Resources

Resources represent technicians, subcontractors, or tools that can be scheduled.

What You Can Do

• Create and update resources with display names and titles.

• Assign resource type (Technician/FieldWorker, Subcontractor, Tool/Equipment) and skill level.

• Control whether a resource appears on the Schedule Board with the Available for Scheduling toggle.

• Track active status and link an employee record when payroll exports are needed.

Employee Link

• Use the Employee field to associate a resource with an employee record.

• Payroll integration metadata lives on the employee record (Settings → Employees).

Create a Resource

1. Navigate to Service → Resources.

2. Click New Resource to create a new record.

3. Select the User.

4. (Optional) In the Employee field, search for and select the matching employee record (from Settings → Employees) when this resource needs to be included in payroll exports.

5. In Display Name, enter the name that should appear on the Schedule Board.

6. Optionally, enter a Title to describe the role or purpose (for example, "Senior Technician" or "Boom Lift").

7. From Resource Type, select whether this is a Technician/FieldWorker, Subcontractor, or Tool/Equipment.

8. Choose the appropriate Skill Level so dispatchers can filter and schedule correctly.

9. Use the Available for Scheduling toggle to control whether this resource appears on the Schedule Board.

10. Set Active to Yes for resources that can be scheduled; set it to No for inactive or historical resources.

11. Click Save to create the resource, then verify it appears in the Resources list and, if schedulable, on the Schedule Board.