Settings Help Guide

This guide explains each option available in the Settings menu and how it affects your workflow.

App Version

Displays the current version of the app installed on your device.

Why it matters:
You may be asked for this version number when contacting support or troubleshooting issues.

Mobile Version

Displays the version of iOS or Android currently running on your device.

Why it matters:
Some features may depend on your operating system version. This information helps diagnose compatibility issues.

Account

Shows the currently logged-in account. (Applies to users with account switching)

Tap to:

• View other linked accounts (if applicable)

• Switch accounts (if applicable)

Business Developer

Displays or allows selection of the assigned Business Developer.

Use this when:

• Creating a proposal for another business developer/salesperson so proposal reflects their name

• Ensuring proper attribution for reporting

Map Markers

Controls how markers appear on the map.

Current Option Example: ID Number

Function:
Determines what label is displayed on each map marker (e.g., ID Number instead of species or tag).

Use this when:
You want a specific identifier visible directly on the map for easier navigation or tracking.

Cluster Markers (Toggle)

Groups nearby map markers together when zoomed out.

ON:
Markers close to each other are grouped into a single cluster icon.

OFF:
All markers display individually.

Recommended when:

• ON for large datasets (reduces map clutter)

• OFF when precise individual marker visibility is needed

Species

Sets preference for how tree names are listed.

Options:

• All

• Common

• Botanical

Keep Attributes on Species Edit (Toggle)

Retains previously entered attributes when changing the species of a pin.

ON:
Attributes remain filled in when you change the species.

OFF:
Attributes reset when species is changed.

Recommended when:

• ON if species are frequently adjusted but most data remains the same

• OFF if attributes differ significantly between species

Repeat Note (Toggle)

Automatically repeats the previous note entry for new records.

ON:
The last entered note will auto-fill on the next pin.

OFF:
Notes must be entered manually each time.

Best for:
Multiple pin entries where notes are consistent.

Repeat Description (Toggle)

Automatically repeats the previous description field.

ON:
Description field auto-populates with the last entry.

OFF:
Description must be manually entered.

Best for:
Large groups of similar pins.

Repeat Location (Toggle)

Automatically reuses the previous location for new pins.

ON:
Location field auto-fills with the last used location.

OFF:
Location must be selected manually.

Recommended when:
Recording multiple pins at the same site.

Repeat PHC Treatments (Toggle)

Repeats previously selected PHC (Plant Health Care) treatments.

ON:
The last used PHC treatments auto-fill to new pins.

OFF:
PHC treatments must be selected each time.

Best for:
Multiple trees receiving the same treatment plan.

Auto Increment Tag # (Toggle)

Automatically increases the tag number for each new entry.

ON:
Tag numbers increment sequentially (e.g., 101 → 102 → 103).

OFF:
Tag numbers must be entered manually.

Recommended when:
Assigning sequential physical tags in the field.

Alphanumeric Tag # (Toggle)

Allows tag numbers to include letters and numbers.

ON:
You can enter tags like A-101 or T23B.

OFF:
Tag numbers are numeric only.

Use this when:
Your tagging system includes letters.

Auto Photo (Toggle)

Automatically opens the camera when creating a new record.

ON:
Camera launches immediately when starting a new entry.

OFF:
Photos must be added manually.

Recommended when:
Photos are required for every record.

Background Upload (Toggle)

Uploads data in the background while you continue working.

ON:
Entries sync automatically when internet is available.

OFF:
Uploads require manual sync by tapping the cloud icon.

Recommended when:
Working in areas with intermittent connectivity.

Help

Opens the help center and support resources.

Use this for:

• Feature guidance

• Troubleshooting

• Contacting support

Log Out

Logs you out of the current account.

Use this when:

• Switching users

• Troubleshooting account issues