Resources refer to the goods or assets necessary for your business to carry out its operations. Once created, these resources can be used in various ways, such as being incorporated into rate schedules for invoicing purposes, helping to accurately charge clients for the use of these resources in projects or bookings.
Types of Resources
Depending on how you use your resources, there are different types of resources types.
Note: Vehicles, Persons, and Equipment required an allocation when used on the booking board.
Vehicle
Person
Equipment
Document
Stock
Third-party
Non-Billable
How to create a resource
Go to Admin on the sidebar
Click the Resources tab
Click +New
Name and choose an abbreviation
Select the resource type
Create
Note: Creating a resource will automatically create a corresponding Item Classification
Item Classification
Item classifications enable you to organise multiple resources into a cohesive group, providing a structured way to manage how resources are booked or invoiced. These classifications instruct the system on how to handle specific groupings of resources during the booking process. For example, you can create a group that includes both a Ute and a Traffic Controller (TC). When this item classification is selected during booking, the system will automatically ensure that both the Ute and the TC are added to the booking, streamlining scheduling and ensuring that all necessary resources are allocated together.
How To Add An Item Classification
Select the Admin on the sidebar
Select the Item Classifications tab
Click +New
Input name and description
Please enter the quantity number of each resource that is part of this item classification (Items classifications MUST have a resource attached or the system will not know how to charge them)
Create
Billing Codes
When creating item classifications you're able to add a bespoke billing code/item reference. This billing code will be added to the description of the generated invoice line item. When resourcing jobs you're also able to search item classifications by the billing code.