Operations

Inventory & Maintenance Guide

12 min read Premium+ plan Operations

Overview

The Inventory & Maintenance system tracks your physical assets, supplies, and equipment. Monitor stock levels, schedule preventive maintenance, manage equipment checkouts, and generate reports — all from your dashboard. Never run out of putters or miss a maintenance check again.

Plan required: Premium plan or higher.

Before You Start

  • Premium plan subscription active
  • Inventory of items and quantities ready (spreadsheet or manual count)
  • Equipment assets identified (putters, obstacles, lighting, etc.)
  • Maintenance schedule planned (weekly, monthly, seasonal tasks)

Step-by-Step Setup

1

Add Inventory Items

Go to Dashboard → Manage → Inventory tab. Click "Add Item". Enter the item name, category, current stock, reorder level, and unit cost. Common items: golf balls, putters, scorecards, cleaning supplies.

2

Set Reorder Points

For each item, set a minimum stock level. When stock drops below this level, you'll get a low-stock alert. This prevents running out of essentials.

3

Register Equipment Assets

Add major equipment as assets: obstacles, lighting rigs, sound systems, kiosk tablets. Track their condition, maintenance history, and location.

4

Create Maintenance Schedules

Set up recurring maintenance tasks: daily course cleanup, weekly obstacle inspection, monthly lighting check, seasonal turf maintenance. Assign to staff members.

5

Enable Equipment Checkout

For shared equipment (tools, carts, special putters), enable the checkout system. Staff check out equipment and check it back in, with overdue tracking.

Configuration

Inventory Management

  • Stock Adjustments: Record stock in/out with reasons (purchase, loss, maintenance use, transfer).
  • Bulk Adjust: Update multiple item quantities at once (e.g., after a delivery).
  • Stock Transfers: Transfer items between locations (for multi-location courses).
  • Low Stock Alerts: Automatic notifications when items hit reorder levels.
  • Monthly Usage: System calculates average monthly consumption from the last 90 days of transactions.

Maintenance Tasks

  • Scheduled Tasks: Create recurring tasks (daily, weekly, monthly, custom intervals).
  • Task Assignment: Assign tasks to specific staff members.
  • Parts Used: Log inventory items consumed during maintenance (auto-deducts from stock).
  • Equipment Checkout: Track who has what equipment and when it's due back.
  • Overdue Detection: Automatic alerts for overdue checkouts and missed maintenance tasks.

Reporting & Exports

  • Items CSV: Export full inventory list with quantities, values, and reorder levels.
  • Transactions CSV: Export all stock movements for accounting.
  • Tasks CSV: Export maintenance task history with completion status.
  • Assets CSV: Export equipment asset list with condition and assignment info.
  • Purchase Orders: Generate purchase order reports for suppliers.

Example Scenario

Scenario: How Hole-in-One Fun Park Saved $8,000/Year on Inventory Waste

Illustrative example with projected results. Not based on a specific customer.

Hole-in-One was losing putters, over-ordering balls, and missing maintenance on obstacles. After implementing inventory tracking with reorder alerts and monthly usage analysis, they reduced waste by 30% and caught maintenance issues before they became expensive repairs.

$8K
Annual Savings
30%
Less Inventory Waste
0
Stockouts Per Month
100%
Maintenance Compliance

Tips & Best Practices

Count Weekly

Do a quick physical count of high-turnover items weekly. Reconcile with the system to catch shrinkage early.

Act on Alerts

Don't ignore low-stock alerts. Set reorder levels 20% above your minimum to allow for delivery lead time.

Preventive > Reactive

Scheduled maintenance prevents expensive emergency repairs. A $50 monthly inspection beats a $2,000 replacement.

Export Monthly

Download transaction reports monthly for your accountant. Track cost of goods and maintenance expenses accurately.

Video Walkthrough

Video walkthrough coming soon.

FAQ

Yes. Enterprise plan users with multiple locations can transfer stock between locations and view consolidated inventory reports across all sites.
Yes. When staff log "Parts Used" on a maintenance task, the system automatically creates a stock-out transaction and deducts from inventory.

Troubleshooting

IssueCauseFix
Stock count doesn't match physical count Adjustments not logged or duplicate transactions Run a reconciliation: export transactions CSV, compare with physical count, and create an adjustment entry for the difference.
Maintenance tasks not auto-generating Schedule not active or generation already ran today Check that the schedule is set to "Active". The system prevents duplicate task generation for the same day.
Equipment checkout shows "overdue" incorrectly Due date wasn't set or timezone mismatch When checking out equipment, always set a due date. The overdue cron runs daily at midnight server time.