Inventory and reordering automation
Stop running out of what sells and overbuying what doesn’t.
We set up quick counts, par levels and reorder alerts, so you know what’s low before it runs out. Draft orders get grouped by vendor for you to approve, and price increases get flagged before you pay them.
Know what you need? You’ll get a written quote after the call. No audit required.
Sound familiar?
- Stock gets counted when someone remembers, on a clipboard or from memory.
- You find out you’re out of something when a customer orders it or a tech needs it on a job.
- Whoever notices places the order, so some items get ordered twice and others not at all.
- Vendor prices creep up and nobody catches it until the invoice is paid.
- Food spoils or parts sit on a shelf for a year because nobody can see what’s moving.
- Orders live in texts and emails, so nobody can tell what’s already on the way.
What we automate
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Quicker counts
Counts happen on a phone or tablet, shelf by shelf, in the order your team walks the room. Totals land in one place with no retyping.
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Par levels
Each item gets a target amount, set with you. It can change by day of the week or by season if your business swings.
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Reorder alerts
When an item drops below its reorder point, the person who orders gets an email saying what to order and how much.
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Draft purchase orders
Orders get grouped by vendor and drafted in the format each vendor accepts. You review and send. Nothing is ordered without your OK.
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Vendor price tracking
Prices on each new invoice get compared with the last one. Increases above a limit you set get flagged before you pay.
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Usage from your sales
For restaurants, POS sales and your recipes estimate what should have been used, so gaps between counts stand out.
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Parts used on jobs
For field service, parts logged on a job come off the van or shop count when the job is closed out.
Your day, before and after
A restaurant’s Sunday night order
ExampleToday
- The manager counts the walk-in on a clipboard After close, when everyone wants to go home
- The order is mostly a guess
- Orders get texted to three vendors from memory
- A menu item runs out by Friday And a case of something else goes bad
After
- The count happens on a phone, shelf by shelf Counts land in one sheet, no retyping
- Counts get compared to par levels
- Draft orders appear, grouped by vendor Built from par levels and what you sold
- The manager reviews, edits and sends
- Price increases get flagged when invoices arrive Above the limit you set
What it costs
The build is a one-time project. Running costs are what you keep paying the software vendors after we’re done.
One-time build
Every build gets a written, fixed-scope quote before work starts. See all prices and what moves them.
Estimated running costs Estimate
| Inventory or ordering software | Free if a shared spreadsheet is enough. Dedicated restaurant or parts inventory tools run roughly $50 to $350 a month per location. |
|---|---|
| Automation platform (such as Zapier or Make) | Free for light use, or about $10 to $70 a month as volume grows |
| AI usage for reading vendor invoices (if you use it) | Roughly $1 to $10 a month, depending on how many invoices you get |
| Monthly support from us (optional) | See monthly support plans on the Pricing page |
Estimates based on current vendor pricing. Your written quote names the exact tools and monthly fees before you commit.
How long it takes
About 3 to 6 weeks from approved quote, including two or three count cycles to tune par levels Estimate
Tools it commonly connects to
- Toast
- Square
- Clover
- QuickBooks Online
- Xero
- Google Sheets and Excel
- ServiceTitan
- Vendor ordering by email or spreadsheet
We confirm your exact setup works before we quote. If something can’t connect, we tell you before you pay for anything.
When we’ll tell you not to do this
- You carry a few dozen items and one person orders everything. A shared spreadsheet with par levels and a weekly reminder may be enough.
- Your POS or inventory app already has reorder alerts you haven’t turned on. We’ll show you where they are.
- Counts don’t happen on a regular schedule yet. Every system depends on them, so start with a simple count routine.
- A vendor already stocks your shelves or vans for you on a set schedule. Their program may already do this job.
An inventory app or a built setup?
Off-the-shelf is enough when
- You’re willing to count and order the app’s way.
- Your POS and main vendors are on the app’s list of supported connections.
- You have one location and the app’s reports answer your questions.
A setup built for you adds
- Works with the tools and spreadsheets you already use, without moving everything into a new app.
- Par rules that follow your business, by day, season or job type.
- Connects job software or POS data to your counts when an app doesn’t support your setup.
- Order drafts and price alerts in the format your vendors already accept.
Restaurant inventory apps and parts-tracking apps are good options for many businesses. If one fits, we’ll say so on the free call.
