Workflows · Mobile
Holds & Checkouts
Plan a stage by placing items on hold, then check them out when the truck loads. On mobile, the same flow is built around the camera: a scan-then-confirm panel lets a mover loading the truck work one item at a time, alongside the same checkout dialog as desktop.
Overview
On hold means an item is reserved for a house but still in your warehouse. Checked out means the same item has physically left the warehouse and arrived at the house for the stage.
Every item assigned to a house sits in one of two states. Holds are the planning stage. You're building the inventory list for an upcoming stage without committing trucks or bodies. Checkouts are the staging stage. The truck is loaded, the items are gone from the warehouse, and they're allocated to that house and room until you bring them back.
Available means not checked out. An item with a quantity of ten and three on hold for a house still shows ten Available, because a hold is a plan rather than a deduction. Check those three out and Available drops to seven. Two houses can hold the same sofa, and the shortfall surfaces at checkout, where availability is enforced.
Undoing a checkout has two outcomes, and the difference is the house's list rather than the furniture. Change to Holds puts the units back on hold for the same house and room; Remove All takes them off the house. Either way they stop counting as checked out, so Available climbs back to ten.
A house's items page on mobile
The desktop's wide grid becomes a single scrollable list of rooms, with inline +/- buttons on each item row so a quick adjustment never requires opening a dialog.
The toggle at the top of the page still switches between On Hold and Checked Out. The action bar collapses into a sticky bottom button that says Checkout on the holds view and Return All on the checked-out view. Each item row shows its current count (for example, 3 held or 2 checked out), and the +/- buttons adjust that count in place.
Scan to check out, one item at a time
On stage day, opening a dialog and tapping individual checkboxes is slow. Mobile uses the camera instead: scan a barcode, see the stepper, confirm, scan the next.
Open the house and tap Scan Barcodes
From the house's items page or directly from the empty-state on an unstaged house, tap Scan Barcodes. The camera opens full-screen with a viewfinder.Scan an item's barcode
When the code is recognized, a panel slides up with the matching item's photo, name, an Add to room selector, and a stepper.Confirm and continue
Tap + to set the quantity going on the truck for that room, then tap Done. The panel closes, the scanner stays active, and you can scan the next item without re-opening anything.
Returning items on mobile
Returns mirror checkouts: scan to confirm a single item, or use the bottom action bar to return everything at once.
With the Checked Out view active, tap Return All in the bottom action bar. It opens the same dialog as desktop, with the same Change to Holds and Remove All choices. Watch the inline - button here: on a checked-out row it removes the unit from the house's list rather than returning it to holds.
Tap an item for the full controls
When the inline +/- isn't enough, for example to move an item to a different room, tap the item's photo to open the bottom drawer.
The drawer shows the item's photos, the larger stepper, and the full set of room and house controls. Swipe down or tap the backdrop to dismiss it; your scroll position in the room list is preserved.
What's next
Holds and checkouts touch most of the rest of the product. These are the natural next steps:
- Lay out a house's rooms first so items go on hold in the right space from the start.
- Save a frequently-used set of items as a themed room template and apply it to a new house to populate holds in one click.
- Print barcodes so movers can scan items in and out from their phones instead of opening dialogs.
- Browse the inventory page to see the available and on-hold counts for any item.