Resources

resources are the tools, equipment and vehicles you work with trade service pro allows you to store information about these resources like make/model, serial numbers, and job billing data each resource has its own maintenance log to track who did what and when to access resources click the operations menu option then select resources resource list from the resource screen you can search for particular piece of equipment or vehicle easily see who is currently assigned to the resource, and when it was issued resource editor when creating or editing a resource you can specify a name and description if the resource belongs at a particular location you can select it from the location dropdown similarly, the resource type picklists docid\ hyh5trhd8m8f2khmt1gcs can be used to categorize the resource a resource also supports attaching images, files and forms resource assignment a resource can be assigned to a personnel/users docid 7gpacsa6g9gjybinn occ by selecting from the assigned to dropdown this allows you to track who is responsible for the resource at the same time you can set the date issued so that you can see how long someone has been assigned a particular resource resource attributes each resource can have a list of attributes which are determined by its resource type for example, a vehicle could have attributes like, vin or mileage while a cell phone could have attributes like memory or network these options are configured by the resource attribute picklists docid\ hyh5trhd8m8f2khmt1gcs resource billing if you use the resource on a job details docid\ f5ldt31xi1vjc 5cn1lir and you want to set a standard price or rate for using this piece of equipment, you can do that in the job billing section of the resource editor this pricing data will be used to auto fill a job detail during its creation images / files click on the images/files tab to manage images and files related to the resource see images and files docid\ nfe4wvg0cae8qocy8ppra resource forms click on the forms tab to manage forms related to the resource see forms docid\ eynwaxoqml40t38tb8zhy forms are not available when creating a resource the resource must be saved before the forms tab is shown resource maintenance each resource has its own maintenance log to access the click on the resource's name in list to view the resource the maintenance log is shown at the bottom of the view resource screen from here you can add, edit and remove log entries