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Inventory Management Module

The new Inventory Material Management feature enhances the Status Management module, integrating resource tracking into the task workflow. This streamlines maintenance and housekeeping, improving visibility, accountability, and operational efficiency across properties.

1. Manage Material in Account Settings

Find Manage Material under the Services tab in the Settings module.

 

This interface allows users to:

  • Create materials 
  • Edit existing materials
  • Delete unused materials

These materials are used across maintenance and housekeeping tasks to ensure all required resources are defined upfront

2. Linking Materials to Services

Once materials are created in Manage Material, they can be linked to specific services in:

 

Services → Manage Services

When editing a service, a new Materials field is available where users can:

  • Select specific materials
  • Configure required quantities per service

This ensures every service has predefined resources tied to it.

3. Work Orders with Configured Materials

 

When creating a work order:

  • Select a service that already has materials configured
  • Assign the task to the responsible staff member

The system automatically includes all predefined materials for that service, ensuring the cleaner or maintenance staff knows what resources are required before starting.

Note: If required materials are not predefined at the service level, technicians can dynamically add materials during task execution or upon task completion, ensuring accurate resource tracking and reporting.

4. Maintenance Tech Interface Enhancements

Technicians now have access to a dedicated Materials section within their interface.

 

From here, they can:

  • Add additional materials if needed
  • Adjust quantities used
  • Leave comments about material usage during the task

Cleaners and Inspectors both have access to this feature when it is enabled on the appropriate special service task.

This provides real-time tracking directly from the field.

5. Task Closure & Material Summary

 

When a technician completes a maintenance task and closes the work order:

  • The system displays a Material Usage Summary

  • All materials used and quantities are clearly shown

This creates a complete record of resources consumed for that task.

6. Property Manager (PM) Services Module Enhancements

Within the Property Manager's Services module, new filtering options display tasks that include special services linked to cleaners.

 

Using the Materials option, Property Managers can:

  • Add, edit, or remove materials on tasks
  • Assign responsibility for material costs:
    • Property Manager
    • Owner

This adds clarity around expense ownership and improves financial tracking.

Summary

The Material Management feature delivers an end-to-end workflow for:

  • Material registration
  • Service configuration
  • Task execution
  • Cost assignment
  • Usage reporting

By integrating materials directly into services and work orders, the platform provides greater transparency, reduces manual tracking, and improves operational efficiency across maintenance and housekeeping operations.