# Contact us Source: https://docs.terracetech.co/contact Get in touch with the Terrace team. We're a small team and we answer our own email. Whether you're sizing up Terrace or already running your operation on it, reach out any time. See Terrace run on an operation like yours. We'll walk you through it live and answer your questions. [Book a demo](https://calendly.com/wyattbunch-terracetech/30min). Not on Terrace yet? We'll get your operation set up and walk you through it. Email [founders@terracetech.co](mailto:founders@terracetech.co?subject=Getting%20started%20with%20Terrace). Already using Terrace and need a hand? Email [founders@terracetech.co](mailto:founders@terracetech.co?subject=Terrace%20support) and we'll help you out. Missing a feature or an integration? Tell us what would make Terrace better for your operation. Keep up with what we're building on [LinkedIn](https://linkedin.com/company/terrace-technologies). The fastest way to reach us is email: [founders@terracetech.co](mailto:founders@terracetech.co). We read every message. # Account & team Source: https://docs.terracetech.co/guides/account Your operation's profile, team, permissions, and document branding. Account settings define your operation and who works in it. Owners and admins configure it; everyone else works within the role they're given. ## Settings sections The Account screen collects your operation's configuration: * **Personal Info**: your own name, email, and password. * **Farm Details**: the operation's name, address, and contact info. * **Financial**: pricing tiers, fees, and money defaults that flow into every order and invoice. * **Documents**: how your PDFs look. Upload your logo, position it (**Bottom left**, **Bottom center**, **Bottom right**), and set the footer for invoices and quotes. * **Email**: the templates customers receive. * **Products**: units of measure for your catalog (**Bales**, **Cases**, **Crates**, **Cubic Feet**, **Cubic Meters**, and more) and product defaults. * **Equipment**: the trucks, trailers, and machines your operation tracks. * **Calendar & Notifications**: what shows on the calendar and who gets alerted about what. * **AI monitoring**: which [Scout](/guides/scout) guards run, order-anomaly sensitivity, tunables like invoice overdue days and inventory lead time, saved farm knowledge, and a summary of what Scout has learned from your alert engagement. Owners and admins only. * **Preferences**: display density (**Comfortable** or **Compact**) and view defaults like **Card view**. * **Shipping**: delivery defaults. * **Data Management**: export your data as **CSV** or **Excel**. * **Activity**: the operation-wide audit log, filterable by **Actor**, **Entity**, and **Event type**. When something changed and you need to know who and when, it's here. ## Team members Invite teammates by email from **Team Members**. They receive an invitation link, set a password, and land in your operation with the role you chose. You can change roles or remove members any time. ## Roles and permissions Five roles cover the shapes of an operation: | Role | Typical use | | -------------- | -------------------------------------------------------------- | | **Owner** | Full access, including team and billing. | | **Admin** | Runs day-to-day operations and settings. | | **Staff** | Works orders, customers, inventory, and invoices as permitted. | | **Farm staff** | Field-focused: orders and growing, without the business layer. | | **Trucking** | Delivery-focused: their loads and deliveries. | Under **Roles & Permissions** you can tune what each role can do, permission by permission: viewing, creating, or deleting customers, changing order status, assigning drivers, recording payments, adjusting stock, and financial visibility switches like revenue, profit margins, inventory value, customer spending, and pricing. That last group matters in the field: a crew member can work the growing schedule and never see a dollar figure. If someone can't find a feature these docs describe, check their role's permissions first. Send them the Quickstart. It starts from the invitation email. Need a hand setting up your team or permissions? [Reach out](/contact) and we'll walk you through it. # Customers Source: https://docs.terracetech.co/guides/customers Manage the people and businesses you sell to. Customers are the people and businesses you sell to. A well-kept customer record makes every order faster to create, correctly priced, and easier to collect on. ## The Customers screen The list shows every customer with their status: **Active**, **Inactive**, **Pending**, **Past Due**, or **Suspended**. Cut the list down with smart filters: * **All Customers** * **Recently Ordered (Last 30 days)** * **Inactive (No orders in 90 days)**, your win-back list * **Has Orders** / **No Orders** Sort by **Name (A-Z)** or **Order Count** to find who you're looking for, and export the list when you need it elsewhere. ## The customer profile Open a customer to see their full relationship with your operation, organized into four tabs: * **Overview**: contact