The Inventory Module in FieldEx provides a structured method to organize and track physical items using a three-level hierarchy: Location → Zone → Bin.
Admin users are responsible for setting up this structure before inventory and transfer workflows begin. This ensures that tools, equipment, and consumables are properly grouped by site and can be easily assigned, moved, or audited later.
Once configured, bins can be assigned to jobs, users, and maintenance workflows.
Understanding Location, Zone, and Bin in FieldEx
FieldEx organizes inventory using a 3-level structure to help you track exactly where items are stored or assigned:
Term | What It Represents | Construction Example |
Location | A physical site such as a warehouse, jobsite, or equipment yard. | "Dallas Equipment Yard", "Phoenix Downtown Jobsite" |
Zone | A section or area within a location, often grouped by trade or function. | "Concrete Tools Area", "Receiving Bay", "Electrical Equipment Zone" |
Bin | The actual shelf, rack, cage, or toolbox where items are placed and counted. | "A1 – Rebar Cutters", "Rack B2 – Power Drills", "Holding – Returns" |
Think of it like this: Location = building → Zone = room or section → Bin = exact spot on a shelf. This structure helps construction teams keep inventory organized across sites, and ensures every item is traceable from warehouse tools to field kits. |
Creating a Location
Path: Settings > Inventory > Locations > New Location
Define each warehouse, yard, or jobsite as a Location. This is the top-level grouping for inventory.
Phoenix Equipment Yard – for heavy machinery and site vehicles
Denver Branch Warehouse – holds tools and maintenance stock
Downtown High-Rise Jobsite – temporary location with bins onsite
Mobile Crew Depot – West – supports traveling field crews
Best Practice: Use a consistent naming format like City/Type – Function (e.g., Dallas Tools Warehouse, Bay Area Jobsite – Phase 1). |
Creating Zones Inside a Location
Path: Settings > Inventory > Select Location > Add Zone
Zones help break down a Location into smaller sections by trade, function, or team.
Material Receiving – for inbound goods
Concrete Equipment Section – mixers, vibrators, spare drums
Electrical Tools Zone – for power tools and insulated gear
Rental Returns Area – for used items coming back from sites
Tip: Zones are ideal for separating materials by workflow (e.g., Receiving, Repair, Dispatch). |
Creating Location Bins
Path: Settings > Inventory > Select Zone > Add Bin
Bins are the lowest level in the structure and represent the exact storage point for any item.
Bin Name | Description |
A1 – Jackhammers | Storage shelf for site prep tools |
C2 – Extension Cords | Electrical gear near dispatch zone |
IN-REPAIR | Temporary holding for broken tools |
CRANE-KIT-1 | Pre-packaged accessory kit for crane team |
TILE-SAW-RACK | Wall-mounted bin for tile saws & guides |
Bin Types:
Storage: Standard inventory racks or shelving
Temporary Holding: For pending jobs or repairs
Dispatch Bins: Used to assemble toolkits for outgoing field work
Creating User Bins (for Field Agents)
When a user has "User Bin Access" enabled in their role, FieldEx automatically creates a virtual bin assigned to them.
These bins represent what a technician has in their truck, toolbox, or site container and are used during transfers and job assignments.
Technician: John Miller → BIN-JMILLER
Foreman: Lisa D. → BIN-LDOWNS
Crew Truck 7 → BIN-CREWTRUCK7
Key Field Summary
Field Name | Description |
Location | Represents a warehouse, yard, or jobsite |
Zone | Area within a location (e.g., Receiving, Tools) |
Bin Name | Unique label for a shelf, container, or rack |
Bin Type | Storage, Temporary Holding, or User Bin |
User Bin | Auto-generated virtual bin for each user |