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The Resources area in Settings is where you keep a tidy record of your company’s field gear — the equipment your crews use and the vehicles they drive. You organize everything into reusable categories first, then add each individual item under the right category and branch.
Resources is an admin-only area. You’ll find it in Settings under Sales & Operations → Resources. If you don’t see it, your account doesn’t have permission to manage it.

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How Resources is organized

Open Settings → Resources and you’ll see four tabs across the top:
  • Equipment — your individual pieces of equipment (a specific blower, sprayer, generator, and so on).
  • Equipment Types — the categories your equipment falls into.
  • Vehicles — your individual vehicles.
  • Vehicle Types — the categories your vehicles fall into.
The pattern is the same for both: set up the types first, then add the individual items. Every item belongs to a branch and to a type, so it’s worth creating the types you need before you start adding equipment and vehicles.
Each type belongs to a single branch, and when you add a piece of equipment or a vehicle you pick its branch first — that’s what decides which types you can choose from. Sorting your branches out first keeps the type lists short and relevant. See Branches.

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Set up equipment types

Video: Setting Up Equipment Types and Resources (1:48)

Equipment types are the categories you’ll sort your equipment into. Set these up before adding equipment.
1

Open the Equipment Types tab

Go to Settings → Resources and select Equipment Types.
2

Click Create New

Use the Create New button at the top right. You can search the existing list by name at any time using the search box.
3

Fill in the details

  • Branch — which branch this type belongs to.
  • Name — what the category is called (for example, “Insulation Blower”).
  • Slug — a short, lowercase identifier for the type. Use only lowercase letters, numbers, hyphens, and underscores (for example, insulation-blower).
  • Sort Order — a number that controls where this type appears in lists. Lower numbers come first.
  • Active — leave this checked so the type is available to choose. Uncheck it to retire a type without deleting it.
4

Save

Click Create to add the type. To change one later, use the pencil icon on its row; to remove one, use the trash icon.
Some equipment types come built in to get you started. You can rename a built-in type and adjust its sort order, but you can’t change its branch or slug, and it can’t be deleted. Your own types can be edited or deleted freely.

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Add equipment

Once your equipment types exist, add the actual pieces of equipment.
1

Open the Equipment tab

Go to Settings → Resources and select Equipment. The list shows each item’s name, type, branch, and serial number.
2

Click Create New

Use the Create New button at the top right.
3

Fill in the details

  • Name (required) — a clear name for this piece of equipment.
  • Branch (required) — which branch the equipment lives at. Pick this first.
  • Type (required) — the category it belongs to. The list of types is filtered to the branch you chose, so select the branch before the type.
  • Serial number — a unique identifier for the equipment, if you track one.
  • Notes — any relevant notes about this item.
4

Save

Click Create Equipment. The item now appears in the Equipment list, where you can search for it, edit it with the pencil icon, or delete it with the trash icon.
If the Type dropdown says “Select branch first,” it’s waiting on you to choose a branch. Pick the branch and the matching types appear.

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Set up vehicle types

Video: Creating Vehicle Types and Vehicles (1:39)

Vehicle types work exactly like equipment types — they’re the categories your vehicles fall into. Set these up before adding vehicles.
1

Open the Vehicle Types tab

Go to Settings → Resources and select Vehicle Types.
2

Click Create New and fill in the details

  • Branch — which branch this type belongs to.
  • Name — what the category is called (for example, “Box Truck” or “Service Van”).
  • Slug — a short, lowercase identifier (lowercase letters, numbers, hyphens, and underscores only).
  • Sort Order — controls the order in lists; lower numbers come first.
  • Active — keep checked to make the type available; uncheck to retire it.
3

Save

Click Create. Edit a type later with the pencil icon, or remove one with the trash icon.
As with equipment, some vehicle types are built in. Built-in types can be renamed and reordered but not deleted, and their branch and slug stay fixed.

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Add vehicles

With your vehicle types in place, add each vehicle.
1

Open the Vehicles tab

Go to Settings → Resources and select Vehicles. The list shows each vehicle’s name, type, branch, license plate, and make/model.
2

Click Create New

Use the Create New button at the top right.
3

Fill in the details

  • Name (required) — a clear name for the vehicle.
  • Branch (required) — which branch the vehicle is based at. Pick this first.
  • Type (required) — its category. The type list is filtered to the branch you chose.
  • Make and Model — the vehicle’s manufacturer and model.
  • Year — the model year.
  • License Plate (required) — the plate number. Use 2 to 10 characters, uppercase letters and numbers only.
  • VIN — the vehicle identification number, if you track it.
  • Notes — any relevant notes about this vehicle.
4

Save

Click Create Vehicle. The vehicle appears in the Vehicles list, where you can search, edit, or delete it.
The license plate field accepts only uppercase letters and numbers, with no spaces or dashes — for example, ABC1234. If the form rejects what you typed, check for spaces or other characters.

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Editing and removing items

Every tab works the same way once you have items in it:
  • Search — use the box at the top to find an item by name.
  • Edit — click the pencil icon on a row (or Edit in the menu on a phone) to open the item and change its details. On edit, the save button reads Save Changes, and it stays inactive until you actually change something.
  • Delete — click the trash icon (or Delete in the menu). You’ll be asked to confirm, since deleting is permanent and can’t be undone.
A type that’s still in use can’t be deleted. If you try to remove a type that has equipment or vehicles assigned to it, you’ll see a message explaining why — reassign or remove those items first, or simply uncheck Active to retire the type instead.