TOOLS_

Lets you quickly pull the Product Description into an Opportunity Item when adding or editing notes.
How it works
• Adds a new Use Product Description button to the Add Notes & Edit Item window.
• Pulls the Product Description directly from the linked Product record.
• Inserts the Product Description into the Opportunity Item Description.
• Lets you choose when to use the Product Description rather than applying it automatically.
• Allows the imported description to be edited before saving.
To use it
• Open an Opportunity.
• Select Add Notes & Edit Item for the required item.
• Click Use Product Description.
• Review or edit the imported description if required.
• Save the Opportunity Item.
💡 Why it’s useful:
Selective Opportunity Item Descriptions makes it much quicker to add detailed product information to quotations and orders without copying and pasting. It gives you full control over when Product Descriptions are used, while still allowing them to be edited to suit the specific job.
Gives you a clear overview of the expected income, costs, and profit for a quotation before it has been confirmed.
How it works
• Displays an estimated Profit & Loss summary on Quotations.
• Shows expected income, expected costs, and projected profit in one place.
• Calculates values using the current Opportunity data.
• Updates automatically as the quotation changes.
• Provides a financial overview before the Opportunity is confirmed.
• Mirrors the familiar Profit & Loss view normally only available on confirmed Orders.
To use it
• Open a Project quotation.
• From the Actions menu, select Project Quotation P&L Summary.
• Review the expected income, costs, and projected profit.
• Make any pricing or cost adjustments as required before confirming the job.
💡 Why it’s useful:
Previously, Profit & Loss information was only available once a quotation had been confirmed as an Order. Project Quotation Profit & Loss Summary brings that visibility forward, allowing you to understand the financial performance of a job while it’s still at the quotation stage, helping you make better pricing decisions before committing to the work.
Lets users bulk upload product and asset images by matching each image filename to a Current RMS Product ID, Asset ID, or Asset Number barcode.
How it works
• Allows multiple product or asset images to be uploaded at once.
• Matches each image filename against a Current RMS Product ID, Asset ID, or Asset Number barcode.
• Automatically detects the correct Product or Asset record.
• Validates filenames before uploading.
• Clearly identifies images that cannot be matched or uploaded.
• Automatically resizes images to meet the required image dimensions and file size.
• Uploads each image directly to the matching Product or Asset record.
• Includes retry support for any images that fail during the initial upload.
To use it
• Open Asset / Product Image Import.
• Select the product or asset images you want to upload.
• Make sure each image filename contains a valid Product ID, Asset ID, or Asset Number barcode.
• Review the validation results and correct any unmatched filenames if required.
• Start the import to resize and upload the images.
• Retry any failed images directly from the import results.
💡 Why it’s useful:
Asset / Product Image Import makes adding or updating large numbers of product and asset photos quick and effortless. By matching filenames to Product IDs, Asset IDs, or Asset Number barcodes, it eliminates repetitive manual uploads while validation, automatic resizing, and retry support help ensure every image ends up on the correct record.
Keeps linked Opportunity and Purchase Order item costs in sync by detecting price changes and asking whether the matching item should also be updated.
How it works
• Detects when the cost price of a linked item changes on an Opportunity.
• Detects when the cost price of a linked item changes on a Purchase Order.
• Prompts whether the matching linked item should be updated.
• Automatically updates the corresponding price when confirmed.
• Works regardless of whether the change is made on the Opportunity or Purchase Order.
• Helps keep linked item costs consistent throughout the workflow.
To use it
• Edit the cost price of a linked item on either an Opportunity or Purchase Order.
• When prompted, choose whether to update the matching linked item.
• Confirm the update.
• Both records will remain synchronised.
💡 Why it’s useful:
It’s easy for Opportunity and Purchase Order costs to drift out of sync when changes are made during planning or purchasing. Purchase Cost Sync helps prevent pricing discrepancies by detecting changes as they happen and giving you the option to update the matching record with a single click, keeping your costs accurate across both sides of the job.
Lets you tailor Opportunity scheduling to match your own workflow by renaming schedule stages, adding new ones, and arranging them in the order that suits your business.
How it works
• Rename existing schedule stages.
• Add additional custom schedule stages.
• Arrange schedule stages into your preferred order.
• Applies the custom schedule order across Opportunities.
• Gives you complete control over your scheduling workflow.
To use it
• Open Custom Scheduling in Hub Settings.
• Rename existing schedule stages if required.
• Add any additional schedule stages you need.
• Reorder the stages to match your workflow.
• Save your changes and use the updated scheduling across your Opportunities.
💡 Why it’s useful:
Every business manages jobs differently. Custom Scheduling allows you to build a workflow that matches the way your team works, making Opportunities easier to manage and ensuring schedule stages reflect your own processes rather than a fixed system.
Helps you quickly identify equipment that is still out with a customer by searching across all incomplete Opportunities for a selected organisation.
How it works
• Select an organisation to search.
• Finds every incomplete Opportunity with equipment still booked out or partially checked in.
• Shows the exact outstanding quantity for each item.
• Displays available asset numbers where applicable.
• Groups results by Opportunity for easy review.
• Opens the relevant Opportunity directly from the report.
• Opens the specific Opportunity Item directly.
• Generates clean portrait PDF reports.
• Supports clipboard copy for quick sharing.
• Creates email ready reports for customer follow up.
To use it
• Open the Outstanding Items tool from Opportunity Hub.
• Select the organisation you want to search.
• Review all outstanding equipment across incomplete Opportunities.
• Open the relevant Opportunity or item if further action is required.
• Export the results as a PDF, copy them to the clipboard, or use the email ready report to contact the customer.
💡 Why it’s useful:
Outstanding Items gives you a complete view of everything a customer still has on hire, even when it’s spread across multiple jobs. It makes chasing overdue equipment much quicker by showing exactly what’s outstanding, where it belongs, and providing professional reports that can be shared with customers or your team.
Adds smart reminders for approved quotations that are ready to be converted into Orders, helping ensure accepted work doesn’t get overlooked.
How it works
• Detects when a quotation has an approved document.
• Displays a Hub prompt on the Opportunity Order View asking whether to convert the quotation into an Order.
• Shows approved quotations on the Dashboard that still need converting into Orders.
• Only displays reminders for approved quotations.
• Includes a setting to enable or disable the feature.
To use it
• Enable Document Approved in Hub Settings.
• Open the Dashboard to view approved quotations awaiting conversion, or open an approved quotation in Opportunity Order View.
• When prompted, choose whether to convert the quotation into an Order.
• Continue with the normal Order conversion process.
💡 Why it’s useful:
Document Approved helps prevent accepted quotations from being forgotten. By highlighting approved documents both on the Dashboard and within the Opportunity Order View, it gives users a timely reminder to convert quotations into Orders, keeping jobs moving and reducing the chance of missed work.
Stock Level Helper Tool speeds up creating Stock Levels by streamlining barcode entry and reducing interruptions when adding serialised equipment.
It improves the Stock Level workflow by allowing you to start with the Serial Number, automatically moving between fields, and helping you recover quickly if an Asset Number has already been used.
How it works
• Optionally focuses the Serial Number field first when creating a new Stock Level.
• After entering the Serial Number, automatically moves to the Asset Number field.
• Pressing Tab switches between the Serial Number and Asset Number fields.
• If Current RMS reports that an Asset Number already exists, Hub automatically clears the field and returns focus ready for the next scan.
• Plays a voice prompt to alert you that the Asset Number has already been taken.
To use it
• Enable Focus Serial Number First in Hub Settings if required.
• Open a Product in Current RMS.
• Add a new Stock Level.
• Scan or enter the Serial Number.
• Hub automatically moves to the Asset Number field.
• If the barcode already exists, simply scan the next Asset Number and continue.
💡 Why it’s useful:
Stock Level Helper Tool makes adding large numbers of Stock Levels much faster by reducing keyboard and mouse interaction. Automatic field navigation and duplicate barcode handling keep the scanning process flowing, helping warehouse teams process equipment more efficiently.
Opportunity List Bulk Actions lets you quickly update multiple Opportunities at once using familiar Shift-click multi-selection.
Instead of opening each Opportunity individually, you can select a range of Opportunities and perform common actions in a single operation, saving time when managing large numbers of jobs.
How it works
• Adds Shift-click multi-selection to the Opportunity list.
• Lets you select individual Opportunities or a continuous range.
• Supports bulk Project Allocation.
• Supports bulk Mark as Invoiced.
• Supports bulk Mark as Dead.
• Supports bulk Mark as Lost.
• When marking Opportunities as Dead or Lost, you can optionally add a cancellation description that is applied to each selected Opportunity.
To use it
• Open the Opportunity list in Current RMS.
• Hold Shift and click to select a range of Opportunities.
• Open the Actions menu.
• Choose the bulk action you wish to perform.
• If marking Opportunities as Dead or Lost, optionally enter a cancellation description.
• Confirm the action.
💡 Why it’s useful:
Opportunity List Bulk Actions makes managing multiple jobs much faster. Whether you’re allocating projects, marking completed work as invoiced, or updating cancelled Opportunities, you can process several records in one go instead of repeating the same task for every Opportunity
Quick Price lets you instantly search your product catalogue and view product information, availability, and pricing without leaving the Opportunity you’re working on.
Instead of navigating away to the Product list, Quick Price provides everything you need in a simple popup, helping you answer pricing questions or check product details without interrupting your workflow.
How it works
• Opens a searchable product lookup from within an Opportunity.
• Searches your Current RMS product catalogue as you type.
• Displays key product information and pricing.
• Shows availability for the selected product.
• Opens without leaving the current Opportunity.
• Allows you to quickly compare products while building or editing a job.
To use it
• Open an Opportunity in Current RMS.
• Click Quick Price from the Hub toolbar.
• Search for the product you want to check.
• Select a product to view its details, pricing, and availability.
• Close the popup to continue working on the Opportunity.
💡 Why it’s useful:
Quick Price keeps you focused on the job you’re working on. Whether a client asks for a price, you need to compare products, or you simply want to check availability, everything is available instantly without navigating away from the Opportunity.
Refresh Service Costs lets you quickly update the costs of allocated crew services using the latest saved Member Day Costs.
By default, when a crew member’s day cost is changed, any services already allocated to Opportunities continue using the original saved cost. Refresh Service Costs allows you to update those existing allocations in just a few clicks, without having to edit each service individually.
How it works
• Scans the Opportunity for allocated crew services.
• Compares each allocated service against the latest saved Member Day Cost.
• Highlights services where the allocated cost no longer matches the current Member Day Cost.
• Lets you choose which services to update.
• Updates only the selected service costs.
• Leaves sell prices, allocations, and all other service information unchanged.
To use it
• Open an Opportunity in Current RMS.
• Switch to the Cost view.
• Click Refresh Service Costs at the top of the page.
• Review the services highlighted as having outdated costs.
• Tick the services you want to update.
• Click Refresh Service Costs to apply the latest Member Day Costs.
💡 Why it’s useful:
If you’re creating a Purchase Order for crew services with allocated members, Hub will prompt you if any allocated service costs no longer match the latest Member Day Costs. Refresh Service Costs lets you update them before creating the Purchase Order, helping ensure your crew costs are accurate and up to date without manually editing every allocation.
Allows accessory-only items to be scanned and allocated during Free Scan.
