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.

Items hidden from the picking list. Tick Picking only to keep the line on the JOB (Jobs module) while still filtering it out of picking — for info/items that belong on the job but aren't picked. Un-ticked = hidden everywhere. Click Restore to bring one back to picking.

Pre-builds on your scheduled & manually-added jobs (upcoming). Untrained / uncategorised kits sit at the top in red until actioned; the rest group by category. Click a pre-build to train/edit it in place — name it, set its stock category, tick which parts the warehouse picks and rename them. A kit re-imported from Simpro under a tweaked description is detected as a duplicate and its trained name, category and picks are re-applied automatically. Hide the ones that aren't picked (labour, rebates, site visits). Trained names & parts apply wherever the pre-build appears — and survive the Simpro switch-off. (First load scans Simpro and can take ~15s.)

Rename recurring Simpro items to their generic name — applied everywhere that item shows on a job or quote.

Every rename, pick/drop, categorise and archive — who and when.