Steve's Plumbing & AC Service — Confidential Proposal
Truck Stock Intelligence System
Real-time materials visibility across every truck on every island. Techs log parts in seconds. The warehouse manager reorders from a single screen. Service Titan stays in sync automatically.
Oahu
Maui
Big Island
Kauai
Plumbing + HVAC
Explore
2–4 hrs
Lost per tech per week to unplanned supply house runs
$0
Current visibility into what is on any truck at any time
100%
Manual process — phone calls, texts, guesswork
4
Islands operating without a shared inventory system
Operational Impact
The cost of doing nothing is already on the books.
Every unplanned supply house run is a billable hour that disappears. Every part that cannot be located means a truck sitting still and a customer waiting. At Steve's scale across four islands, that leakage is not a rounding error. It is a material line item.
Field purchase retail premium vs stocked cost (est. 40% markup on buyouts)
$60K+
First-trip failure cost — return visits and customer satisfaction impact
Untracked
Software cost savings vs off-the-shelf at Steve's scale
$24K+
Estimated recoverable value — Year 1
$530K+
Labor estimate based on 60 technicians at $48/hr loaded cost, 3 hours average per week in unplanned supply runs. Field purchase premium and first-trip figures are conservative estimates pending operational baseline data from Discovery and Validation phase.
Platform Strategy
Built for one brand. Designed for the portfolio.
TruckIQ® is not a custom build for Steve’s. It is a purpose-built SaaS platform designed for the multi-brand, multi-location home services model. Steve’s Hawaii is the pilot. The architecture, IP, and licensing model are built to replicate across any home services brand in any market.
1
Integration per brand. Same platform, zero rebuild.
Flat
Annual license fee. No per-truck or per-location pricing.
ST
Native Service Titan integration. Works with existing stack.
IP
Independently owned. Not a vendor dependency.
For investor and operator groups evaluating portfolio-wide deployment: TruckIQ® is structured as a licensed SaaS product with flat annual fees per brand, 80%+ gross margin architecture, and a Service Titan–native integration that requires no changes to existing workflows. Every brand that runs TruckIQ® contributes to a shared data intelligence layer that improves prediction accuracy across the portfolio. The more brands on the platform, the smarter the system gets.
System Architecture
One connected system. Three layers. Zero redundant data entry.
The tech app, the warehouse dashboard, and Service Titan operate as a single connected loop. Parts logged in the field flow directly to the warehouse queue and onto the work order — without anyone in the middle.
📱
Tech Tablet
Progressive Web App
🖥️
Warehouse Manager
Desktop Dashboard
👤
GM / MAP View
Read-only reporting
↕
Real-time sync
↕
⚡
Live Inventory Ledger
Truck stock database
🔔
Replenishment Engine
Min/max automation
🔐
Auth + Roles
Per-user permissions
↕
API Integration
↕
🔗
Service Titan
Jobs → Materials → POs
📦
Vendor / PO System
Auto-generated orders
📊
Reporting Layer
Usage, cost, trends
What Gets Built
Six capabilities. One integrated system.
01
📱
Tech Web App
A mobile-optimized web link techs save to their tablet home screen. Tap to open, job pre-loaded from Service Titan, parts selected from a visual grid, submitted in under 30 seconds. Works offline and queues submissions until signal returns.
02
📦
Live Truck Ledger
Every truck maintains a real-time parts ledger. Quantities decrement the moment a tech logs them. The warehouse manager sees every truck's current stock without calling, texting, or waiting for end-of-day counts.
03
🔁
Auto Replenishment
When any item falls below its defined minimum, a replenishment alert fires to the warehouse manager. A single click generates the purchase order in Service Titan — assigned to the correct vendor, for the correct location, at the correct quantity.
04
🔗
Service Titan Integration
Full bidirectional connection to the Service Titan API. Active jobs pull into the tech app automatically. Parts logged attach to the work order for job costing. Purchase orders created in the system land in Service Titan in Pending status with the correct vendor assignment.
