Getting Started
Resources refer to tangible goods/inputs that are needed for your business to carry out its function. These resources that you create can be used on rate schedules to be invoiced, set as a booking requirement, or used as a person classification.
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 Resources on the top toolbar
Click +New
Name and choose an abbreviation
Select its resource type
Create
Creating a resource will automatically create a corresponding Item Classifaction
Item Classification
Item classifications allow you to group multiple resources into a group. These groupings tell the system how you book or invoice out resources. For example, you can group a Ute and a Traffic controller together so that schedulers will know to add a Ute and TC to the booking when that item classification is used while booking.
How to add an item classification
Select the Admin tab in the left-hand side toolbar
Select Item classifications
+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
Note: Creating a resource will automatically create the item in Item Classifications.