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Logging Tasks

During a service visit, technicians record which tasks they completed. Plantrunner uses configurable task templates so your team logs consistent, structured information.

Task templates​

Admins configure the available tasks in the service tasks settings. Each task has:

  • Task name -- What the task is called (e.g., "Water plants", "Prune foliage", "Apply fertilizer")
  • Task category -- Grouping for organization:
    • Maintenance -- Regular upkeep tasks
    • Treatment -- Pest control, disease treatment
    • Inspection -- Assessment and evaluation tasks
    • Other -- Anything else
  • Sort order -- Controls the display order in the task list
  • Active/inactive -- Only active tasks appear for selection

Logging tasks during a visit​

After checking in at a location:

  1. The task list shows all active tasks
  2. Check off each task as you complete it
  3. Tasks are saved as part of the visit record

Each completed task is recorded with a reference to the task name and category.

Adding notes​

In addition to task checkboxes, each visit has a Notes field for free-text observations. Use notes for anything that doesn't fit a predefined task:

  • "Replaced ficus in lobby -- old one had root rot"
  • "Customer asked about adding plants to conference room"
  • "Building was locked, serviced exterior plants only"

Managing task templates​

To add, edit, or reorder task templates:

  1. Go to Company Settings or the service tasks configuration
  2. Add new tasks with a name and category
  3. Drag to reorder
  4. Toggle tasks active or inactive as needed
tip

Keep your task list focused. Too many tasks slow down the logging process in the field. Aim for 5-10 commonly performed tasks and use the notes field for uncommon situations.