Service Fleet Inventory
Management Software
The all-in-one platform for HVAC and field service companies. Inventory, CRM, dispatch, invoicing, and QuickBooks sync — all from one command center.
📊 Command Center
▲ LIVEEverything You Need to
Command Your Fleet
From warehouse to truck to job site — KinetiX tracks every part across your entire operation with precision and intelligence.
Fleet Management
Real-time truck inventory tracking across your entire fleet. See every unit, every part, every location — all in one view.
Warehouse Management
Central warehouse stock control with transfer workflows, min/max levels, and automated shopping lists when inventory runs low.
Smart Audit System
Blind audit protocol with variance detection, resolution workflows, and shrinkage tracking. Know exactly where every dollar goes.
Tool Tracking
Asset management with assignment tracking, condition monitoring, and warranty claim workflows. Never lose a tool again.
Profit Engine
Intelligent markup calculator with cost analysis and margin optimization. Set sale prices, sync across your catalog, and maximize ROI.
Advanced Reports
Custom report builder with interactive charts, KPI dashboards, and trend analysis. Export data your way with dynamic filters.
Barcode Scanner
Instant part identification and stock adjustments via your phone's camera. Scan, confirm, done — in seconds.
CSV Import
Bulk inventory upload from spreadsheets with smart category matching. Migrate your existing data in minutes, not days.
Integrations
QuickBooks Online sync for invoicing and financials. Housecall Pro integration for pricebook and employee management. More coming soon.
KinetiX Velocity
KinetiX works as a complete standalone platform — no integrations needed. Manage your entire fleet inventory operation with admin and technician roles, warehouse transfers, smart audits, and the full Profit Engine add-on for flat-rate pricing.
Admin Command Center
Full operational visibility from a single dashboard. Track fleet-wide KPIs, manage users, oversee audits, and control every truck in your fleet.
- Real-time fleet inventory dashboard
- User management with role-based access
- Fleet assignment and truck provisioning
- Company-wide KPI tracking
Technician Mobile
Technicians manage their truck inventory from any device. Log part usage, request restocks, complete audits, and track tools — all from the field.
- Personal truck inventory view
- Quick part usage logging with job tags
- One-tap restock requests
- Tool check-in/check-out
Warehouse & Fleet
Centralized warehouse management with transfer workflows. Stock trucks from the warehouse, set min/max levels, and auto-generate shopping lists.
- Warehouse-to-truck transfers
- Min/max stock level alerts
- Auto shopping list generation
- CSV import for bulk migration
Audits & Compliance
Built-in blind audit protocol with variance detection. Technicians count without seeing expected quantities — the system catches discrepancies.
- Blind counting mode
- Automatic variance detection
- Resolution workflows (adjust, write-off, investigate)
- Full audit history for accountability
Profit Engine
Unlock intelligent markup calculation and flat-rate pricing. Analyze part costs, set optimal sale prices, track margins, and build a flat-rate pricebook — all without any external integrations.
- Bulk markup calculation across entire catalog
- Flat-rate service builder with Bill of Materials
- Break-even and target margin analysis
- P&L tracking by service and technician
- Flat-rate variance tracker for margin leakage
KinetiX Fusion×QuickBooks
Your entire field service operation — from first call to final invoice — in one platform. Fusion CRM connects your customers, jobs, and financials with QuickBooks Online.
Customer Management & Quick Actions
Sync your entire customer base with QuickBooks. Use the Quick Actions Hub to instantly create jobs, estimates, and invoices directly from a customer's profile.
- Two-way QBO customer sync
- Quick Actions for jobs, estimates, invoices
- Lead source tagging for every estimate
- Open opportunity pipeline with aging tags
Estimates & Invoices
Build tiered estimates, apply smart discounts, push invoices to QuickBooks. Auto-populate customer emails on receipts and manage editable property tags.
- Good / Better / Best tiered estimates
- Auto-populated customer emails for receipts
- Editable property & gate code tags
- One-click push to QuickBooks Online
Pricebook & Profit Engine
Flat-rate services with built-in Bill of Materials, labor hours, and margin-based pricing that auto-deducts parts from truck stock.
