Resources are vehicles, equipment, rooms, or other assets that can be assigned when planning a job.
Create a resource
Open Settings, then Resources.
Select Add resource.
Choose the resource type.
Enter a unique, recognizable Name. The name is required.
Add a description, department, and image when useful.
For a supported vehicle type, search by registration number and review the vehicle information returned by Core.
Select Save.
Update or remove a resource
Select a resource row to open its details. Update the name, description, department, image, or vehicle information and save the change.
Use search, department filters, sorting, and saved views to find resources. Delete a resource from the list only when it should no longer be available for assignments. Review the confirmation and existing job use before deleting it.
The Resources application must be enabled for the company. Created resources appear in job assignments, the scheduler, and resource calendar views where those features are available.