Setting Up Resource Options

The Resource Options tab is used to set up the technicians' starting location when using the Map View as well as setting up the communications information. 

• You will also need to fetch the latitude and longitude coordinates for the technicians' starting locations. See Geocoding Service Locations and Technician Locations for more information. 
• To set up the technician's vehicle information, see Setting Up Vehicles.
• For information on setting up the Map View, see Map View Setup.

To access the Resource Options:

1. In Schedule, select the menu 

   

    icon in the top left corner next to Scheduling.
2. Select Administration.
3. Select the Resource Options tab.

Setting up the Starting Home Address Information

If you will be using Map View, you will need to set up each technician's Start Location and if most start at the office, you can select multiple technicians (CTRL+select) and then enter the office location. For technicians starting from their home, select the technician and then enter their address.

1. From the Resource section, select one or more resources. 
   • If all or some of your technicians will be starting from the home office, you can multi-select the resources from the list and then enter the shared Home Address information.

   • If some of your technicians are starting from a different location, select the technician and then enter that technician's Home Address information.

2. Select Save.

Communications Settings

If you are using Signature Agent for standard and/or advanced communications (HTML email notifications to customers), enter each technician's information. The name, position description, telephone number, and email address are required fields. For more information on setting up communications in Signature Agent, see the Signature Agent documentation. 

Changes made to the resource in this section only affect communications. They are not saved back to the technician's records in the Signature.

To enter Communications Settings:

1. Enter the following information:
   • Resource Name: The technician name defaults into this field.
   • Position Description: The resource position defaults into this field.
   • Phone: Enter the resource's telephone number.
   • Email address: Enter the company email address(es) that the resource uses. For multiple email addresses, separate with a comma. 
   • Notifications: Mark if the resource should receive notifications at the email address(es) provided.
   • Inactive: Mark if the resource is currently inactive.
   • Select resource image: This image will display in the email that is sent to customers if you are using Advanced Communications.
2. Select Save.