TOOLS_

Choose which allocation, preparation and check-in actions are available for serialised and bulk equipment in Opportunity Detail View.

Group Booking Blocker adds an optional setting under Warehouse & Logistics, with separate controls for Auto-allocate / Prepare and Check In. Settings Hub can also apply these choices to specific users.

What It Does

• Adds a Group Booking Blocker master switch, which is off by default

• Auto-allocate / Prepare has separate Serialised (Group Booking) and Bulk options

• The Serialised (Group Booking) option blocks Auto-allocate, Allocate and Prepare when the selection includes a serialised Group Booking row

• The Bulk option blocks those actions when the selection includes Bulk Stock

• Check In has separate Serialised and Bulk options, covering both Check In and Bulk check-in selected

• The Serialised Check In option covers serialised asset rows as well as Group Bookings

• By default, Serialised (Group Booking) is selected for Auto-allocate / Prepare; Bulk preparation and both Check In options are off

• All four options require the Group Booking Blocker master switch to be enabled

• Greys out the matching actions in both the Actions dropdown and Action Banner, with a hover message explaining the restriction

• Updates automatically as the selected items or settings change

• Can be assigned to specific users through Settings Hub

How To Use It

• Open Hub Settings and go to Warehouse & Logistics.

• Enable Group Booking Blocker.

• Under Auto-allocate / Prepare, choose Serialised (Group Booking), Bulk, both or neither.

• Under Check In, choose Serialised, Bulk, both or neither.

• Save your settings. If using Settings Hub, apply the required choices to the relevant users.

• Open an Opportunity in Detail View and select the items you want to process.

• If the selection contains a blocked stock type, the corresponding action will be greyed out. Hover over the action to see why.

• Change the selection or your settings when the action needs to be available.

💡 Why it’s useful:

Mixed selections can make it easy to process Group Bookings, bulk stock or serialised returns unintentionally. Separate stock-type controls let you tailor allocation, preparation and check-in safeguards to the way each warehouse team works.

Get quick access to item actions beside the Detail View tabs whenever equipment is selected.

What It Does

Automatically appears when one or more Detail View items are selected

Mirrors the available item actions from the Actions dropdown, apart from transfer actions

Keeps disabled actions disabled, including Group Booking Blocker restrictions

Fits the action buttons into the available space and disappears when the selection is cleared

How To Use It

Open an Opportunity in Detail View.

Select the items you want to process.

Choose the required action from the banner beside the tabs.

Deselect the items when finished.

💡 Why it’s useful:

Common warehouse actions are available beside the working tabs, reducing repeated trips into the Actions dropdown. For configurable page-level Actions and Print shortcuts, use Quick Actions.

Quickly check a product’s availability for a specific date and hire period without having to navigate through multiple Current screens.

Check Availability adds quick access from both Product cards and the Hub dropdown. From a Product card, you can select the start date, hire period, and stores before jumping directly to the product’s Availability view. From the Hub dropdown, you can search for a product first and then choose the dates you want to check.

What It Does

Adds a Check Availability button to Product cards

Adds Check Availability to the Hub dropdown

Includes Product search when opened from the Hub dropdown and excludes accessory-only products from those search results

Lets you select the hire start date

Lets you select the hire period

Allows the required stores to be selected

Opens the selected Product directly in its Availability view

Takes the selected dates and hire period through to the Availability view

Provides quick access without having to manually navigate to the Product record first

How To Use It

From a Product card, click Check Availability.

Select the start date, hire period, and required stores.

Open the Availability view to check the Product.

Or, open Check Availability from the Hub dropdown.

Search for the Product you want to check.

Select the start date and hire period.

Open the Product’s Availability view.

💡 Why it’s useful:

When a customer asks whether a particular item is available, getting to the right Availability view can take several clicks.

Check Availability gives you a much quicker route. Whether you’re already looking at a Product or working elsewhere in Current, you can select the dates you need and jump straight to the relevant Availability view, making those quick availability checks much faster.

Create multiple Activities quickly with a much simpler workflow, including recurring schedules, record linking, participant and type selection, and bulk imports.

Bulk Activities makes creating larger batches of Activities easier without needing to work out IDs or manually build dates. Activities can be created directly in Hub, scheduled to repeat, linked to records when required, or imported from CSV and Google Sheets.

What It Does

Creates multiple Activities in one batch

Supports recurring Activity schedules

Makes setting recurring dates easier without manually working out each date

Allows Activities to be optionally linked to records

Adds participant pickers for selecting the required people

Adds Activity Type pickers

Keeps batch controls pinned and accessible while working

Retains CSV imports for larger Activity lists

Retains Google Sheets imports

Makes the overall Bulk Activity creation process simpler and easier to follow

How To Use It

Open Bulk Activities.

Add the Activities you want to create or import them from CSV or Google Sheets.

Choose the Activity Type.

Select the required participants.

Link the Activities to a record if required.

Set up a recurring schedule if the Activities need to repeat.

Review the batch using the pinned controls.

Create the Activities when everything is ready.

💡 Why it’s useful:

Bulk Activities removes much of the manual work involved in creating larger numbers of Activities. Recurring schedules, participant and type pickers, and optional record linking make everyday creation much easier, while CSV and Google Sheets imports remain available when you need to create Activities in much larger batches.

Find active and inactive Projects, Opportunities and Purchase Orders from Global Search, and jump straight to an asset using its exact Asset Number.

What It Does

Adds separate Active and Inactive tabs to Project, Opportunity and Purchase Order results

Shows matching inactive record counts and a preview of the results

Provides View more access to the complete inactive results

Adds a direct stock-record shortcut when a search exactly matches an Asset Number

How To Use It

Open Global Search and enter your search.

Choose Active or Inactive in the relevant result section.

Open a result, or select View more for the full list.

To find an asset, search its exact Asset Number and use the matching asset shortcut.

💡 Why it’s useful:

Historical jobs, projects and purchase orders are easier to find, while an exact asset search saves navigating through Product and Stock Level pages.

See how far equipment has progressed through the warehouse workflow, directly in Opportunity Detail View and on demand in the Job Planner.

What It Does

Shows quantity totals and a coloured progress bar for Reserved, Allocated, Prepped, Booked Out, Checked In and Complete

Updates the Detail View summary as item statuses change

Excludes sub-rented items from Detail View counts and progress while Hide Sub Rent is active

Adds an on-demand Status Hub button in the Job Planner to show progress on job cards

How To Use It

Open an Opportunity in Detail View and review the Status Hub summary beside the tabs.

Use Hide Sub Rent when you want the summary to reflect equipment handled internally.

In the Job Planner, run Status Hub to load progress for the displayed jobs.

💡 Why it’s useful:

Warehouse and planning teams can see the stage of a job without checking every item or opening each planner card.

Choose familiar solid status colours and adjust how item Type and Status badges appear in the current interface.

What It Does

Provides separate General & Appearance settings for legacy Job Planner blocks, item status colours, and state/status icons

Includes solid colours for Checked In and Completed statuses

Adds a Type and Status settings cog beside the item headings

The cog can reduce pill size, hide icons, replace Type bubbles with coloured dots, and switch legacy colours on or off

How To Use It

Open Hub Settings and go to General & Appearance.

