> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/scheduling/reserve-inventory-flag-expected-asset-inspections-and-two-kinds-of-notes.md).

# Reserve inventory, flag expected asset group inspections, and two kinds of notes

If your business uses inventory, step 1 has a Reserved Inventory section. Inventory must be enabled for your business before this section appears. Search for an item to reserve, and it appears as a card showing how many are available and a quantity selector.

Reservations are tied to the job, so any inventory already reserved on that job shows up here and your changes are saved against it. Pick which location to reserve from using the Reserve From dropdown that appears once you've added an item.

If Expected Asset Group Inspections is enabled in Settings > Scheduling > Features, an expected-asset-group field with a clipboard icon lets you warn if certain asset groups aren't inspected on this visit.

You can pick specific active, non-deleted asset groups already on the property or pick a type so the technician is prompted to create one if it doesn't exist yet. **Select all** appears when the property has at least two eligible asset groups. Generic type choices are limited to types that have an inspection report. Inactive or deleted asset groups do not appear in the picker and no longer produce missing-inspection warnings. This is optional and only produces a warning.

There are two note boxes, and they are not the same. Technician Instructions are visible to both back office users and technicians. Scheduling Notes (Back Office) are visible to back office users only, never to technicians, so use that one for internal scheduling context.

> **Where to find it:** All of these live on step 1 (Add Details) of the visit form: the Reserved Inventory section near the bottom, the clipboard field below work orders, and two separate note boxes.

## Related guides

* [Add work orders (visit types) and contacts with reminders to a visit](/customers-and-work/scheduling/add-work-orders-visit-types-and-contacts-with-reminders-to-a-visit.md)
* [Create a new visit](/customers-and-work/scheduling/create-a-new-visit.md)
* [Exact time vs. estimated, duration, technician count, and due date](/customers-and-work/scheduling/exact-time-vs-estimated-duration-technician-count-and-due-date.md)
* [Set a visit's arrival window](/customers-and-work/scheduling/set-a-visits-arrival-window.md)
* [Deleting a scheduled visit is permanent](/customers-and-work/scheduling/deleting-a-scheduled-visit-is-permanent.md)
* [Turn scheduling and GPS features on or off](/administration/settings/turn-scheduling-and-gps-features-on-or-off.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.withessential.com/customers-and-work/scheduling/reserve-inventory-flag-expected-asset-inspections-and-two-kinds-of-notes.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
