Project Scope · March 2026

ARS Material Inventory
Tracker

A purpose-built tool to track roofing materials from warehouse to job site — giving Trenton, Tim, and crew leads real-time visibility into stock, usage, and reorder needs.

Proposed Build
ars-crm.xyz/inventory
3 Phases
Mobile + Desktop

The Problem

Why This Needs to Exist

Right now there's no central system tracking what materials are on hand, what's been used per job, or when to reorder. That leads to waste, surprise shortages, and inaccurate job costing.

📉

No Job-Level Cost Visibility

Materials consumed per job are estimated, not tracked. Margin leakage goes undetected until it's too late.

Pain Point
🚨

Reactive Reordering

Crews discover shortages on-site. Emergency orders cost more and delay jobs. No system exists to predict demand.

Pain Point
📊

Real-Time Stock Visibility

Trenton and Tim can see exactly what's in the warehouse and on each truck at any moment.

Solution
🔗

AccuLynx Job Tie-In

Material usage logs tie directly to job records. See true material cost per job vs. what was estimated.

Solution

Users & Access

Who Uses It

Three role types — each with a tailored experience based on what they actually need to do.

👔
Trenton / Tim
Admin
  • Full dashboard + reporting
  • Set reorder thresholds
  • Approve purchase orders
  • Manage vendors
  • View all jobs + crew usage
🦺
Crew Leads
Field User
  • Log materials used per job
  • Request material pulls
  • View job-specific inventory
  • Mobile-first interface
🖥️
Office Staff
Inventory Manager
  • Receive deliveries
  • Adjust stock counts
  • Manage vendor catalog
  • Process POs

What Gets Tracked

Material Categories

Every material type tracked with unit of measure, reorder threshold, and vendor info. Fully configurable.

🏠
Shingles
per square
🧻
Underlayment
per roll
🧊
Ice & Water Shield
per roll
🔩
Flashing
per piece
📌
Ridge Cap
per bundle
📏
Starter Strip
per bundle
⚙️
Nails / Fasteners
per box
🚿
Pipe Boots
per unit
💨
Ridge Vents
per linear ft
🪵
Decking / Plywood
per sheet
🌊
Drip Edge
per piece
🗑️
Dumpster / Haul
per job

Feature Set

Dashboard Preview

This is what Trenton and Tim see when they log in — real-time stock levels, alerts, and job-level usage.

ars-crm.xyz/inventory
Total SKUs
42
across 8 categories
Low Stock Alerts
3
need reorder
Jobs This Week
7
materials logged
Material Cost
$14,200
this month
Material
On Hand
Threshold
Status
Last Used
Architectural Shingles (Charcoal)
84 sq
50 sq
OK
Today
Ice & Water Shield (2-sq rolls)
6 rolls
10 rolls
LOW
Yesterday
Ridge Cap Shingles
18 bdl
20 bdl
LOW
2 days ago
1.75" Roofing Nails (5lb box)
32 boxes
15 boxes
OK
Today
Drip Edge (10ft White)
4 pcs
25 pcs
LOW
3 days ago

Admin Dashboard
Mobile (Crew)
PO Workflow
AccuLynx Tie-In
📊

Live Inventory Dashboard

Real-time view of all stock. Color-coded alerts when items hit reorder threshold.

📈

Usage Analytics

Material burn rates by crew, job type, and time period. Spot waste and optimize ordering.

💰

Cost per Job

Actual material cost vs. estimate for every job. Identify margin issues early.

🔔

Reorder Alerts

Automated alerts when stock hits threshold. Option to auto-generate PO draft.

🏭

Vendor Catalog

Manage preferred vendors, pricing, and lead times per material SKU.

📥

Receiving Log

Log inbound deliveries and reconcile against POs. Full audit trail.

📱

PWA — No App Install

Works on any phone browser. Crew leads bookmark it. No app store required.

🔍

Job Lookup

Search by AccuLynx job ID or address. One tap to start a material log for that job.

