Resources
Resources
The Resources module allows the recording and management of your business's Consultants, Assets, and Facilities. Resources can be assigned to jobs and time entries can be logged against resources.
- Consultants are Non-Employee people / companies associated with your business, for whom you do not want to use an Employee record (e.g. subcontractors). For example, you can create assignments for consultants to attend a job.
- Assets are equipment and devices (e.g. you might require a van or a crane to complete a job).
- Facilities are buildings, rooms, or sets of devices. For example, you might need to book a meeting room for a certain time.
The usage of these Resources can be booked out using Assignments, and have costs recorded and prices charged out using Time Sheets.
This screen is split up into 3 tabs - Summary, Detail, and History.
Resources Module Sections | |
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Summary | |
Resource Details | |
Default Address | |
Contact Details | |
Additional Information | |
People | |
Detail | |
Main | |
Groups | |
Service Area | |
Documents | |
History |