When to Assign Default Resources to a Service


 

To edit the default resources of a service, you will need to navigate to the Settings menu, over to the Items column, and then down to the Service page. There, you should be able to double click on a service that you would like to edit. Once there, you can click on the second tab to your right, Default Resources.

 

 

Crew - The default crew will be assigned as the estimated crew anytime the service is added to a job. While this option will generally be left blank, if one crew generally handles a specific type of work you can select it from the drop down.

 

Assigned Equipment - This allows for equipment that is always or almost always going to be used on a service to be defaulted in to that services resources so that the estimator does not have to add them individually. To assign a piece of equipment to the service, click on it under the Available Equipment list and use the right facing arrows to move it over to Assigned Equipment. Use Shift and Click to select multiple piece of equipment.

 

Assigned Material - This allows for material that is always or almost always going to be used on a service to be defaulted in to that services resources so that the estimator does not have to add them individually. To assign a piece of material to the service, click on it under the Available Material list and use the right facing arrows to move it over to Assigned Material. Use Shift and Click to select multiple piece of material. 

 

Note: This is only used on resources that are standard to the service; inventory that will be switched out based on customer preference such as pavers and plant items would not be defaulted.