TOOLS_

  • 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.

  • Total Volume Hub automatically calculates the total volume of all items on your Opportunity (in cubic meters) and displays it clearly in the sidebar — right under the Total Weight field. It updates automatically whenever you add or remove line items, so you always have accurate volume data for transport and logistics.

    To use it:

    • Open an Opportunity.

    • Make sure each product has a custom field named Equipment Volume m3.

    • You’ll see the Total Volume appear and update live in the sidebar below Total Weight.

    💡 Why it’s useful:

    Total Volume Hub helps you plan van space, truck loads, or storage — so you don’t get caught out with gear that won’t fit.


  • Picker Notes lets you add quick, item-level notes while you’re picking kit for an Opportunity — so nothing gets missed.


    How it works:

    • In the picker, once you enter a quantity for an item, the “Add Note” button appears for that line.

    • Click Add Note, type your instructions or reminders, and click Save.

    • You’ll see a short “Adding Notes…” message while it processes — then your note is saved directly to that item in your Opportunity.

    • ✅ Important: You’ll need to refresh your Opportunity page to see the new note appear in the item list.

    To use it:

    • Open the picker modal on your Opportunity.

    • Add a quantity for the item you want to note.

    • Click Add Note, type your message, and click Save.

    • Done — your note is saved right alongside that item.

    💡 Why it’s useful:

    Picker Notes keeps small instructions exactly where they belong — tied to the right line, so nothing slips through the cracks.


  • This adds quick shortcuts to the Opportunities dropdown menu so you can create new Orders or Quotes in fewer clicks.

    How it works:

    • When you open the Opportunities dropdown in Current RMS, you’ll see two extra options:

    ✅ Create New Order

    ✅ Create New Quote

    • Click either one to instantly open a blank Order or Quote — no need to back out to the main Opportunities list first.

    To use it:

    • Click the Opportunities menu in your Current RMS navigation bar.

    • Select Create New Order or Create New Quote.

    • Fill out your new Order or Quote as normal.

    💡 Why it’s useful:

    It saves you a few clicks every time you need to start a new job — small shortcuts that add up to smoother workflows.


  • You can now add a new contact directly while editing an Opportunity or Purchase Order— just click the green + button next to New Participant. Any new contact you add will automatically be linked to the correct organisation.

    How it works:

    • The green + button next to New Participant lets you create a new contact without leaving the Opportunity or Purchase Order page.

    • When you save the new contact, it’s automatically linked to the same organisation as the Opportunity/Purchase order

    • This keeps your contact records tidy and ensures they’re attached to the right company.

    To use it:

    • Open an Opportunity/Purchase order in edit mode — or create a new one.

    • Next to New Participant, click the green + button.

    • Fill out the contact details and click Save.

    • The new contact will appear as a participant, linked to the organisation of the Opportunity/Purchase order.

    💡 Why it’s useful:

    Add new client or crew contacts on the fly — no more switching screens or leaving incomplete Opportunities/Purchase order.

  • You can now see the check-in status for any items marked as Damaged or Lost — making it easier to track missing or problematic kit during returns.

    How it works:

    • When you check items back in, any that are flagged as Damaged or Lost will clearly show their status.

    • This helps your team spot issues instantly and handle them properly before kit goes back on the shelf.

    To use it:

    • Use Check-In Hub as usual to scan items back in.

    • If an item is marked Damaged or Lost, you’ll see its status during the check-in process.

    • Take action as needed — repair, quarantine, or follow up before returning to stock.

    💡 Why it’s useful:

    Keeps your returns accurate — you’ll never miss a damaged or lost item again.



  • Address Autofill automatically fills the Name and Address fields when you select an address from the list — saving time and reducing extra searches.

    How it works:

    • Works when adding a Venue, Contact, or Organisation.

    • Just start typing a name or postcode and select an address from the Get Address results.

    • Hub will fill in the Venue Name based on the address details.

    • The venue name is not duplicated into the primary address field.

    • Missing address lines are left untouched — so you can still keep any extra details you’ve entered.

