Add a bookable unit

Add a piece of equipment, a room or a vehicle that customers or staff book by the hour or day, and take it out of service when it is not available.

In the sidebar, open Settings, then choose Bookable Units under Jobs & Booking. The page address is /settings/org/schedule-inventory-units. The page heading reads Inventory units.

Before you start

• A bookable unit is something a booking can reserve: a rental generator, a service bay, a trailer. A technician is a schedule resource instead (Add a schedule resource).
• Give units of the same kind the same Unit type, such as "generator". An offering can then ask for "any generator" rather than one in particular.
• Your role needs permission to create bookable units. Otherwise Add inventory unit is missing.

Steps

1. Press Add inventory unit. A drawer opens.
2. Type a Display name, such as "Generator 2".
3. Under Unit type, pick an existing type or type a new one.
4. Initial status is always active. Use the row actions after creation to change it.
5. Leave Operational management off for rental and reservable stock. Turn it on only for equipment your own company keeps and maintains; it then also appears as an operational asset.
6. Under Branch, pick the branch the unit belongs to, or leave it with no branch.
7. Add Notes, then press Create inventory unit.

What you see

• The list shows Name, Type, Branch, Status and Updated. Search with Search name or type; Filters narrows by status, unit type and branch.
• Each row's menu offers Edit, Take out of service and Retire. A unit that is out of service or retired offers Return to service.
• Manage columns (the columns icon) adds Operational, Notes, Maintenance reason and other fields to the table.

If something looks different

• The list reads "No inventory units yet." with a reminder to only turn on operational management for internal equipment.
• Operational management is greyed out: your role cannot create operational assets, so leave it off.
• Depending on your organization's reason rules, taking a unit out of service may first ask you to confirm and give a reason. Its booking and service history stays; it just cannot be reserved until you return it to service.
• A unit you took out of service or retired has gone from the list: Filters starts on Active only. Change Status to see it.
• An offering needs one of these: see Create an offering and add a slot with Slot type set to Inventory unit.

Open Bookable units