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Adding Plants

Creating a new plant record​

  1. Navigate to Plants in the sidebar
  2. Click Add Plant
  3. Fill in the plant details

Fields​

  • Plant type (optional) -- Select from the plant type catalog. This auto-fills the name and species fields. See Plant Types
  • Plant name (required) -- Common name for the plant (e.g., "Fiddle Leaf Fig", "Snake Plant"). Pre-fills from plant type if selected
  • Species (optional) -- Scientific name (e.g., "Ficus lyrata", "Sansevieria trifasciata"). Pre-fills from plant type if selected
  • Customer location (required) -- Which service location this plant belongs to
  • Quantity -- Number of this plant at this spot (default: 1)
  • Placement -- Where in the location (e.g., "Main lobby entrance", "3rd floor break room")
  • Container type -- Pot or planter description (e.g., "12-inch white ceramic", "Floor planter")
  • Health status -- Initial health status (default: Healthy)
  • Installation date -- When the plant was placed (default: today)
  • Notes -- Any additional information

Adding plants from a location​

You can also add plants directly from a customer location's detail page. This pre-selects the customer location field.

Editing a plant​

Open the plant from the Plants table to edit any field. You can also upload or change the plant photo.

Deleting a plant​

Click Delete on the plant edit form. A confirmation dialog will appear.

tip

Instead of deleting a plant, consider logging its health status as Removed. This preserves the plant's history while marking it as inactive.

Replacement tracking​

When a plant is replaced:

  1. Log the health status as Replaced (see Health Tracking)
  2. Plantrunner increments the replacement count and records the date
  3. The plant remains active in the inventory with the new status

This gives you a complete history of replacements at each location.