Warehouse - Inventory Cycle Counter

Job Description
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

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