Build a plumbing van stock list your team can maintain
A plumbing truck stock list works best when it separates repeat service parts from job-specific material and reusable tools. This worksheet gives each truck its own count and reorder record, without prescribing universal stocking levels.
Download the CSV and open it in Excel or import it into Google Sheets. Replace the starter descriptions with your real stock records. Give each row a clear unit, SKU, and truck or warehouse location. The included formulas calculate reorder quantity and on-hand value once the required quantities and costs are entered.
- Group fittings and repair parts by the systems your team actually services; use your own item numbers and units.
- Keep reusable drain and diagnostic equipment separate from consumables. An equipment return is not the same as consuming a fitting.
- Review job-specific water-heater or installation materials against approved work before loading them.
- Set stock levels from recent usage, available space, supplier lead time, and the jobs scheduled for the truck.
Count first, then replenish to a deliberate target
The minimum is the threshold that triggers a reorder. The target is the quantity you want after replenishment, and should be at least the minimum. When on-hand quantity falls below the minimum, the worksheet calculates how many units are needed to reach the target. Blank inputs remain blank, and a target below the minimum is flagged for review.
| Illustrative item | On hand | Minimum | Target | Reorder |
|---|---|---|---|---|
| Example service part | 3 | 5 | 10 | 7 |
| Example consumable | 8 | 5 | 10 | 0 |
- Review pending purchase orders before ordering again; the starter formula does not deduct stock already on order.
- Record damaged, missing, or returned material in the notes and reconcile the count.
- Use consistent units. A box and an individual fitting must not share the same count unit.
Keep material usage attached to the work
A count sheet is a starting point, but it cannot automatically know what a technician uses between counts. Reconcile purchases, transfers, returns, and job usage on a schedule your team can maintain. Give someone responsibility for each truck’s count and its follow-up purchases.
Nexus connects warehouse and truck stock with purchasing and field work. As the operation grows, that connection can reduce the number of separate records the office has to reconcile after each job.
Questions about the inventory worksheet
Does the template work in Excel and Google Sheets?
Yes. Download the CSV and open it in Excel, or use File → Import in Google Sheets. It includes simple IF, COUNT, and MAX formulas. Depending on your regional spreadsheet settings, you may need to choose comma as the delimiter or adapt formula separators.
Are the starter items a complete truck stock list?
No. They are example categories and descriptions. Replace them with the parts, tools, and quantities your team actually needs. No universal stock levels, technical standards, or regulated-material records are implied.
Can I use one sheet for several trucks?
Yes. Duplicate the item rows for each truck and fill in the truck/location column. If you copy rows in a spreadsheet, check that formulas refer to the new row. Keep one count record per item and location.
Does the worksheet connect automatically to Nexus?
No. This is a standalone planning worksheet. It does not sync changes or act as a validated Nexus import format. Explore the inventory workflow if you want to manage stock, purchasing, and job usage inside Nexus.