Previously, accessory items could not be processed on their own. This update allows accessories to be scanned and allocated without requiring the parent item to be scanned first.
How it works
• Allows accessory-only items to be scanned during Free Scan.
• Automatically recognises valid accessory items.
• Allocates accessories directly from the scan.
• Works alongside existing Free Scan workflows.
• Supports standalone accessory allocation where required.
To use it
• Open Free Scan.
• Scan an accessory item barcode.
• Hub will recognise the accessory item.
• The accessory will be allocated automatically.
• Continue scanning as normal.
💡 Why it’s useful:
Free Scan Accessories provides greater flexibility when allocating equipment. It allows warehouse teams to scan and allocate accessories independently, making it easier to handle loose accessories, replacement items, and situations where the parent item is not being scanned at the same time.
Quantity Spinners adds convenient up and down arrow controls to quantity and day fields on Opportunity pages, making it quicker to adjust values without manually typing.
How it works
• Adds spinner controls to Opportunity Item quantity fields.
• Main Quantity changes in whole number increments.
• Rate Quantity changes in 0.5 increments.
• Cost Rate Quantity changes in 0.5 increments.
• Adds spinner controls to Days fields.
• Days values increase or decrease in 0.5 day increments.
• Works directly within Opportunity pages and item forms.
To use it
• Open an Opportunity.
• Locate a Quantity, Rate Quantity, Cost Rate Quantity, or Days field.
• Use the up and down arrows to adjust the value.
• Values will automatically increase or decrease using the appropriate increment.
💡 Why it’s useful:
Quantity Spinners make editing Opportunity Items faster and more accurate. Instead of manually typing values, users can quickly adjust quantities and hire durations using simple controls, reducing input errors and speeding up day-to-day quoting and order management.
Bulk Check In adds a fast way to check in multiple selected items at the same time, reducing the need to process each item individually.
How it works
• Adds a bulk check-in option when multiple items are selected.
• Allows selected items to be checked in together.
• Supports the statuses Returned OK, Lost, Damaged, and Still on Rent.
• Applies the selected status to all selected items in a single action.
• Reduces repetitive processing when handling large returns.
To use it
• Select one or more items.
• Open Bulk Check In.
• Choose the required status:
• Returned OK
• Lost
• Damaged
• Still on Rent
• Confirm the action.
• Hub will update all selected items at the same time.
💡 Why it’s useful:
Bulk Check In helps warehouse teams process returns more efficiently by eliminating repetitive item-by-item updates. It is particularly useful when large quantities of equipment are being returned with the same status, saving time and speeding up warehouse workflows.
Fixes a Current RMS issue where text entered into the Product/Service Name field can be lost when switching an Opportunity Item to a Text Item.
How it works
• Monitors changes between Product/Service and Text Item types.
• Preserves text already entered into the Product/Service Name field.
• Automatically transfers the text into the Text Item name field when switching item type.
• Prevents users from having to retype item descriptions.
To use it
• Open an Opportunity Item form.
• Enter text into the Product/Service Name field.
• Change the item type to Text Item.
• Hub will automatically preserve and transfer the text.
• Continue editing the Text Item as normal.
💡 Why it’s useful:
Text Box Match saves time and prevents frustration when creating Text Items. Instead of losing information and having to re-enter it, Hub automatically carries the text across, making item creation faster and reducing the risk of mistakes.
Allows users to send scrolling ticker-style messages to Bay Hub, Warehouse Hub, Dashboard Hub, or all displays at once.
Messages can be targeted to specific displays, given an expiry time, and customised with different ticker sizes to suit each screen.
How it works
• Creates scrolling ticker messages for Hub display screens.
• Supports Bay Hub, Warehouse Hub, Dashboard Hub, or all displays.
• Provides clear destination controls to choose where messages appear.
• Supports adjustable ticker sizing for different screen types and viewing distances.
• Messages remain active until their configured expiry time.
• Automatically removes messages once they expire.
To use it
• Open Hub Messages.
• Enter the message you want to display.
• Select the destination display or displays.
• Set the expiry time.
• Choose the desired ticker size.
• Save the message.
• The message will immediately appear on the selected Hub displays.
💡 Why it’s useful:
Hub Messages provides a simple way to communicate important information across the warehouse and operations team. Whether it’s delivery updates, safety notices, staff announcements, visitor information, or operational reminders, messages can be displayed on the right screens at the right time without interrupting workflows.
Adds a Hub setting that can automatically dismiss Current RMS error toast messages after a configurable period of time.
How it works
• Monitors Current RMS error toast messages.
• Automatically closes error toasts after the configured timeout period.
• Timeout can be set to any number of seconds.
• A value of 0 seconds disables the feature.
• Defaults to 0 seconds (Off).
• Only affects red error toast notifications.
To use it
• Open Hub Settings.
• Set the desired Toast Time Out value.
• Save your settings.
• When a red Current RMS error toast appears, Hub will automatically dismiss it after the configured delay.
💡 Why it’s useful:
Toast Time Out helps keep the screen clear from persistent error notifications that can build up during busy workflows. Users can choose how long messages remain visible, while still having enough time to read them before they automatically disappear.
Allocate View by Default adds a quick toggle to Opportunity Detail View that automatically opens the Allocated tab whenever the Opportunity is viewed.
How it works
• Adds an Allocate View by Default toggle within Opportunity Detail View.
• When enabled, the Opportunity will automatically open on the Allocated tab.
• When disabled, the Opportunity will open as normal.
• Only affects the selected Opportunity.
• Helps users get straight to allocated equipment without manually changing tabs.
To use it
• Open an Opportunity in Detail View.
• Enable Allocate View by Default.
• Leave and reopen the Opportunity.
• Hub will automatically switch to the Allocated tab.
💡 Why it’s useful:
Allocate View by Default is ideal for warehouse and prep teams who regularly work from the Allocated tab. It saves time by opening the Opportunity directly where equipment is allocated, reducing clicks and making allocation and scanning workflows faster.
Product Image Size Helper checks product image uploads when editing products in Current RMS.
It helps users avoid upload errors by showing the selected image file size, automatically resizing oversized product images so they are under the 2 MB Current RMS limit, and converting WebP images into JPG files for easier product image uploads.
How it works
• Shows the selected product image filename and file size.
• Clearly confirms when the image is already under the 2 MB limit.
• Detects when a selected image is over 2 MB.
• Automatically resizes supported image files so they are small enough to upload.
• Detects WebP images and automatically converts them to JPG.
• Keeps the resized or converted image as a new upload-ready file.
• Adds a simple note confirming when the image has been resized or converted.
To use it
• Open a product in Current RMS.
• Click Edit Product.
• Choose a product image file.
• Hub will show the image file size.
• If the image is over 2 MB, Hub will automatically resize it.
• If the image is a WebP file, Hub will automatically convert it to JPG.
• Save the product as normal.
💡 Why it’s useful:
It helps prevent product image upload issues by checking the file size before saving. Product Image Size Helper saves time, avoids manual image resizing, converts WebP images into a product-friendly JPG format, and makes it easier for non-technical users to upload product images that meet the Current RMS size limit.
Contact Recommendations suggests relevant linked contacts when adding participants to Opportunities, Purchase Orders, Invoices, and Discussions.
It helps users quickly choose the right people by showing contacts connected to the selected organisation or supplier, and can automatically select configured Invoice Recipients for invoice discussions.
How it works
• Looks at the selected organisation or supplier on the page.
• Finds linked contacts connected to that organisation or supplier.
• Suggests those contacts when adding a new participant.
• Works across Opportunities, Purchase Orders, Invoices, and Discussions.
• Can auto-select configured Invoice Recipients when an invoice discussion page loads.
• Helps reduce missed or incorrect participant selections.
Invoice Recipient setup
• Create an Email Type in Current RMS called Invoice Recipients.
• On the organisation, set the correct contact email to Invoice Recipients.
• Hub searches your member list for that email address.
• For auto-select to work, both the Contact member and the Invoice Recipients email on the organisation must exist.
• Turn on Auto-select Invoice Recipient on page load if you want Hub to select it automatically.
To use it
• Open an Opportunity, Purchase Order, Invoice, or Discussion.
• Add a participant.
• Review the suggested linked contacts.
• Select the relevant contact from the recommendations.
• For invoice discussions, configured Invoice Recipients may be selected automatically.
• Save or send as normal.
💡 Why it’s useful:
It makes it quicker and easier to add the right contacts to records and messages. Contact Recommendations reduces manual searching, helps avoid missed recipients, and keeps communication linked to the correct organisation or supplier.
Allocate View By Default automatically opens the Allocate tab when you land on the detail view.
It helps users start scanning straight away by taking them directly to the Allocate workflow, without needing to manually select the tab first. When active, Hub also automatically focuses the cursor in the Barcode / Asset field box so you can start scanning immediately.
How it works
• Detects when you open the detail view.
• Automatically sets the page to the Allocate tab.
• Automatically places the cursor in the Barcode / Asset field box.
• Helps you get straight into scanning.
• Saves time by removing the need to manually switch tabs or click into the scan field.
• Can be turned on or off depending on how you prefer to work.
To use it
• Open the detail view in Current RMS.
• Turn on Allocate View By Default.
• Hub will automatically select the Allocate tab.
• The cursor will automatically focus in the Barcode / Asset field box.
• Start scanning as normal.
💡 Why it’s useful:
It makes the allocation workflow quicker by putting users straight onto the Allocate tab and focusing the scan field when they reach the detail view. This is useful when you want to start scanning immediately without extra clicks.
Opportunity Pull List exports item lists from upcoming Orders and Reserved Quotations across a selected date range.
It helps warehouse teams plan ahead by creating consolidated pull lists, with configurable location sources, accessory filtering, and export options for use in warehouse planning and preparation workflows.
How it works
• Pulls items from Orders and Reserved Quotations within a selected date range.
• Allows custom location sources to be selected from standard or custom fields.
• Supports accessory filtering to include or exclude accessory items.
• Consolidates item requirements into a single pull list view.
• Includes one-click copy functionality for sharing or planning.
• Supports CSV export for external reporting and warehouse workflows.
To use it
• Open Opportunity Pull List.
• Select a date range.
• Choose whether to include Orders, Reserved Quotations, or both.
• Configure the location source if required.
• Choose whether accessory items should be included.
• Generate the pull list.
• Copy the results or export them to CSV.
💡 Why it’s useful:
It gives warehouse teams a clear view of upcoming equipment requirements across multiple jobs. Opportunity Pull List reduces manual planning, helps identify future demand, and makes it easier to prepare stock, transport, and warehouse schedules in advance.escription
Product Details adds a quick-access item information popup directly into Opportunity item row dropdown menus.
It gives warehouse and prep teams fast visibility of important product information without needing to leave the Opportunity page or open the Product record separately.
How it works
• Adds a Product Details option to Opportunity item row dropdown menus.
• Opens a quick popup showing key product information.
• Displays the product image, description, weight, and warehouse location.
• Pulls information directly from the linked Product record.
• Allows teams to quickly check item details during prep, picking, and warehouse workflows.
To use it
• Open an Opportunity in Current RMS.
• Open the item row dropdown menu.
• Select Product Details.
• View the product image, description, weight, and warehouse location inside the popup.
💡 Why it’s useful:
It gives warehouse teams faster access to important product information without constantly opening Product pages. Product Details helps speed up prep workflows, reduces mistakes, and makes identifying equipment much quicker on large jobs.
