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Set up bookable resource categories

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Bookable resource categories let you group your bookable resources by type. For example, you can create categories like technician, supervisor, subcontractor, vehicle, or equipment.

  1. In Field Service, go to Resources.

  2. Under Resource, select Categories.

  3. Select New to create a new resource category.

  4. Provide a Name for the category and an optional description.

  5. Save the record and on the Resource Category Associations tab, add bookable resources for this category.