Enable the legacy colour options you want.

On an Opportunity, open the Type and Status settings cog for badge appearance controls.

Choose the size, icons and Type display that suit your workflow.

💡 Why it’s useful:

Clearer colours and adjustable badges make item types and warehouse statuses quicker to recognise, especially on busy jobs or smaller screens.

Choose whether the Opportunity header and allocation panel stay fixed while you scroll, giving you more control over the space available for your item list.

Scroll Lock adds simple padlock controls that let you decide which parts of the Opportunity page remain fixed and which scroll away with the rest of the page. Each choice is remembered separately, so Hub keeps the layout exactly how you prefer it.

What It Does

Adds a padlock control to the Opportunity header

Adds a separate padlock control to the allocation panel

Lock the header to keep it fixed while scrolling

Unlock the header to allow it to scroll with the page

Lock the allocation panel to keep it fixed while scrolling

Unlock the allocation panel to allow it to scroll with the page

Remembers the header and allocation panel settings separately

Keeps your preferred layout between visits

How To Use It

Open an Opportunity.

Click the padlock on the header to lock or unlock it.

Click the padlock on the allocation panel to control it separately.

When locked, the selected section stays visible while you scroll.

When unlocked, it scrolls naturally with the rest of the page.

Hub remembers each setting for the next time you return.

💡 Why it’s useful:

Fixed headers and panels can be useful, but on smaller laptop screens they can also take up valuable space and leave less room for the item list.

Scroll Lock gives you the choice. Keep the sections you need visible, or unlock them to maximise your working area, with Hub remembering your preference automatically.

Check item sales values, costs, profit and margin by hovering over the Charge Total, without opening the full item editor.

What It Does

Adds financial details to Charge Total hover information for rental, sale and text sale lines

Shows Sale, Cost, Profit and Margin when the required totals are available

Includes allocated supplier and service costs in the item cost calculation

Shows available cost-price details when complete financial totals cannot be calculated

How To Use It

Open an Opportunity and find the item’s Charge Total.

Hover over the total to load the financial details.

Review the sale value, cost, profit and margin where available.

Move away to close the hover information.

💡 Why it’s useful:

Pricing and cost checks stay within the item list, making it easier to spot low-margin lines while quoting or reviewing a job.

Reuse an existing Asset Number when replacing an individual serialised asset, with a review step before the old asset is renamed and written off.

How it works

• Adds a Stock Number Reuse toggle to Add Stock Level

• Detects a duplicate Asset Number reported by Current

• Loads the matching asset and asks you to confirm the archive number and write-off

• Only processes an unambiguous individual serialised asset; bulk stock and conflicting matches are rejected

• Frees the original Asset Number after the old asset has been successfully renamed

To use it

• Open Add Stock Level and turn on Stock Number Reuse.

• Enter the Asset Number for the replacement asset and submit as normal.

• If Current reports a duplicate, review the existing asset in the Hub popup.

• Confirm the archive number and write-off only when it is the asset you intend to replace.

• Continue creating the new asset with the original number.

💡 Why it’s useful:

Replacement equipment can keep an existing physical label or barcode while the original asset remains identifiable in the stock history.

Move scanned assets backwards through the warehouse workflow from the Allocate tab, either one status step at a time or directly back to Reserved.

How it works

• Adds a Scan to Revert toggle beside the Allocate scan controls

• By default, each scan reverts the asset one status step using its current status

• The Revert to Reserved checkbox instead returns the allocation to its Reserved Group Booking

• Queues scans and provides progress and spoken mode confirmations

• Turning Scan to Revert off restores normal allocation and clears waiting scans

To use it

• Open an Opportunity in Detail View and select Allocate.

• Turn on Scan to Revert.

• Leave Revert to Reserved unchecked for a single step back, or tick it to return directly to Reserved.

• Scan the required assets and review any warnings.

• Turn Scan to Revert off before resuming normal allocation.

💡 Why it’s useful:

Warehouse teams can undo preparation or allocation quickly without repeatedly selecting assets and working backwards through menus.

Find items, groups, assets and containers within a long Opportunity list without leaving the job.

How it works

• Adds a search field beside Items in Order View and Detail View

• Filters products and services as you type and shows a match count

• In Detail View, also searches Asset Numbers and container numbers

• A container match includes the container and its contents

• Clicking the search icon switches between item and group search; group matches include their contents

• Keeps matching parent structure visible and brings off-screen matches into view

To use it

• Open an Opportunity and use the search beside Items.

• Type an item name, or an asset or container number in Detail View.

• Click the search icon to switch to group-name search when required.

• Review the matching lines and their context.

• Clear the search to restore the full list.

💡 Why it’s useful:

Specific equipment and entire groups are easier to locate during quoting, prep and returns, even on jobs with hundreds of lines.

Check the Testing & Inspections Due list for assets already in Quarantine, with clear results and quick links for follow-up.

How it works

• Runs an on-demand quarantine scan across the due-inspection results

• Highlights matching rows with an In Quarantine badge

• Provides a reviewable list of flagged assets

• Lets you hide or show quarantined rows in the due list

• Includes asset links and Quick Test access in flagged results

To use it

• Open Testing & Inspections Due.

• Click Scan Quarantine.

• Review the highlighted rows or open the flagged-item results.

• Use the asset link or Quick Test where appropriate.

• Use Hide Quarantined or Show Quarantined to control the due-list display.

💡 Why it’s useful:

Quarantined equipment is easier to recognise while planning tests, reducing the need to check each stock record manually.

Lock existing group prices or split an agreed pre-tax target proportionally across an Opportunity’s groups, with a preview before applying changes.

How it works

• Offers Lock groups at their current totals and Set a target opportunity total modes

• Adjusts group equipment values and reconciles rounding to the exact target

• Leaves ungrouped items unchanged

• Skips service-only groups unless Also deal price service groups is selected

• Shows the current price, proposed price and change for each group

• Sets group deal prices rather than deal-pricing the whole Opportunity

To use it

• Open Group Deal Pricing from the Opportunity Hub menu.

• Choose to lock current totals or enter a target total excluding tax.

• Choose whether service-only groups should also be deal priced.

• Review the group breakdown and any validation messages.

• Apply the proposed group prices.

💡 Why it’s useful:

An agreed budget can be reflected in a useful group-by-group breakdown without manually adjusting each group or losing track of rounding.

Assign colour-coded Area #Code badges to Opportunity Groups so equipment can be organised by stage, room or venue zone.

How it works

• Adds an Area #Code selector to Opportunity Groups

• Lets the organisation choose how many active codes to use, from 1 to 20

• Supports custom single-colour and two-colour combinations

• Shares saved colours and combinations across the organisation

• Allows an Area #Code to be reused on multiple groups

• Keeps existing historical assignments when the active code count is reduced

• Displays area markers in Order and Detail views

To use it

• Open the Area #Code settings and configure your active code count, colours and combinations.

• Edit an Opportunity Group and choose its Area #Code.

• Save the group to show the colour-coded marker beside the group and through its section.

• Use the same code on other groups belonging to that area if needed.

