Web Dashboard Guide

The web dashboard at app.treeinventory.ai is the desktop counterpart to the mobile app. Same data — customers, addresses, trees, reports — but with the layout choices that make sense on a wide screen. Use it when you're at your desk writing reports, doing bulk edits, managing teammates, or pulling historical data.

Quick Start

• Sign in at app.treeinventory.ai/login with the same credentials as the mobile app.
• Left sidebar: Customers, Reports, Team, Settings.
• Click any customer to drill into their addresses, then any address to see the tree list.
• Use the wide table view to bulk-edit trees (multi-select with shift-click).
• The Generate Report button on an address sends a PDF to a new browser tab; from there, email or download.

Layout

The dashboard is a three-pane interface on wide screens:

• Left sidebar — primary navigation: Customers, Reports, Team, Settings.
• List view — the main table area, showing whatever you drilled into (customers → addresses → trees).
• Detail / preview pane — opens on the right when you select a tree, report, or team member.

On narrower viewports (laptop screens, tablets in landscape), the sidebar collapses to icons; on phones, the dashboard works but is genuinely worse than the mobile app — use the app for any field work.

What to use the web for

The web dashboard exists for the things that are slow or impossible on a phone screen:

• Writing detailed reports — typing on a real keyboard, side-by-side with photos.
• Bulk-editing trees — select 20 trees, set them all to "Pruning needed" in one action.
• Generating + emailing reports — easier to attach a PDF from a desktop email client.
• Reviewing historical data — scrolling through 200 trees on a property is faster on a wide screen.
• Team admin — inviting members, assigning roles, managing org settings.
• Billing and subscription — view invoices, update payment method, change plan.
• Map / GIS view — see all trees on a property plotted geographically (where available).

Customers and addresses

The Customers view lists every customer in your org, sorted alphabetically with a search box at the top.

1. Click a customer

   The detail pane on the right shows their contact info and a list of every address attached to them.

2. Click an address

   The address page shows the property's tree list (every tree you've captured) with thumbnails, pin numbers, species, condition, and last-edited timestamp.

3. Add a customer or address

   The + New Customer button at the top of the customer list. Or, from inside a customer page, + Add Address. Same data model as the mobile app.

Tree list and bulk operations

The address page is where the web dashboard's wide-screen advantage shows.

• Multi-select — click the checkbox at the start of each tree row, or use shift-click to select a range.
• Bulk-edit — with multiple trees selected, the action bar shows: change condition, change recommendation, add a tag, delete.
• Sort and filter — sort by pin, species, condition, DBH, or last-edited. Filter by condition (Good / Fair / Poor / Dead) or recommendation type.
• Export — download the full tree list as CSV or GeoJSON from the ... menu.

Reports

The Reports tab in the sidebar lists every PDF you've generated across every address, with the most recent first.

1. Generate a new report

   From any address page, click Generate Report. The web version opens a preview in a new tab — full-resolution photos, every tree, the property summary. Once the preview looks right, download the PDF or send via email directly.

2. Re-share a past report

   Click any report in the Reports list. The detail pane shows when it was generated, who generated it, and a download link. Use this when a customer asks for a copy of a report you sent last month.

3. Regenerate with updated data

   If you've added or edited trees since the last report, click Regenerate on the report detail. A new PDF is created with current data; the old one is preserved for history.

The web preview is significantly larger than the mobile preview — useful for catching photo orientation issues, missing fields, or a client name typo before the PDF goes to the customer.

Team management (web-only)

The Team tab is only available on the web dashboard.

• Invite members — enter an email + role. They get a sign-up link by email; on first sign-in, they land directly in your org.
• Roles — different permission levels (admin, member, viewer). Admins manage team and billing; members capture and edit; viewers can read but not change.
• Remove members — revokes their access immediately. Their captured trees stay in the org.
• Org settings — change the org name (which appears on PDFs), upload a logo, set the default report cover.

The mobile app does not have a Team page. To add a teammate, an admin needs to do it from the web dashboard.

Billing and subscription

Settings → Billing (web-only) shows:

• Current plan + monthly cost.
• Next billing date.
• Payment method (update via Stripe).
• Invoice history (download PDFs of past invoices).
• Plan changes (upgrade, downgrade, cancel).

Mobile app store subscriptions (if you signed up via the App Store or Play Store) are managed in the respective store, not on the web dashboard. The web dashboard only manages direct subscriptions (sign-up via the website).

Web vs mobile — what's where

| Capability | Mobile | Web | |------------|--------|-----| | Capture trees (camera + GPS) | Yes | No | | Voice notes (microphone) | Yes | No | | Photo markup (touch) | Yes | Limited (mouse drawing) | | Edit tree fields | Yes | Yes | | Bulk edit (multi-select) | No | Yes | | Generate reports | Yes | Yes | | Email reports | Yes | Yes (better) | | Map / GIS view | Limited | Yes | | Team management | No | Yes | | Billing / subscription | No | Yes | | CSV / GeoJSON export | No | Yes |

The rule of thumb: anything happening at the property is mobile. Anything happening at your desk is web.

Common Questions

Do I need a separate account for the web dashboard? No. Same email and password as the mobile app. If you signed up on mobile, just go to app.treeinventory.ai/login on your laptop and sign in.

Can clients log in to see their reports? Not yet — clients receive PDFs by email or download link. A client portal is on the roadmap, but the current model is "you generate the report, you send it."

Why is the web dashboard slower than the mobile app? It usually isn't, but if it is: large tree lists (200+ on one address) take a moment to render on the web table view. The mobile app paginates more aggressively. We're working on virtualized rendering for the web table.

Can I capture trees from the web? No. Capture requires GPS and a camera, which the web doesn't have reliable access to. Use the mobile app for capture; use the web for everything after.

Related

• Mobile App Guide — the field-side counterpart
• Generating Reports — what the PDF looks like
• Getting Started — sign-up and first-tree flow
• Troubleshooting — fixes for common problems