Default resources can be assigned to a service. These resources will be assigned automatically when the service is added to a job.

Using these setting can save time in Work Order assignments and job costing

** The default resources can be changed on the cob as needed.

Crew

The default crew will be assigned as the estimated crew anytime the service is added to a job.

  • From the drop down select the crew most likely to be assigned this service

Equipment

Add standard equipment used for a service

  • Select from the Available Equipment list

    • Use Shift + Click to select multiple equipment lines

  • Use left and right arrows to add/remove assigned equipment

Inventory

Add standard inventory used during a service

  • Select from the Available Inventory list

    • Use Shift + Click to select multiple equipment lines

  • Use left and right arrows to add/remove assigned inventory

Did this answer your question?