Field Inventory is the structured record of the plant installations your team maintains as part of a Service. It helps office staff and technicians understand what is at a site, find each installation, and keep useful records of service work and replacements.

Rather than treating a site as one long, unstructured list of plants, One Big Green organizes the inventory into identifiable units called Displays. Each Display can contain Planters and Plants, depending on how much detail your business needs to track.
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A Service Site represents a physical location, such as an office, hotel, or shopping center. A Service represents a type or part of the work performed there. Each Service has its own Field Inventory.
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For example, a hotel may have an Interior Plant Care Service and an Exterior Plant Care Service. The lobby planters belong in the interior inventory, while the outdoor flower beds belong in the exterior inventory. Keeping the inventories separate helps teams find the records relevant to the work they are doing.
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The basic relationship is:

A Service Site can also have Floors, Zones, and Rooms to describe its physical layout. In the Field Inventory for a Service, Displays can be associated with a relevant Floor, Zone, or Room to help technicians locate them.
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Start by thinking about the route a technician follows and the work they need to complete. Identify the separate plant installations the technician must find and care for, then create Displays that represent those units. Do not automatically make an entire floor one Display, and do not automatically create a separate Display for every plant.
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When in doubt about whether several planters should be combined into one Display or split into separate Displays, opt for splitting them. Separate Displays are generally easier to identify, locate, service, and track independently. Combine planters only when they clearly function as one coordinated installation and recording them together is useful for the way your team works.
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An office has one plant on the reception desk, two planters in a meeting room, and a large plant by the elevator. Create separate Displays for the reception desk, the meeting room arrangement, and the elevator plant if these are distinct care stops. The inventory stays easy to follow without creating a separate Display for every plant in a shared container.

Use separate Services for interior and exterior care, each with its own Field Inventory. Name Displays by recognizable installation or location, such as “Lobby - reception desk”, “Restaurant - window planters”, and “Main entrance flower bed”.

Use location information to help divide the site into Floors and, where appropriate, Zones or Rooms. Associate each Display with the relevant location in the inventory for its Service. This makes a long list of Displays easier to navigate.

The right amount of detail depends on what your company needs to manage. Some teams need to track plants and replacements but do not need detailed planter records. Others need to track planters because they are leased, owned by the service company, or important to replacement planning. Set a consistent approach for similar contracts and sites.
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You can build and maintain Field Inventory in the Back Office, and the inventory is also used by the mobile team during field work. Before rolling out a new inventory, check that names and locations make sense to the people who will use them on site.
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