💡 Why it’s useful:

Warehouse, prep and onsite teams can recognise where equipment belongs without relying only on group names.

Adds dedicated warehouse notes to Opportunity Groups, giving warehouse and prep teams important group level information directly within Detail View.

How it works

• Adds a dedicated Warehouse Notes field to Opportunity Groups.

• Warehouse Notes can be added or edited when editing a group.

• Displays the Warehouse Notes directly beneath the relevant group in Detail View.

• Keeps group specific warehouse information clearly visible alongside the equipment.

To use it

• Open an Opportunity.

• Edit the required Opportunity Group.

• Add the information to the Group Warehouse Notes field.

• Save the group.

• The Warehouse Notes will appear beneath the group in Detail View.

💡 Why it’s useful:

Group Warehouse Notes gives warehouse and prep teams a clear place for instructions that relate to an entire group rather than an individual item. The notes are displayed directly beneath the group in Detail View, making important prep, packing, or handling information easy to see while working through the job.

Allows selected Opportunity Items to be returned directly to Reserved, without having to work backwards through each status individually.

How it works

• Adds a Revert to Reserved option to the Actions list.

• Returns selected items directly to Reserved in a single action.

• Bypasses the normal process of stepping backwards through each status one by one.

To use it

• Open the required Opportunity.

• Select the items you want to return to Reserved.

• Choose Revert to Reserved from the Actions list.

• The selected items will be returned directly to Reserved.

💡 Why it’s useful:

Normally, returning an item to Reserved means stepping backwards through each status until you eventually reach Reserved. Revert to Reserved removes those extra steps, allowing selected items to be returned directly to Reserved in one action, making corrections and changes much quicker.

Creates Carnet ready CSV files designed to match the London Chamber of Commerce format, with product and asset level information automatically prepared for export.

How it works

• Export Carnet data at either Product or Asset level.

• Select which columns you want to include in the export.

• Includes Asset Numbers and Serial Numbers where available.

• Automatically uses NSN where an item does not have a Serial Number.

• Uses accurate quantities when exporting bulk Products.

• Pulls the Country of Origin from the Product record.

• Automatically uses GB as the Country of Origin when one has not been set.

• Hub attempts to automatically select the appropriate Goods Type ID based on the Product Description.

• Optionally includes text items from the Opportunity.

• Produces a CSV structured to make importing into the London Chamber of Commerce Carnet system much easier.

To use it

• Open the Opportunity you need to create a Carnet for.

• Open Carnet CSV Export.

• Choose whether to export at Product or Asset level.

• Select the columns you want included.

• Choose whether to include text items.

• Review the generated Carnet information.

• Export the completed CSV ready for use with the London Chamber of Commerce Carnet system.

💡 Why it’s useful:

Preparing Carnet information manually can be incredibly time consuming, particularly when a job contains large quantities of serialised equipment. Carnet CSV Export brings together descriptions, quantities, Asset Numbers, Serial Numbers, Country of Origin and Goods Type information automatically, while handling NSN values and bulk quantities correctly. This significantly reduces the amount of manual work required to prepare a Carnet and helps get the data into the correct format before submission.

Makes item descriptions easier to see by displaying them directly in the Opportunity Detail view.

This gives teams quick access to important item information without opening each line individually, while still allowing the descriptions to be hidden when you want a cleaner view.

How it works

• Displays item descriptions directly underneath items in Detail view.
• Makes existing description information visible without opening the item.
• Can be quickly shown or hidden using the Hub menu.

To use it

• Open an Opportunity in Detail view.
• Item descriptions will be displayed directly within the item list.
• Use the Hub menu to hide or show Description Notes as required.

💡 Why it’s useful:

Description Notes keeps important item information visible while you’re working, reducing clicks and making large Opportunities easier to review, while still giving you the option to hide the extra detail when you don’t need it.

lets you remove jobs that don’t need to stay visible in the Job Planner, keeping busy schedules cleaner without deleting or changing the Opportunity.

It’s ideal for rolling contracts, long-running jobs, or anything else that takes up space in the planner but doesn’t need constant visibility.

How it works

• Right-click any job in the Job Planner to hide it.

• Hidden jobs are removed from the planner view but remain completely unchanged in Current RMS.

• A Hidden Jobs menu at the bottom of the planner keeps track of everything you’ve hidden.

• Jobs can be restored to the planner at any time. The right-click menu also offers Open in new tab and Open in new window.

To use it

• Open the Job Planner.

• Right-click the job you want to remove from view.

• Select Hide Job.

• To bring a job back, open Hidden Jobs at the bottom of the planner and restore it.

💡 Why it’s useful:

Keeps busy planners focused on the jobs that actually need attention, while letting you hide rolling contracts and long-running work without losing or changing anything.

Service Finalisation Reminder helps prevent services from being accidentally carried over when moving outstanding items to a new Opportunity.

By default, it’s easy to forget to complete services before moving outstanding items, which can result in services being transferred to the new Opportunity unintentionally. Hub adds a simple reminder before the move takes place.

How it works

• Checks for any unfinished services before moving outstanding items.
• Displays a reminder if services still need to be finalised.
• Gives you the chance to complete services before continuing.
• Helps prevent services from being moved to the new Opportunity by mistake.

To use it

• Open an Opportunity in Current RMS.
• Choose Move Outstanding Items.
• If unfinished services are found, Hub will display a reminder.
• Complete the services or continue if appropriate.

💡 Why it’s useful:

Stops one of the easiest mistakes to make when rolling jobs forward. Service Finalisation Reminder helps ensure completed services stay with the original job and only genuine outstanding items are moved to the new Opportunity.

Lets you reduce clutter in the Product Picker by hiding mandatory accessories while still automatically adding them to the Opportunity.

By default, mandatory accessories are displayed alongside every product, which can make the Product Picker busy and harder to navigate. Hub gives you the option to hide them while keeping the underlying behaviour exactly the same.

How it works

• Adds a Hide Mandatory Accessories option to the Product Picker.
• Hides mandatory accessories from the picker to keep the list cleaner.
• Mandatory accessories are still automatically added when the parent product is selected.
• Remembers your preference, so you only need to set it once.

To use it

• Open the Product Picker.
• Enable Hide Mandatory Accessories.
• Browse and add products as normal.
• Mandatory accessories will still be included automatically when the product is added.

💡 Why it’s useful:

Creates a cleaner, easier-to-use Product Picker without changing how mandatory accessories work. You get less clutter, faster product selection, and the confidence that required accessories are still being added behind the scenes. 

Apply a minimum hourly call while adding or editing a service on an Opportunity, keeping charge and cost hours aligned when a short booking falls below the minimum.

How it works

• Shows a Minimum Call control on Opportunity Item forms for hourly services

• Defaults to four hours until a different minimum is saved for that service

• Remembers service-specific minimums in this browser for the Current account

• Raises hourly quantities when required and keeps hourly charge and cost quantities synchronised

• Runs on the open item form; it does not update other saved bookings in the background

To use it

• Add or edit an Opportunity Item and choose a Service with an hourly rate.

• Set the Minimum Call beside the hours field.

• Enter the scheduled times and review the resulting charge and cost hours.

