Resources for Service Providers

Resources

Resources are your units, crews, or individuals who complete jobs, such as Unit #44 or Vac Truck 12. Jobs are assigned to a resource along with a field worker.

Before you start:

• You need at least one client before you can add resources.
• You also need at least one user with Execute jobs turned on. Without both, you can't receive work.

To add a resource:

1. In the Admin Portal, click the Resources tab.
2. Click New.
3. Enter a Name, such as a unit number.
4. Enter a Description, such as truck specs (optional).
5. Enter Ticker text (optional). It shows under the resource in Schedule View.
6. Select a Resource type.
7. Select a Division (optional).
8. Turn on Status online if the resource should show as online in Schedule View.
9. Click Save.

Important: Your resource type must match the type your client uses for that work. If a client is onboarding you, ask them which resource type to choose. If the types don't match, the client can't assign jobs to your resource.

📌 Note: Choose the closest match from the Resource type list. The list is standard across IronSight.

To edit a resource:

After a resource is saved, you can change its Name or Division.

1. In the Admin Portal, click the Resources tab.
2. Click the resource you want to edit.
3. Update the Name or Division.
4. Click Save.

Other resource details can't be changed after the resource is saved.

To archive a resource:

If a unit is sold, retired, or no longer in use, archive it so it no longer appears in resource lists.

1. In the Admin Portal, click the Resources tab.
2. Click the resource you want to archive.
3. Click Archive.

Have questions? Contact us at support@ironsight.app and we'll help you out.