A customer is the organization you work for. A Service Site is the physical location where your team provides the service. If one customer has several locations, create a separate Service Site for each location your team needs to manage independently.

Use clear, consistent names that help office staff and technicians identify the correct location. For example, if a hotel group has several properties, names such as “Amazing Hotel (Downtown)” and “Amazing Hotel (Suburb)” make the locations easy to distinguish.

Keep the address accurate. When entering it, start typing and select the correct option from the dropdown. One Big Green geocodes the address, supporting navigation and geofencing-based check-in and check-out validation.
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Use the Service Site record for information that applies to the physical location as a whole, such as site instructions, access and parking details, delivery arrangements, water-source information, contacts, and general site notes. These details are shared across the Services at that location, so avoid duplicating them separately for each Service.
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Add useful reference information, photos, or files when they help the team work at the location. Site instructions and details synchronize in real time between the Back Office and the mobile app.
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A Service represents a distinct part of the work provided at a Service Site. Create separate Services when the work has different requirements, such as:

For example, if one team maintains indoor plants weekly and another team maintains exterior planters monthly, separate Services help keep their schedules, responsibilities, and inventories distinct.
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A nickname can distinguish parts of the work within a Service without creating another Service. For example, an Interior Service might use the nicknames “Living wall” and “Floor plants”. Use nicknames when they help the team recognize a particular work area or assignment while keeping it within the same Service.
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If you leave the nickname blank, One Big Green uses “All service site” as the default label. Choose names that are clear and consistent for both office and field teams.

When setting up a Service, review its type, nickname if needed, status, visit frequency, contract type, relevant contract and installation dates, and assigned technician and supervisor.
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Where possible, assign both a technician and a supervisor. Clear responsibility supports coordination and more consistent reporting. Update the settings when the way the service is delivered changes.
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Displays, planters, and plants belong to the field inventory of a Service, not directly to the Service Site as a whole. This allows different Services at the same location to maintain separate inventories when they cover different work.
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A newly created Service has an empty display list. Add the Displays that belong to that Service manually or use the available import workflows. Make sure the inventory reflects the work the team is responsible for under that Service.
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For larger locations, use the Service Site's physical structure to represent its Floors and, where appropriate, its Zones or Rooms. Zones and Rooms are alternatives within a Floor, not nested levels. Display locations are then associated with a Floor, Zone, or Room in the field inventory of the relevant Service.
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Choose a level of detail that helps technicians find Displays in practice. Keep naming consistent across the site so the structure is easy to understand.
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If a customer pauses a service or may resume it later, consider marking the relevant Service as inactive rather than deleting it. Similarly, if a customer may return to a location, consider deactivating the Service Site instead of deleting it.
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Take care before deleting records. Deleting a Service also deletes all outstanding visit sequences for that Service, and deleting a Service Site deletes upcoming activities scheduled for all Services at that site. These deletions cannot be reversed. Delete only when you are sure the records are no longer needed.

You do not need to fill in every optional field at once. Start with the essential Service Site name and address, then add the information your team needs as it becomes available.
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For larger portfolios, use the available spreadsheet import workflow to create Service Sites in bulk.
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Review records periodically to keep names, instructions, contacts, Service settings, and inventories up to date.
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