Why use Floors, Zones and Rooms?
A Service Site represents a physical customer location. Inside a large or complex location, technicians may need more detail than the site address to find a Display. Floors, Zones, and Rooms provide that detail without creating a separate Service Site for every part of the building.
These locations describe the physical layout of the Service Site. They are separate from Services, which describe the work your company provides at that location.
How the hierarchy works
A Service Site can be divided into Floors. Each Floor can then be organized using Zones or Rooms. Zones and Rooms are alternative ways to organize a Floor, and Rooms do not belong to Zones.
Service Site: The overall physical customer location.
Floor: A level or storey within the Service Site, such as Ground Floor, 1st Floor, or Basement.
Zone: A recognizable area on a Floor, such as Reception, Restaurant, or Client Lounge.
Room: A specific room or precise location, such as Meeting Room 1, Kitchen, or Room 204.
You do not have to use every level. Choose the structure that gives technicians enough information to locate the inventory without making the site unnecessarily complicated.
When to use Floors
Use Floors when the building has multiple levels and knowing which level a Display is on helps technicians navigate the site. Use names your team and customer recognize, such as Ground Floor, 2nd Floor, or Basement.
For a small, single-storey site where the extra level does not help anyone find the inventory, you may not need a Floor record.
When to use Zones
Use Zones when a Floor contains larger areas that are useful to group together, or when the customer already uses clear area names. Examples include Lobby, Reception, Restaurant, Conference Area, Wellness Area, or Back of House.
A Zone does not need to be a separate enclosed room. It can describe an open or operational area that helps your team understand where work takes place.
When to use Rooms
Use Rooms when technicians need a more precise location for a Display. Examples include Meeting Room 1, Executive Office, Boardroom, Kitchen, or a numbered room.
If Floors and Zones already make the site easy to navigate, adding many individual Rooms may create extra records to maintain without making field work easier.
Examples of site structures
Small single-storey office: Service Site only, if the location is easy to navigate.
Three-storey office: Service Site → Floors, if technicians need to find Displays by level.
Large hotel: Service Site → Floors → Zones or Rooms, depending on how the hotel is organized.
Open area or campus building: Service Site → Floors → Zones, when areas are more useful than individual rooms.
How the structure relates to Displays
A Display can be associated with a Floor, Zone, or Room in the Service's Field Inventory. This location information helps technicians find the Display and makes larger inventories easier to browse using location filters.
Floors, Zones, and Rooms describe the physical layout of a Service Site, but a Display's location is recorded in the Field Inventory belonging to a Service.
Field Inventory is created per Service, not per Service Site. Different Services at the same physical location can therefore have separate inventories, and Displays in each Service's Field Inventory can be associated with a Floor, Zone, or Room.
Keep the structure separate from other information
Use Floors, Zones, and Rooms only to describe physical locations. Keep Services, Displays, Plants, Planters, schedules, and follow-up work in their respective parts of One Big Green. Site-wide details such as contacts and opening hours belong at the Service Site level.
Practical tips
Use the names your customer and technicians already recognize.
Agree on a naming convention before adding many locations.
Choose Zones or Rooms based on how the building is actually navigated. You do not need both.
Check whether a technician could find a Display from its location name alone.
Avoid changing the hierarchy or renaming locations frequently once Displays have been assigned to them.
Before removing or changing an existing location, check the Displays associated with it and consider the effect on their location information.