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Confidence: high
Source
MarginPoint
by MarginPoint
Last updated Mar 29, 2026 · 1 revision
Sophisticated cloud-based multi-site inventory system that tracks individual truck stock and syncs directly with distributor catalogs to automate replenishment.
Media
www.marginpoint.com
About This Product
Cloud-based multi-site inventory management system for HVAC contractors with multi-truck fleets. Tracks individual truck stock and syncs directly with distributor catalogs to automate replenishment. Compares and stores pricing across multiple HVAC suppliers to control costs and eliminate part-run downtime and shrinkage for field service operations.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://marginpoint.com/privacy
FSH Score Breakdown
Ease of Use 5.0
Features 6.7
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
70 features confirmed across
16categories· Showing confirmed capabilities only
Inventory Management19features
Automated Reorder NotificationsReorder AutomationBarcode ScanningBarcode and QR code scanningParts And Materials PurchasingPunchout FunctionalityParts DatabaseProduct CatalogShipping ManagementShipping ManagementSupplier Catalog IntegrationSupplier Catalog ManagementSupplier ManagementSupplier ManagementWarehouse ManagementWarehouse Management
Show 11 more
Purchase OrdersMulti-Warehouse Inventory TrackingMulti-location inventory managementAutomatic Inventory ReplenishmentConsumption Tracking Linked to Work OrdersCustody And Ownership TrackingPurchase Order and Procurementrequisition to order integrationCreate and Place OrdersInventory TransferReal Time Inventory and Pricing Visibility Across Multiple ERPsSerial Number TrackingAudit And Cycle CountsMobile cycle counting and restocking
Platform & Customization16features
Custom API AccessREST-based web services (XML/JSON)Approval ManagementPurchasing approval workflowsAudit TrailFull audit trail and schedulable reportingData ExportData ExportData ImportData ImportIntegrations MarketplaceExternal IntegrationsRole-Based Access Controlrole-based access controlThird-Party Integrationpre-built connectors
Show 8 more
Unlimited Sub UsersUnlimited usersChange ControlHistory/Version ControlMulti-Company ManagementMulti-site and multi-industry supportScheduling And Dispatch IntegrationAPI-First Platform with HCM and Payroll Tool IntegrationsDark ModeData ConnectorsMulti-Tenant Architecture
Equipment & Asset Management6features
Equipment TrackingAsset TrackingAHRI SearchIntegrated Catalog SearchDetailed Asset Information TrackingDetailed asset information trackingAlertsReal-time stock-out alerts and alternate location lookupEquipment Maintenance TrackingFacilities MaintenanceAir Quality MonitoringStandardized material and quality control
CRM & Sales6features
CRMContact ManagementMaintenance Agreement ManagerPreventive MaintenanceLead ManagementLead ScoringBulk Location ManagementContract and Order ManagementChannel Partner Management
Scheduling & Dispatch3features
DispatchingCalendar BoardAdvanced Constraint Management
Fleet & GPS Management3features
GPS TrackingReal-time on-hand visibilityGIS RoutingRoute OptimizationFleet Maintenance and Utilization Management
Reporting & Analytics3features
ReportingAutomated Dashboards and System Status ReportsSchedulable reportingReporting ForecastingForecasting
Technician Management3features
Badging And Access ControlUsage control and consumption limitsTraining CoursesOnline training academyCertification ManagementAICPA SOC 2 Type 1 and Type 2 certifications
Invoicing & Payments2features
Payment ProcessingPOS IntegrationPrice BookIntegrated Catalog Search
Accounting Integration2features
Job CostingMaterial cost calculation down to the rental unit and work orderAuto Detect Unrecorded Transactions and Errors
Compliance & Safety2features
Standardized Material and Quality ControlMaterial and quality control standardizationAICPA SOC 2 Type 1 and Type 2 Certifications
Estimating & Quoting1feature
Labor and Material Cost Calculation
Customer Communication1feature
NotificationsStatus Notifications
Mobile & Field Tools1feature
Auto Data EntryReal-time data capture
AI & Automation1feature
Automation RulesWorkflow Automation
Training & Education1feature
Mobile-Friendly LearningMobile asset access
Integrations 4 across 3 categories
Data & Automation 2
Alteryx
Tableau
Accounting 1
QuickBooks Online
Intuit QuickBooks
eCommerce 1
Amazon Business
Pricing
- Model
- Subscription
- Starting at
- $339/mo
- Notes
- Pricing starts at $8,388/year, based on number of stocking locations. Cloud-based inventory management for trucks, warehouses, and storage areas. Designed for HVAC, plumbing, electrical, property management, and facilities maintenance. Over 1,000 companies use MarginPoint. Claims 25% reduction in ordering costs with automated replenishment.
