Warehouse picking — today's full-day jobs and service runs, straight from Simpro
View access — you can tick parts as picked, lock jobs and add load-up notes. The board arrangement is set by an admin with full access.
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Drag cards to re-order · drag a card onto “Service runs” to move it there
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Drag a run by its header to re-order runs · drag a stop onto “Load up” to move it there
Add a job or quote to pick
Find the record first to confirm the customer and site, then add it. Team shows “to be assigned” until the job is scheduled.
Jobs & runs removed from the picking list for this day. Click Restore to bring one back.
Every part/item used in the portal — pre-build components and job/quote parts, now and historically (not all of Simpro). Click an item for its profile (category etc.). Items not used or picked for 60 days are flagged inactive for review; Archive the ones no longer used.
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Fill the new_name column (blank = no change), save as CSV, upload — each change is approved individually.
Items hidden from the picking list — they won't show on any job's parts. Click Restore to bring one back.
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Pre-builds on your scheduled & manually-added jobs (upcoming), grouped by type. Train the real kits — tick which parts the warehouse picks and rename them. Hide the ones that aren't picked (labour, rebates, site visits); hidden ones drop off this list. Trained names & parts apply automatically wherever the pre-build appears — and survive the Simpro switch-off. (First load scans Simpro and can take ~15s.)
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Rename recurring Simpro items to their generic name — applied everywhere that item shows on a job or quote.
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Every rename, pick/drop, categorise and archive — who and when.
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Item
Stock category
Supplier details and more item info will live here later.
