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.
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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Jobs & runs removed from the picking list for this day. Click Restore to bring one back.
Pre-builds on your scheduled jobs (next 3 weeks), 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.
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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 and pre-build change — who and when.
