One Big Green uses specific terms for customer locations, plant inventory, scheduled work, and the people who carry it out. This glossary explains the terms you are most likely to encounter in the Back Office and mobile app.
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Service Site: A physical customer location with one address. If a customer has multiple physical locations, create a separate Service Site for each one.

Reference code: An optional, unique code you can use to identify a Service Site. It can be useful when your company already uses site numbers or internal identifiers. If you use reference codes, each one must be unique.

Division: An optional way to group Service Sites by territory or business area, especially if your company operates across multiple regions. For example, you could use divisions for North and South, or for separate branches that manage their own portfolios.

Customer industry: The industry category associated with a Service Site. This can help you classify and understand your customer portfolio - for example, an office, hotel, healthcare facility, or retail location.

Service: A type of work your company provides at a Service Site. OBG supports interior, exterior, floral, and holiday services. A site can have one or several Services, and different Services can have different technicians, supervisors, schedules, or contracts. Each Service has its own Field Inventory.

Service nickname: A short, recognizable name used to distinguish a Service in day-to-day operations, especially when a Service Site has multiple Services. For example, a site might have nicknames such as “Lobby,” “Office floors,” “Exterior planters,” or “Holiday decorations.” Choose names that help the team quickly understand which part of the work a Service covers.

Floor, Zone, and Room: Ways to describe the physical layout of a Service Site. A site can be divided into Floors, and a Floor can then be organized by Zones or Rooms. Zones and Rooms are alternative ways to subdivide a Floor; Rooms do not sit inside Zones.

General site instructions: General notes about the location that help the team work there. Use this for stable, useful context that does not fit better in a more specific instruction field. Site information can also include instructional photos or files, such as an entrance photo, floor plan, or planting scheme.

Access instructions: Information technicians need to enter the site and reach the areas they service, such as which entrance to use, how to obtain access, or where to collect a key or badge.

Parking instructions: Information about where technicians should park and any restrictions or practical details they need to know before arriving.

Delivery instructions: Information about where and how products or materials should be delivered at the Service Site. These instructions are added automatically when you schedule a delivery, and you can amend them when needed.

Water source instructions: Information about where technicians can find a suitable water source at the site.

Contact (Service Site contact): A person associated with the Service Site, such as an on-site, billing, or emergency contact. Contact details belong to the Service Site itself and help the team know whom to reach for site-related questions.

Field Inventory: The record of plant-related items maintained for a particular Service. The hierarchy is Display → Planters → Plants.

Display: A practical unit of care in the Field Inventory. A Display could be one plant in one planter, several plants in one planter, a styled group of two or three planters with different plants, a flowerbed, or a living wall. In OBG, actions such as watering and fertilizing are logged per Display. Keep this in mind when deciding how to divide a site’s inventory: group items into one Display when it makes sense to track their care and history together. A useful rule of thumb is to ask whether a technician might skip the whole unit during a service round - for example, because it is in a locked room or has been moved elsewhere.

Planter: The vessel or construction used to hold plants within a Display. This can be a conventional pot, a trough, or a living-wall construction - essentially, any form of vessel used to hold the plants in it. A Planter can contain one plant or multiple plants, including mixed planting.

Plant: An individual plant record within a Planter.

Plant type: The type or category used to identify a plant in the inventory. You can select a type from the OBG library or add a custom type. Custom types can be useful when you do not know the exact plants in a mix, or when there is another reason not to record every individual plant - for example, “Bromeliad mix” or “Color bowl.”

Display note: A note attached to a Display to record relevant context or work, such as updates or completed work. Use it when the information belongs to that Display rather than to the Service Visit as a whole.

Service Visit: A scheduled maintenance activity carried out by a technician at a Service Site. The field team can record the work performed and update inventory information during the visit.

Delivery: A scheduled activity used to record both deliveries of supplies and installations. The delivery workflow helps the team carry out the planned activity and record the required information.

Quality Inspection: A structured assessment of service quality at a Service Site. The assignee evaluates the site against the configured criteria and records the results.

Route: A way to group or sequence Service Sites for field work. Routes help organize the sites that a team member visits as part of their work.

Issue: A problem that needs attention, investigation, or follow-up.

Assignment: A task or action that needs to be completed. Examples include contacting a site representative, collecting supplies, or updating site information. Assignments can be one-off or recurring.

Replacement: A record used to manage replacement work for a plant or other item through OBG’s replacement workflow, separately from a general Issue or Assignment.

Extras: An area in supported mobile app workflows where the team can access additional work connected with a Service Site, including Issues, Assignments, and Replacements. They are called Extras because this work is on top of the regular maintenance routine - it is additional work that needs attention beyond the normal service round.

Assignee: The team member responsible for carrying out a scheduled job or handling an extra. Depending on the workflow, a Service Visit, Delivery, Quality Inspection, Issue, or Assignment may have an assignee. The assignee is the person expected to take action, not necessarily the person who created the record.

Operational Calendar: A scheduling view used to plan and review operational work, including Service Visits, Deliveries, and Quality Inspections.

Back Office: The web workspace used by office staff and managers to manage Service Sites, Services, inventory, schedules, users, reports, and other operational information.

Mobile app: The app field team members use to view assigned work, complete Service Visits and other activities, update inventory, record notes, and submit completed work.