Test period — tell us what's broken, confusing, or missing.
Type
🐞 Fault
💡 Idea
❓ Question
What happened / what would help?
Costing
New job
Logs a job on the planning board. Kept off the collections list until its status is set to active.
\ud83d\udca1 Adding a completed job retrospectively? Set stage to Complete + tick the box above. After creating, open the job and enter Actual hammer / BP / SP / event fee on the Overview tab.
Add to calendar
Anything the team should see — lotting not yet logged as a job, a site visit, annual leave, a reminder.
Record refund
Refund amount and reason are stored on the buyer and flow into the auction report.
Create new auction
Fill in the auction details. Buyers will see this information in their booking portal.
Multi-site auction. Fill the dates, times and address below with the overall window and a general label (e.g. “Multiple sites — see buyer schedule”).
After saving, go to Auction settings to add each site with its own address and collection dates, then use Assign to sites on each buyer.
Slot booking isn’t used on multi-site auctions — collections are arranged directly.
Extra collection days
One-off dates outside the main range (e.g. late-collection exceptions)
Confirm payment received
This will trigger the booking invite email automatically.
Book on buyer's behalf
Merge buyer
What will happen: lots and total will be combined onto the target buyer, and this buyer record will be deleted. The target keeps its slot, RAMS, and payment status.
Block a slot
This slot will be hidden from buyers immediately.
Change your password
Set a new password for your account. You'll stay signed in.
Add a collection site
Each site has its own address and collection window.
Which sites are this buyer's lots at?
Enter the lots and the hammer value at each site. Leave a site blank if they have nothing there. What's due at each site is worked out from the hammer split across their one invoice, so they can pay and collect site by site.
Book someone in to view
They don't need to be a buyer. This is office-entered and doesn't email anyone.
Collecting
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Which tasks add cost to a job?
Only ticked task types count towards a job's labour cost (\u00a3190 per person per day on the calendar). Untick admin tasks like emails so they don't inflate the job cost. This applies for everyone.
Record a payment
A buyer can only collect from the sites they've paid for, so allocate the payment to the right site.
Move buyer to another auction
Use this if a buyer was added to the wrong sale. Their booking slot (if any) is cleared, since slots are specific to each auction. Payment status, lots and notes are kept.
Review RAMS submission
Submitted file
📄
Record external approval here if client or H&S contractor must sign off the RAMS.
RAMS submission details
Collection signature
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Collected at—
Lots—
📝 Collection notes
Buyer notes
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The job's Sales lead and PM are notified automatically.
Add buyer manually
For direct sales, post-auction private sales, or corrections
Possible duplicate
Once added, you can send their payment email from the Actions dropdown — same as any other buyer.