Assemblies are reusable bundles of Resource Catalog items. Instead of adding each material, labour item, or piece of equipment to a task one by one, you build an assembly once and apply it in seconds. Think of an assembly as a bill of materials or a service kit — a named collection with defined quantities.
Navigation path: Dashboard → Resource Catalog → Assemblies tab
The Assemblies Grid
Assemblies are managed directly in the Assemblies tab of the Resource Catalog page. The grid uses a tree layout: each assembly row can be expanded to reveal its resource items as child rows.
Assembly row columns
| Column | Description |
|---|---|
| Name | The assembly name. Click to edit inline. |
| Tags | Tags assigned to the assembly. Click to open the tag selector. |
| Status | Active, Inactive, or Archived. Click to change. |
| UOM | Unit of measure for the assembly as a whole (e.g. "Each", "Square Foot"). Click to change. |
Resource item row columns
| Column | Description |
|---|---|
| Name | The catalog item name. Click to open the resource search and change the item. |
| UOM | Unit of measure inherited from the catalog item. |
| Qty | Quantity of this resource per assembly unit. Click to edit. |
Use the search bar at the top to filter assemblies by name.
Creating an Assembly
Click Create Assembly at the top right. A new row named "New Assembly" is instantly added to the top of the grid.
Click the Name cell to rename it, then fill in Status, Tags, and UOM by clicking those cells directly.
Adding Resources to an Assembly
Click the + (circle-plus) icon in the Actions column of an assembly row. A resource picker opens where you can search your catalog and set a quantity.
The resource is added as a child row under the assembly. Expand the assembly row (click the arrow) to see all of its items.
Editing an Assembly or Its Items
All fields are edited directly in the grid — there is no separate edit dialog.
| What to edit | How |
|---|---|
| Assembly name | Single-click the Name cell and type |
| Status | Single-click the Status cell and choose from the dropdown |
| Tags | Single-click the Tags cell and toggle tags in the popup |
| Unit of Measure | Single-click the UOM cell and pick from the list |
| Resource item | Single-click the Name cell on an item row to open the resource search |
| Quantity | Single-click the Qty cell on an item row and type the new value |
Changes are saved automatically when you leave the cell.
Reordering Resources
Drag the drag handle on an item row to reorder resources within an assembly. The new order is saved immediately.
Deleting an Assembly
Click the trash icon on an assembly row. A confirmation dialog will appear before the assembly and all its items are permanently removed.
Removing a Resource from an Assembly
Click the trash icon on an item row. A confirmation dialog will appear. The resource is removed from the assembly but remains in the Resource Catalog.
Tips & Best Practices
- Build assemblies around your most common service scopes — a "Standard Lawn Service" or "Irrigation Head Replacement" kit saves significant time when building estimates.
- Click Create Assembly to stub out a new assembly, rename it inline, then add resources one at a time.
- Set the Unit of Measure on the assembly so the system knows what "1 unit" represents when you specify a quantity on a task.
- Use Tags to group similar assemblies for easy filtering.
- Set an assembly to Inactive or Archived when it is no longer in use rather than deleting it — the definition is preserved if referenced in historical jobs.
Related Topics
- Resource Catalog — Set up the individual items that assemblies are built from
- Pricing Types — Control how markup is applied to resources within assemblies
- Unit of Measures — Configure measurement units used on assemblies and resources