    To use it:

    • Open a Venue, Contact, or Organisation in Current RMS.

    • Start typing a name or postcode, then click Get Address and select from the list.

    • Hub will autofill the Venue Name and address fields automatically.

    Setup required:

    • Create a free account at getAddress.io (20 free searches a day — more than enough for everyday use).

    • Enter your API key in the Hub Settings.

    💡 Why it’s useful:

    Speeds up adding new addresses and ensures details are filled in correctly the first time.

  • Sales Shortages makes it easy to see when shortages are covered by a supplier.

    How it works:

    • When a supplier is set on a Sales item, Hub automatically clears the red shortage highlight.

    • The item is marked with an S badge so you know it’s been allocated to a supplier.

    • Hover over the S badge to instantly see which supplier it’s linked to.

    To use it:

    • Open your Opportunity in Current RMS.

    • Assign a supplier to any Sales item.

    • Watch the red shortage highlight clear, replaced with an S badge showing the supplier on hover.

    💡 Why it’s useful:

    No more manual checks — you can instantly see which shortages are already handled, saving time and reducing errors.

  • When you add a Text Item to an Opportunity, you’ll be given the option to “Show as Shortage?”. If enabled, the line will display as Short in the Opportunity item list until it’s marked as a Subhire.

    How it works:

    • Add a Text Item to your Opportunity.

    • Tick Show as Shortage? when creating the line.

    • The line is flagged as Short in the item list.

    • Once the item is set as a Subhire, the Short flag clears automatically.

    • You can toggle this feature in Settings → Show Text Item as Shortage.

    To use it:

    • Open an Opportunity in Current RMS.

    • Add a Text Item.

    • Tick Show as Shortage? if you want it highlighted.

    • Mark it as a Subhire when it’s covered — the Short flag will disappear.

    💡 Why it’s useful:

    Ensures text-only notes (like “extra kit” or “special requests”) stand out in the item list until they’re actioned, so nothing is overlooked.

  • When you substitute an item, Hub will automatically match the price from your chosen source item.


    How it works:

    • On substitution, the substitute line’s unit price is set to the same price as the source item.

    • You can toggle this behaviour in Settings → Enable Substitute Price Match.

    To use it:

    • On an Opportunity, choose Substitute for a line item.

    • Pick the source item you want to copy pricing from.

    • The substitute line will inherit that item’s unit price automatically.

    💡 Why it’s useful:

    Keeps pricing consistent when swapping kit — no manual re-typing, fewer mistakes.

  • Quickly generate a QR code for the current Opportunity page so you can open it instantly on your mobile device.

    How it works:

    • Adds a small 📱 QR button under the Favourite (heart) icon on Opportunity pages.

    • Clicking the button opens a popup showing a scannable QR code of the page URL.

    • Scan the QR code with your phone to open the same page instantly.

    • Close the popup with the built-in Close button.

    To use it:

    • Open any Opportunity in Current RMS.

    • Look for the 📱 QR button under the heart (Favourite) icon.

    • Click it to display a QR code for that Opportunity.

    • Scan the QR code with your mobile device to open the page.

    💡 Why it’s useful::

    Makes it super easy to switch from desktop to mobile when you’re on the go — no need to retype or copy links.

  • Auto-Balance takes care of your item return maths automatically — so totals always add up, and nothing needs adjusting by hand.

    How it works:

    When you update the quantities for Damaged, Lost, or Returned items, the remaining field adjusts automatically to keep the total correct. No pop-ups, no extra clicks — it just happens instantly.

    • Works for both Rental and Sale items.

    To use it:

    • Open your Opportunity in Detail View.

    • Edit your item returns as usual.

    • Watch the numbers balance themselves in real time.

    💡 Why it’s useful:

    Auto-Balance keeps your figures accurate without breaking focus — so you can spend less time correcting maths and more time moving kit.

  • Keeps your deal and replacement prices clean and error-free, no more “Deal Price is not a number” messages.