• Save the item as normal.

💡 Why it’s useful:

Short service bookings are easier to price consistently, with fewer manual adjustments to minimum charge and cost hours.

Hide Rate Definition in Picker simplifies the Product & Service Picker by removing rate descriptions such as “3 Day Rate” or “Week Rate”, while still displaying each item’s price.

By default, Current RMS shows the rate definition alongside every item, which can make the picker feel cluttered. Hub gives you the option to hide these labels for a cleaner, easier-to-read picker.

How it works

• Removes rate descriptions such as 3 Day Rate, Week Rate, and similar labels from the picker.

• Keeps the item price fully visible.

• Makes the picker cleaner without affecting pricing or functionality.

To use it

• Open Hub Settings.

• Enable Hide Rate Definition in Picker.

• Open the Product or Service Picker.

• Rate definitions will be hidden while prices remain visible.

💡 Why it’s useful:

Creates a cleaner picker, making it easier to find items and compare prices without unnecessary text getting in the way.

Lets you check stock across every configured store directly from the Product/Service Picker.

Instead of leaving the picker to check another store, Hub displays combined availability instantly, helping you make quicker decisions when building a job.

How it works

• Adds a Check Store Availability button to the Product/Service Picker.

• Displays the combined availability across all configured stores.

• Shows the result as a compact availability badge.

• Hover over the badge to see a detailed store-by-store availability breakdown.

• Uses the Opportunity dates to calculate availability accurately.

To use it

• Open the Product/Service Picker.

• Click the Check Store Availability button.

• Review the combined availability badge.

• Hover over the badge to see the availability for each individual store.

💡 Why it’s useful:

Check Store Availability saves time by bringing multi-store stock information directly into the picker. There’s no need to leave your workflow to check other stores, making it much quicker to find available stock and keep jobs moving.

Keep Opportunity tools and filters within reach using a floating, movable Hub Quick Menu on mobile or, optionally, on every screen size.

How it works

• Provides quick access to item-status filters and available Hub tools

• Includes Show Weight, Show Replacement Value, Action Notes, Quick Price and other enabled tools

• Can be dragged to a convenient position and collapsed when not needed

• Remembers its position and collapsed state

• Can be shown on all screen sizes through General & Appearance settings

• Clicking the Hub logo on an Opportunity resets the menu position

To use it

• Open an Opportunity on mobile and tap the floating Hub Quick Menu.

• Choose the tool or filter you need.

• Drag or collapse the menu to suit your screen.

• For desktop use, enable Show Hub Quick Menu on all screen sizes in Hub Settings.

• Click the Hub logo if you need to reset its position.

💡 Why it’s useful:

Frequently used tools stay close to the work area, reducing scrolling and making smaller-screen warehouse workflows easier.

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.

Review expected income, costs and profit across the live quotations in a Project before those quotations are confirmed as Orders.

How it works

• Adds Project Quotation P&L Summary to the Project Hub dropdown beside Actions

• Loads live quotations belonging to that Project and shows individual and combined financials

• Uses actual cost for each cost line where available, otherwise provisional cost

• Excludes dead, lost and cancelled quotations

• Provides a Refresh button for recalculating the summary

• Respects Hub P&L access controls

To use it

• Open the Project in Current RMS.

• Open the Hub dropdown beside Actions.

• Select Project Quotation P&L Summary.

• Review the quotation rows and combined income, costs and profit.

• Use Refresh after making pricing or cost changes.

💡 Why it’s useful:

Commercial teams can assess the quotation pipeline for a whole Project without opening and calculating each quotation separately.

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.

Highlight approved quotations that still need converting into Orders, with separate Opportunity and Dashboard reminder settings.

How it works

• Prompts on Opportunity Order View when a live quotation has an approved document

• Provides an optional Dashboard document-approval prompt

• Excludes dead, lost and postponed quotations from conversion reminders

• Lets the Dashboard prompt be controlled separately and excluded for specified members

• Leaves conversion under the user’s control

To use it

• Open Hub Settings under Opportunities & Finance.

• Enable Document Approved Order Prompt for Opportunity reminders.

• Enable Dashboard document approval prompt separately if required, and set any excluded member IDs.

• Review the prompt on an eligible quotation or the Dashboard.

• Choose whether to continue with Order conversion.

💡 Why it’s useful:

Accepted work is easier to follow up while keeping reminders relevant to live quotations and the people responsible for confirming them.

Speed up serialised Stock Level entry with a Serial First option, keyboard navigation and duplicate Asset Number handling.

How it works

• Can focus Serial Number first on Add Stock Level

• Tab switches between Serial Number and Asset Number

• Enter in Serial Number moves to Asset Number when that field is blank

• Clears and refocuses a duplicate Asset Number so another barcode can be scanned

• Plays a spoken duplicate-number warning

• Leaves duplicate replacement to Stock Number Reuse when its on-page toggle is enabled

To use it

• Open Add Stock Level for a Product.

• Enable Serial First if you want to enter the serial number before the Asset Number.

• Scan or enter the Serial Number, then press Enter or Tab to move to Asset Number.

• If Current rejects an Asset Number as a duplicate, scan the next number when focus returns.

💡 Why it’s useful:

Repeated stock entry needs fewer mouse clicks, while duplicate-number feedback keeps scanning moving.

Select several Opportunities from the list and apply common administrative actions through a dedicated bulk action bar.

How it works

• Hold Shift and click each Opportunity row you want to select

• Works with standard and custom Opportunity list views

• Provides Allocate to Project, Mark as Invoiced, Mark Dead and Mark Lost actions

• Allows an optional cancellation description when marking jobs Dead or Lost

• Shows the selected count and processing results

To use it

• Open the Opportunity list.

• Hold Shift and click each required row.

• Choose an action from the Hub bulk action bar.

• Select the Project or enter a cancellation description where appropriate.

• Confirm and review the completion results.

💡 Why it’s useful:

Related jobs can be updated together without opening each Opportunity or repeating the same action many times.

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.

Check in two or more selected Booked Out items together using an explicit bulk action.

How it works

• Adds Bulk check-in selected to the Detail View Actions menu

• Only runs when you choose that action and have at least two Booked Out items selected

• Supports Returned OK, Lost, Damaged and Still on Rent

• Allows an optional Damage/Loss Description

• Handles serialised, bulk and Group Booking quantities in the selected return workflow

To use it

• Open an Opportunity in Detail View.

• Select two or more Booked Out items.

• Choose Bulk check-in selected.

• Choose the return status and add a Damage/Loss Description if needed.

• Click Update and review the results.

💡 Why it’s useful:

Large returns with the same outcome can be processed together while keeping normal individual Check In actions available.

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.

Choose how long Current RMS red error toast messages remain visible before Hub dismisses them automatically.

How it works

• Adds an Error Message Timeout setting under General & Appearance

• Uses the configured delay in seconds for red error toast notifications

• A value of 0 leaves Current RMS behaviour unchanged

• Defaults to 0

To use it

• Open Hub Settings and go to General & Appearance.

• Set Error Message Timeout to the number of seconds you want.

• Save your settings.

• Set the value back to 0 to restore Current’s normal handling.