- Flat-rate services with BOM breakdown
- Break-even calculator with target margins
- Auto truck stock deduction on completion
- Per-item cost overrides and labor hours
Unified Dispatch & 24-Hr Board
A single, unified dispatch view integrating the Dispatch Board, Live Map, and Command Center. Schedule easily with a 24-hour Gantt-style timeline.
- Unified Dispatch view with Live Map toggle
- 24-Hour Gantt-style visual scheduling
- AI Route Optimization add-on
- Job checklists with optional gating
Fusion Hub Analytics
Your operational command center with real-time KPIs, revenue analytics, P&L summary, and a flat-rate variance tracker.
- Revenue, customers, avg ticket, and outstanding KPIs
- Invoice pipeline and revenue by lead source
- P&L summary with deferred revenue recovery
- Flat-rate variance alerts for margin leakage
Drip Campaigns & SMS
Automated email follow-up sequences for unsold estimates and post-job reviews — included with Fusion. Add KinetiX SMS for two-way texting from your business number.
- Automated email drip campaigns (included)
- Post-job thank you and review requests
- Two-way SMS inbox (KinetiX SMS add-on)
- "On My Way" texts with tech ETA (add-on)
Brand Studio
Customize your customer-facing documents with professional receipt themes, your company logo, and branded email delivery via Gmail integration.
- 6 premium receipt and estimate themes
- Company logo upload and preview
- Gmail integration for branded email sends
- One-click theme switching
White-Label Branding
Make KinetiX yours. Fusion subscribers can replace the KinetiX branding in the sidebar with their own company logo and name — your team sees your brand.
- Company logo displayed in the sidebar
- Your brand name replaces KinetiX
- Seamless white-label experience
- Exclusive to Fusion subscribers
KinetiX Velocity×Housecall Pro
Already on Housecall Pro? Bring your pricebook, employees, and service catalog into KinetiX with a direct API integration. Build on what you have — don't start over.
Pricebook Import
Import your entire Housecall Pro pricebook into KinetiX. Flat-rate services, pricing tiers, and categories come over in one click.
- Full service catalog import
- Pricing tiers preserved
- Category and tag mapping
- Push Profit Engine prices back to HCP
HCP Hub
Your Housecall Pro command center. Monitor revenue, customer stats, completed jobs, and flat-rate variance — all synced from your HCP account in real time.
- Revenue analytics and KPI tracking
- Customer count and job monitoring
- Flat-rate variance tracker
- Auto-polls every 5 minutes
Estimates Pipeline
Visual Kanban board for managing HCP estimates through sales stages. Drag-and-drop cards, batch-move selections, and auto-expire stale estimates.
- Kanban board with drag-and-drop stages
- Batch select and move operations
- Configurable auto-expiry for stale estimates
- Age filtering (30 days, 90 days, 6+ months)
Tech Leaderboard
Rank your technicians by revenue generated, jobs completed, and close rates. Podium-style cards celebrate top performers and drive accountability.
- Revenue-based tech ranking
- Jobs completed and close rate tracking
- Podium-style top-3 spotlight cards
- Performance tiers (Bronze → Diamond)
Employee Mapping
Map HCP employees to KinetiX techs and trucks. When a tech completes a job in Housecall Pro, parts auto-deduct from their assigned truck inventory.
- One-click email auto-match
- Employee-to-truck assignment
- Completed-job auto-deduction
- Deduction activity log
Golden Ticket
Automatically tag high-value customers based on configurable criteria — revenue thresholds, repeat visits, and job frequency. Sync tags back to HCP.
- Smart customer tagging criteria
- Revenue and frequency thresholds
- One-click sync tags to Housecall Pro
- Identify your most valuable customers
AI-Powered Analytics
KinetiX uses real forecasting algorithms — not guesswork — to predict revenue trends and inventory demand. Powered by Holt-Winters Triple Exponential Smoothing with seasonal awareness built for HVAC.
Data Quality Matters
AI forecasting is only as good as the data you give it. Predictions are estimates based on your historical usage patterns, job history, and inventory movements. The more complete and consistent your data, the more accurate your forecasts will be. Incomplete records, missing entries, or inconsistent logging will reduce prediction quality. Always use AI-generated forecasts as a guide — not a guarantee.
