Welcome to Your
One Big Green Trial!

Congratulations on taking the first step towards transforming your field operations!

This guide will walk you through everything you need to test-drive One Big Green in a realistic yet low-stakes way. You'll simulate how your team plans, executes, and logs fieldwork - all while you observe it from the Back Office. The average trial takes around 2–3 hours of setup time and a couple of full test days with one or two team members (or just you pretending to be a technician - we won’t tell!).

By the end, you'll get a hands-on feel for how One Big Green helps teams like yours stay organized, accountable, and focused on what they do best: keeping plants (and clients!) thriving.

Before we begin, here are the important links you might need:

Stage 1. Preparation

1. Accept your One Big Green invitation

After registering for the trial, you’ll receive an email invitation to join One Big Green.

To accept:

Open the invitation email and click the link to accept.
Enter your full name and either set a password or choose to sign in via Google or Apple.
Check your email again for a verification code.
Enter the code in the Back Office or the app - and you’re good to go!

2. Set Up Your Account

Go to Account Settings and add your own organization’s address (es) – f.e. your office or the warehouse. These will be used as start and finish locations for your technicians on top of the service sites they manage.

Still in Account Settings, decide whether to enable Geofencing and toggle the switch accordingly. It’s a powerful feature that helps you verify the location of your team members, and we highly recommend at least trying it out. But we understand that, depending on your country’s regulations or your internal culture, you may wish to keep it off.

Lastly, in Job Settings, add a few unplanned activity types your team might be doing (e.g. admin work, warehouse duties). Don’t overthink it - these can be updated later.

3. Choose Who Will Participate

To get a balanced picture, we recommend:

One office person
One or two technicians (ideally the most and least tech-savvy - great for gauging onboarding needs)

Then:

Invite them via the People section.
Make sure they accept the invites.
Get everyone to download the One Big Green mobile app

💡 Pro tip: Want to try it solo first? Invite yourself using a different email address and play the role of a technician. Use a fun alias like John Technician so you can tell your two accounts apart.

4. Add Vehicles (Optional)

If your technicians use vehicles, add them in the Vehicles section and assign them to users.
No company cars? No problem - this step is completely optional.

Stage 2. Adding Sites, Services & Scheduling Visits

1. Set Up Some Service Sites

Go to the Service Sites section of the Back office and create as many as you think you'll need for this trial:

For just a few sites, add them manually – by clicking Add Service Site and adding all the relevant details.
For many, click Import, download the template + example, fill them out, and import your list.

Then:

Add services to the sites. To create a service site, you only need to give it a name and specify the address - the rest of the site details are optional, and you can add them later.
Assign your invited technicians to the services you created (they must have accepted the invite!).
Optionally, also assign Supervisor(s).
Add displays (ideally with plants and planters in them) to each site:
- Manually for smaller sites.
- Or via import from a spreadsheet or photos for larger ones.

2. Schedule the Service Visits and optionally Deliveries

In the Operational Calendar of the Back office:

Click Schedule a new visit.
Choose the site, service, technician, time window (or flexible), and recurrence (e.g. “every 2 weeks” or"doesn't repeat" if you want to schedule a one-off visit).
The visit will now show in both the Operational Calendar and the technician’s Schedule in their app .
Schedule a few more visits - ideally, at least 3-4 visits for the day when you will be testing One Big Green in the field.
Optionally, you can also schedule a Delivery (often used for delivery of supplies of new installs). The scheduling form is slightly different than that of the Service visits, and you can also add delivery instructions and request a photo proof of the delivery.
Use filters (technician, site, etc.) to double-check everything in the Operational Calendar.

3. Create some Assignments or Issues just to practice

In Open assignments:

Click New assignment
Choose one of the sites that have scheduled visits or deliveries, and assign the person who is expected to go there
Describe the assignment and optionally add the pictures or files
If you want an assignment to be recurring, select Recurring and choose the frequency
Save and check how this new assignment appeared in the Open assignments (you can always click on it to edit it)

In Open Issues:

Click New issue
Choose one of the sites that have scheduled visits or deliveries, and assign the person who is expected to go there
Describe the issue and optionally add the pictures or files
Save and check how this new issue appeared in the Open issues

Stage 3. Testing the Field Service Workflow

Now it’s time to take it for a spin - either with real team members or your technician alter ego.

1. Starting the Day

On the scheduled day, have the technician hit “Start My Working Day” in the main menu of the app.

They’ll choose:

Their starting point
Their transport method
Starting mileage (if applicable)

📍 Note: With geofencing enabled, technicians must always keep location services on.

2. Understanding the Schedule and the Service Visits section

The Schedule section shows the technicians where they need to go on any given day. They can click on the job to review details of what needs to be done (also for future jobs), but the clock for the job only starts when they press Start This Job.