Project Scheduling lets you create a reusable schedule at Project level and apply it across Opportunities within that Project.
Instead of manually entering the same dates and timings multiple times, Project Scheduling allows schedules to be saved once and reused across selected Opportunities. Newly created Opportunities within the Project can also inherit the saved schedule automatically.
How it works
• Saves a reusable schedule directly against a Project.
• Allows project schedules to be copied to selected Opportunities within the Project.
• Newly created Opportunities can automatically inherit the saved Project schedule.
• Helps keep scheduling consistent across multi-opportunity projects.
• Reduces repetitive manual date entry across linked jobs.
To use it
• Open a Project in Current RMS.
• Create or update the Project schedule.
• Save the schedule against the Project.
• Select which Opportunities should receive the schedule.
• Apply the schedule to update Opportunity dates and timings.
Or:
• Enable automatic schedule inheritance for new Opportunities created within the Project.
• New Opportunities will automatically use the saved Project schedule when created.
💡 Why it’s useful:
It keeps large multi-opportunity projects consistent and much easier to manage. Project Scheduling reduces repetitive date entry, helps prevent scheduling mistakes, and makes it much faster to roll schedules across related jobs.
Product Priority Order lets you control the order products appear within each Opportunity group using a numeric custom field.
By default, products stay in the order they were added unless manually moved around. Hub automatically reorders items within their existing groups using the Product Priority Order value, making large jobs cleaner and more consistent.
How it works
• Uses a product custom field called Product Priority Order.
• Reorders products within their current Opportunity group using the numeric value entered.
• Keeps all items inside their existing groups.
• Includes a quick-edit popup for managing priority values across the whole Opportunity.
To use it
• Open Hub Settings and enable Product Priority Order.
• Open a Product in Current RMS.
• Find the Product Priority Order custom field.
• Enter a numeric priority value.
• Lower numbers appear higher in the Opportunity item list.
Or:
• Open the Product Priority Order popup from the Opportunity.
• Click Show / Edit.
• Hub will display all Opportunity items and their current priority values.
• Edit the numbers directly in the popup for fast bulk ordering.
💡 Why it’s useful:
It keeps Opportunities clean and consistently organised without manually dragging items around. Product Priority Order makes large jobs easier to read, prep, and standardise across the whole team.
Order Likelihood adds a quotation-only DEFCON D1-D5 likelihood rating to help track how likely a quote is to become an order.
By default, quotation likelihood can be hard to see consistently across quotes and planning views. Hub stores the DEFCON likelihood rating against each quote, lets you edit it beside the opportunity state, and can show matching colour badges in the planner.
How it works
• Works on quotations only.
• Stores a DEFCON D1-D5 likelihood rating against each quote.
• Shows and edits the rating beside the opportunity state.
• Can overlay matching coloured likelihood badges on quotation jobs in the planner.
• Can show a likelihood key in the planner.
To use it
• Open a quotation in Current RMS.
• Find the Order Likelihood rating beside the opportunity state.
• Choose the DEFCON D1-D5 likelihood rating for the quote.
• Open the planner to see matching coloured likelihood badges if the planner overlay is enabled.
💡 Why it’s useful:
It gives the team a quick way to judge quote confidence without opening extra reports or notes. The DEFCON D1-D5 rating makes likely orders easier to identify, and the planner badges help planning teams see quotation strength directly in the schedule.
Opportunity Notes adds a setting to move the notes section higher up the opportunity page, directly under pending activities.
By default, opportunity notes can sit near the bottom of the page, where they are easy to miss during day-to-day work. Hub can move them near the top so important notes are visible as soon as you open the opportunity.
How it works
• Adds a setting for the opportunity notes position.
• Moves opportunity notes under pending activities.
• Keeps the notes visible near the top of the opportunity page.
• Makes important notes easier to see without scrolling to the bottom.
To use it
• Open Hub settings.
• Enable the Opportunity Notes setting.
• Open an opportunity in Current RMS.
• The notes section will appear under pending activities near the top of the page.
💡 Why it’s useful:
It keeps key opportunity notes where people are more likely to see them. This helps reduce missed instructions, hidden details, and important context being buried at the bottom of the p
Set Sub-rent Supplier improves the supplier popup by defaulting Convert to sub-rent to Yes when it opens, and adding a warning if no supplier is selected.
By default, it can be easy to miss the convert option or accidentally submit the popup without choosing a supplier. Hub makes the intended sub-rent workflow clearer and adds a safeguard before any blank supplier update is submitted.
How it works
• Defaults Convert to sub-rent to Yes when the popup opens.
• Checks whether a supplier has been selected before submitting.
• Shows an Are you sure? warning if you try to submit without a supplier.
• Helps prevent accidental blank supplier updates.
To use it
• Open the Set Sub-rent Supplier popup.
• Check that Convert to sub-rent is set to Yes.
• Select the supplier you want to use.
• Submit the popup, or confirm the warning if you intentionally want to continue without a supplier.
💡 Why it’s useful:
It makes the sub-rent supplier process safer and quicker. The popup starts with the expected convert setting, and the warning helps stop accidental blank supplier changes before they are applied.
Bulk Import Text Items adds two bulk import tools for invoices and purchase orders, letting you import free-text line items in larger batches.
By default, adding lots of non-stock text items can mean repeatedly opening the standard Add an Item window and entering each line manually. Hub lets you paste or upload item data, preview it, and import the lines in one go.
How it works
• Adds bulk import tools for invoices and purchase orders.
• Imports free-text line items from pasted CSV, uploaded CSV, or a shared Google Sheet.
• Supports item name, group or section, type, quantity, description, price, discount, parent group ID, and custom fields.
• Can create missing groups automatically.
• Can add items into the selected group or a named group.
• Lets you preview rows before importing.
• Verifies created lines after import.
To use it
• Open an invoice or purchase order in Current RMS.
• Open the Hub import tool for text items.
• Paste CSV data, upload a CSV file, or enter a shared Google Sheet.
• Review the preview to check the rows before importing.
• Run the import and Hub will create the free-text lines.
💡 Why it’s useful:
It saves time when adding large batches of non-stock text items. You can build lines from a spreadsheet, check them before import, and avoid repeatedly opening Add an Item for every description, charge, discount, or custom field entry.
Hide Empty Groups adds a toggle to hide empty opportunity groups from Order and Detail views.
By default, empty groups can take up space in item lists, making Orders and Detail views harder to scan. Hub lets you switch them on or off from the Hub menu inside an opportunity, so you can choose whether empty groups are visible.
How it works
• Adds a toggle in the Hub menu inside an opportunity.
• Hides empty opportunity groups from Order and Detail views.
• Lets you switch empty groups on or off whenever needed.
• Keeps groups with items visible.
To use it
• Open an opportunity in Current RMS.
• Switch Hide Empty Groups on or off.
• Empty opportunity groups will be hidden or shown depending on your setting.
💡 Why it’s useful:
It keeps opportunity item lists cleaner by removing empty sections when you do not need to see them. T
Auto-set Opportunity Owner from Organisation Owner sets the Opportunity owner to match the selected Organisation’s owner on new Quotations and Orders.
By default, the Opportunity owner may need to be selected manually, even when the Organisation already has the correct owner set. Hub uses the selected Organisation’s owner to fill this in automatically when creating new work.
How it works
• Works on new Quotations and Orders.
• Reads the owner from the selected Organisation.
• Sets the Opportunity owner to match the Organisation owner.
• Helps keep ownership consistent without extra manual entry.
To use it
• Open Hub settings.
• Enable Auto-set Opportunity owner from Organisation owner.
• Create a new Quotation or Order.
• Select the Organisation and Hub will set the Opportunity owner from that Organisation’s owner.
💡 Why it’s useful:
It keeps Opportunities assigned to the right person from the start. This reduces manual admin, avoids missed ownership changes, and helps reporting, follow-up, and accountability stay consistent.
Organisation Revenue Summary adds a popup on organisations showing quoted, confirmed, and lost opportunity totals for a saved date range.
By default, checking organisation revenue can mean opening reports or filtering opportunities manually. Hub adds a quick summary popup so you can review key opportunity totals directly from the organisation.
How it works
• Adds a revenue summary popup to organisation pages.
• Uses a saved date range for the totals.
• Shows quoted, confirmed, and lost opportunity totals.
• Only appears for users who have permission to see P&L forecasting.
To use it
• Open any organisation in Current RMS.
• Open the Organisation Revenue Summary popup.
• Review the quoted, confirmed, and lost totals for the saved date range.
• Adjust your saved date range when you need to review a different period.
💡 Why it’s useful:
It gives you a quick commercial snapshot for an organisation without building a report each time. You can quickly understand recent or forecasted revenue activity and compare quoted, confirmed, and lost work in one place.
Clear Bulk Allocated Shortages adds a setting to clear shortage highlighting from allocated bulk item rows.
By default, bulk item rows can still show shortage highlighting even when the item has already been allocated. Hub lets you remove that highlighting so allocated bulk rows are easier to read and do not look like unresolved shortages.
How it works
• Adds a setting for allocated bulk item rows.
• Clears shortage highlighting when the bulk item is allocated.
• Keeps genuine unresolved shortages visible.
• Makes allocated bulk rows easier to scan during prep and review.
To use it
• Open Hub settings.
• Enable Clear bulk allocated shortages.
• Go back to your opportunity or prep view.
• Allocated bulk item rows will no longer show shortage highlighting.
💡 Why it’s useful:
It keeps shortage views cleaner by removing warning-style highlighting from bulk items that have already been dealt with. This makes it easier to focus on real shortages and reduces confusion during warehouse prep.
Product Accessory Price Checker gives you a fast way to audit priced accessories across your products and see the total accessory rental cost for each one.
By default, accessory pricing can be hard to sense-check, especially when accessories have their own nested accessories. Hub brings the totals together so you can quickly spot products with chargeable accessory costs.
How it works
• Checks all priced accessories linked to each product.
• Includes nested accessories in the total.
• Calculates each product’s total accessory rental cost.
• Shows the result clearly so you can review pricing without opening every accessory manually.
To use it
• Open the Products page in Current RMS.
• Click Check all priced accessories from the product menu page.
• Hub will scan your products and check priced accessories.
• Review each product’s total accessory rental cost, including any nested accessory pricing.
💡 Why it’s useful:
Makes accessory pricing much easier to audit. You can quickly find products with chargeable accessories, check whether totals look right, and catch hidden nested accessory costs before they affect quotes or rental totals.
Planner Filters adds additional planner filtering tools, including Opportunity Type filtering, Owner filtering, Service filtering, and visibility of selected service allocations directly on planner job cards.
It’s designed to make busy planners easier to read and manage, especially when multiple departments, owners, and services are involved.
How it works
• Adds owner labels to planner job cards.
• Lets you filter the planner by Opportunity Type.
• Lets you filter the planner by Opportunity owner.
• Lets you filter the planner by selected crew or service allocations.
• Displays selected service allocations directly on matching planner job cards.
• Works alongside existing planner views and filters.
To use it
• Open Job Planner.
• Enable or select Planner Filters.
• Choose an Opportunity Type, owner, or service filter.
• The planner will update to show matching jobs only.
• Matching service allocations will also appear on planner job cards.
💡 Why it’s useful:
It makes busy planners much easier to manage by giving teams clearer visibility of job ownership, services, and Opportunity types. Planner Filters helps departments stay organised, reduces missed allocations, and makes it quicker to focus on the jobs relevant to each team member.
Picker Notes lets you add quick, item-level notes while you’re picking kit for an Opportunity — so nothing gets missed.

