Resources

Resources represent technicians, subcontractors, and tools that can be scheduled for service work. Use the Resources window to control who or what appears on scheduling pages, connect resources to employee records when payroll exports are needed, and keep location, skill, warehouse, and telematics details available for dispatch and service workflows.

Before You Start

• Confirm that you are working in the correct company and business unit.

• Review the resource's role so you can choose the correct Resource Type.

• Create or review the employee record first if the resource should be linked for payroll or HR context.

• Confirm that the skill level and default warehouse you need are available in setup.

• If the resource uses Telematics, confirm that the vehicle or trackee record is available for selection.

Add a Resource

1. Open Resources from Shared Setup.

2. Review the list to make sure the resource does not already exist.

3. Select New.

4. Complete the resource fields.

   • User: The optional application user associated with the resource. Use this when the resource needs a sign-in relationship or user-specific context.

   • Employee: The optional employee record connected to this resource for payroll exports and employee-related reporting. An employee can be linked to only one resource at a time within the company. If you link an employee, confirm that the employee is not already assigned to another resource.

   • Display Name: The name shown in lists, scheduling views, and resource lookups. This field is required.

   • Title: The resource's job title or short role description. This field is optional.

   • Resource Type: Identifies whether the resource is a Technician/FieldWorker, Subcontractor, or Tool/Equipment. Scheduling and lookup behavior can depend on this value.

   • Skill Level: The optional skill level used to describe the resource's capabilities for planning and dispatch decisions.

   • Default Warehouse: The stock location, truck inventory, or warehouse normally associated with the resource.

   • Home Base Address Information: The primary address for the resource's home base.

   • Active: Controls whether the resource is active for setup and operational workflows.

   • Available for Scheduling: Controls whether the resource appears on scheduling pages such as the Schedule Board and planner.

   • Active Telematics Resource: Indicates that the resource is linked to a telematics vehicle or trackee for location updates. If Active Telematics Resource is selected, choose the related vehicle or trackee before saving.

5. Save the resource.

6. Review the saved row in the list to confirm the display name, resource type, active status, and scheduling availability are correct.

Update a Resource

1. Open Resources and find the resource you need to change.

2. Select the resource to open its details.

3. Update the name, type, skill level, warehouse, employee link, address, telematics settings, or active and scheduling status as needed.

4. Save your changes.

5. Confirm the list reflects the updated values.

Troubleshooting

• Employee is already assigned: The selected employee is linked to another resource in the company. Remove the employee from the other resource or select a different employee.

• Resource does not appear on the Schedule Board: Confirm the resource is Active, Available for Scheduling, and set to the correct Resource Type for the scheduling view.

• Telematics selection is required: If Active Telematics Resource is turned on, select the related vehicle or trackee before saving.

• Warehouse is missing: Confirm the warehouse exists, is available for the active business unit, and is active if the workflow requires active warehouses.