Guide / home services

Home service business software — the stock-side truth

Trades that visit homes live on two records: the job and the parts. What an operations record genuinely covers — van stock, installations, warranty history — and the scheduling it leaves to field-service tools.

The key facts

  • Home services = field-service software territory for scheduling, quoting and job cards; BSimple is deliberately not that.
  • The stock side is real: parts in vans, equipment installed at customer sites, warranty and service history — an operations record covers these well.
  • BSimple's projects layer fits installs: reserve items without consuming stock, install and consume on invoice approval, history per customer job.
  • Boundary stated: no technician dispatch, no quoting/CRM, no GPS — and no claim of integrations with field-service suites.
Diagram — index of this pageThe ground this page covers
  1. 01The key facts
  2. 02What home service businesses actually need from software
  3. 03Where BSimple fits for a home service business
  4. 04The test for the stock side

What home service businesses actually need from software

Two records, usually kept by two tools. The job record — bookings, technician schedules, quotes, job cards, customer communication — is field-service software's territory, and for most home services it is the first purchase. The stock-and-parts record is the one that quietly bleeds money when missing: what is in each van, what was consumed on which job, what to reorder, and which equipment installed at which customer is due for attention.

The failure pattern is familiar: vans as private stockpiles, parts charged but untracked, warranty disputes settled by memory, and a parts room whose quantities are a rumour. The van-as-location pattern and the trade-installation pattern are the same machinery HVAC, plumbing and electrical businesses need.

Genuine BSimple screenThe BSimple stocktakes index at the count and review step.
The BSimple stocktakes index at the count and review step.

Where BSimple fits for a home service business

We build BSimple, so weigh that. It runs the stock-side record: vans as locations with real, visible quantities and recorded transfers; parts consumed against jobs with a transaction history; the projects layer for installations — group inventory and on-site assets under a customer: reserve items without consuming stock, install and consume on invoice approval, keep warranty and service history per job; and purchasing from demand so the parts room triggers reorders before the shelf empties. Invoices push to Xero or MYOB (US integrations rolling out); plans run $180/$250/$399 per month AUD.

Stated plainly, what it does not do: technician scheduling and dispatch, quoting and job cards, customer-facing booking, GPS. If those are the burning need, a field-service platform is the right first buy — and the stock record it usually lacks is where BSimple slots in beside it, without claiming a formal integration we have not built. The kitchen-and-fitout variant and the HVAC case show the same shape in adjacent trades.

DiagramDiagram: spreadsheet data imported into live stock records.
Diagram: spreadsheet data imported into live stock records.

The test for the stock side

On the trial: set up two vans and a store, move parts between them, run one installation at a test customer — reserve, install, consume on invoice — then ask the record six months of questions: what went into that van, what did that customer's job consume, what needs reordering this week. If the answers come in minutes, the stock side is solved; pair it with whichever field-service tool runs the diary. The service-contractor angle covers the wider business-management question for trades.

DiagramOrderPick and packInvoiceXero
Diagram: Order → Pick and pack → Invoice → Xero — how this work moves through BSimple.

Frequently Asked Questions

Is BSimple field service management software?

No — no scheduling, dispatch, quoting or job cards, stated plainly. It is the operations record for the stock and installations side, which field-service tools typically lack and trades typically lose money on.

Can we track what is in each technician's van?

Yes — vans are locations holding real quantities; transfers between store and van are recorded movements visible to everyone. Restocking becomes an audit, not an argument.

How does warranty and service history work?

Through projects: equipment installed at a customer is grouped under that customer with its full transaction history — what was installed, when, which parts were consumed since. It is record truth rather than a maintenance-scheduling calendar.

Does BSimple integrate with ServiceM8/Jobber/similar?

We make no claimed integrations with specific field-service products. The record is reachable via export and its public REST API, but the honest answer on any pairing is: ask us directly about your stack rather than trust a features page.

What does it cost for a small service crew?

$180/$250/$399 per month AUD with vans, projects and reorders in the core. If the crew is one person with slow parts movement, start cheaper — the stage-based guide is the honest path.

In practiceCustomers ordering through their own portal link.
Customers ordering through their own portal link.

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