How to Assign Resources to a Service


 

To add Resources to to the service, you will want to be on the Job Information page of the service you would like to add the image to, click on the caron (downward facing carot) icon next to any service, and scroll down to the resource grouping of choice.

 

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From here you can add an employee, a piece of equipment, or a material item to the service by typing up it's name in the search bar and entering the qty you plan on using; this is assuming of course that you do not have material qty auto-calculation set up, which should calculate the qty needed of a material item upon clicking on the Save button.