Plant Inventory
The Plants section lets you maintain a complete inventory of every plant at every customer location. Track health status over time, log replacements, keep a photo record, and standardize records with the plant type catalog.
Plan Required
Plant inventory requires the Team plan or higher, and must be enabled in Company Settings.
Plants page
The main Plants page displays a table of all plants with:
- Plant name and species
- Plant type when linked to the catalog
- Customer location
- Health status (with color-coded badge)
- Quantity
- Installation date
Use the search bar to find plants -- search works across name, species, location, and other fields. Filter by health status or location to narrow results.
Health statuses
Each plant has a current health status:
| Status | Meaning |
|---|---|
| Healthy | Plant is in normal condition |
| Needs attention | Minor issues that should be addressed |
| Critical | Requires immediate action |
| Replaced | Plant was swapped out for a new one |
| Removed | Plant is no longer at the location (deactivates it) |
Plant details
Click on any plant to view its full profile:
- Name, species, and plant type
- Location and placement within the location
- Container type and quantity
- Installation date and replacement history
- Current health status
- Health timeline (history of all health logs)
- Photo
Permissions
| Action | Roles |
|---|---|
| View plants | All roles |
| Create plants | Admin, Customer Admin, Route Admin |
| Edit plants | Admin, Customer Admin, Route Admin |
| Delete plants | Admin, Customer Admin, Route Admin |
| Log plant health | Admin, Customer Admin, Route Admin, Employee |
Related pages
- Adding Plants
- Health Tracking
- Plant Types
- QR Code Tracking (coming soon)