How it works:
- In the picker, once you enter a quantity for an item, the “Add Note” button appears for that line.
- Click Add Note, type your instructions or reminders, and click Save.
- You’ll see a short “Adding Notes…” message while it processes — then your note is saved directly to that item in your Opportunity.
- ✅ Important: You’ll need to refresh your Opportunity page to see the new note appear in the item list.
To use it:
- Open the picker modal on your Opportunity.
- Add a quantity for the item you want to note.
- Click Add Note, type your message, and click Save.
- Done — your note is saved right alongside that item.
💡 Why it’s useful:
Picker Notes keeps small instructions exactly where they belong — tied to the right line, so nothing slips through the cracks.
Picker Notes opens automatically whenever you launch the picker, giving you a simple place to capture key job notes without breaking your flow.
Instead of jumping between pages or forgetting details mid-pick, everything is right there when you need it.
By default, Current RMS doesn’t provide a structured way to track picker specific notes live. Hub adds that layer.
How it works
• Opens automatically when the picker is launched.
• Includes three note sections:
- Shortages / Subrent details
- Decline to quote items
- General notes
• Auto-saves as you type back to the opportunity.
• Each section has a quick focus shortcut for fast input.
• Each section includes a copy button.
• A Copy All button lets you grab the full note set instantly.
To use it
• Open the Picker on an Opportunity.
• Picker Notes will appear automatically.
• Add notes into the relevant sections as you work.
• Use copy buttons or Copy All when needed.
💡 Why it’s useful:
Keeps all your picker notes organised, visible, and easy to share, no more missed details or back-and-forth.
Show Replacement Value gives you a clear breakdown of where those costs are coming from, so nothing feels like a mystery.
How it works
• Breaks down replacement charges per item.
• Groups totals so you can see how values build up.
• Uses your system currency for consistency.
• Supports inline editing back to the product.
• Mirrors the behaviour of Show Weight for a familiar workflow.
To use it
• Click Show Replacement Value.
• Replacement values will display across all items.
💡 Why it’s useful:
Makes it easy to sense check totals, spot mistakes, and understand exactly where your replacement costs are coming from, no surprises.
Product Accessory Price Checker lets you quickly look at a product and see its total rental cost including accessories.
By default, a product’s visible rental price does not always show the full picture when chargeable accessories are attached. Hub checks the product, its priced accessories, and any nested accessories, then shows the combined accessory rental cost clearly.
How it works
• Checks priced accessories linked to each product.
• Includes nested accessories in the total.
• Calculates the total accessory rental cost for the product.
• Makes it easier to understand the real cost of the product with its accessories included.
To use it
• Open the Products page in Current RMS.
• Click Check all priced accessories from the product menu page.
• Hub scans the products and checks their priced accessories.
• Review the total accessory rental cost shown for each product.
💡 Why it’s useful:
You can quickly look at a product and know the total cost once its accessories are included. This makes pricing easier to check, helps spot hidden accessory costs, and gives a clearer picture before quoting or reviewing product setup.
Bulk Write-Off lets you write off multiple lost or damaged items in one go, directly from the Action menu.
No more handling items one by one.
How it works
• Works in detail view on an Opportunity.
• Allows multi-select of items.
• Writes off all selected items at once.
• Handles lost or damaged items in a single action.
To use it
• Open an Opportunity in detail view.
• Select multiple items.
• Open the Action menu.
• Click Bulk Write-Off.
💡 Why it’s useful:
Saves time and removes repetitive admin, especially when dealing with multiple damaged or missing items.
This adds quick shortcuts to the Opportunities dropdown menu so you can create new Orders or Quotes in fewer clicks.
How it works:
- When you open the Opportunities dropdown in Current RMS, you’ll see two extra options:
✅ Create New Order
✅ Create New Quote
- Click either one to instantly open a blank Order or Quote — no need to back out to the main Opportunities list first.
To use it:
- Click the Opportunities menu in your Current RMS navigation bar.
- Select Create New Order or Create New Quote.
- Fill out your new Order or Quote as normal.
💡 Why it’s useful:
It saves you a few clicks every time you need to start a new job — small shortcuts that add up to smoother workflows.
You can now add a new contact directly while editing an Opportunity or Purchase Order— just click the green + button next to New Participant. Any new contact you add will automatically be linked to the correct organisation.
How it works:
- The green + button next to New Participant lets you create a new contact without leaving the Opportunity or Purchase Order page.
- When you save the new contact, it’s automatically linked to the same organisation as the Opportunity/Purchase order
- This keeps your contact records tidy and ensures they’re attached to the right company.
To use it:
- Open an Opportunity/Purchase order in edit mode — or create a new one.
- Next to New Participant, click the green + button.
- Fill out the contact details and click Save.
- The new contact will appear as a participant, linked to the organisation of the Opportunity/Purchase order.
💡 Why it’s useful:
Add new client or crew contacts on the fly — no more switching screens or leaving incomplete Opportunities/Purchase order.
You can now see the check-in status for any items marked as Damaged or Lost — making it easier to track missing or problematic kit during returns.
How it works:
- When you check items back in, any that are flagged as Damaged or Lost will clearly show their status.
- This helps your team spot issues instantly and handle them properly before kit goes back on the shelf.
To use it:
- Use Check-In Hub as usual to scan items back in.
- If an item is marked Damaged or Lost, you’ll see its status during the check-in process.
- Take action as needed — repair, quarantine, or follow up before returning to stock.
💡 Why it’s useful:
Keeps your returns accurate — you’ll never miss a damaged or lost item again.
Address Autofill automatically fills the Name and Address fields when you select an address from the list — saving time and reducing extra searches.
How it works:
- Works when adding a Venue, Contact, or Organisation.
- Just start typing a name or postcode and select an address from the Get Address results.
- Hub will fill in the Venue Name based on the address details.
- The venue name is not duplicated into the primary address field.
- Missing address lines are left untouched — so you can still keep any extra details you’ve entered.
To use it:
- Open a Venue, Contact, or Organisation in Current RMS.
- Start typing a name or postcode, then click Get Address and select from the list.
- Hub will autofill the Venue Name and address fields automatically.
Setup required:
- Create a free account at getAddress.io (20 free searches a day — more than enough for everyday use).
- Enter your API key in the Hub Settings.
💡 Why it’s useful:
Speeds up adding new addresses and ensures details are filled in correctly the first time.
Sales Shortages makes it easy to see when shortages are covered by a supplier.
How it works:
- When a supplier is set on a Sales item, Hub automatically clears the red shortage highlight.
- The item is marked with an S badge so you know it’s been allocated to a supplier.
- Hover over the S badge to instantly see which supplier it’s linked to.
To use it:
- Open your Opportunity in Current RMS.
- Assign a supplier to any Sales item.
- Watch the red shortage highlight clear, replaced with an S badge showing the supplier on hover.
💡 Why it’s useful:
No more manual checks — you can instantly see which shortages are already handled, saving time and reducing errors.
When you add a Text Item to an Opportunity, you’ll be given the option to “Show as Shortage?”. If enabled, the line will display as Short in the Opportunity item list until it’s marked as a Subhire.
How it works:
- Add a Text Item to your Opportunity.
- Tick Show as Shortage? when creating the line.
- The line is flagged as Short in the item list.
- Once the item is set as a Subhire, the Short flag clears automatically.
- You can toggle this feature in Settings → Show Text Item as Shortage.
To use it:
- Open an Opportunity in Current RMS.
- Add a Text Item.
- Tick Show as Shortage? if you want it highlighted.
- Mark it as a Subhire when it’s covered — the Short flag will disappear.
💡 Why it’s useful:
Ensures text-only notes (like “extra kit” or “special requests”) stand out in the item list until they’re actioned, so nothing is overlooked.
When you substitute an item, Hub will automatically match the price from your chosen source item.