💡 Why it’s useful:

Persistent error notifications can be cleared automatically after users have had time to read them.

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.

Open Opportunity Detail View directly on Allocate and focus the Barcode / Asset field, ready for scanning.

How it works

• Adds an Allocate View by Default toggle beside Items in Detail View

• Remembers the preference in this browser across Opportunities

• Selects Allocate when Detail View opens and puts the cursor in the scan field

• Still lets you choose another tab while working

To use it

• Open an Opportunity in Detail View.

• Turn on Allocate View by Default beside Items.

• Start scanning when the Barcode / Asset field is focused.

• Turn the toggle off when you want Detail View to open normally.

💡 Why it’s useful:

Warehouse users can begin allocation as soon as they reach Detail View, with fewer repeated tab changes and 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.

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 live 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.

Set a consistent product order within Opportunity groups using numeric Product Priority Order values.

How it works

• Uses a numeric Product Priority Order custom field

• Reorders products within their existing groups, with lower values first

• Runs when you choose the sort action rather than continuously rearranging the job

• Includes Show / Edit Orders to display priority bubbles beside Opportunity items

• Clicking an editable bubble updates the linked Product’s priority value

To use it

• Enable Product Priority Order in Hub Settings.

• Set numeric priority values on your Products.

• Open Product Priority Order from the Opportunity Hub menu.

• Use Show / Edit Orders to review and edit values beside the item rows.

• Run the reorder action when ready.

💡 Why it’s useful:

Large jobs can follow a consistent equipment order without manually moving every line, while priority values remain easy to maintain.

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.

Move the Opportunity Notes section directly below Pending Activities so job instructions are easier to see.

How it works

• Adds Move Notes below Pending Activities under Opportunity Workflow settings

• Repositions the existing Notes section without changing its contents

• Keeps the native notes actions available in the moved section

To use it

• Open Hub Settings and go to Opportunity Workflow.

• Enable Move Notes below Pending Activities.

• Open an Opportunity to see Notes below Pending Activities.

💡 Why it’s useful:

Important instructions stay nearer the top of the job page, reducing the chance that notes are overlooked.

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 Opportunity groups when you want a cleaner item list, and show them again whenever needed.

How it works

• Adds a Hide Empty Groups toggle to the Opportunity Hub menu

• Works in Order and Detail views

• Hides empty groups while keeping groups containing items visible

• Changes the display without deleting the groups

To use it

• Open an Opportunity and enable Hide Empty Groups in the Hub menu.

• Review the cleaner item list.

• Turn the toggle off to show empty groups again.

💡 Why it’s useful:

Unused sections take up less space, making long jobs easier to scan while preserving their group structure.

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.

Remove shortage highlighting from allocated bulk item rows when those quantities have already been handled.

How it works

• Adds Clear bulk allocated shortages under Products & Picker settings

• Clears shortage styling from eligible allocated bulk rows

• Includes nested accessories and accessories of accessories

• Leaves the underlying stock and booking quantities unchanged

To use it

• Open Hub Settings and go to Products & Picker.

• Enable Clear bulk allocated shortages.

• Return to the Opportunity item list and review allocated bulk rows.

💡 Why it’s useful:

Resolved bulk allocations are less likely to be mistaken for outstanding shortages, including within nested kit structures.

Review and change an accessory’s Zero Price setting directly from a Product’s accessories list.

How it works

• Adds a Zero Price column to the Product accessories table

• Loads each accessory’s current Zero Price value from Current RMS

• Provides a Yes / No selector for each accessory

• Saves changes directly to the accessory record

• Shows loading or save errors rather than silently assuming a value

To use it

• Open a Product and find its accessories list.

• Review the Zero Price column.

• Choose Yes or No for the accessory you want to update.

• Wait for the save to complete and review any error message.

💡 Why it’s useful:

Accessory charging rules can be checked and maintained from one table without opening each accessory edit page.

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.

Add item descriptions and warehouse notes while choosing equipment in the Opportunity picker.

How it works

• Shows Add Description and Add Warehouse Note controls for picker item lines with a quantity

• Keeps the two note types separate

• Carries entered notes onto the matching Opportunity item after it is added

• Supports editing the picker note text before adding the item

• A page refresh may be needed to display the saved notes in the Opportunity list

To use it

• Open the Product/Service Picker on an Opportunity.

• Enter a quantity for the item.

• Use Add Description or Add Warehouse Note and enter the required text.

• Add the item and wait for the note-saving feedback.

• Refresh the Opportunity if the saved notes are not yet displayed.

💡 Why it’s useful:

Item-specific information can be captured while building the kit list, reducing later editing and keeping instructions with the correct line.

Capture job-level picker notes in a collapsible side panel while building an Opportunity.

How it works

• Starts as a collapsed Picker Notes side tab when the picker opens

• Provides Shortages / Subrent details, Decline to quote items and General notes sections

• Auto-saves the note sections back to the Opportunity

• Includes individual copy controls, Copy All Text and a return-to-picker control

To use it

• Open the Opportunity picker.

• Click the Picker Notes side tab to expand it.

• Add notes in the relevant sections as you work.

• Use Copy or Copy All Text when needed.

• Collapse the panel or return to the picker to continue selecting equipment.

💡 Why it’s useful:

Shortages, declined items and general quoting notes stay organised without needing a separate document or leaving the picker workflow.

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.

Audit the extra rental price of chargeable accessories from the Products list.

How it works

• Adds Check all priced accessories to the Products page

• Checks Default and Mandatory accessories and their sub-accessories

• Excludes Optional, Component and Safety accessories

• Follows up to two accessory levels

• Shows accessory rental totals in addition to the Product’s base rental price

• Provides an information tooltip explaining what the total includes

To use it

• Open the Products list in Current RMS.

• Click Check all priced accessories.

• Wait for the listed products to be checked.

• Review the extra accessory rental total and hover over the information icon for the inclusion rules.

• Add the base Product price when considering the complete kit rental price.

💡 Why it’s useful:

Chargeable accessories are easier to spot and sense-check without confusing the accessory-only total with the complete kit price.

Write off multiple lost or damaged Opportunity items together from Detail View, with an additional Shift option for Booked Out items.

How it works

• Provides Bulk Write-Off for selected Lost or Damaged items

• Holding Shift also enables the Booked Out item workflow

• Uses the relevant item quantities and asks for confirmation before processing

• Supports a shared write-off description and reports processing results

To use it

• Open an Opportunity in Detail View and select the required items.

• Open the Actions menu and choose Bulk Write-Off.

• For Booked Out items, hold Shift when using the write-off action.

• Review the items, quantities and description.

• Confirm the write-off and review the results.

💡 Why it’s useful:

Several write-offs can be processed in one reviewed operation instead of repeating the same stock administration for each item.

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

• Hub Settings can also place these shortcuts under Opportunity Templates. 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.

See Lost and Damaged returns directly in the Opportunity item status badges.

How it works

• Adds coloured Lost and Damaged information to Detail View item statuses

• Shows Partially Lost, Partially Damaged or mixed Lost and Damaged labels where appropriate

• Uses the item’s return information so problems remain visible after check-in

To use it

• Open an Opportunity in Detail View.

