage the parts side of your service business.
Gain tighter control of your parts purchase process.
- Keep track of your purchases and expenses. Issue purchase orders in the PartsLedger application to know the cost for each individual part, update inventory when the order is received, and automatically update the changing status of the PO on the service work order where the parts will be used.
- Speed past bottlenecks. Reduce tech slowdowns and customer inconvenience by searching inventory for the parts needed for upcoming service work. When new parts are received into inventory, alerts tell your team that the work can be completed.
- Track exact cost to protect your margin. Know exactly what you paid for each part, even parts held in inventory, and transfer that cost to the service work order where it was used.
Manage parts inventory to keep service work on track and reduce loss.
- Stop buying parts you don’t need with an accurate view of what’s in stock. Search for the parts that technicians need across every truck and warehouse. Transfer parts without losing track of where they are and what they cost.
- Stay ahead of demand with inventory automation. Create rules to generate purchase orders that maintain minimum quantities across your fleet.
- Gain the management oversight you’re missing. Always know how much money you have tied up in inventory and get a better handle on where loss is occurring.
Protect your parts margin as you sell parts for service work.
- Know where parts were used. Technicians list the parts they’ve used on a work order in the PartsLedger app. The app automatically adjusts their truck inventory and transfers the items to the ServiceTrade job.
- Track part costs to get your full markup. Whether sourced from inventory or a new PO, PartsLedger sends the cost for every part used to the ServiceTrade job.
- Invoice customers correctly every time. PartsLedger’s integration with ServiceTrade ensures that the customer invoice is correct to reduce uncomfortable invoice disputes.
Keep accurate financial records of buying, selling, and storing parts.
- Improve the speed and accuracy of customer invoicing. Create more complete and accurate customer invoices, faster with digital parts data on the job in ServiceTrade.
- Put guardrails on the parts purchasing process. PartsLedger works within the process and guidelines outlined by your management and accounting. Eliminate the need for non-accounting personnel to use the accounting application to access parts data, reducing expensive license fees and adding data security.
- Improve financial control by sending every parts transaction to accounting. PartsLedger integrates with Sage Intacct, Sage 100, Sage 300, and QuickBooks Online. For other accounting platforms, you can export ledger entries to import into your accounting application. Ask your rep for details about your accounting application.
See how it will work for your service business.
Submit the info below to schedule a demo with a PartsLedger application specialist.