How it works:
- On substitution, the substitute line’s unit price is set to the same price as the source item.
- You can toggle this behaviour in Settings → Enable Substitute Price Match.
To use it:
- On an Opportunity, choose Substitute for a line item.
- Pick the source item you want to copy pricing from.
- The substitute line will inherit that item’s unit price automatically.
💡 Why it’s useful:
Keeps pricing consistent when swapping kit — no manual re-typing, fewer mistakes.
Quickly generate a QR code for the current Opportunity page so you can open it instantly on your mobile device.
How it works:
- Adds a small 📱 QR button under the Favourite (heart) icon on Opportunity pages.
- Clicking the button opens a popup showing a scannable QR code of the page URL.
- Scan the QR code with your phone to open the same page instantly.
- Close the popup with the built-in Close button.
To use it:
- Open any Opportunity in Current RMS.
- Look for the 📱 QR button under the heart (Favourite) icon.
- Click it to display a QR code for that Opportunity.
- Scan the QR code with your mobile device to open the page.
💡 Why it’s useful::
Makes it super easy to switch from desktop to mobile when you’re on the go — no need to retype or copy links.
Auto-Balance takes care of your item return maths automatically — so totals always add up, and nothing needs adjusting by hand.
How it works:
When you update the quantities for Damaged, Lost, or Returned items, the remaining field adjusts automatically to keep the total correct. No pop-ups, no extra clicks — it just happens instantly.
- Works for both Rental and Sale items.
To use it:
- Open your Opportunity in Detail View.
- Edit your item returns as usual.
- Watch the numbers balance themselves in real time.
💡 Why it’s useful:
Auto-Balance keeps your figures accurate without breaking focus — so you can spend less time correcting maths and more time moving kit.
Keeps your deal and replacement prices clean and error-free, no more “Deal Price is not a number” messages.
How it works:
When you type or paste a price, Hub_ automatically removes unwanted characters like £, commas, spaces, and even converts colons (:) into proper decimal points.
Your numbers are instantly formatted and ready to save — no failed price updates, no confusion.
Applies automatically to:
- Deal Price fields
- Replacement Charge fields
To use it:
Just open a pricing window, paste or type your value — Hub_ handles the rest.
💡 Why it’s useful:
Price Input Cleaner prevents formatting errors before they happen, saving you time and keeping your prices consistent across every job.
Let Hub_ work out the maths so you don’t have to.
Tweak any line’s Charge Total and Hub_ instantly calculates the correct discount and saves it straight into Current RMS — no manual math, no guessing, no tapping buttons back and forth.
What it does:
- Type directly into the Charge Total on an Opportunity
- Hub_ recalculates the correct % discount automatically
- Discount is saved into Current RMS in real time
- Works with multi-day pricing, quantities, and rental rates
- Auto-selects the number for fast edits
- Hides the RMS hover popover so it doesn’t get in the way
- Prevents invalid discounts and always uses the true full price (Price × Qty × Days)
💡 Why it’s useful:
A simple time-saver when tidying quotes, adjusting pricing, or finalising jobs.
Just type the number you want, Hub_ handles everything else. description
Hide sensitive pricing and cost information while working in Current RMS — perfect when you’re on site, travelling, or using shared machines.
With Hide Costs enabled, Hub_ removes sales values and pricing figures from view so you can work comfortably without worrying about who might be looking at your screen.
How it works
- The Hide Costs toggle in Hub_ settings instantly hides sales and cost information.
- Sales order values are removed from the dashboard.
- Cost, revenue, and profit panels are hidden on Opportunity pages.
- Pricing columns, totals, and the Costs view button are removed to prevent accidental exposure.
- All data remains unchanged — this is purely a visual hide.
To use it
- Open Hub_ settings.
- Enable Hide Costs.
- Continue working as normal — pricing and cost figures will be hidden from view.
- Disable Hide Costs at any time to restore visibility.
💡 Why it’s useful
Work safely in public spaces, on site, or in busy warehouses without exposing sensitive figures.
It’s especially handy when using shared user accounts or machines accessed by multiple people.
Get instant, unmissable inspection status when viewing stock items in Current RMS.
The Inspection Banner_ displays a clear, colour-coded banner at the top of each stock level, showing the current inspection state at a glance — so there’s no guessing, no digging, and no missed issues.
What it shows
When viewing a stock item, Hub_ automatically checks its inspection data and displays one of the following states:
- 🔴 FAILED inspection
- ⚠️ OVERDUE inspection (with days overdue)
- 🟠 Inspection DUE SOON (within 14 days)
- 🟢 Inspection PASSED (with days remaining until due)
Each banner clearly states:
- Inspection type (PAT, LOLER, etc.)
- Status (Failed, Overdue, Due Soon, Passed)
- Relevant timing (days overdue or days remaining)
How it works
- Hub_ reads the latest inspection and due date from the stock level
- The banner appears automatically when viewing the item
- Colours and wording change dynamically based on status
- No data is modified — this is a visual alert only
💡 Why it’s useful
- Spot failed or overdue inspections instantly
- Prevent untested kit being prepped or sent out
- Remove ambiguity when checking stock under pressure
- Ideal for busy warehouses and fast-paced prep days
Require Delivery and Collection Dates adds a smart checkpoint when saving an Opportunity, helping ensure key scheduling information isn’t missed — without blocking progress when flexibility is needed.
When enabled, Hub checks that both Delivery and Collection dates are filled in before saving and clearly prompts the user if anything is missing. You can optionally configure it to skip this requirement for Customer Collecting / Customer Returning jobs.
How it works
- When an Opportunity is saved, Hub checks for Delivery and Collection dates.
- If one or both dates are missing, a warning popup is shown.
- The popup explains what’s missing and gives two options:
  - OK — return to the Opportunity and add the missing dates.
  - Ignore & Save — continue saving without dates if needed.
- An optional setting allows you to skip this check for Customer Collecting or Customer Returning jobs, where delivery or collection dates may not be required.
This keeps users aware of missing information while still allowing intentional exceptions.
How to use it
- Open Hub Settings.
- Enable Require Delivery and Collection Dates on Save.
- (Optional) Enable Skip requirement for Customer Collect / Return jobs.
- Edit or create an Opportunity.
- If delivery or collection dates are missing, Hub will prompt you when you try to save.
- Choose whether to add the dates or intentionally save without them.
💡 Why it’s useful:
This feature dramatically reduces missed delivery and collection dates, one of the biggest causes of warehouse and transport issues, while still allowing flexibility when dates genuinely aren’t known yet. Optional customer collect/return handling means the rule fits real-world workflows instead of forcing one-size-fits-all behaviour.
This feature is designed to streamline warehouse prep and returns when working with kit or package-style items.
To activate, the parent item must be a Non-Stock item and its name must include the word “kit” or “package”. This keeps the automation intentional and avoids unintended behaviour on normal items.
How it works
Auto-Prep/Allocate Non-Stock Kits
- The parent item must be Non-Stock.
- The parent item name must include “kit” or “package”.
- Hub monitors all accessories attached to the parent.
- Once every accessory is prepared or allocated, Hub automatically prepares the parent kit or package.
- Stock parent items are ignored.
Auto Check-In Non-Stock Kits
- The same Non-Stock + “kit” / “package” naming rule applies.
- During check-in, Hub watches accessories being returned.
- Once all accessories are checked in, Hub automatically checks in the non-stock booking parent.
- No manual parent check-in required.
How to use it
- Open Hub Settings.
- Enable Auto-Prep/Allocate Parent Kit Items.
- Enable Auto Check-In Non-Stock Kits.
- Ensure parent items are Non-Stock and include “kit” or “package” in the name.
- Prep and check in accessories as normal.
- Hub automatically updates the parent when everything underneath is complete.
💡 Why it’s useful:
Kit and package workflows often leave parent items forgotten during prep or check-in. This automation removes that risk entirely. By tying behaviour to clear naming rules, Hub stays predictable and safe, reducing clicks, preventing mistakes, and keeping warehouse flow moving smoothly without extra checks.
Opportunity Editor adds live, inline editing to key fields across the Opportunity page, letting you update important job details instantly without opening edit screens or breaking your workflow.
What you can edit
Hub allows live editing of:
- Start Date
- End Date
- Chargeable Days
- Subject
- Customer Reference
Edits are saved straight back to Current RMS as you make them.
How to use it
1. Open an Opportunity.
2. Click directly into an editable field.
3. Update the value.
4. Changes are saved automatically.
💡 Why it’s useful
Opportunity Editor removes friction from everyday admin. It’s ideal for quick tweaks to dates, chargeable days, or references, keeping Opportunities accurate and up to date without opening separate edit pages or interrupting your flow.
Lock Book Out until all items are Prepared adds a safety checkpoint to the Book Out process, ensuring nothing leaves the warehouse before it’s properly prepared.
When enabled, Hub_ automatically blocks Book Out actions until every item on the Opportunity is in a prepared-ready state, helping prevent missed prep, part-prepared jobs, and costly warehouse mistakes.
It’s designed for busy real-world workflows where it’s easy to click “Book Out” too early.
How it works
- When an Opportunity is open, Hub_ continuously monitors the status of all items.
- Before allowing Book Out, Hub checks that every item is in a valid prepared state.
- If any item is not prepared, Hub:
  - Disables Book Out buttons and links
  - Shows a clear inline warning explaining why Book Out is locked
  - Displays a branded Hub_ popup if a locked Book Out action is clicked
- (Optional) An override option can be enabled in settings for experienced users who understand the risks.
- Once all items are prepared, Book Out is automatically unlocked — no refresh needed.
What it affects
- Quick Book Out button
- Book Out links in the Opportunity
- Any Book Out action triggered from the page
The lock updates live as item statuses change.
To use it
- Open Hub Settings.
- Enable Lock Book Out until all items are Prepared.
- (Optional) Enable Allow Book Out Override if you want a manual bypass option.
- Open an Opportunity.
- Prepare items as normal.
- Once all items are prepared, Book Out becomes available automatically.
💡 Why it’s useful
This feature prevents one of the most common warehouse errors, booking out a job before everything is actually ready.
Free Scan Voice Prompts add an audible confirmation when scanning items, so Hub reads the item name out loud after each scan.
It’s designed for busy warehouse workflows where you’re moving fast, scanning continuously, or not staring at the screen every second.
How it works
When Free Scan is enabled:
- Each scanned item triggers a spoken voice prompt.
- Hub reads the item name out loud immediately after the scan.
- This confirms you’ve scanned the correct item without needing to visually check the screen.
To use it
- Enable Free Scan in Hub.
- Start scanning items as normal.
- Listen for the spoken item name after each scan.
💡 Why it’s useful:
Voice prompts help prevent scanning the wrong item without realising it — a common issue during fast-paced stock checks. It’s a small change with a big impact, reducing mistakes and keeping warehouse checks flowing smoothly.
Adds an optional automation that instantly books out items as you scan them, removing an extra manual step during busy warehouse workflows.
When Free Scan is enabled, this toggle automatically books out the most recently scanned item as soon as it’s allocated, keeping everything moving without extra clicks.
How it works
- Only appears when Free Scan is enabled.
- After an item is scanned and allocated, Hub automatically books it out.
- The booking happens instantly in the background, with no additional prompts.
- Normal allocation rules still apply, nothing is booked out unless it’s valid.
To use it
- Enable Free Scan in Hub settings.
- Turn on Book Out on Free Scan.
- Scan items as normal during prep or loading.
- Allocated items are booked out automatically as you go.
💡 Why it’s useful
This is especially handy for last-minute add-ons while loading the truck. Scan it, allocate it, and it’s booked out instantly without stopping the flow. Fewer clicks, fewer pauses, and no forgotten items when things are moving fast.
Convert Sale or Rental items into Text directly from the Opportunity when you no longer want them behaving as stock or sale lines, but still need the information visible.
How it works
• On any Opportunity line, click the arrow next to the item.
• Select Convert to Text.
• The item is converted into a text line while keeping its description.
• Once converted, it no longer affects stock allocation, availability, or sales totals.
To use it
• Open an Opportunity in Current RMS.
• Find the Sale or Rental item you want to convert.
• Click the arrow on the right-hand side of the line.
• Select Convert to Text.
💡 Why it’s useful:
