Adding Resources
A resource is anything that travels to perform a job — a technician, truck, mobile unit, or crew. Resources are the core of RouteSense™ scheduling: the engine tracks each resource's location throughout the day to calculate realistic available slots for incoming appointments.
How to Add a Resource
- Go to Settings → Resources
- Click Add Resource
- Enter a resource name
- Assign the resource to a location
- Click Save
Naming Resources
Name resources in a way that makes sense to your team. Common approaches:
- By person name: John Smith, Maria Lopez
- By vehicle or unit: Truck 1, Unit 3, Van Blue
- By role: Tech A, Lead Crew
The resource name appears in your internal scheduler and schedule views. Customers on the Public Booking Page never see resource names — they only see time slots labeled Next Available.
Assigning a Resource to a Location
Every resource must be assigned to a location. The location determines:
- Which service area the resource covers
- Which time zone the resource's schedule displays in
- Which booking settings (approval mode, lead time) apply
A resource can only be assigned to one location at a time.
What Comes Next After Adding a Resource
After creating a resource, you need to configure when they are available:
- Set up time blocks — the days and hours the resource accepts appointments
- Confirm the resource appears correctly in your internal scheduler under Schedule
:::info Trial Plan Resource Limit The Chronicaly free trial includes one resource. Additional resources are available on paid plans. View plans → :::