PARTS AND MATERIALS
Know what you have, use and need.
Keep everyday parts and materials connected to estimates, jobs and invoices, with simple quantity tracking and a clear reminder when something important is running low.
Built for solo operators. No sales call required.
WHAT CHANGES
Stop losing material charges between the job and the invoice.
TradePocket keeps the parts you planned, actually used and should charge beside the work, while simple stock prompts replace notebook counts and extra spreadsheets.
Remember every chargeable item
Carry confirmed materials into the final invoice instead of relying on memory at the end of the day.
Know what needs replenishing
See a simple low-stock prompt and restock list before an everyday part runs out.
Reuse accurate pricing
Keep cost, customer price, tax treatment and preferred units ready for repeat estimates and jobs.
HOW IT WORKS
Plan the materials, confirm what was used and carry the charge forward.
An estimate can plan or reserve an item without reducing stock. Quantity changes only when usage is confirmed or the job is completed.
Kept together through the day
- Customer details stay with the job
- Notes are ready before the visit
- Invoicing follows completed work
STEP 01
Keep a simple catalog
Save the common parts and materials you carry, including quantity, unit, cost and customer price.
STEP 02
Add items to the work
Plan materials on an estimate or job, then adjust the quantities when actual usage is different.
STEP 03
Complete the job
Confirm usage, update stock, carry chargeable items into the invoice and add low items to the restock list.
WHAT YOU GET
Enough stock control to be useful, without becoming a warehouse system.
Keep a practical catalog, update actual job usage and prepare a restock list while allowing imperfect field records to be corrected later.
Parts and materials catalog
Save the item name, reference, photo, preferred unit and pricing details you regularly need.
Planned and actual usage
Keep estimated, reserved, used, returned, damaged and adjusted quantities understandable.
Low-stock prompts
Choose a minimum quantity and see what should be added to the next restock run.
Estimate-to-invoice flow
Carry items through the job without deducting stock before usage is actually confirmed.
Stock movement history
See why a quantity changed and correct imperfect records without blocking field work.
CSV import and export
Bring in an existing item list or take a clean copy out when needed.
COMMON QUESTIONS
Clear answers before you start.
Is this warehouse-management software? +
No. Parts and materials is a lightweight tool for one owner tracking common job items, usage, charges and restocking.
Does adding an item to an estimate reduce stock? +
No. An estimate only plans the item. Stock changes when usage is confirmed or the job is completed, and optional reservations remain under the owner’s control.
What if I used a different quantity than the estimate? +
You can edit the actual quantity, return unused materials and keep the completed job’s historical cost accurate.
Will low stock stop me completing a job? +
No. A visible warning can allow a negative quantity so imperfect record keeping never blocks the work.
Is TradePocket designed for a one-person business? +
Yes. TradePocket is made for people running a service business on their own. You get the everyday tools without screens for crews, dispatchers or departments.
Can I use TradePocket on my phone? +
Yes. Use TradePocket on desktop and phone so the day’s jobs, customers and payments are available wherever you are.
KEEP EXPLORING
Explore more of TradePocket Core.
Quotes and estimates
Build a professional estimate from the customer and job details, send it for approval and turn accepted work into a scheduled job without entering everything again.
Invoicing and payments
Create a professional invoice from the job record, send it to the customer and keep sent, viewed, due and paid status visible. No duplicate entry and no mystery spreadsheet.
Route assistant
See today’s jobs on a map, allow for travel time and compare a more sensible stop order without giving up control of confirmed customer appointments.
Less admin starts here
Keep the work moving and the whole business under control.
Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.
Start using TradePocket