This is ideal for keeping reference information on a job without impacting stock, allocation, or reporting. It allows you to retain context while removing operational impact, perfect for amended quotes, historical notes, or last-minute job adjustments.
By default, Current RMS does not allow you to convert a Text item to Rental or Sale item type once it has been created. Normally, you would need to delete the line and re-add it correctly.
Hub removes that limitation.
When editing an Opportunity item, Hub adds a conversion option directly inside the item edit view.
If the item is currently a Text line, you will see the option to convert it into a Rental or Sale item type.
How it works
• Open an Opportunity and click into an item to edit it.
• If the item type is Text, Hub displays a new conversion option.
• Choose Convert to Rental or Convert to Sale.
• Hub safely rebuilds the line in the background as the selected type.
• Quantity, description, and structure are retained wherever possible.
To use it
• Open an Opportunity in Current RMS.
• Click a Text item to open it in edit mode.
• Select Convert to Rental or Convert to Sale.
• Save your changes.
💡 Why it’s useful:
Text items are often used as placeholders during quoting. When they need turning into real stock or sale items, Hub lets you convert them instantly.
Hub allows you to edit Containers directly inline from the Opportunity Items list in Detail View, with support for multi-select bulk updates.
By default, Current RMS requires opening each item individually to adjust container assignments. Hub removes that friction.
How it works
• In Detail View, the Container column becomes editable.
• Click directly into the container field to change it without opening the item.
• Select multiple rows to apply the same container update in one action.
• Changes are applied instantly, keeping your job structure clean and accurate.
To use it
• Open an Opportunity and switch to Detail View.
• Click into the Container field next to any item to edit it inline.
• Use multi-select to highlight multiple items.
• Apply the new container assignment in one step.
💡 Why it’s useful:
When building or adjusting jobs, container changes are common, especially during warehouse prep. Inline editing and bulk updates dramatically reduce clicks, speed up setup, and keep your workflow moving smoothly.
Hub now remembers your last selected Transaction Type when adding items to an Opportunity, so you don’t have to keep switching between Rental and Sales every time.
By default, Current RMS resets the transaction type when adding new items, which can be frustrating when working with multiple sales or mixed jobs. Hub removes that repetitive step.
How it works
• When you add an item, Hub stores the last selected transaction type (Rental or Sales).
• The next time you add an item, that same type is pre-selected automatically.
• Works across multiple item additions within the same Opportunity session.
To use it
• Add an item to an Opportunity.
• Choose your transaction type (Rental or Sales).
• Add another item, Hub will automatically keep the same transaction type selected.
💡 Why it’s useful:
If you’re adding multiple Sales items or building mixed jobs, this small automation saves constant switching and reduces mistakes, especially on larger Opportunities.
Show Weight lets you instantly see product weights directly on the Opportunity, so you can quickly sense-check totals without opening individual product records.
By default, Current RMS does not display item weights inline, which makes transport planning and load validation harder than it needs to be. Hub brings that information into the job screen.
How it works
• When you click Show Weight, Hub fetches the current product weights from Current RMS.
• Each item’s weight is displayed inline next to it in the Opportunity items list.
To use it
• Open an Opportunity.
• Press the Show Weight button in the Opportunity menu.
• Review item weights directly within the job.
💡 Why it’s useful:
If a job feels heavier than it should, or the totals don’t quite add up, Show Weight gives you instant clarity. It helps prevent overweight vehicles, supports better transport planning, and makes it easier to spot missing or incorrect weight data before it becomes a problem.
Product Opportunity Status Summary adds live per-product item state totals directly onto Product and Availability pages, so you can see exactly what’s happening across each visible Opportunity without opening it.
By default, you have to click into each Opportunity to understand whether items are Checked In, Prepared, Allocated, or already Booked Out. Hub surfaces that information instantly at product level.
How it works
• On Product and Availability pages, pages, each visible Opportunity displays item state totals for that specific product.
• Totals include:
• Checked In
• Booked Out
• Reserved
• Allocated
• Prepared
• The summary reflects the current state of that product within each Opportunity, not the whole job.
To use it
• Open a Product and Availability pages view.
• Click the Product Status button to start the summary.
• Review the item state totals shown against each Opportunity, no need to open the job.
💡 Why it’s useful:
When you’re reviewing availability or investigating shortages, you often just need a quick answer, is it still reserved, already prepped, or out on hire? Product Opportunity Status Summary gives you that visibility instantly, saving clicks and speeding up warehouse and planning decisions
Product Image Export lets you download all your product images in one go, with clean, usable filenames ready for websites, catalogues, or archiving.
How it works
• Scans your product records for stored images.
• Downloads images using clean, server-friendly filenames.
• Keeps files organised and ready for use.
To use it
• Open Hub from the main menu.
• Click Product Image Export.
• Start the export process.
• Download your formatted image files when complete.
💡 Why it’s useful:
Whether you’re building a website, refreshing a catalogue, backing up assets, or just cleaning up your file system, Product Image Export saves hours of manual renaming and organising.
P&L Forecast pulls live data directly from the Current RMS Profit report for a selected month, giving you instant clarity on how your business is performing.
Instead of opening reports, exporting data, and manually filtering, Hub brings the numbers straight into a clean dashboard view.
How it works
• Pulls live data from the Current RMS Profit report for your chosen month.
• Filters results to Open, Active, and Completed jobs.
• Optional: Include Quotations in the totals.
• Calculates total Turnover.
• Calculates total Profit.
• Displays the figures in a simple, easy-to-read dashboard tile.
To use it
• Open Hub from the main menu.
• Select P&L Forecast.
• Choose the month you want to review.
• (Optional) Enable Include Quotations if you want pipeline visibility included.
• Instantly view Turnover and Profit totals.
💡 Why it’s useful:
This gives you clarity at a glance. You can review confirmed revenue only, or include quotations to see potential pipeline impact, all without exporting reports or clicking through multiple screens.
Simple. Fast. Useful. 💛
Child Item Discount Sync keeps kit pricing consistent by automatically applying parent item discounts to all child items.
By default, changing a parent discount in Current RMS does not update accessories underneath it. That can lead to mismatched totals, missed lines, and unnecessary manual adjustments. Hub fixes that.
How it works
• When enabled, any discount change on a parent item is automatically applied to all of its child items.
• Works with kit and package structures.
• Keeps pricing aligned across the full item tree.
To use it
• Open Hub Settings.
• Enable Child Item Discount Sync.
• Change the discount on a parent item , child items will update automatically.
💡 Why it’s useful:
No more manually adjusting every accessory. No more totals that don’t make sense. Just clean, consistent pricing across the whole kit.
Set Discount adds a quick way to apply a global discount across Purchase Orders, with the option to target specific PO groups when needed.
By default, adjusting discounts across multiple items in a Purchase Order can require editing each line individually. This tool lets you apply consistent discounts instantly while still keeping control over which groups are affected.
How it works
• Applies a global discount across items in a Purchase Order.
• Optional group-level checkboxes allow discounts to be limited to selected PO groups.
• Updates all selected items in one action.
To use it
• Open a Purchase Order in Current RMS.
• Go to the Actions tab.
• Click Set Discount.
• Enter the discount value you want to apply.
• (Optional) Select the specific PO groups you want to include.
• Apply the discount — all selected items update instantly.
💡 Why it’s useful:
When managing sub-hires or supplier costs, discounts often need to be applied across multiple items quickly. Set Discount removes repetitive editing and ensures consistent pricing across your Purchase Order in seconds.
Item Notes Editor makes it easy to quickly add or update notes on Opportunity items without opening the full item edit screen.
By default, editing item notes in Current RMS requires navigating through multiple menus. Hub simplifies this by bringing both Description and Warehouse Notes into a single popup editor.
How it works
• Adds an Add Notes action to the Opportunity item menu.
• Opens a single popup where you can edit both Description and Warehouse Notes at the same time.
• If an item has Warehouse Notes, a small text icon appears next to the item.
• Hovering over the icon displays the Warehouse Notes instantly.
To use it
• Open an Opportunity in Current RMS.
• Click the arrow menu next to an item.
• Select Add Notes.
• Edit the Description or Warehouse Notes in the popup.
• Save your changes.
💡 Why it’s useful:
Notes often contain critical setup or warehouse instructions. Item Notes Editor keeps them quick to edit and easy to see, helping warehouse and prep teams catch important details without digging through item screens.
Multi-Select Item Line Editing lets you quickly update multiple items on an Opportunity at the same time.
By default, Current RMS requires editing each line individually when adding notes or updating suppliers. Hub adds a simple multi-select workflow so you can apply changes across many items in one action.
How it works
• Hold Shift and click order lines to multi-select items (highlighted in orange).
• Apply notes or supplier updates to all selected items at once.
• Optional accessories can also be included in the update.
To use it
• Open an Opportunity in Order view.
• Hold Shift and click the order lines you want to select.
• Selected rows will highlight orange.
• Apply your notes or supplier update, the change will apply to all selected items.
💡 Why it’s useful:
No more updating lines one by one. Multi-select editing makes bulk updates fast and consistent, saving time when managing large orders.
Vehicle Load Tracker adds a simple way to organise and track vehicle loads directly from the Book Out and Functions tabs.
As items are scanned and booked out, Hub can assign them to a selected vehicle and automatically calculate the total load weight for that van. It also detects items that become Booked Out indirectly, such as container contents, ensuring the load total reflects everything leaving the warehouse.
You can also plan loads in advance by selecting items in the Functions tab and adding them to a vehicle before the booking-out process begins.
How it works
• Adds a Vehicle Load Tracker tool to the Book Out and Functions tabs.
• Assign scanned items to a selected vehicle.
• Automatically calculates the total load weight per van.
• Detects rows that switch to Booked Out after a scan.
• Includes container contents and linked items, not just the directly scanned item.
• Items can also be added manually from the Functions tab using Add to Load.
• A Vehicle column appears when items are assigned, showing which vehicle each item is on.
• Clicking the vehicle name in the column lets you quickly move the item to another vehicle.
• Use View Items to quickly see the detailed list of everything assigned to a selected vehicle.
• Allows you to print a load report once vans are loaded.
• If a vehicle goes overweight, Hub gives a clear verbal warning so it can’t be missed.
To use it
• Open an Opportunity and go to the Book Out tab.
• Launch Vehicle Load Tracker.
• Select the vehicle you are loading.
• Scan items as normal — Hub tracks and totals the load automatically.
Or:
• Open the Functions tab.
• Select the items you want to load.
• Use the Functions dropdown → Add to Load.
• Choose the vehicle to assign those items to.
• Use View Items to check what is currently on each vehicle.
• When loading is complete, print the vehicle load report if needed.
💡 Why it’s useful:
When loading multiple vehicles, it’s easy to lose track of weight and what’s actually on each van. Vehicle Load Tracker keeps everything visible in real time, helping warehouse teams balance loads, plan transport earlier, and avoid dispatch surprises.
Multi Item Select makes it much easier to work with multiple Opportunity items at once.
Instead of editing items one by one, Hub now allows you to select several lines together and perform actions across all of them in a single step.
How it works
• Hold Shift and click order lines to multi-select items (highlighted in orange).
• Apply notes or supplier updates across all selected items at once.
• Optional accessories can also be included in the update.
• Use Delete Selected to quickly remove multiple lines.
• Includes a Copy and Paste tool to duplicate selected items into other groups or items.
To use it
• Open an Opportunity in Order view.
• Hold Shift and click the items you want to select.
• Selected rows will highlight orange.
