Welcome to Your One Big Green Free 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.
Here are the important links you might need:
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Mobile app for iOS
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Mobile app for Android
🧰 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:
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Open the invitation email and click the link to accept.
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Enter your name and either set a password or choose to sign in via Google or Apple.
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Check your email again for a verification code.
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Enter the code in the Back Office or the app - and you’re good to go!
2. Set Up Your Account
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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.
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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.
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Lastly, while still in Account 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:
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One office person
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One or two technicians (ideally the most and least tech-savvy - great for gauging onboarding needs)
Then:
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Invite them via the People section.
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Make sure they accept the invites.
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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.
🌿 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:
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For just a few sites, add them manually – by clicking Add Service Site and adding all the relevant details.
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For many, click Import, download the template + example, fill them out, and import your list.
Then:
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Add services to the sites.
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Assign your invited technicians to the services you created (they must have accepted the invite!).
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Add displays (ideally with plants and planters in them) to each site:
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Manually for smaller sites.
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Or via import for larger ones.
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2. Schedule the Service Visits
In the Operational Calendar of the Back office:
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Click Schedule a new visit.
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Choose the site, service, technician, time window (or flexible), and recurrence (e.g. “every 2 weeks”).
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The visit will now show in both the Operational Calendar and the technician’s app.
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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.
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Use filters (technician, site, etc.) to double-check everything.
📲 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:
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Their starting point
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Their transport method
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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 the future jobs), but the clock for the job only starts when they press “Start This Job.”
Once they start the job, they will see 5 tabs for this service visit:
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Start – What needs to be done + start button.
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Regular – Log tasks like watering/fertilizing, with more options under ➕.
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Extra – Any open issues, assignments, replacements for this service site (may be empty for now as we’ve only started setting up your account).
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Finish – Summary of what’s been done during this visit (for control) + finish button.
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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!
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Click “Start This Job.”
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On the Regular tab:
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Use “Water All” then manually unwater one or two displays.
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Mark one display as “No Access” or "Missing" using the options under ➕.
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Leave a field note on another.
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Request a plant replacement by filling in the replacement form.
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Move to Finish tab, review, 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.
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Start and finish a second job.
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Log a break from the main menu using “Pause”, then finish it after some time.
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Log an unplanned activity via ➕ in Schedule:
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Choose an activity
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Start and finish it after a moment
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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.
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Return to the main menu and press “Stop My Working Day.”
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Keep in mind that if any jobs are unfinished, the system won’t let you stop - reschedule them via the ➕ button.
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Once all is rescheduled, close the day by entering:
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End location
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Final mileage (if applicable)
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👏 Well done!
👀 Reviewing What You've Captured
Now let’s explore the results and the records we managed to collect in the Back Office.
Operational Calendar
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Completed visits = grayed out
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Missed visits = highlighted in red
Service Visits
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See visit summaries, icons for replacements/issues/assignments
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Click any visit to see full logs, actions, notes, and more
Timesheets
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View records for every visit, commute, break, and unplanned activity
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Check how they’re automatically cost-allocated by site (note the automatic allocation split for the commute between two service sites)
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Hover over geofencing pins to check exact technician locations
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Use filters and Export to Excel to play with your data
Notifications
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In the top right corner, check the Notifications that were generated once your technician rescheduled their jobs.
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You will have similar notifications if someone misses their jobs and also fails to reschedule them for another day.
Replacement request(s)
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View submitted tickets in Open Replacements.
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Try approving one, denying another (with a reason), or editing a request.
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Change statuses as if materials were sourced, delivered, or installed.
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Add cost details to the replacement.
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Review the Replacement Report for all completed, denied, and deleted tickets.
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! 🌱