Inventory & Field Operations
Track items, stock movement, locations, field teams, service context, and operational handoffs in a connected workspace.
What this service does
DeskGo inventory and field operations help service teams understand what is available, where it is, who is responsible, and how it relates to a job or customer request.
Who it is for
Field-service, installation, maintenance, repair, delivery, and multi-location teams that need operational visibility beyond the office.
Recommended setup
- Create the item catalog
Add item names, categories, units, reorder expectations, and any identifiers needed for the company process.
- Set locations and ownership
Configure branches, stores, vans, warehouses, field teams, and responsible users where supported.
- Record opening stock
Review opening quantities and document the source of the first balance before daily transactions begin.
- Connect field work
Link materials, assignments, service requests, bookings, and customer context so the handoff is traceable.
Main workflows
Stock movement
Record receipts, issues, transfers, adjustments, and other approved changes with a clear source and owner.
Field assignment
Give field teams the customer, service, location, schedule, and material context they need to complete work.
Operational review
Compare activity, stock position, unresolved items, and service outcomes across locations and teams.
Important controls
Location-aware records and transactions
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Role-based stock and field access
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Approval for sensitive adjustments
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Customer and service context for handoffs
Review this control during setup and whenever the company changes its workflow or team responsibilities.
Frequently asked questions
Can inventory work across branches?
Yes, where the company has configured locations and the user's permissions allow the relevant stock or field views.
Is inventory required for booking?
No. Inventory and field operations can be enabled only when they are relevant to the company's service model.