Picklists

Pick, assemble, and transfer materials between locations with full tracking and printable pick sheets.

5 Status States
3 Item Types
Transfer Locations
PDF Export

Picklist Lifecycle

Need Refill
Items requested
Click for details
→
Assembled
Items gathered
Click for details
→
Waiting
Ready for pickup
Click for details
→
Completed
Items transferred
Click for details
→
Archived
Stored for records
Click for details
Transfers update inventory
PDF export at any stage

Capabilities

Create Picklists
Set up from/to locations
From Location To Location Request Date Job Link
Add Items
Materials, kits, and consumables
Materials Kits Consumables Quantities
Pick & Assemble
Mark items as gathered
Check Off Items Partial Picks Substitutions Notes
Transfer Materials
Move between locations
Source Location Destination Quantity Auto-Update
Track Completion
Per-item fulfillment status
Item Status Picked Qty Remaining Activity Log
PDF Export
Printable pick sheets
Print Layout Item Details Locations Check Boxes

Configuration

Rolling Replenishment
Auto-create from low stock
FSM Integration
Link to jobs and trucks
Notifications
Alert on ready pickups

Connected Systems

ServiceTitan
Jobber
HouseCall Pro