05
🖥️
Warehouse Manager Dashboard
A desktop-optimized control center showing all trucks, all stock levels, all alerts, and a one-screen reorder workflow. Filter by island, by trade, by truck. See which techs are logging consistently and which are not.
06
🏝️
Multi-Island by Design
Oahu, Maui, Big Island, and Kauai each operate as independent stock locations with full company-level rollup reporting. Each island can have different parts catalogs, different min/max levels, and different vendor assignments.
User Experience
What it actually looks like.
Two purpose-built interfaces — one for the tech in the field, one for the warehouse manager at the desk. Neither requires training beyond a 15-minute walkthrough.
Technician View — Tablet / Phone
Steve's Truck Stock
Marcus K. — Truck 7
🔧
JB-20481 · ACTIVE JOB
Kalani Akana — Water Heater Repair
🔍 Search parts or SKU...
Recent
Plumbing
HVAC
🔧
1/2" Coupling
×2
🧻
Teflon Tape
×1
⚙️
T&P Relief Valve
×1
🔩
3/4" Ball Valve
🔗
Flex Connector
🪣
Drain Pan 22"
Log 4 items to Job JB-20481 →
Saved as a home screen link. No app store. No install. Just a URL.
Warehouse Manager View — Desktop
Replenishment Queue
3 items below minimum
Oahu Plumbing — All Trucks
Live
Part
Truck
Level
Action
T&P Valve 3/4"
Truck 3
1 of 6
Flex Connector 12"
Truck 7
3 of 8
Teflon Tape 1/2"
Truck 7
4 of 10
1/2" Coupling
Truck 3
16 of 20
Ball Valve 3/4"
Truck 12
13 of 20
One click generates a purchase order in Service Titan. No phone calls. No spreadsheets.
How It Works
End to end. Fully automated.
From a tech logging a part in the field to a purchase order landing in Service Titan — the entire loop closes without manual intervention.
STEP 01
Tech Opens Job
Tech taps the home screen link on their tablet. Their active Service Titan job loads automatically — customer name, address, job type. No login friction, no data entry.
STEP 02
Parts Selected
Tech taps parts from the visual grid. Frequently used parts surface first based on job type. Quantities set with large +/- buttons. The whole interaction takes under 30 seconds.
STEP 03
Ledger Updates
On submission, the truck's stock ledger decrements in real time. The warehouse manager sees the updated counts immediately. If signal is lost, the submission queues locally and syncs when connection returns.
STEP 04
ST Work Order Updated
Parts and quantities attach directly to the Service Titan work order via the API. Material costs appear on the invoice automatically. No dispatcher touch required.
STEP 05
Alert Fires if Low
If the logged parts push any item below its minimum threshold, a replenishment alert routes to the warehouse manager instantly. No polling, no morning count, no surprises.
STEP 06
PO Created in ST
The manager reviews the replenishment queue, confirms quantities, and clicks Reorder. A purchase order lands in Service Titan in Pending status — assigned to the correct vendor, correct location, correct items.
Rollout Plan
Two phases. Eight weeks to pilot go-live.
Phase 1 is a contained Oahu plumbing pilot. The goal is to prove the system with real techs on real jobs before investing in full deployment. Phase 2 scales what works.
Weeks 1 – 8
Phase 1 — Active
Oahu Plumbing Pilot
ST API connection and authentication
Plumbing parts catalog from ST pricebook
Tech web app — Oahu plumbing trucks
Live truck ledger for all Oahu plumbing
Warehouse manager replenishment dashboard
Auto-generated POs in Service Titan
Tech onboarding session and guide
30-day pilot review with go/no-go on Phase 2
Post-Pilot Review
Phase 2 — Pending Pilot Success
Full Island Deployment
Expansion to Maui, Big Island, and Kauai
HVAC trade catalog and truck configurations
Cross-island manager dashboard rollup
GM-level read-only reporting per island
Vendor direct integration for PO delivery
Usage analytics — cost per job, by trade, by tech
Role-based access for all user types
Scope and timeline confirmed after pilot review
Your Input
What would make this right for Steve's?
