Skip to main content
Full Stack HVAC Full Stack HVAC

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.

MarginPoint - Inventory & Parts Management software - logo 5.4 Good See breakdown →

Highlights

72 Features4 Integrations

Capabilities

Subscription Mobile App

Trust

Third-Party Sharing
Buy from MarginPoint Visit website

Media

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.

Shares data with third parties

"We may share information with third parties for marketing or other purposes."
Confidence: high Source

Primary policy document: https://marginpoint.com/privacy

FSH Score Breakdown

Ease of Use
5.0
Features
7.8
Support
5.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

72 features confirmed across 16categories· Showing confirmed capabilities only

Inventory Management16features

Inventory ManagementMobile cycle counting and restockingVendor TrackingVendor/Supplier TrackingBarcode ScanningBarcode and QR code scanningPurchase OrdersAutomated purchasing processAutomatic Inventory ReplenishmentConsumption Tracking Linked to Work OrdersCustody And Ownership TrackingParts And Materials Purchasing
Show 8 more
Supplier Catalog IntegrationReorder ManagementAudit And Cycle CountsCreate and Place OrdersInventory TransferPurchase Order and ProcurementReal Time Inventory and Pricing Visibility Across Multiple ERPsSerial Number Tracking

Platform & Customization13features

Custom API AccessREST-based web services (XML/JSON)Multi-LocationService Location ManagementApproval ManagementPurchasing approval workflowsAudit TrailFull audit trail and schedulable reportingRole-Based Access Controlrole-based access controlThird-Party Integrationpre-built connectorsScheduling And Dispatch IntegrationImport and Export Data
Show 5 more
API-First Platform with HCM and Payroll Tool IntegrationsDark ModeData ConnectorsMulti-Tenant ArchitectureData ExportImport/Export management

CRM & Sales6features

CRMService historyMaintenance Agreement ManagerPreventive MaintenanceLead ManagementJob managementBulk Location ManagementContract and Order ManagementChannel Partner Management

Scheduling & Dispatch5features

SchedulingScheduling & DispatchingWork OrdersWork Order ManagementDispatchingCross-site asset transfer schedulingCalendar BoardAdvanced Constraint Management

Reporting & Analytics5features

AnalyticsReporting/AnalyticsReportingRecent transactions viewData WarehousingData WarehousingAutomated Dashboards and System Status ReportsReporting ForecastingForecasting

Technician Management4features

Inspection ManagementAudit managementTime TrackingCheck-in/Check-outBadging And Access ControlTraining CoursesOnline training academy

Equipment & Asset Management4features

Equipment TrackingAsset trackingDetailed Asset Information TrackingAlertsReal-time stock-out alerts and alternate location lookupAsset ManagementCustomizable jobsite loadouts

Accounting Integration4features

Job CostingMaterial cost calculation down to the Rental Unit and Work OrderAccounting IntegrationAccounting integrationBudgetingFinancial managementAuto Detect Unrecorded Transactions and Errors

Customer Communication3features

NotificationsAlerts/NotificationsOwner PortalClient PortalOwner portal

Mobile & Field Tools3features

Offline ModeOffline ModeTechnician Mobile AppAuto Data Entry

Invoicing & Payments2features

InvoicingBilling ManagementPrice BookIntegrated Catalog Search

Fleet & GPS Management2features

GPS TrackingReal-time on-hand visibilityFleet Maintenance and Utilization Management

Compliance & Safety2features

Standardized Material and Quality ControlAICPA SOC 2 Type 1 and Type 2 Certifications

Estimating & Quoting1feature

Labor and Material Cost Calculation

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.

Related Products 9 across 1 category