AI Revenue Forecast
Predict future revenue using Holt-Winters Triple Exponential Smoothing. Adjust scenarios with a What-If slider from pessimistic to aggressive growth — and see confidence intervals widen over time.
- Holt-Winters smoothing with trend + seasonality
- What-If scenario slider (pessimistic → aggressive)
- 95% confidence intervals with uncertainty bands
- Monthly and quarterly forecast horizons
AI Restock Drafts
Predictive restock ordering powered by burn rate analysis. The engine tracks per-item usage trends, forecasts demand by week, and generates smart purchase orders with urgency classification.
- Per-item burn rate with sparkline trend indicators
- Data-driven confidence scoring (not random)
- Urgency classification (Critical → Low)
- Seasonal demand adjustments (HVAC summer/winter peaks)
AI Route Optimization
Optimize technician schedules to minimize drive time and fuel costs. The AI calculates the most efficient route sequence natively inside the Unified Dispatch board.
- One-click daily route optimization
- Minimize windshield time and fuel costs
- Seamlessly integrated into the 24-Hr Gantt schedule
- Increase jobs per technician per day
Profit Engine
The Profit Engine is your margin command center. It analyzes part costs, calculates optimal markups, tracks flat-rate variance, and integrates with your existing platform — whether that's Housecall Pro or QuickBooks.
Two Paths to Profitability
The Profit Engine works with your existing stack. Choose the integration that fits your workflow.
Already using Housecall Pro for flat-rate pricing? Import your pricebook, attach Bill of Materials to each service, and let the Profit Engine track your actual margins against expected costs.
- Import HCP pricebook with flat-rate services
- Attach BOM (Bill of Materials) to each service
- Auto-deduct parts from truck stock on job completion
- Variance tracker compares expected vs. actual costs
- Requires HCP Max Plan + API Key
Build your flat-rate pricebook natively in KinetiX with Fusion CRM. Create services, set margins, and push invoices straight to QuickBooks Online — no middleman required.
- Build flat-rate services directly in KinetiX pricebook
- Good / Better / Best estimate tiering
- Profit Engine calculates break-even and target pricing
- Push invoices to QuickBooks Online with one click
- Requires Fusion CRM add-on
How We Compare
Most platforms give you a piece of the puzzle. KinetiX gives you the whole picture.
| Feature | KinetiX | Platform A | Platform B |
|---|---|---|---|
| Real-time fleet inventory | ✓ | ✗ | ✗ |
| Warehouse management | ✓ | ✗ | ✗ |
| Smart audit system | ✓ | ✗ | ✗ |
| Profit Engine (margin calculator) | ✓ | ✗ | Limited |
| CRM + customer management | ✓ | ✓ | ✓ |
| Estimates with Good/Better/Best | ✓ | ✗ | Limited |
| Flat-rate pricebook with BOM | ✓ | ✗ | Limited |
| Unified Dispatch with Map | ✓ | Separate | ✗ |
| 24-Hour Gantt scheduling | ✓ | ✓ | ✓ |
| Two-way SMS inbox | ✓ add-on | Add-on | ✗ |
| Automated drip campaigns | ✓ | ✗ | ✗ |
| Customer Quick Actions Hub | ✓ | Basic | ✗ |
| QuickBooks Online integration | ✓ | ✓ | ✓ |
| Tech leaderboard | ✓ | ✗ | ✗ |
| Job checklists with gating | ✓ | Basic | ✗ |
| Installable offline web app | ✓ | ✗ | Partial |
| AI Revenue Forecast | ✓ | ✗ | ✗ |
| AI Restock Drafts | ✓ | ✗ | ✗ |
| AI Route Optimization | ✓ add-on | ✗ | ✗ |
| HCP Hub & Estimates Pipeline | ✓ | ✗ | ✗ |
| Brand Studio & White-Label | ✓ | ✗ | ✗ |
Up and Running in
Four Steps
Deploy your organization, stock your fleet, and start tracking — KinetiX makes the complex feel effortless.