Nothing gets built until your priorities are understood. Answer what is useful — skip what is not. This takes about three minutes.
✅
Feedback received. Thank you, Wes.
Your responses will directly shape what gets built and in what order. The next step is a 30-minute walkthrough before any development begins.
TruckIQ® — Built for Steve's Hawaii
Why Purpose-Built Wins
Off-the-shelf costs more. Fits less. And you never own it.
There are existing truck stock platforms. They are well-built and they work. This page explains honestly why TruckIQ® is the better decision for Steve's Plumbing and AC Service specifically -- and what that difference is worth in real dollars.
Cost Analysis
The annual cost at Steve's actual scale.
Steve's operates 60+ technicians on Oahu alone, across four islands with four warehouse locations. This is not a small business deployment. At this scale, off-the-shelf pricing becomes a significant recurring cost.
Off-the-Shelf Platform
Existing Market Solution
Per-location pricing model. Every truck and every warehouse counts as a stock location. At Steve's scale across four islands, the annual cost compounds quickly.
$36K+
Estimated annual subscription cost at full deployment
❌Per-location fees scale with every truck added to the fleet
❌Annual price increases at vendor discretion
❌Enterprise tier required for ST integration at this volume
❌Onboarding and implementation fees on top of subscription
❌No Hawaii-specific configuration -- generic workflow for all markets
❌Vendor roadmap determines what features you get and when
At 60+ Oahu techs, 30+ additional island techs, and 4 warehouses, this estimate is conservative. Enterprise pricing conversations typically start higher.
TruckIQ® — Purpose Built
TruckIQ® by MERYDIAN®
Flat annual service fee. No per-location pricing. No per-user fees. Configured specifically for Steve's four-island operations from day one.
$12K
Proposed annual service fee — all islands, all trades, all users
✅Flat fee regardless of fleet size or tech headcount growth
✅Four-island architecture built in from day one
✅Service Titan integration configured for Steve's specific workflow
✅Kauai HVAC suspension, island-specific constraints built in as rules
✅No vendor dependency — system works on your terms
✅Feature requests actioned directly, not put on a product roadmap
Pricing is fixed for the initial 12-month agreement. Growth in fleet size does not increase the annual fee during the contract term.
Estimated Annual Savings
$24,000+
Versus off-the-shelf at Steve's operating scale
Off-the-shelf estimated annual cost
-$36,000+
TruckIQ® annual service fee
$12,000
Annual savings — Year 1
$24,000+
3-year cumulative savings
$72,000+
Feature Comparison
What you get. What you give up. Honestly.
This is not a marketing comparison. It is an honest look at where each approach wins and where the tradeoffs are real.
