Purchasing & Receiving Clerk

Heartland Home Services • New Berlin, WI

2d

About The Position

The Purchasing & Receiving Clerk supports purchasing, receiving, warehouse and truck inventory management, and related administrative and accounting processes. The role uses ServiceTitan’s Inventory module to create and track purchase orders, order materials and supplies, record incoming items, and maintain accurate inventory and material records. It also involves coordinating with vendors, dispatch, project managers, and accounting to address purchasing, delivery, invoice, and job-costing issues. The position helps keep the warehouse organized and ensures materials are associated with the correct jobs.

Responsibilities

• Create, issue, and track purchase orders in ServiceTitan’s Inventory module.
• Order materials, equipment, and supplies for jobs, warehouse stock, and truck replenishment.
• Maintain vendor relationships, request quotes, and compare pricing for cost savings.
• Follow up on backorders, delays, and shipping issues, and communicate changes to dispatch or project managers.
• Monitor reorder points and minimum/maximum levels to prevent stockouts and overstock.
• Receive, inspect, and verify deliveries against purchase orders and packing slips.
• Enter received items into ServiceTitan promptly and accurately, documenting shortages, damages, or incorrect shipments.
• Coordinate returns, credits, and warranty claims with vendors.
• Label, organize, and shelve materials in the warehouse.
• Maintain accurate warehouse and truck inventory in ServiceTitan.
• Process inventory transfers between the warehouse, trucks, and job sites.
• Perform regular cycle counts and annual physical inventories, and investigate discrepancies.
• Stock and restock technician trucks according to established truck templates.
• Keep the warehouse clean, safe, and organized.
• Match vendor invoices to purchase orders and receipts, and resolve discrepancies.
• Work with accounting on bill entry, vendor statements, and job-costing accuracy.
• Ensure materials are tied to the correct jobs so job costs and invoices are accurate.
• Keep vendor, pricebook, and material records current, including cost updates.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed