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.
Please note: Within Traffio, we consider people resources as 'Specialisations'. 'Specialisations' (people resources) let the system know if a person is qualified to work on a job.
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