• Review the status badges after items have been checked in.

• Use the Lost and Damaged labels to identify lines needing further action.

💡 Why it’s useful:

Returns issues remain visible in the job list instead of being hidden behind a generic check-in status.

Find a venue or business address as you type and fill the Current RMS address fields using Google Places.

How it works

• Available with Hub Pro when Address Autofill is enabled

• Provides name and postcode searches on supported Venue, Contact and Organisation address forms

• Fills address details from the selected result

• Fills an empty venue/business name without duplicating it in the first address line

• Keeps address lines that the selected result does not provide

• Offers a search country/region and optional uppercase formatting in Hub Settings

• Preserves the form’s existing country selection

To use it

• Open Hub Settings and enable Address Autofill under General & Appearance.

• Choose Address Country/Region and uppercase formatting if required.

• Open a supported address form in Current RMS.

• Start typing the venue/business name or postcode and choose a suggested result.

• Review the populated name and address before saving.

💡 Why it’s useful:

Address entry is quicker and more consistent, with less manual copying between business names, postcodes and address lines.

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.

Choose whether a substitute should keep the quoted item’s price or use the replacement Product’s price.

How it works

• Adds Quoted price and New product price choices to the substitution workflow

• Uses the source item’s price when Quoted price is selected

• Lets you opt for the alternative Product’s price instead

• Can be enabled or disabled through Substitute Price Match in Hub Settings

To use it

• Enable Substitute Price Match if required.

• Choose Substitute or Select Alternative Product for an Opportunity item.

• Select the replacement Product.

• Choose Quoted price or New product price and review the pricing before completing the change.

💡 Why it’s useful:

Equipment can be swapped while deliberately controlling the price, reducing manual corrections and unexpected quote changes.

Generate a QR code for the current Opportunity so it can be opened on a phone or tablet.

How it works

• Adds a QR button beside the Opportunity Print controls in the current interface

• Displays a scannable code for the current Opportunity URL

• Provides a Close button for dismissing the popup

To use it

• Open an Opportunity in Current RMS.

• Click the QR button beside Print.

• Scan the code with your mobile device.

• Open the link and sign into Current RMS if prompted.

💡 Why it’s useful:

Move from a desktop to the same job on a mobile device without retyping or sending the URL.

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.

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.

Keep eligible Non-Stock kit and package parent lines in step with their accessories during allocation, prep, book-out and check-in.

How it works

• Only processes Non-Stock parents whose name includes kit or package

• The Auto prep Non-Stock Kits option covers parent allocation, preparation and book-out as accessories reach the required stages

• A separate Auto check-in Non-Stock Kits setting handles completed accessory returns

• Ignores stock parents and parents that do not meet the naming rule

To use it

• Open Hub Settings under Warehouse & Logistics.

• Enable Auto prep Non-Stock Kits and/or Auto check-in Non-Stock Kits.

• Ensure the parent is Non-Stock and its name contains kit or package.

• Process the accessories as normal in Detail View.

• Review the parent status as its accessories reach the required stage.

💡 Why it’s useful:

Non-Stock kit headers are less likely to be left behind while the equipment underneath moves through the warehouse workflow.

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.

Hear item confirmations while Free Scan is in use, with separate controls for voice prompts, barcode shortcut feedback and sound effects.

How it works

• Reads newly scanned item names aloud when Free Scan voice prompts are enabled

• Provides an on-page voice control beside the scanning workflow

• Barcode Shortcuts can also announce mode, container and removal actions and scan warnings

• The optional Sound Effects setting provides distinct tones independently of spoken prompts

To use it

• Enable Free Scan voice prompts in Hub Settings under Warehouse & Logistics.

• Open Allocate in Opportunity Detail View and turn on Free Scan.

• Use the voice control to mute or restore item-name prompts.

• Scan equipment and listen for confirmation; review any on-screen warning as well.

💡 Why it’s useful:

Audible feedback helps warehouse users confirm scans while handling equipment and makes it easier to notice a scan that needs attention.

Book out equipment automatically after successful allocation, with or without Free Scan.

How it works

• Adds a toggle beside Mark as prepared in the Allocate controls

• Shows Book out on Allocate during normal allocation and Book out on Free Scan when Free Scan is enabled

• Starts switched off

• Books out the successfully allocated item through the normal book-out workflow

• Keeps the normal allocation and book-out validation in place

To use it

• Open Allocate in Opportunity Detail View.

• Enable Book out on Allocate, or turn on Free Scan and enable Book out on Free Scan.

• Scan equipment and review the resulting item status.

• Turn the option off when you want to allocate without automatically booking out.

💡 Why it’s useful:

Equipment can be allocated and booked out within the scanning workflow, reducing a separate manual step during loading.

Convert a Product-backed Rental or Sale line into a free-text line from the Opportunity Order View.

How it works

• Adds Convert to Text to eligible item row menus in Order View

• Recreates the line as a Text Item and removes the original after confirmation

• Retains supported details such as the name, description, quantity, price and discounts

• Removes the Product stock link; the resulting Text Item can still carry a charge

• Does not make the line free of charge or hide it from documents automatically

To use it

• Open the Opportunity in Order View.

• Open the item row menu and choose Convert to Text.

• Review and confirm the conversion.

• Check the resulting text line’s price, description and quantity.

• Adjust discounts or document visibility separately if required.

💡 Why it’s useful:

A quoted line can be retained as editable free text when it no longer needs a Product stock link, while preserving the commercial details that still matter.

Switch an existing Text Item between Rental and Sale transaction types without manually rebuilding its details.

How it works

• Adds a conversion button when editing an existing Text Item

• A Rental text line can be converted to Sale, and a Sale text line to Rental

• Recreates the line after confirmation and retains supported quantities, descriptions, pricing and structure

• The result remains a Text Item; conversion does not link it to a catalogue Product or create stock

To use it

• Open an existing Text Item in the Opportunity item editor.

• Click Convert to Rental or Convert to Sale, according to the current type.

• Review and confirm the conversion.

• Check the resulting line and pricing.

• If you need real stock, add the appropriate catalogue Product separately.

💡 Why it’s useful:

Free-text charges can be corrected from Rental to Sale or back again without re-entering all the line details.

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.

Remember the last Transaction Type used when adding Opportunity or Purchase Order items.

How it works

• Restores the last selected Transaction Type when adding another item

• Stores separate preferences for Opportunities and Purchase Orders

• Persists the choice across item additions rather than only within one form

• Can be controlled with Remember last Transaction Type in General & Appearance settings

To use it

• Enable Remember last Transaction Type in Hub Settings.

• Add an Opportunity or Purchase Order item and choose the required Transaction Type.

• Add another item of the same record type.

• Review the preselected type and change it whenever needed.

💡 Why it’s useful:

Repeated Rental or Sale entry needs fewer manual changes, while separate preferences keep Opportunity and purchasing workflows independent.

Review equipment weights directly on Opportunities, with group totals, accessory totals and a floating summary.