    How it works:

    When you type or paste a price, Hub_ automatically removes unwanted characters like £, commas, spaces, and even converts colons (:) into proper decimal points.

    Your numbers are instantly formatted and ready to save — no failed price updates, no confusion.

    Applies automatically to:

    • Deal Price fields

    • Replacement Charge fields

    To use it:

    Just open a pricing window, paste or type your value — Hub_ handles the rest.

    💡 Why it’s useful:

    Price Input Cleaner prevents formatting errors before they happen, saving you time and keeping your prices consistent across every job.

  • Let Hub_ work out the maths so you don’t have to.

    Tweak any line’s Charge Total and Hub_ instantly calculates the correct discount and saves it straight into Current RMS — no manual math, no guessing, no tapping buttons back and forth.

    What it does:

    • Type directly into the Charge Total on an Opportunity

    • Hub_ recalculates the correct % discount automatically

    • Discount is saved into Current RMS in real time

    • Works with multi-day pricing, quantities, and rental rates

    • Auto-selects the number for fast edits

    • Hides the RMS hover popover so it doesn’t get in the way

    • Prevents invalid discounts and always uses the true full price (Price × Qty × Days)

    💡 Why it’s useful:

    A simple time-saver when tidying quotes, adjusting pricing, or finalising jobs.

    Just type the number you want, Hub_ handles everything else. description

  • Hide sensitive pricing and cost information while working in Current RMS — perfect when you’re on site, travelling, or using shared machines.

    With Hide Costs enabled, Hub_ removes sales values and pricing figures from view so you can work comfortably without worrying about who might be looking at your screen.

    How it works

    • The Hide Costs toggle in Hub_ settings instantly hides sales and cost information.

    • Sales order values are removed from the dashboard.

    • Cost, revenue, and profit panels are hidden on Opportunity pages.

    • Pricing columns, totals, and the Costs view button are removed to prevent accidental exposure.

    • All data remains unchanged — this is purely a visual hide.

    To use it

    • Open Hub_ settings.

    • Enable Hide Costs.

    • Continue working as normal — pricing and cost figures will be hidden from view.

    • Disable Hide Costs at any time to restore visibility.

    💡 Why it’s useful

    Work safely in public spaces, on site, or in busy warehouses without exposing sensitive figures.

    It’s especially handy when using shared user accounts or machines accessed by multiple people.

  • Get instant, unmissable inspection status when viewing stock items in Current RMS.

    The Inspection Banner_ displays a clear, colour-coded banner at the top of each stock level, showing the current inspection state at a glance — so there’s no guessing, no digging, and no missed issues.

    What it shows

    When viewing a stock item, Hub_ automatically checks its inspection data and displays one of the following states:

    • 🔴 FAILED inspection

    • ⚠️ OVERDUE inspection (with days overdue)

    • 🟠 Inspection DUE SOON (within 14 days)

    • 🟢 Inspection PASSED (with days remaining until due)

    Each banner clearly states:

    • Inspection type (PAT, LOLER, etc.)

    • Status (Failed, Overdue, Due Soon, Passed)

    • Relevant timing (days overdue or days remaining)

    How it works

    • Hub_ reads the latest inspection and due date from the stock level

    • The banner appears automatically when viewing the item

    • Colours and wording change dynamically based on status

    • No data is modified — this is a visual alert only

    💡 Why it’s useful

    • Spot failed or overdue inspections instantly

    • Prevent untested kit being prepped or sent out

    • Remove ambiguity when checking stock under pressure

    • Ideal for busy warehouses and fast-paced prep days

  • Require Delivery and Collection Dates adds a smart checkpoint when saving an Opportunity, helping ensure key scheduling information isn’t missed without blocking progress when flexibility is needed.

    When enabled, Hub checks that both Delivery and Collection dates are filled in before saving and clearly prompts the user if anything is missing.

    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.

    • This keeps users aware of missing information while still allowing exceptions.

    How to use it

    • Open Hub Settings.

    • Enable Require Delivery and Collection Dates on Save.

    • 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. It encourages better data at the right moment without hard-blocking your workflow.