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When you set up resources for scheduling, assign each resource a resource type. The type determines how the resource is scheduled and how it interacts with the schedule board and schedule assistant.
Available resource types
| Type | What it represents | Example |
|---|---|---|
| User | A person in your organization with system access | Technician, dispatcher |
| Account / Contact | An external person or vendor without system access | Subcontractor, partner technician |
| Equipment | A physical asset that you can schedule | Truck, crane, diagnostic tool |
| Facility | A physical space where work happens | Repair bay, conference room, clinic |
| Crew | A group of resources scheduled together as one unit | Two-person installation team |
| Pool | A group of interchangeable resources for deferred allocation | Pool of 10 general technicians |
For detailed setup steps, see Create bookable resources.
Resource location types
Each resource has a start and end location that determines how the system calculates travel time when scheduling.
| Location type | Travel time calculated? | Use when |
|---|---|---|
| Resource Address | Yes - from the resource's latitude and longitude | Resource starts from a unique home or office location |
| Organizational Unit Address | Yes - from the organizational unit's address | Resource starts from a company branch or depot |
| Location Agnostic | No | Resource works remotely or location doesn't matter |
Resource type impact on scheduling
- Schedule assistant filters results by resource type. When you search for a facility requirement, only Facility-type resources appear.
- Crews are scheduled as a single unit - booking the crew books all its members. Learn more in Crews.
- Pools support deferred allocation - you book the pool first, then assign a specific member later. Learn more in Pools.
- Equipment resources don't have user accounts and can't access the mobile app. Dispatchers manage these resources on the schedule board.
Key properties that affect scheduling
Beyond resource type and location, these properties shape how a resource is matched to requirements:
- Work hours - When the resource is available. Learn more in Apply a calendar to a bookable resource.
- Characteristics - Skills and certifications the resource has. Learn more in Characteristics.
- Categories - Role or job title classification. Learn more in Bookable resource categories.
- Territories - Geographic regions the resource serves. Learn more in Territories.