Good morning 🌱
Here's your landscape business at a glance.
Orders This Season
0
—
Total Booked $
$0
Confirmed + Delivered
Total Pending $
$0
Pending requests
Total Quoted $
$0
Quoted requests
Active Clients
0
In directory
🏆 Account Manager Leaderboard
🏆 Company Leaderboard
Recent Requests
| Company | Branch | Season | Items | Quote Total | Type |
|---|
Requests & Quotes
Click any row to view full details. Each request can hold multiple line items.
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Request Info
Ready Week—
Account Manager—
Order #—
Delivery Location—
Contact Name—
Contact Phone—
Delivery Address—
Notes—
🔄 Substitution Note—
🚫 Rejection Reason—
Line Items
| Size | Genus | Series | Color | Qty | Price | Total |
|---|
Quote Total
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Orders Log
Confirmed and completed orders. Total auto-calculates.
Planning & Forecast
Select a season and year to forecast what you should grow.
Client Directory
Landscape company contacts and account manager assignments.
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Contact Info
Cell Phone—
Office Phone—
Email—
Account Manager—
Client Since—
Address—
Notes—
Order History
| Year | Season | Ready Wk | Items | Order Total |
|---|
Delivery Locations
Customer Applications
New wholesale-account applications submitted from the login page. Approve to create the company and its contacts.
Plastics Catalog
Database of plastic container types and sizes. Used as dropdown source in requests and orders.
| Name | Customer Name | CMG Name | Pack Count | Plastic Vendor | Vendor ID | Color | Plastic 2 | Actions |
|---|
Pricing
Set prices per season, pot type, level, and customer tier.
Plant Catalog
Master database of plants. Used as dropdown source in requests, quotes, and orders.
Territory Map
Client locations across MD, PA, and VA. Group clients into route colors for visit planning.
Route Groups
Map View
Notification
Orders that need confirming (current and upcoming), quality checks for orders shipping within 4 days, and customer picture requests.
Settings
Customize your dashboard branding.
Company Logo
Upload your logo to replace the 🌿 icon throughout the dashboard and customer portal.
🌿
Recommended: square image, at least 80×80px
Browser Favicon
The small icon shown in the browser tab and on a phone's home screen. This is separate from your logo — if you don't set one, your logo is used.
🌿
Recommended: small square image (64×64 up to 512×512px)
Admin Password
Change the password used for admin access. This takes effect on every device immediately.
Employee Accounts
Staff log in with their own username & password from the Staff Login screen. New employees start with access to only the Planning & Forecast page — set each person's pages and which planning column groups they can edit here.
Customer Catalog Visibility
Choose which seasons and ready weeks customers can see in the catalog. Uncheck a season to hide all of its plants; expand a season (▸ weeks) to hide individual ready weeks. Anything left checked stays visible.
Ready Week Calendar
Set the date Week 1 begins for each year. Every other ready week counts forward in 7-day steps (Wk 2 = 7 days later, etc.). Customers see a plain-language note plus the actual date next to each ready week in the catalog. Example: 2026 Week 1 begins Dec 28, 2025; 2027 Week 1 begins Jan 3, 2027.
Order-Change Notifications
When a customer updates an order, a “what changed” email goes to michaelb@catoctinmtngrowers.com automatically. Add any sales & accounting addresses below (one per line, or comma-separated) to also notify them.