• Use the available actions to add notes, assign suppliers, delete, or copy and paste the selected items.
💡 Why it’s useful:
Managing large orders often means repeating the same action across multiple lines. Multi Item Select removes the repetitive clicking and lets you update groups of items instantly.
Hide from Quote makes it easy to keep internal only items off client-facing documents.
Instead of manually editing document layouts for each line, Hub lets you mark individual Opportunity items or whole groups as hidden from client quotes in a single click.
How it works
- Enable Hide from Quote in Hub settings and save once.
- Hub creates the Hide from Quote Opportunity Item custom field in Current RMS.
- Each Opportunity item menu gains a Hide from Quote action.
- Clicking it marks that item as hidden from client-facing documents.
- If used on a group, all child items in that section are marked too.
- Client-facing document layouts can then ignore any item where hide_from_quote == 'Yes'.
To use it
- Open an Opportunity in Order view.
- Open the action menu on an item or group.
- Click Hide from Quote.
- The row will be marked as hidden.
- Update your client-facing document layouts to exclude items where item.hide_from_quote == 'Yes'.
- Leave internal warehouse or ops documents unchanged if you still want those lines visible there.
💡 Why it’s useful:
Quotes often contain backup gear, internal accessories, or warehouse only lines that help operations but confuse clients. Hide from Quote keeps those items available internally while keeping client documents clean and clear.
Document edit (simple method)
Open your Current RMS document template and go to the Body tab.
Find the line that loops through Opportunity items:
{% for item in order.items %}
Then add the following lines directly underneath it:
{% if item.hide_from_quote == 'Yes' %}
{% continue %}
{% endif %}
So the start of the loop looks like this:
‍ ‍
{% for item in order.items %}
{% if item.hide_from_quote == 'Yes' %}
{% continue %}
{% endif %}
This tells the document to skip rendering any item marked Hide from Quote while leaving everything else unchanged.
Please visit the document support page for full details.
Show Picker Tool speeds up the Show Picker by giving you a fixed control bar to quickly move around and find items without constantly resetting filters.
By default, navigating between groups or searching for different items can mean repeatedly changing filters and losing your place. Hub removes that friction so you can move faster when building or editing jobs.
How it works
• Adds a fixed control bar to the Show Picker.
• Lets you jump between groups instantly without reselecting filters.
• Includes a search function to quickly find items.
• Keeps your workflow in one place without resetting the picker view.
To use it
• Open the Show Picker on an Opportunity.
• Use the fixed bar to switch between groups.
• Use the search to find items quickly.
• Add items as normal , no need to keep resetting filters.
💡 Why it’s useful:
Building shows often involves jumping between multiple groups and searching repeatedly. Show Picker Tool keeps everything within reach, reducing clicks and speeding up the entire process.
Invoice Edit adds powerful inline editing and bulk discount tools directly to invoices, giving you control that isn’t available by default in Current RMS.
By default, invoice editing is limited and applying discounts across multiple lines can be slow and manual. Hub removes those limitations and makes invoice adjustments fast and flexible.
How it works
• Enables inline editing on invoice lines.
• Adds a bulk discount tool for updating multiple items at once.
• Supports Shift-select row targeting to select multiple invoice lines.
• Allows section-based discount application for grouped updates.
To use it
• Open an Invoice in Current RMS.
• Click into fields to edit values inline.
• Hold Shift and select multiple rows.
• Apply a bulk discount to the selected items or sections.
💡 Why it’s useful:
Invoices often need quick adjustments across multiple lines. Invoice Edit removes the need for repetitive edits, giving you fast, precise control over pricing and discounts in one place.
FOC on Free Scan removes the risk of accidentally charging for items added during free scanning.
We’ve all been there — scanning items in the warehouse, sending the quote or invoice, and then spotting extra bits that shouldn’t have been charged. Hub now handles that automatically.
By default, Current RMS does not apply any pricing rules during Free Scan, which means items can easily be billed when they shouldn’t be. This tool fixes that.
How it works
• When Free Scan is enabled, any items added are automatically set to 100% discount.
• Ensures all scanned items are treated as FOC (Free of Charge).
• Works instantly as items are added, no manual adjustment needed.
• If you use Hide from Quote, you also get the option to hide those items from all documents.
To use it
• Enable Free Scan as normal.
• Turn on FOC on Free Scan (if not already enabled).
• Scan items — Hub will automatically apply a 100% discount.
• (Optional) Use Hide from Quote to remove items from documents entirely.
• Toggle off anytime if not required.
💡 Why it’s useful:
No clean-up. No missed charges. No awkward corrections after sending documents.
Show Only Shortages lets you instantly filter an Opportunity down to just the lines that matter when dealing with shortages.
Instead of scanning through a full job, Hub isolates shortage items along with their related structure, so you can clearly see what’s affected and act quickly.
How it works
• Filters the Opportunity to show only shortage lines.
• Includes related parent and child items for full context.
• Highlights shortage rows for quick visibility.
• Works as a toggle, so you can switch between full view and filtered view instantly.
To use it
• Open an Opportunity.
• Click Show Only Shortages from the Hub menu.
• View only the shortage lines and their related items.
• Click again to toggle back to the full list.
💡 Why it’s useful:
When a job has lots of lines, shortages can get lost in the noise. Show Only Shortages cuts straight to the problem, making it faster to review, plan, and fix issues without digging through the entire Opportunity.
Scan Check keeps quarantined assets from being accidentally scanned onto jobs.
If a blocked item is scanned, Hub steps in immediately to stop it being added and makes sure the issue is clearly flagged to the user.
How it works
• Blocks quarantined items from being added to the Opportunity.
• Shows an on-screen warning when a blocked item is scanned.
• Plays a spoken alert instantly so it can’t be missed.
• Prevents the item from being added to the job entirely.
To use it
• Scan items as normal in the Opportunity.
• If an item is in quarantine, it will be blocked automatically.
• Click the Scan Check button in the Hub menu to review quarantined items.
• Toggle Scan Check off if needed (enabled by default).
💡 Why it’s useful:
Stops quarantined kit going out, keeps jobs clean, and catches issues before they leave the warehouse.
Live Accessory Tracking keeps you in control while adding accessories to a product.
No more jumping back and forth between pages to check what’s already been added, Hub now shows your existing accessories live as you work.
By default, Current RMS won’t allow duplicate accessories, but it also doesn’t warn you before you try to add one. That can still waste time going back and forth. Hub fixes that by giving you visibility before you click.
How it works
• Displays existing accessories live while adding new ones.
• Updates in real time as items are added.
• Helps prevent duplicate attempts by showing what’s already there.
• Keeps everything visible without leaving the page.
To use it
• Open the Add Item page for a product.
• Start adding accessories as normal.
• View your existing accessories live alongside the list.
• Avoid selecting items that are already added.
💡 Why it’s useful:
Saves time, reduces back and forth, and keeps you in flow by showing what’s already been added before you try again.
Steal from Container adds a smart toggle to the Allocate tab, allowing assets to be automatically removed from containers as you scan them.
By default, Current RMS requires you to go into the serial container, remove the item, then go back to the job to allocate it, a slow and repetitive process. Hub removes that completely.
How it works
• Adds a Steal from Container toggle to the Allocate tab.
• When enabled, scanned assets are automatically removed from their serialized container.
• The item is then allocated to the job instantly.
• Works seamlessly during normal scanning workflows.
To use it
• Open an Opportunity and go to the Allocate tab.
• Enable Steal from Container.
• Scan assets as normal — Hub will remove them from the container and allocate them in one step.
💡 Why it’s useful:
No more jumping in and out of containers, just scan once and carry on.
Action Notes gives you a simple, always-visible place to keep important job updates, reminders, and running notes directly on an opportunity.
Instead of jumping between tabs or losing track of notes, it opens in a movable panel that stays on top while you work, so everything stays in view.
How it works
• Opens in a movable panel that stays on top of the page.
• Auto-saves as you type, no buttons, no risk of losing notes.
• Keeps notes visible while you work, without losing your place.
• Includes a Sync button to align with Message Hub internal notes.
• Ensures key information stays centralised and easy to find.
To use it
• Open Action Notes from the Hub menu.
• Move the panel wherever suits your workflow.
• Start typing, notes save automatically.
• Use Sync if you want to align notes with Message Hub.
💡 Why it’s useful:
Keeps all your important job notes in one place, visible and up to date, no more scattered info or missed details.
Opportunity Schedule adds an Update Other Dates option to the standard opportunity scheduler, letting you shift related schedule dates in one click after changing a scheduling date.
By default, changing one scheduling date can mean manually updating the other related dates one by one. Hub adds a quicker way to keep the schedule aligned, plus an optional compact layout for a cleaner scheduler workflow.
How it works
• Works with the standard opportunity scheduler.
• Adds an Update Other Dates option after changing a scheduling date.
• Shifts related schedule dates in one click.
• Includes an optional more compact scheduling layout.
To use it
• Open an opportunity in Current RMS.
• Go to the standard opportunity scheduler.
• Change one of the scheduling dates.
• Click Update Other Dates to shift the related dates.
• Enable the compact scheduling layout if you want a cleaner view.
💡 Why it’s useful:
It makes schedule changes faster and reduces the chance of related dates being missed. This is useful when an opportunity moves, because you can keep the whole schedule aligned without manually editing each date.
Product Accessories adds an Existing Accessories panel to the Add Accessory page, showing the current accessories already linked to the product.
By default, adding accessories can make it hard to see what is already attached without going back and checking the product setup. Hub adds a clear panel so you can review existing accessories while adding new ones.
How it works
• Adds an Existing Accessories panel to the Add Accessory page.
• Shows current accessories in newest-first order.
• Displays Qty, Product, and Mode for each accessory.
• Adds quick Edit access for existing accessories.
To use it
• Open a product in Current RMS.
• Go to the Add Accessory page.
• Review the Existing Accessories panel.
• Use Edit when you need to quickly update an existing accessory.
💡 Why it’s useful:
You can see what is already linked, check quantities and modes, and quickly edit existing accessories without leaving the add accessory workflow.
Show Location lets your team quickly view an item’s warehouse location directly in Hub, without needing to open the product page.
It’s designed to speed up picking and prep by keeping key location details easily accessible.
How it works
• Displays each item’s warehouse location in the detail view.
• Appears alongside other quick info like weights.
• Loads all item locations on the page when enabled.
• Caches (hibernates) the data so it loads faster next time.
• The first time you use it, there may be a short delay while locations load.
To use it
• Open Hub from the side menu.
• Click the menu button in the Hub menu.
• Select Show Location.
• All item locations will load and display on the page.
• Next time you use it, locations will appear much faster.
💡 Why it’s useful:
Gives instant access to where everything is, faster picking, fewer clicks, and no back-and-forth between pages.
Total Volume Hub automatically calculates the total volume of all items on your Opportunity (in cubic meters) and displays it clearly in the sidebar — right under the Total Weight field. It updates automatically whenever you add or remove line items, so you always have accurate volume data for transport and logistics.
To use it:
- Open an Opportunity.
- Make sure each product has a custom field named Equipment Volume m3.
- You’ll see the Total Volume appear and update live in the sidebar below Total Weight.
💡 Why it’s useful:
Total Volume Hub helps you plan van space, truck loads, or storage — so you don’t get caught out with gear that won’t fit.
Optional Accessories Hub automatically alerts you when an item has optional accessories available, so you never miss an upsell or must-have add-on. It plays a short sound, shows a toast notification, and opens the accessories list for that item right away.
When adding or editing items in an Opportunity picker, any product with optional accessories will be highlighted in yellow for quick reference.

