Skip to main content

Field Worker Guide

This guide covers the daily workflow for field technicians using the Plantrunner mobile app.

Your daily workflow​

1. Check your route​

When you open the app, your dashboard shows today's route (if one is scheduled). You'll see:

  • The route name
  • List of customer locations in order
  • Estimated total time (driving + service)

2. Navigate to a location​

Tap a location in your route to see its address. Use the map view or open directions in your device's map app.

3. Check in​

When you arrive at a customer location:

  1. Tap Check In
  2. The current time is recorded
  3. Your visit status changes to In progress

4. Perform service​

While checked in, you can:

  • Log tasks -- Check off completed tasks from the predefined list
  • Add notes -- Record observations, issues, or customer requests
  • Take photos -- Capture before/after shots or document issues
  • Log plant health -- Update the health status of plants at this location (if plant inventory is enabled)

5. Check out​

When you've finished:

  1. Tap Check Out
  2. The current time is recorded
  3. Your visit is marked as Completed
  4. The duration is calculated automatically

6. Move to next location​

Continue to the next waypoint on your route and repeat the process.

Logging timesheets​

If your company uses timesheets (Team plan or higher):

  1. Navigate to Timesheets
  2. Tap Add Timesheet
  3. Enter the date, hours worked, and any required details
  4. Submit for admin review

Tips​

  • Check in immediately when you arrive, even before starting work. This gives the most accurate time tracking
  • Use notes liberally -- They help your office team understand what's happening in the field
  • Take photos of issues -- Visual evidence is more useful than written descriptions for plant problems
  • Log plant health consistently -- Even "Healthy" logs are valuable for tracking patterns