Resources

Manage all the people, equipment, and venues your business relies on — in one place. Resources can be assigned to projects and appointments, with rates and availability tracked throughout.

Key Features

• Resource Types: Organize resources into People (employees, subcontractors, vendors, white label), Equipment (gear, vehicles), and Venues
• At-a-Glance Stats: Dashboard cards show total counts for People, Equipment, Venues, and Active resources
• Quick Filters: Switch between All, People, Equipment, and Venues with one click
• Rate Tracking: Store hourly and day rates per resource in your preferred currency (USD, EUR, GBP, CAD)
• Assignment Count: See at a glance how many projects or appointments each resource is linked to
• Calendar Colors: Assign a color to each resource for easy identification on calendars
• Equipment Details: Track serial numbers, purchase dates, condition, and quantity for gear and vehicles
• Status Management: Mark resources as Active, Inactive, or On Leave

How to Use

Add a Resource

1. Click Add Resource in the top-right corner
2. Enter the resource name and select a type (Employee, Subcontractor, Vendor, White Label, Equipment, Vehicle, or Venue)
3. Fill in contact details — email, phone, role or position
4. Set the status and optionally link to an Account or Contact
5. Switch to the Rates tab to enter hourly or day rates
6. For Equipment or Vehicle types, use the Equipment tab to log serial number, purchase date, condition, and quantity
7. Pick a calendar color at the bottom, then click Save Resource

Find a Resource

• Use the search bar to find by name, email, phone, role, or notes
• Use the All / People / Equipment / Venues buttons to narrow by category
• Use the filter dropdowns to refine by type, status, or equipment condition

Edit or Delete

• Click the Edit button on any row to update details
• Click Delete on a row to remove a single resource
• Select multiple resources with the checkboxes and use Delete Selected for bulk removal

Tips

• Link resources to your existing Contacts and Accounts to keep everything connected
• The Assignments column shows how often a resource is in use — great for spotting overbooked team members or equipment
• Use the On Leave status instead of deleting people who are temporarily unavailable
• Assign distinct calendar colors to resources so they stand out when scheduling projects and appointments