Manage the Resource Library
Use resources to organize internal guides, files, links, and reference material your team needs during work.
Use resources to organize internal guides, files, links, and reference material your team needs during work.
The resource library gives your team a place to keep internal materials that support field and office work. Use it for process guides, warranty documents, safety references, service scripts, or links your team opens often.
Create resources for materials that are stable enough to reuse:
Avoid adding duplicate or outdated files. A smaller library with trusted content is easier to use than a large library nobody can search.
Group resources by the people who need them:
Add clear titles and descriptions so teammates can find the right material quickly.
Review important resources after pricing, policy, safety, or workflow changes. Remove old documents when they are replaced.
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