ServiceTitan Inventory – HVAC & Plumbing

Project Timeline: June 2025-December 2025

Powerhouse Consulting Group identified the root cause of recurring negative inventory and partnered with ServiceTitan Support to resolve the issue—resulting in accurate, reliable inventory management.

Client Challenges

The client experienced repeated negative quantities in their staged-on-hold inventory whenever reverse job transfers were used. Internal troubleshooting hadn’t revealed the cause, creating operational confusion and inaccurate stock visibility. They needed expert guidance to uncover the underlying configuration issue and prevent future discrepancies.

PCG Solutions

PCG investigated the transfer workflow and connected with ServiceTitan Support to diagnose the problem. Together, we identified that an incorrect checkbox selection in transfer type settings was triggering negative counts. After coordinating a full data cleanup, we validated that corrected settings resolved the issue across all workflows.

Our Approach

Targeted Workflow Investigation

Powerhouse began by tracing every step of the client’s job transfer process, reviewing reverse transfers, item movement behavior, and affected inventory locations. This careful analysis allowed us to pinpoint the specific step causing systemic inaccuracies.

Direct Collaboration with ServiceTitan Support

Recognizing that the issue involved deeper system behavior, PCG engaged ServiceTitan Support to verify configuration logic and historical data impact. Working together ensured the client received both accurate diagnosis and a full cleanup solution—not just a temporary workaround.

Verification and Prevention

Once the cleanup was complete, PCG validated inventory behavior across multiple transfer scenarios to ensure long-term stability. We also documented the corrected process to prevent future misconfigurations and to strengthen the client’s operational confidence.

Conclusion

This engagement highlights PCG’s commitment to solving not just the symptoms, but the underlying causes of operational issues. By combining technical investigation, system expertise, and cross-team collaboration, we restored accurate inventory management and eliminated recurring negative counts. For contractors, clean data and accurate inventory are essential to profitability—and PCG ensures your systems support that, not hinder it.