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Creating a resource
Creating a resource

This article shows you how to add new resources into the system

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago

Resources are stock, materials, staff, or other assets that your company uses to function effectively. These resources can flow through to different areas of your business such as scheduling and invoicing.

Types of resources

Depending on how you use your resources, there are different types of resources types.

  • Vehicle

  • Person

  • Equipment

  • Document

  • Billable stock

  • Third-party

Note: Vehicles, persons, and equipment require an allocation when used on the booking board.

How to create a resource

  1. Go to Admin on the sidebar

  2. Click Resources on the top toolbar

  3. Click +New

  4. Name and choose an abbreviation for your resource

  5. Select its resource type

  6. Click save

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