Add Services to a Resource

Modified on Tue, 29 Sep at 1:59 PM

Each Resource requires at least one associated Service that they are able to perform (known as Resource Services), in order to schedule them onto a Job, e.g. for "David Jones" to be booked for 8 hours of "Flame", Flame must be added to the Services list on David's Resource page.


To add a Service to a Resource:

  1. Open the Resource > Services tab
  2. Search and select the Service you want to add using the search box in the top right corner
  3. Select one or more Services using the checkboxes
  4. Click the green + Add button to the left of the Search box to associate the selected Service/s with the Resource


Resource Service Details

ActionDeleteDelete the Service from the Resource's Services list
DefaultSet the Service as a Default Service - Default Services are automatically added when the Resource is booked (see Choose Default Service on a Resource)
ServiceService code from Rate Card
DescriptionDescription of Service from Rate Card
NotesOptional space to add Notes relating to this Resource Service
UnitUnit from Rate Card
TierCost Tier from the Rate Card, which sets the Cost for Non-Time-Based Services
RatingSkill Rating of Resource performing this Service


Please Note: Services can also be added to or removed from a booking on the Schedule - see Book a Job from the Schedule. Clicking the red X in the Services list on the Schedule deletes the Service from the Resource's Services list

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