Deploy Organization
Create your company in seconds. Your admin account and main warehouse are auto-provisioned instantly.
Configure Your Fleet
Add your service trucks, import your parts catalog via CSV, and set min/max stock levels per unit.
Equip Technicians
Invite your techs, assign trucks, and let them log part usage on every job from their phone.
Command & Control
Monitor everything from the Command Center. Approve restocks, run audits, and track fleet value in real time.
Built for Every Role
in Your Operation
Whether you're managing the fleet from HQ or pulling parts on a rooftop — KinetiX adapts to how you work.
Command Center
Full operational visibility with the power to make fleet-wide decisions in seconds.
Field Operations
Mobile-first interface designed for speed — log parts, request restocks, and stay in compliance.
Start Building Your Business
Create your company and import your materials for free. Explore the full platform with demo credentials, or subscribe for full access.
Launch KinetiX →Your Fleet in
Your Pocket
KinetiX works on any device — desktop, tablet, or phone. Install to your home screen from Safari or Chrome for an app-like experience with offline capability. Native app coming soon.
Camera Barcode Scanning
Point, scan, and adjust stock — no external hardware required.
Install to Home Screen
Add KinetiX from Safari or Chrome — get a splash screen, app icon, and full-screen experience.
Real-Time Notifications
Instant alerts for low stock, restock approvals, and audit reminders.
Works Offline
Log parts on the job even without signal. Syncs when you're back online.
KINETIX
Technician Dashboard
Frequently Asked
Questions
Everything you need to know about KinetiX and how it transforms your fleet operations.
What is KinetiX?
KinetiX is an intelligent inventory management platform built specifically for HVAC and field service companies. It provides real-time tracking of parts, tools, and assets across service truck fleets, warehouses, and field technicians — all from one command center.
How much does KinetiX cost?
KinetiX offers paid plans starting at $9/mo. Fusion CRM and add-ons are available for growing businesses. You can create a company and import your materials for free at app.kxflow.io. Full platform access requires an active subscription or beta testing allowance.
What is Fusion CRM?
Fusion CRM is KinetiX's all-in-one business management add-on. It includes customer management, estimates & invoices, a flat-rate pricebook, dispatch board, live GPS map, Fusion Hub analytics, and full QuickBooks Online integration.
What devices does KinetiX work on?
KinetiX works on any device with a web browser — desktop, tablet, or phone. On mobile, you can install KinetiX to your home screen from Safari or Chrome for a full app-like experience with offline capability. A dedicated native app is coming soon.
How do I get started?
Visit app.kxflow.io to create your company and import your materials. Explore the full platform using demo credentials. Full access requires an active subscription or beta testing allowance.
Does KinetiX integrate with other software?
Yes. KinetiX integrates with QuickBooks Online for seamless invoicing, estimates, and financial sync. Housecall Pro integration is also available for pricebook sync and employee mapping.
Does KinetiX work offline?
Absolutely. The installable web app supports offline capability. Technicians can log part usage on job sites even without cell signal. All data syncs automatically when the device reconnects.
How accurate is the AI forecasting?
KinetiX uses Holt-Winters Triple Exponential Smoothing — a proven statistical method used across supply chain and manufacturing — to predict revenue trends and inventory demand. Accuracy depends heavily on your data quality: the more complete and consistent your historical records (job history, part usage, inventory movements), the more reliable the forecasts. AI predictions should always be used as a decision-support tool, not a guarantee. We display confidence scores and uncertainty bands so you can judge each forecast's reliability.
What’s included in the Housecall Pro integration?
The HCP integration includes an analytics Hub with revenue and job monitoring, a visual Estimates Pipeline with Kanban drag-and-drop and auto-expiry, a Tech Leaderboard for ranking performance, employee-to-truck mapping with auto-deduction of parts on completed jobs, one-click pricebook sync with Profit Engine price push-back, and Golden Ticket smart customer tagging. You need a Housecall Pro Max plan and an API key to connect.
Ready to Take Control?
Explore the platform instantly with our fully interactive demo, pre-loaded with fleet and inventory data. Discover how KinetiX gives you the visibility you've been missing.
Launch Interactive Demo