ServiceTitan Inventory – HVAC, Plumbing, and Electrical

Project Timeline: September 2025-December 2025

PCG helped this multi-trade contractor transform broken inventory workflows, reducing over 700 negative items to approximately 100, and establishing sustainable processes for accurate inventory management.

Client Challenges

The client struggled with over 700 negative inventory items caused by unclear workflows and inconsistent processes. Many balances could not be corrected directly in ServiceTitan, leaving the team without a clear path forward. They needed guidance to understand inventory workflows, clean up historical issues, and prevent ongoing inaccuracies.

PCG Solutions

Powerhouse partnered with the contractor to assess inventory workflows, identify process gaps, and implement structured procedures. We trained key team members, supported inventory counts and adjustments, and introduced controls to eliminate negative balances. Through consistent collaboration, the client significantly reduced discrepancies and prepared for a full warehouse count with improved accuracy and confidence.

Our Approach

Workflow Discovery and Education

PCG began by uncovering how inventory was being managed day-to-day, identifying breakdowns that led to negative balances. Through hands-on sessions, we educated the team on proper ServiceTitan inventory workflows, ensuring they understood both the “how” and the “why” behind each process.

Structured Process Implementation

Once gaps were identified, Powerhouse introduced clear, repeatable procedures for managing inventory transactions. This included defining expectations for counts, transfers, and adjustments, creating consistency across the organization and reducing reliance on guesswork.

Ongoing Cleanup and Accountability

Rather than a one-time fix, PCG worked alongside the team to methodically reduce negative inventory over time. By tracking progress and reinforcing best practices, we helped the client build accountability and prepare for long-term inventory accuracy.

Conclusion

This engagement highlights PCG’s ability to turn complex, overwhelming data challenges into structured, manageable solutions. By combining education, process improvement, and hands-on support, we helped the contractor move from uncertainty to control – reducing hundreds of discrepancies and building a foundation for accurate inventory moving forward.

With improved workflows and a clear plan in place, the contractor is now positioned to maintain accuracy, prevent future issues, and confidently scale their operations. PCG continues to support their journey toward fully optimized inventory management.