Getting Started: Inventory

The Inventory tab allows you to view your inventory by service line, make verification updates, and see a breakdown of materials by classification.

The Inventory tab focuses specifically on service lines, whereas locations tab was focused on the service address.

At the top, you’ll notice a breakdown of your inventory: Lead, GRR, Non Lead and Unknown, with a quantity tied to each category. As you make updates to your material classification, you will see those numbers change.

Important Note: if updating a service line to be Non-lead, both the System Owned side and Customer Owned Side need to be identified in order for it to be changed from Unknown to Non-Lead.

Making Updates to Your Inventory

You may notice an address listed multiple times, that is likely because that is a service location with multiple assets or services.

In the inventory tab, you will have a quick overview of the status of that service line, materials that have been identified, install dates, etc.

Similar to the Locations tab, you can search for specific service lines in the upper left corner.

If you’d like to make updates to a record, click into the address and it will take you to an overview page. Navigate to the assets tab.

To update service line details, similar to location updates, click on Edit Details. Many fields will have dropdown menus where you can select the appropriate options. For example, you can update material details like changing a material to Non-Lead PVC if you verify it during a field inspection. Include notes about the Classification Basis (e.g., why you determined it's non-lead).

Best Practice: Always reference state-specific requirements when updating fields to save time and ensure compliance.

At the bottom of the service line section, you'll find the Verification Section. Only update this section if you’ve physically inspected the service. It's important to document your verification method, material classification, and the inspection date.

Be sure to click save.

Filtering & Exporting Your Inventory

There are many ways to filter down your view to see the information most important to you and where you are in your compliance journey.

At the top right corner, you’ll notice a funnel icon for Filters where you can narrow down based on the criteria you’re looking for.

For example, say you’re working through field verifications and you would like to narrow your view to System Owned Unknown Service lines. Select the System Owned Material and select the Unknown options in the dropdown on the left side of the page. Now you have narrowed your view to the service lines that are unknown on the System Owned side.

Whether you’re working through verifications or replacements, we know that field work is really top of mind for our customers. After applying your filters, click Export and then Service Lines and Locations. Then you will navigate to your Export Logs to download the file. Once it downloads to your computer, you can open the file in excel and manipulate or remove any data that the field team doesn’t need for verifications or replacements.

Your Inventory in a Map View

You can also view your inventory as a geo spatial heat map. You'll see in the bottom right hand corner of the map, we have the different colors and what they represent on the map that you're seeing. And then the top left hand corner. You have the ability to start to zoom in on what you're seeing here.

Once you start zooming in, you'll slowly start to see your individual locations here. So you'll see that with each location, there are 2 boxes. The left side of the box represents the system owned portion of the service line and the right side of the box represents the customer owned side.

If you click into one of these locations, you'll see that you're brought to a popup that gives you the location you're looking at and it gives you a summary of the materials that are at that location. Unknown is shown as dark blue and NonLead is shown as light blue.

If your team finds it easier to use the map view to navigate and find your different service locations, you can also update your records from this view. You would do that by selecting view details. From there you’ll see a pop up to the right hand side where it gives you a summary of the record. By selecting Edit, you can make updates to any of the fields for the service line. Once again, be sure to select Save!

Interested in learning more about the Inventory Tab? Check out these articles:

If you would like to learn more about how 120Water can help with replacement and verification efforts, reach out to your Account Manager.