Resources

Plan internal equipment, track availability, and charge resource usage in OutSmart.

Resources helps you manage internal equipment in OutSmart.

Use it for trailers, vehicles, cranes, tools, and other shared assets.

Resources is available from Boost as a Power-Up.

It is included in Accelerate and Maximize.

In this guide

This section covers:

• What is Resources?
• Activate Resources through the License Manager
• Resources availability and plans
• Features in Resources
• Eligibility and requirements for Resources
• Test plan for Resources

What you do with Resources

With Resources, you can:

• register internal equipment
• plan equipment in the Scheduler
• link resources to work orders
• charge resource usage with tariffs

Quick QA checklist

Use this checklist to confirm Resources is set up correctly:

• Resources is available for the current plan.
• The feature is activated in the account.
• Users can open the Resources area in the BackOffice.
• At least one resource category exists.
• A test resource can be created and saved.
• The resource is marked as internal.
• The resource appears in the Scheduler after assigning a category.
• The resource can be linked to a work order.
• Tariff fields work if usage-based charging is enabled.

Recommended order

1. Start with What is Resources?.
2. Then activate Resources if needed.
3. Check plan availability.
4. Continue with Create and manage resources for the setup and daily work.
5. Use Test plan for Resources for QA, UAT, or regression checks.

Related topics

• Power-Ups
• Object Management
• Create and manage resources
• Test plan for Resources
• OutSmart packages