Request: Simpro’s automatic job-locking is causing real workflow issues for us. If someone opens a Job or Quote just to check details, it blocks others from doing critical tasks like raising invoices.
Is there a workaround, or could you build an enhancement (like a read-only view option or smart unlock mechanism) so staff aren’t constantly locked out?”
🎉 Status Update: This has now been added to our Simpro Enhancement Pack
This enhancement changes the way Simpro works, and makes quotes and jobs open in ‘read only’ first, with users being able to switch to ‘write mode’ if they require. This ensure people just looking for information does not impact someone that needs to perform an action.