Resources refer to the goods essential for your business to perform its operations. Once set up, they can be used in different ways to make your processes more efficient. For example, you can add them to rate schedules for invoicing, set them as booking requirements to ensure availability, or assign them as person classifications to define roles and duties. Managing resources effectively helps you improve efficiency, ensure accurate billing, and keep your business running smoothly.

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.

Note: Creating a resource will automatically create a corresponding Item Classification

Item classifications enable you to organise multiple resources into a cohesive group, providing a structured way to manage how resources are booked or invoiced. These classifications instruct the system on how to handle specific groupings of resources during the booking process. For example, you can create a group that includes both a Ute and a Traffic Controller (TC). When this item classification is selected during booking, the system will automatically ensure that both the vehicle and the TC are added to the booking, streamlining scheduling and ensuring that all necessary resources are allocated together.