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To access the Resource Options:
- In Schedule, choose the select the menu
icon in the top left corner next to Scheduling. - Choose Select Administration.
- Choose Select the Resource Options tab.
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If you will be using Map View, you will need to set up each technician's Start Location and if most start at the office, you can select multiple technicians (CTRL+select) and then enter the office location. For technicians starting from their home, choose select the technician and then enter their address.
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- Enter the following information:
- Resource Name: The technician name defaults into this field.
- Position Description: The resource position defaults into this field.
- Phone: Enter the resource's telephone number.
- Email address: Enter the company email address(es) that the resource uses. For multiple email addresses, separate with a comma.
- Notifications: Mark if the resource should receive notifications at the email address(es) provided.
- Inactive: Mark if the resource is currently inactive.
- Select resource image: This image will display in the email that is sent to customers if you are using Advanced Communications.
- Choose Select Save.