Setting up Resource Options

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

1. In Schedule, choose the hamburger menu icon in the top left corner.

2. Choose Administration.

3. Choose the Resource Options tab.

4. If all or some of your technicians will be starting from the home office, you can multi-select them from the list and then enter the Home Address information and Save.

5. If some of your technicians are starting from a different location, select the technician and then enter the Home Address information and Save.

6. If you are using Advanced Communications (HTML email notifications to customers), you can enter each technician's information.
   
   For more information on setting up Advanced Communications, see the Signature Agent Configuration documentation.