Designing for the inventory ecosystem

Inventory software redesigned from the warehouse floor to the manager's desk, with a design system built to scale across web and mobile.

ServiceTitan inventory management interface

Company

ServiceTitan

Role

Lead Product Designer

Focus

Mobile-first · Prototyping · Design Systems · B2B

01

Overview

ServiceTitan's inventory module served two very different user types: warehouse staff doing physical work on the floor, and inventory managers handling purchasing and logistics from a desk. The problems they faced were equally different, and so were the solutions. These two projects, tackled separately but part of the same ecosystem, show how I approached both.

02

Inventory App

Warehouse team members were managing inventory entirely on paper. There was no mobile app, no digital record of what moved in or out, and no way to track transactions in real time. I spent time onsite at a customer's warehouse to understand the workflow firsthand, mapping the full replenishment process across warehouse staff, purchasing managers, and accounting teams.

Process maps for the inventory app: a replenishment service flow, a receiving-a-shipment flow, navigation explorations, and early screen sketches.
Mapping the full replenishment experience, from sitemaps to navigation explorations and early screen concepts.

From that research, I designed the 0-1 mobile experience for both Android and iOS, validating the work through moderated usability testing with warehouse staff and inventory managers. I also partnered with the Anvil design system team to expand their component library to support mobile for the first time.

Usability tests

Satisfaction

Task completion

The ServiceTitan mobile inventory app: warehouse dashboard, receiving purchase orders, and PO summary screens.
Receiving and reconciling purchase orders from the warehouse floor, designed mobile-first for Android and iOS.
03

Bulk Item Update

On the web app, inventory managers were burning time on a task that should have taken seconds: updating inventory locations one item at a time. I used heatmap data and qualitative user feedback to understand the pain points, identifying error-prone patterns and friction points across the invoice page, then designed a bulk update workflow with multi-select, filtering, and batch assignment.

Five moderated usability tests validated the design before launch. The results after release were significant: customer accounts using the inventory module more than tripled, daily active users nearly tripled, and the module's CSAT score rose 26%.

Customer accounts

Active users

CSAT

The Bulk Item Update screen: a multi-select item table with batch technician and location assignment and a quantity side panel.
Bulk Item Update: reassigning technicians, locations, and quantities for several items in a single pass.