ASSETS & INVENTORY

Know what you have. Know where it is. Keep work moving.

Track the treatment products and replacement parts your team uses—and the valuable equipment your business depends on. H2O Pro Suite brings inventory quantities, asset assignments and service activity into a more organized workspace.
See an Inventory Example
Designed for water treatment dealerships, service teams and growing operations.

Inventory: products and parts

Track stock on hand, reserved quantities, reorder points, warehouse locations and supplier details.

Assets: business equipment

Record tools, vehicles, instruments and other assets with identity, condition, assignment and service information.
A LOOK AT INVENTORY

See what is on hand—and what needs attention.

Example stock cards illustrate how teams can review item quantities, reservations, and reorder levels. All names and numbers below are fictional demonstration data, not live inventory.

Softener bypass kit · SKU BP-100

18 on hand · 3 reserved · 15 available. Example reorder point: 6.

Activated carbon media · SKU CM-20

4 bags on hand · 0 reserved. Example reorder point: 5 — below the reorder threshold.

20-inch sediment cartridge · SKU SC-20

26 on hand · 4 reserved · 22 available. Example reorder point: 12.

More than a number in a spreadsheet

Each inventory item can also retain its SKU, category, supplier, warehouse or bin, unit cost, sale price, and stock change history.
PARTS, PRODUCTS & STOCK CONTROL

Keep inventory organized from the shelf to the service call.

Find the parts you need, see what is reserved, record stock changes, and review the movement history. Track stock by item and location so office and field teams can use the same inventory records.

SKUs, categories and locations

Organize filters, media, fittings, supplies and finished treatment equipment with item codes and warehouse or bin details.

On-hand and reserved stock

Review recorded quantities and the amount committed or reserved, with available stock calculated from the saved values.

Low-stock and reorder information

Record reorder points, reorder quantities, suppliers and lead times to help plan replenishment.

Recorded stock movements

Review quantity adjustments, reservations and releases, with available notes and timestamps in the item history.
TOOLS, VEHICLES & COMPANY ASSETS

Know which equipment you own, where it belongs, and who is using it.

Inventory is for stock quantities. Asset records identify individual equipment and property that the dealership uses or manages, including the people, locations, and service details associated with them.

Tools and field equipment

Track service instruments, testing equipment, company tools and other field assets by asset number, make, model or serial number.

Vehicles and office equipment

Maintain records for service vehicles, computers, office equipment and other company property, with asset-specific fields.

Assignments, locations and condition

Record where an asset is kept, who it is assigned to, and whether it is active, in repair, retired or otherwise unavailable.

Warranty, maintenance and value

Keep purchase cost, current value, warranty dates, maintenance cycle and related notes together where applicable.
CONNECTED FIELD OPERATIONS

The part leaves inventory. The service record stays connected.

Parts used during eligible service calls can be issued against the saved inventory quantity, and the corresponding movement is recorded. The office can look back at stock changes while the field team works from the customer service record.

Prepare for service visits

Review parts, supplies and equipment information before field work, with the saved stock and customer context available to your team.

Record parts consumed

The service-call workflow can deduct consumed linked inventory and record an issue movement. It checks recorded stock before issuing parts.

Separate business assets from installations

Track dealership-owned tools and supplies here; use Water Systems & Equipment for the customer’s installed treatment-system records.
A MORE CONNECTED BUSINESS

Better stock visibility. Better-prepared teams.

Bring replacement parts, treatment products, dealership equipment, and service activity into one organized workflow. Explore how Assets & Inventory fits alongside your customers’ installed systems and day-to-day service work.
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