How it works

• Shows each item’s unit and quantity weight, plus group and parent-with-accessories totals

• In Detail View, uses Current’s native weight information and summarises Reserved, Allocated, Prepped and Booked Out weights

• Includes container weights where available

• Provides a floating weight summary from the Hub menu

• Lets you click a linked Product weight to edit and save it

• Shows normal and filtered weight comparisons when Hide Sub Rent is active

• Also provides Show Weight in the Purchase Order Hub dropdown

To use it

• Choose Show Weight from the Opportunity or Purchase Order Hub menu.

• Review the inline weights and totals.

• On an Opportunity, use the floating summary to inspect the warehouse-stage breakdown.

• Click a Product weight to correct it when required.

• Use Hide Sub Rent to compare the full and filtered weights.

💡 Why it’s useful:

Picking and transport teams can identify missing or incorrect weight data and understand how equipment weight is distributed through the job.

See item-status quantities for a specific Product against the Opportunities shown on Product Bookings and Availability pages.

How it works

• Runs on demand from Product Opportunity Status or the Product Status Run control

• Shows per-Product quantities for Checked In, Booked Out, Reserved, Allocated, Prepared and Completed where present

• Can also show Prep/De-prep and other returned status labels

• Describes that Product’s bookings within each Opportunity, rather than the overall job status

To use it

• Open the Product Bookings or Availability view.

• Run Product Opportunity Status from the available Hub control.

• Review the status quantities beside the displayed Opportunities.

• Open a job when you need more detail.

💡 Why it’s useful:

Availability and shortage investigations become quicker because you can see whether the relevant Product is reserved, prepared or out without opening every job.

Download Product images in a batch, with a choice of descriptive filenames or Product-ID-only filenames.

How it works

• Downloads Product images into Downloads/Hub Product Image Export

• Defaults to downloading active Products only, with an option to include inactive Products

• Keeps the existing descriptive filename format by default

• Offers Use product ID only for filenames, such as 1764.png

• Shows export progress and any download results

To use it

• Open Product Image Export from the main Hub menu.

• Choose whether to download only active Products.

• Tick Use product ID only for filenames if you need ID-based image matching.

• Click Download all images and review the progress.

💡 Why it’s useful:

Product photos are easier to reuse for catalogues, websites, backups and later ID-matched image imports.

Review monthly revenue, cost, profit and gross profit margin in a Dashboard tile, with a detailed sortable job breakdown.

How it works

• Uses the Current RMS Profit report for the chosen month

• Includes eligible Open, Active and Completed jobs and can optionally include Quotations

• Displays Turnover, Profit and GP % on the Dashboard

• Opens job-level Revenue, Cost, Profit and GP % columns with sorting

• Provides an Owner filter and recalculates totals for the filtered jobs

• Respects P&L access controls

To use it

• Enable Show P&L Forecast Tile in Hub Settings under Opportunities & Finance.

• Open the Dashboard and choose the month in the P&L Forecast tile.

• Choose whether Quotations should be included.

• Open the job breakdown to inspect or sort individual results.

• Use the Owner filter to review the relevant jobs and their recalculated totals.

💡 Why it’s useful:

Monthly performance and quotation pipeline can be reviewed quickly, while the job breakdown helps explain the totals and identify low-margin work.

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.

Apply a percentage discount to editable Purchase Order items, either across the whole PO or within selected groups.

How it works

• Adds Set Discount to the Purchase Order Hub dropdown

• Accepts a discount from 0 to 100%

• Lets you choose which PO groups to include

• Updates editable item discounts and reports updated, skipped or failed rows

To use it

• Open the Purchase Order and its Hub dropdown.

• Select Set Discount.

• Enter the discount percentage.

• Select the groups to include.

• Click Apply Discount and review the completion message.

💡 Why it’s useful:

Supplier discounts can be applied consistently across many lines without editing each Purchase Order item individually.

Edit an Opportunity item’s description, warehouse notes and supplier notes from a focused popup.

How it works

• Adds an Add Notes / Edit Item workflow to Opportunity item menus

• Provides separate Description, Warehouse Notes and Supplier Notes fields

• Includes Use Product Description for pulling in text from the linked Product

• Allows the Warehouse Notes area to be adjusted while editing

• Shows saved warehouse-note information beside items for quick review

• Keeps the popup open when clicking outside it so work is not dismissed accidentally

To use it

• Open the item’s row menu and choose Add Notes / Edit Item.

• Enter the required Description, Warehouse Notes or Supplier Notes.

• Use Product Description if you want to start from the linked Product’s description.

• Review the text and save the changes.

💡 Why it’s useful:

Different kinds of instructions stay separate and are quicker to maintain without opening the full item editor for every note change.

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. The action changes to Show on Quote so you can restore it. Shift-selected item rows can also be hidden or restored together.

• 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.

Keep navigation, search and quantity entry within easy reach in the Show Picker.

How it works

• Adds a fixed control bar for switching groups and searching

• Keeps common picker controls available while working through a long list

• Prevents negative quantity entry and accidental mouse-wheel quantity changes

• Provides picker options to hide mandatory accessories or zero-availability items

• Hidden mandatory accessories remain included when their parent Product is added

To use it

• Open Show Picker on an Opportunity.

• Use the fixed controls to move between groups or search for Products.

• Choose Hide Mandatory Accessories or the zero-availability filter if required.

• Enter quantities and add items as normal.

💡 Why it’s useful:

Large kit lists are quicker to build with less scrolling, cleaner results and fewer accidental quantity changes.

Edit invoice line values and descriptions, apply discounts in bulk, and delete selected invoice items together.

How it works

• Provides inline editing for supported invoice item fields and descriptions

• Adds bulk discount controls with selected-row and section targeting

• Supports Shift selection of multiple invoice rows

• Includes multi-delete from the invoice item action menu

• Shows validation and processing feedback for bulk changes

To use it

• Open an editable Invoice in Current RMS.

• Click a supported value or item description to edit it inline.

• Use Shift selection when targeting multiple rows.

• Apply the required discount to selected rows or sections.

• For removal, choose the selected-item delete action and confirm the items to delete.

💡 Why it’s useful:

Invoice corrections can be made across several lines with fewer repeated edits while still reviewing the selected items and sections.

Apply a 100% discount to new Opportunity item lines created through Free Scan, with an optional Hide from Quote flag.

How it works

• Adds Free Scan Zero-Price beside the Free Scan controls

• Only discounts newly created job item lines from the scan

• Leaves pre-existing lines and their prices unchanged when allocating against existing bookings

• Can also mark new lines Hide from Quote when that option is enabled

• Document hiding requires layouts that honour the Hide from Quote field

To use it

• Open Allocate and enable Free Scan.

• Turn on Free Scan Zero-Price.

• Choose the Hide from Quote option if your document layouts support it.

• Scan the additional equipment.

• Review the new line’s discount and document flag before issuing paperwork.

💡 Why it’s useful:

Warehouse additions can be made free of charge without unintentionally changing the pricing of equipment already on the job.

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.

Check asset quarantine during scanning and optionally validate temporary container contents against the equipment still needed on the job.

