Customer | Rooted

Rooted

Privacy Trees & Screens Flowering Trees Palms & Tropicals Shrubs & Hedges Groundcovers & Accents

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Customer Profile

Customer

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Name Email Phone Current/default address City State ZIP code

Property

Add property

Property name or label Primary contact Address CityStateZIP code Gate code Delivery instructions Property notes Default property

Internal

Add internal note

Note

Internal notes remain admin-only and are excluded from PDF and CSV exports.

Manual Order

Create manual order

Customer

Selected customer

Change customer

Customer not selected

Property

Delivery property

Property

Property labelPrimary contactProperty addressCityStateZIP codeGate codeProperty delivery instructionsProperty notes

Delivery addressCityStateZIP code Delivery date Delivery instructions

Products

Plants and sizes

Find a plant

Order Details

Totals and payment

Calculated subtotal$0.00

Manual total override

Total that will be saved$0.00Using calculated subtotal

Payment method Payment status Order status

Internal Notes

Manager-only order notes

Internal note

Manual orders record history only. They never reserve or reduce product inventory.

Properties

Customer properties

History

Orders and activity

Status Product City or ZIPMinimum amountMaximum amount Last 90 days