Setup task
Add resources and equipment
Create the vehicles, rooms, machines, and kits jobs depend on, so scheduling knows what's free.
Audience: Admin, manager, or resource planner
Product screenshot
Resource setup screenshot
Place a screenshot showing a resource profile with its type, name, skills, and availability windows.
What to do
Follow these steps in order. Keep it simple — refine after the first real workflow works.
- 1Create resource types first — Vehicle, Room, Machine, Kit — so services can require a type or a specific unit.
- 2Add each resource as its own profile (e.g. Van 04, Floor machine A) under the right type.
- 3Give resources availability windows so scheduling knows when they can be used.
- 4Attach skills where relevant so a service that needs a skill only offers eligible resources.
- 5Confirm services that require resources point at the correct type or named unit.
You're done when…
Use this quick check before moving to the next setup task.
- Every vehicle, room, and machine used in daily work has one profile.
- Resource types match how services describe their requirements.
- Availability windows reflect real usable hours.
- Services requiring resources resolve to at least one eligible unit.
Why this matters
How this task connects to the rest of the product.
- Feeds
- Jobs, the schedule, conflict checks, and service requirements.
- Depends on
- Resource types and availability windows being defined before jobs are scheduled.
- Breaks if skipped
- Jobs can be booked with no way to confirm a room, vehicle, or machine is actually free.
Expected outcome
Add resources and equipment
Scheduling can validate that the right equipment is available before a job is confirmed.