To use it:
- Start typing a quantity for an item within the Opportunity picker.
- If the item has optional accessories, you’ll see a popup prompt, the row will highlight in yellow, and the accessories list will open automatically.
💡 Why it’s useful:
Optional Accessories Hub helps you catch upsells and extras you might forget, so you always offer the right kit with every job.

TOOLS_

Selective Opportunity Item Descriptions_

Project Quotation Profit & Loss Summary_

Asset / Product Image Import_

Purchase Cost Sync_

Custom Scheduling_

Outstanding Items_

Document Approved_

Stock Level Helper Tool_

Opportunity List Bulk Actions_

Quick Price_

Refresh Service Costs_

Free Scan Accessories_

Quantity Spinners_

Bulk Check_

Text Box Match_

Hub Messages_

Toast Time Out_

Allocate View by Default_

Product Image Size Helper_

Contact Recommendations_

Allocate View By Default_

Opportunity Pull List_

Product Details_

Project Scheduling_

Product Priority Order_

Order Likelihood_

Opportunity Notes_

Set Sub-rent Supplier_

Bulk Import Text Items_

Hide Empty Groups_

Auto-set Opportunity Owner from Organisation Owner_

Organisation Revenue Summary_

Clear Bulk Allocated Shortages_

Accessory Zero Price Checker_

Job Planner Owner Filter_

Picker Notes_

Picker Note Pad_

Show Replacement Value_

Product Accessory Price Checker_

Bulk Write-Off_

Create New Order & Create New Quote_

Add Contact in Opportunity & Purchase Order_

Check-In Status for Damaged or Lost Items_

Address Autofill_

Sales Shortages_

Show Text Item as Shortage_

Substitute Price Match_

QR Code Button_

Check-In Auto-Balance_

Deal Price Input Cleaner_

Auto Line Item Discount_

Hide Costs_

Inspection Banner_

Require Delivery and Collection Dates on Save_

Auto-Prep/Allocate & Auto Check-In Parent Kit Items_

Opportunity Editor_

Lock Book Out until all items are Prepared_

Free Scan Voice Prompts_

Book Out on Free Scan_

Convert to Text

Convert Text to Rental or Sale

Inline Container Editing

Remember Last Transaction Type_

Show Weight_

Product Opportunity Status Summary_

Product Image Export_

P&L Forecast_

Child Item Discount Sync_

Set Purchase Order Discount_

Item Notes Editor_

Multi-Select Item Lines_

Vehicle Load Tracker_

Multi Item Select_

Hide from Quote_

Show Picker Tool_

Invoice Edit_

Free Scan Zero-Price_

Show only Shortages_

Scan Check_