The details
What the setup includes
- An item list cleaned up with you: names, units, vendors and where each item lives.
- Starting par levels set from your counts and sales, then adjusted after the first few count cycles.
- A count routine your team can finish quickly on a phone, in the order they walk the shelves.
- Order drafts and price alerts sent to whoever does the ordering.
- A one-page guide: how to add an item, change a par level, and read the weekly summary.
What it won’t do
It won’t place an order or pay a vendor without a person approving it. It can’t count what nobody records, so waste, comps and parts pulled without logging still need a habit on your side. Par levels start as estimates and get closer to right as the counts come in. If you change your menu or the parts you stock, the item list needs an update too, and the guide shows how.
Questions about this
Does inventory automation work with my POS?
Often, yes. Toast, Square and Clover each offer ways to get sales data out, though some only through approved apps or on certain plans. Sales data is what lets us estimate what should have been used between counts.
Before we quote, we check:
- Your POS and plan. Whether sales data can be connected directly or exported on a schedule.
- What’s already there. Many POS systems have inventory features or reorder alerts built in. If yours does and they’re off, we’ll show you.
- How items map. How menu items or products break down into the ingredients or parts you count.
If a direct connection isn’t possible, a scheduled sales export into a spreadsheet can work. You get the same alerts with one extra step.
For field service, the same idea works with job software like ServiceTitan. Parts logged on a job come off the van or shop count when the job is closed out.
See how inventory and reordering automation works.
Is inventory automation worth it for a small operation?
Sometimes it isn’t, and we’ll say so. A simple setup may be enough if:
- You carry a few dozen items and one person does all the ordering.
- Your POS or inventory app already has reorder alerts you haven’t turned on.
- A vendor already restocks you on a set schedule.
Then a shared spreadsheet with par levels and a weekly count reminder covers most of it for free, and we can show you how.
A build is more likely to pay off when you run out of things often, throw out spoiled stock, catch price increases late, or have several people ordering.
Do the math first. Example: $400 a month in spoiled or excess stock is about $4,800 a year. If better ordering cut that in half, you’d save about $2,400 a year before running costs. Compare that with the starting price on the Pricing page to see how long it would take to pay back.
Every system also depends on regular counts, so start there.
What does it cost, and how fast does it pay for itself?
Starting prices for every service are on the Pricing page, with a plain explanation of what moves the price. Before any build, you get a written, fixed-scope quote that lists the monthly running costs too.
Payback is simple math: what the problem costs you now, against what the fix costs to build and run.
Example: invoicing and payment reminders take 5 hours a week, at $28 an hour including taxes and benefits. If automation takes 4 of those hours off the list, that’s about $5,824 a year, or about $485 a month. Subtract the monthly running costs, then divide the build price by what’s left. That’s your payback in months.
Proposals state the expected payback, with the math shown so you can check it. If a fix would take too long to pay for itself, we’ll say so and suggest something cheaper, or nothing at all.
How long does a project take?
It depends on the service and how many tools are involved. Estimated timelines, from approved quote or proposal to running:
- Scheduling automation: about 1 to 3 weeks
- Back-office automation: about 2 to 4 weeks
- AI receptionist: about 2 to 4 weeks
- CRM and workflow automation: about 3 to 6 weeks
- Inventory and reordering: about 3 to 6 weeks, including a few count cycles to tune par levels
- Custom AI integrations: about 3 to 6 weeks
- Websites and local SEO: about 4 to 6 weeks to launch. Search rankings take longer.
What slows things down: waiting on account access, data that needs cleaning, vendor approvals, and time for your team to test. Your written quote gives the timeline before you commit, and we’ll tell you early if something is running behind.
Related services
- Back-office automation
Invoices, data entry, reports, inbox sorting and lead follow-up handled without the late nights.
- Custom AI integrations
Ask an AI assistant about your own jobs, customers and prices, with access you control.
- Operations audit
Not sure where to start? Get a prioritized plan before you spend on a build.
Find out what’s worth automating, and what isn’t.
Tell us where your week goes. We’ll tell you what we’d fix first, roughly what it would cost, and whether you need us at all.
30 minutes with a partner. No pitch deck, no obligation.
You’ll talk with one of the two partners, not a salesperson. Meet the partners.