Job Title: Inventory Specialist
Department: Operations / Warehouse
Reports To: Operations Manager
Pay Range: $16-18 / Hour
Position Summary
The Inventory Specialist is responsible for overseeing all inventory & purchasing for a HVAC operation. This role ensures accurate tracking, purchasing, receiving, and distribution of materials, tools, and equipment using Service Titan and/or Sage systems. The Inventory Specialist will maintain optimal stock levels, minimize shrinkage, and support field technicians with timely and accurate inventory fulfillment.
Key Responsibilities
Inventory Management
- Maintain accurate inventory levels across warehouse and service vehicles
- Monitor stock usage trends and place orders accordingly
- Perform regular cycle counts and full physical inventory audits
- Investigate and resolve inventory discrepancies
- Maintain proper min/max levels and reorder points
Systems Management (Service Titan &/or Sage)
- Ensure accurate item setup, pricing, and cost tracking in Service Titan
- Maintain synchronization between Service Titan and Sage
- Process purchase orders, receipts, and vendor invoices in Sage
- Generate and analyze inventory and usage reports
- Ensure proper job costing and material allocation
- Transactions for purchase orders, receipts
Purchasing & Vendor Management
- Source and negotiate with suppliers for best pricing and availability
- Create and manage purchase orders
- Track shipments and resolve vendor discrepancies
- Maintain strong vendor relationships
Warehouse Operations & Team Leadership
- Establish and enforce warehouse procedures and safety standards
- Ensure proper organization, labeling, and storage of materials
- Coordinate daily material staging for service calls and installations
- Improve workflow efficiency and warehouse layout
Field Support
- Coordinate with service managers and technicians to ensure truck stock accuracy
- Implement and manage truck restocking procedures
- Support emergency material requests
Qualifications
- 3+ years of inventory or warehouse management experience (plumbing/HVAC industry preferred)
- Experience with Service Titan and/or Sage preferred
- Strong understanding of job costing and inventory accounting principles
- Proficiency in Excel and inventory reporting
- Strong organizational and problem-solving skills
- Ability to lift up to 50 lbs. and work in a warehouse environment
Key Competencies
- Attention to detail
- Analytical thinking
- Leadership and team development
- Process improvement mindset
- Strong communication skills
- Accountability and ownership
Performance Metrics
- Inventory accuracy rate
- Shrinkage reduction
- On-time material availability for technicians
- Warehouse organization and safety compliance
- Purchase cost control and margin protection
Compensation details: 16-18 Hourly Wage
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