Capability
Off-the-Shelf
TruckIQ®
Operations
Tech parts logging
Mobile interface for techs to log parts on the job
✓Native app (iOS/Android)
✓PWA — home screen link, no install, works on existing tablets
Offline capability
Works when cell signal drops in the field
✓Available on higher tiers
✓Built in — queues locally, syncs on reconnect
Live truck stock ledger
Real-time per-truck inventory across the fleet
✓All tiers
✓All trucks, all islands, single view
Auto replenishment alerts
Notifications when stock falls below minimums
✓Standard feature
✓Configurable per island, per trade, per truck
Barcode scanning
Scan parts in the field or warehouse
✓Camera-based on mobile
✓Camera-based via PWA — no additional hardware
Service Titan Integration
Job pre-population
Active ST job loads automatically in tech app
✓Via ST integration
✓Pulls live from ST API on app open
Materials attach to work order
Parts logged appear on ST invoice automatically
✓Standard ST integration
✓Bidirectional — parts attach to job, costs flow to invoice
PO creation in Service Titan
Reorders land in ST as purchase orders
✓Via Smart POs feature
✓One-click from warehouse dashboard, correct vendor auto-assigned
ST pricebook sync
Parts catalog stays in sync with ST pricebook
✓Scheduled sync
✓Nightly automated sync via API
Hawaii-Specific Configuration
Four-island architecture
Separate stock locations per island with rollup reporting
~Configurable as separate locations — generic multi-site
✓Native four-island design — Oahu, Maui, Big Island, Kauai
Island-level operational constraints
Rules like Kauai HVAC suspension built into the system
✗Not configurable — generic platform has no awareness of operational rules
✓Operational constraints coded as system rules — no workarounds needed
Per-island vendor assignment
Different preferred vendors per island for PO routing
~Supported but manual configuration required
✓Built into the replenishment logic by island and trade
Campaign code integration
L158, L159, L160, L161 location codes in reporting
✗No awareness of Apex campaign codes or location identifiers
✓Apex location codes native to all reporting and data structures
Ownership and Control
Data ownership
Who owns the operational data the system generates
✗Data lives on vendor servers — export options limited by plan tier
✓Steve's owns all data outright — full export at any time
Feature control
Ability to add or change functionality
✗Vendor roadmap — submit a request and wait
✓Direct development relationship — changes scoped and built on request
Pricing control
Protection from annual price increases
✗Vendor sets price — increases common after initial contract
✓Fixed annual fee locked in contract — no surprise increases
Vendor dependency risk
What happens if the vendor raises prices, pivots, or is acquired
✗Full dependency — migration is costly and disruptive
✓No vendor lock-in — data is portable and architecture is documented
The Ownership Argument
Why ownership matters more than features at this scale.
At 60+ technicians on Oahu alone, materials management is not a small tooling decision. It is infrastructure. The question is whether that infrastructure is rented or owned.
📉
No Per-Location Cost Creep
Off-the-shelf platforms charge per stock location. Every truck you add, every island you expand to, every warehouse you open increases the bill. TruckIQ® is a flat annual fee. Growth does not cost more.
🏝️
Hawaii Is Not an Edge Case
Generic platforms treat multi-location as a configuration option. For Steve's, four-island operations with distinct trade profiles, vendor relationships, and operational constraints is the baseline. TruckIQ® is built around that reality, not adapted to it.
🔒
Your Data Stays Yours
Every parts transaction, every replenishment decision, every usage pattern logged in TruckIQ® belongs to Steve's. It does not live on a vendor's servers with export limitations tied to your plan tier.
🔧
Direct Development Access
When something needs to change -- a new island, a new trade, a new workflow -- it gets built. Not submitted to a product roadmap. Not voted on by other customers. Built for Steve's on Steve's timeline.
🔗
ST Integration on Your Terms
The Service Titan integration in TruckIQ® is configured for Steve's specific pricebook, location codes, vendor assignments, and job types. Not a generic connector that requires manual workarounds for every Hawaii-specific exception.
📈
Scales Without Penalty
If Steve's adds 20 techs next year, the TruckIQ® fee does not change. If a new island location opens, it is a configuration update, not a pricing conversation. The system grows with the business at no additional cost.
The Honest Assessment
Where off-the-shelf genuinely wins.
This is not a one-sided comparison.
Off-the-shelf platforms like the ones in this market are real products with real customers and real support teams. There are legitimate reasons a business might choose them. Here is where they have an honest advantage:
They exist today and can be deployed in days. TruckIQ® requires a build period of 4 to 6 weeks for the Phase 1 pilot.
They have dedicated customer support teams available during business hours. TruckIQ® support is a direct relationship with one developer.
They have years of battle-tested code across hundreds of trade businesses. TruckIQ® is purpose-built for Steve's and begins as a pilot.
Some operators prefer a vendor relationship over a direct development relationship for internal political or procurement reasons.
The recommendation is TruckIQ® because at Steve's scale, the cost difference is material, the Hawaii-specific fit is significant, and the ownership model protects long-term operational independence. But that recommendation is made transparently, not by dismissing the alternative.