Quick Log Form

Tap material, enter quantity used. Done in under 60 seconds per item.

📦

Material Pull Request

Crew leads can request materials from the warehouse. Office gets notified instantly.

Offline-Capable

Logs queue locally if signal is poor on-site. Syncs when connection returns.

📸

Photo Attach (Phase 2)

Attach before/after photos directly to the material log for quality documentation.

📝

PO Draft Generation

System auto-drafts a PO when stock hits threshold. Trenton reviews and approves.

✉️

Vendor Email Integration

Approved POs sent directly to vendor via email. No manual re-entry.

📋

PO Tracking

Track status: Drafted → Approved → Sent → Received. Full visibility on open orders.

📬

Receiving Confirmation

Office marks delivery received. Stock levels auto-update. PO closes.

💵

Cost Tracking

Actual cost per PO vs. budget. Monthly spend reports per material category.

🔐

Approval Gates

POs above a set dollar amount require Trenton sign-off before sending.

🔗

Job Sync

Pull active jobs from AccuLynx. Crew leads select the job when logging materials — no manual entry.

📊

Job Cost Enrichment

Actual material cost pushed back to AccuLynx job record. See true vs. estimated margin.

📋

Estimate Comparison

Compare materials used vs. materials estimated in the original quote. Flag overruns automatically.

👷

Crew Assignment Sync

Pull crew assignments from AccuLynx so logs are tied to the right crew lead automatically.

🗓️

Job Timeline Awareness

Material logs are timestamped and tied to job start/end dates from AccuLynx.

⚠️

Overrun Alerts

Alert Trenton when actual material use exceeds estimate by more than a set threshold (e.g., 10%).


Build Plan

3-Phase Rollout

Structured to deliver value fast and expand incrementally. Phase 1 is usable in weeks, not months.

1

Phase 1 — Core MVP

⏱ Est. 1–2 weeks
  • Material SKU database (all categories)
  • Admin inventory dashboard (stock levels, alerts)
  • Manual crew log form (web, any device)
  • Reorder threshold alerts
  • Basic usage reporting by job
  • Hosted at ars-crm.xyz/inventory
2

Phase 2 — AccuLynx + Mobile PWA

⏱ Est. 2–3 weeks after Phase 1
  • AccuLynx job sync (pull active jobs)
  • Job-level material cost tracking
  • Mobile PWA for crew leads
  • Offline queue + sync
  • Material pull request workflow
  • Estimate vs. actual comparison
3

Phase 3 — PO Workflow + Advanced Reporting

⏱ Est. 3–4 weeks after Phase 2
  • Auto-draft POs from reorder alerts
  • Vendor catalog + pricing
  • PO approval + email send to vendor
  • Delivery receiving confirmation
  • Monthly spend reports
  • Overrun alerts to Trenton

Technical Architecture

How It's Built

Built on the same stack as ars-crm.xyz — fast to ship, zero new infrastructure needed.

Frontend
Next.js 15 + Tailwind
Same stack as ARS CRM. Reuse components, ship fast.
Database
Cloudflare D1
Already in use. New inventory tables, no new DB needed.
Hosting
Cloudflare Pages
Deployed at ars-crm.xyz/inventory. No new hosting cost.
Auth
NextAuth (existing)
Role-based access on top of existing ARS CRM login.
Mobile
PWA (no app store)
Crew leads bookmark on their phone. Works offline.
Integrations
AccuLynx REST API
Full Admin access already provisioned for ARS.

Open Questions

3 Decisions Needed

Answer these and build starts immediately.

1 Current Inventory System?

Is there an existing spreadsheet, paper log, or system tracking materials right now? If yes, we'll import it as the starting data. If no, we start clean.

2 PO Approval Authority?

Who approves purchase orders — Trenton only, or can Tim also approve? Is there a dollar threshold where escalation is required?

3 Single Warehouse or Multiple Locations?

Is inventory centralized in one warehouse, or do we also track what's loaded on each truck separately? Multiple locations adds complexity but gives full visibility.