Assemblies

Assemblies are reusable bundles of Resource Catalog items. Instead of adding each material, labor 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 → Resources → Assemblies tab

The Assemblies Grid

Assemblies grid

Assemblies are managed directly in the Assemblies tab of the Resources page. The grid uses a tree layout: each assembly row can be expanded to reveal its child resource items.

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 (shown when an assembly is expanded)

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.

Assembly expanded — child items visible

Click the ▶ arrow on an assembly row to expand it and reveal its child resource items. Click ▼ to collapse.

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 — no dialog.

New assembly row created

A toast confirms "Assembly Created — Edit the name and add resources below." Click the Name cell to rename it, then fill in Status, Tags, and UOM by clicking those cells directly.

Adding Resources to an Assembly

Right-click the assembly row and choose Add Resource from the context menu.

The Add Resource or Assembly picker opens:

Resource picker

Check one or more catalog rows, then click Add Selected to add them all to the assembly in one step. You can also add other assemblies as nested components. The newly added items appear as child rows under the assembly — expand the assembly row to see them.

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 Within an Assembly

Each item row has a drag handle (the ⋮⋮ icon on the far left of the row). Drag it up or down to reorder items within the same assembly. The new order is saved immediately.

Deleting an Assembly

Right-click the assembly row and choose Delete Assembly. A confirmation dialog will appear before the assembly and all its items are permanently removed.

Tip: If the assembly has been used on past jobs, set its Status to Inactive or Archived instead — the definition is preserved for historical reference.

Removing a Resource from an Assembly

Right-click the resource item row (not the parent assembly) and choose Remove Resource. A confirmation dialog will appear. The resource is removed from this assembly only — it remains in the Resource Catalog for use elsewhere.

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, rename the new row inline, then right-click the row to add resources one at a time — or batch-select multiple catalog items in one step.
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.

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