Once they start the job, they will see five tabs for this service visit:

Start – What needs to be done + start button.
Regular – Log tasks like watering/fertilizing, with more options under ➕.
Extra – Any open issues, assignments, replacements for this service site (here they will see the issues and assignments you created for this site).
Finish – Summary of what’s been done during this visit (for control) + finish button.
Site Info – Site-specific notes or instructions the technicians might want to look up at any time, during the visit or outside of it.

3. Logging the Visit

Time to test how info gets logged and sent to the Back Office!

Click “Start This Job.”
On the Regular tab:
- Either tick displays one by one, or use “Water All” then manually unwater one or two displays.
- Do the same for fertilizing (even though imaginary).
- Mark one display as “No Access” or "Missing" using the options under ➕.
- Leave a field note on another (optionally, with a picture).
- Request a plant replacement by filling in the replacement form.
On the Extra tab:
- Complete one of the assignments by ticking on the assignment card and providing the completion details.
- Resolve one of the issues - also by ticking on the issue card and providing the resolution details.
- Optionally, create a new issue and a new assignment.
Move to the Finish tab, review if everything has been logged correctly (changes in replacements, assignments, and issues will also be reflected for control), and press “Finish the Job".

💡 The visit report is already in the Back Office – if you can’t wait to see it, feel free to check the Service Visits section right away!

4. Simulating the Full Working Day

Let’s add more realism to your test run.

Start, log, and finish a second job.
Log a break from the main menu using “Pause”, then finish it after some time.
Log an unplanned activity via ➕ in Schedule:
- Choose an activity
- Start and finish it after a moment
Simulate an unexpected disruption and file an explanation to your supervisors using “Clarify a Time Entry” in the main menu of the app.

For the realistic simulation, for now, let's keep at least one job on your schedule unfinished.

5. Wrapping Up the Day

Ok, time to wrap up the working day.

Return to the main menu and press “Stop My Working Day.”
Keep in mind that if any jobs are unfinished, the system won’t let you stop. We kept one or more jobs unfinished, so we need to go back to the Schedule and reschedule them via the ➕ button.
Once all is rescheduled, close the day by entering:
- End location
- Final mileage (if applicable)

👏 Well done!

Stage 4. Reviewing What You've Captured

Now let’s explore the results and the records we managed to collect in the Back Office.

Operational Calendar

In Operational Calendar:

Completed visits = grayed out
Missed visits = highlighted in red

Service Visits and Deliveries

In Service visits:

In the list of the service visits, check the highlights of the reports - when, who, where, and what's been happening (see icons for replacements/issues/assignments)
Click any visit to see full logs, actions, notes, and more

In Deliveries (if you scheduled and logged any):

In the list of deliveries, check the highlights of the reports - when, who, where, and what's been happening (see icons for replacements/issues/assignments).
Click any delivery report to see full logs, actions, notes, and photo proof if collected.

Timesheets

In Timesheets:

View records for every visit, commute, break, and unplanned activity
Check how they’re automatically cost-allocated by site (note the automatic allocation splits for the commute between two service sites)
Hover over geofencing pins to check exact technician locations
Use filters and Simple Export to Excel to play with your data
Optionally, try Special Export which allows you to set up the payrolling rules and get the summaries for your payroll

Notifications (top right corner)

In the top right corner, check the Notifications that were generated once your technician rescheduled their jobs.
You will have similar notifications if someone misses their job and also fails to reschedule it for another day.

Replacement request(s)

View submitted tickets in Open replacements.
Try approving one, denying another (with a reason), or editing a request.
Change statuses as if materials were sourced, delivered, or installed.
Add cost details to the replacement.
Review the Replacement report for all completed, denied, and deleted tickets.

Assignments

In Open assignments, check the open assignments if you or your colleague created them during the service round or delivery
Optionally, practice editing or reassigning them
Also, optionally, try completing them from the Back office
View the completed assignments in the Assignment report - whether they were completed during a service round/delivery, or from the Back office

Issues

In Open issues, check the open issues if you or your colleague created them during the service round or delivery
Optionally, practice editing or reassigning them
Also, optionally, try resolving them from the Back office
View the resolved issues in Issue report - whether they were resolved during a service round/delivery, or from the Back office

Great job! 💪🏻

You’ve Completed the Guided Trial.
Amazing Work!

You've just experienced the basics of how One Big Green empowers plant service teams with clarity, accountability, and peace of mind. If this test left you thinking “Wait, that was actually easy and kind of fun…” - you’re not alone!

We’d love to see you roll this out company-wide and start reaping the real benefits. And of course, we’re here to help with onboarding, training, and all the support you need.

Ready to grow with us? Let us know!

Welcome to Your One Big Green Trial!