How it works

• Quarantine protection covers Allocate, Prepare and Book Out scans, including Free Scan

• Blocks quarantined assets and provides on-screen and spoken warnings

• Adds a Scan Check panel with separate Quarantine and Container Check controls

• Optional Container Check compares temporary container contents against remaining job quantities on Allocate

• Can block an unneeded container or excess quantities and works with the CONTAINER barcode shortcut

• Provides an explicit override workflow when the user chooses to proceed after reviewing a warning

To use it

• Open Scan Check from the Opportunity Hub menu.

• Review the master protection and Quarantine settings.

• Enable Container Check if you want temporary container validation.

• Scan equipment normally and read any warning before proceeding.

• Use an offered override only after reviewing the flagged asset or container.

💡 Why it’s useful:

Problems can be caught at the scan point, helping teams notice quarantined equipment and container contents that do not match the remaining job requirements.

See accessories already attached to a Product while adding more, with quantities, modes and edit links in the same view.

How it works

• Adds an Existing Accessories panel to Add Accessory

• Shows existing accessories in newest-first order

• Displays Qty, Product and Mode

• Provides quick Edit links and a Refresh control

• Helps identify an accessory that is already attached before attempting to add it again

To use it

• Open a Product and choose Add Accessory.

• Review the Existing Accessories panel while selecting new accessories.

• Use Edit to change an existing accessory or Refresh to reload the list.

• Add the required new accessories as normal.

💡 Why it’s useful:

Accessory setup needs less back-and-forth between pages, and existing quantities and modes are easier to check before making additions.

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 warehouse locations beside Opportunity items and choose whether to use stock locations or the Product Location field.

How it works

• Loads location information on demand from Show Location in the Opportunity Hub menu

• Shows relevant locations beside the item rows

• Can use the Product Location custom field when Show Location uses Product Location is enabled

• Caches location information to reduce repeated loading

• May take longer on the first run while locations are collected

To use it

• Open an Opportunity and choose Show Location from its Hub menu.

• Wait for location information to load and review the item badges.

• To use Product Location, enable Show Location uses Product Location under Products & Picker in Hub Settings.

• Run Show Location again when you need to review the list.

💡 Why it’s useful:

Picking locations stay with the job’s equipment list, reducing repeated trips into Product and Stock Level records.

Calculate an Opportunity’s equipment volume in cubic metres when you need it, directly from the Hub menu.

How it works

• Runs on demand from Total Volume in the Opportunity Hub menu above Bay Hub

• Uses Product volume custom-field values and Opportunity item quantities

• Supports Equipment Volume m3 as the Product volume field

• Shows the calculated m³ total beside the menu tool

• Caches Product volume data to reduce repeated lookups

To use it

• Enable Total Volume Hub in Hub Settings under Products & Picker.

• Populate the Equipment Volume m3 custom field on the relevant Products.

• Open an Opportunity and click Total Volume in the Hub menu.

• Wait for the calculation and review the m³ result.

• Run the tool again after changing the job when an updated total is needed.

💡 Why it’s useful:

Transport and storage planning can use a quick volume total without relying on an automatically updated sidebar value.

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.

Choose page-level Actions and Print shortcuts for Opportunities and Purchase Orders.

How it works

• Adds a compact shortcut bar with a settings cog

• Lets you select available Actions and Print layouts

• Stores separate choices for Opportunities and Purchase Orders

• Saves preferences on this device and through Chrome sync

• Adapts the bar to available space and keeps unavailable saved shortcuts for records where they apply

To use it

• Open an Opportunity or Purchase Order.

• Click the Quick Actions settings cog.

• Choose the Actions and Print shortcuts you want and click Save.

• Use the bar to run a shortcut; return to the cog to change it.

💡 Why it’s useful:

Frequently used page actions and print layouts are easier to reach without repeatedly opening menus.

Control common Detail View scan actions using printed barcodes or QR codes.

How it works

• FREESCAN toggles Free Scan; REVERT toggles Scan to Revert

• CONTAINER followed by a container barcode selects that container for subsequent scans

• On Allocate, a new container is allocated before selection; scanning the selected container again clears it

• REMOVE followed by an asset barcode removes that item from its container

• Repeating an action barcode or pressing Escape cancels; repeating CONTAINER clears the container field

• Provides spoken confirmations and scan warnings

• Includes a printable/downloadable barcode and QR label generator in Hub Settings

To use it

• Enable Barcode Shortcuts under Warehouse & Logistics in Hub Settings.

• Generate or print the shortcut labels from Settings.

• Focus the scan field in Opportunity Detail View.

• Scan the action barcode, then the container or asset barcode where required.

• Listen to the confirmation and review any warning.

💡 Why it’s useful:

Warehouse users can switch common scan modes and manage containers with less keyboard and mouse interaction.

Use distinct confirmation and warning tones during Opportunity Detail View scanning.

How it works

• Plays sounds for scans, container selection and clearing, item removal and Scan to Revert

• Includes error, alert and short inspection-warning sounds

• Mutes Current’s own Detail View sounds while enabled

• Works independently of Barcode Shortcuts and spoken voice prompts

To use it

• Open Hub Settings under Warehouse & Logistics.

• Enable Sound Effects.

• Use the Detail View scan controls as normal.

• Configure Free Scan voice prompts separately if you also want spoken item names.

💡 Why it’s useful:

Different tones make scan outcomes easier to recognise while equipment is being handled.

Temporarily hide sub-rented bookings in Opportunity Detail View to focus on equipment handled internally.

How it works

• Adds Hide Sub Rent to the Opportunity Hub Quick Menu

• Hides matching sub-rent rows without changing the bookings

• Updates Status Hub quantities and progress to exclude hidden sub-rented items

• Show Weight provides normal and filtered weight comparisons with clear badges

To use it

• Open an Opportunity in Detail View.

• Enable Hide Sub Rent in the Hub Quick Menu.

• Review the filtered rows, Status Hub and Show Weight totals.

• Turn the filter off to restore the full list.

💡 Why it’s useful:

Internal prep and load checks can focus on the relevant equipment while retaining access to the complete job.

Filter Opportunity Detail View to show sub-rented bookings and their required group context.

How it works

• Adds Show Sub Rent Only to the Opportunity Hub Quick Menu

• Keeps the relevant group structure visible around matching sub-rent rows

• Works as a display toggle without changing suppliers or item bookings

To use it

• Open an Opportunity in Detail View.

• Enable Show Sub Rent Only from the Hub Quick Menu.

• Review the sub-rented equipment and relevant groups.

• Turn the filter off to return to the full list.

💡 Why it’s useful:

Supplier and sub-rent checks are easier when the relevant bookings are shown together.

Change an existing Product item between Rental and Sale from its Opportunity item editor.

How it works

• Adds Convert to Rental or Convert to Sale for eligible Product-backed items

• Checks that the Product supports the target transaction type

• Reviews bookings and quantities before conversion

• Recreates the line and retains supported pricing, notes, custom fields and structure

• Requires confirmation before replacing the original line

To use it

• Open the Product item in the Opportunity item editor.

• Choose Convert to Rental or Convert to Sale.

• Review any eligibility or booking warning.

• Confirm the conversion, then check the resulting item and pricing.

💡 Why it’s useful:

A line entered under the wrong transaction type can be corrected without manually rebuilding all its details.