details, addresses, and headline stats: **Customer Since**, **Total Orders**, and **Total Spend**. * **Orders**: every order they've placed, with statuses. * **Financials**: invoices, payments, and outstanding balance. * **Activity**: a timeline of everything that's happened: **Order Placed**, **Invoice Created**, **Invoice Emailed**, **Invoice Paid**, **Payment Received**, **Note Added**, **Profile Updated**, **Status Changed**. **Customer Notes** live on the profile too, the place for delivery quirks, gate codes, and who to call when the office doesn't answer. ## Pricing tiers and discounts Assign each customer a **pricing tier** and their orders price themselves: line items default to tier pricing the moment you pick the customer in the order flow. Customer-level **discounts** stack on top and apply automatically. Managing discounts is its own permission, so you control who can give price breaks. ## Email from the profile Send customer emails without leaving Terrace: * **Statement**: a summary of their invoices and balance. * **Reminder**: a nudge on unpaid invoices. Viewing, creating, editing, deleting, discounting, and exporting customers are each permission-gated. A team member might see customers but not be able to change their pricing. Sync customers both ways with your accounting so neither side goes stale. # Dashboard Source: https://docs.terracetech.co/guides/dashboard Your operation at a glance: active orders, deliveries, revenue, and weather. The Dashboard is home base. It surfaces what needs attention today and puts the most common actions one tap away. The Terrace dashboard showing quick actions, today's orders, weather, revenue, and upcoming deliveries ## Quick actions Five shortcuts at the top of the screen: **New Order** · **Add Customer** · **Assign Truckers** · **Manage Invoices** · **View Analytics** ## What's on the dashboard * **Active Orders**: every order still moving, whether Pending, Awaiting Harvest, Harvested, Ready for Pickup, In Transit, or On Hold. Change a status or open an order right from the card. * **Upcoming Deliveries**: what's due soon, sorted by fulfillment date. * **Revenue**: your revenue chart, switchable between **Last 7 Days**, **Last 30 Days**, **Last 3 Months**, and **Last Year**. Only visible to roles with revenue permission. * **Weather Forecast**: the local outlook, because growing and delivery plans live and die by it. ## Calendar The **Calendar** screen puts orders and events on a real calendar, including fulfillment dates, scheduled deliveries, and events you add yourself, so the week's shape is visible before it happens. ## Role-based views The dashboard adapts to who's looking at it: * **Owners, Admins, and Staff** see the full operation view described above. * **Trucking** team members get their own delivery dashboard. See [Trucking](/guides/trucking). * **Farm staff** without dashboard permission land directly on Orders, focused on the work in front of them. New to Terrace? Set up your operation and create your first order. # Growing Source: https://docs.terracetech.co/guides/growing Track batches from seeding to ready, plan production, and analyze how each planting performed. Growing is where the field meets your orders. Batches follow every crop from seeding to ready, the growing schedule tells your crew what to work and when, and analytics show how each planting performed. ## Batches Batch Tracking showing growing and ready counts and a table of batches with product, location, quantity, timeline, and status A batch is a lot of product moving through its growing life. Each batch records its **Planted** date, **expected ready date**, location, quantity, a health rating (**Fair**, **Good**, **Excellent**), and a growth stage (**Liner**, **Vegetative**, **Bulking**). It moves through five stages: | Stage | What it means | | ------------- | --------------------------------------- | | **Seeding** | Planted, not yet growing. | | **Growing** | In the field, maturing. | | **Ready** | Grown out and available to fill orders. | | **Harvested** | Pulled and allocated to orders. | | **Archived** | Closed out. | Filter the **Batches** screen by stage or by what's due **Today** and **Tomorrow** to see what needs attention. ## The growing schedule The growing schedule shows orders waiting on product, laid out by **Day**, **Week**, or **Month**, and broken into **Morning**, **Afternoon**, and **Evening** windows. It's the crew's daily answer to "what do we pull today, and how much?" As you log a batch against an order, Terrace allocates it and moves the order forward, from **Awaiting Harvest** to **Harvested** (or **Awaiting Picking** to **Picked** on nursery, tree, and greenhouse farms — see [How Terrace works](/guides/how-terrace-works#the-order-is-the-thread)). ## Batch allocation When an order commits and more than one batch could supply it, Terrace opens the **batch selector** so you choose exactly which batch to pull from. That keeps traceability intact: every order can tell you which field and planting it came from, and every batch can tell you which customers it went to. Batches also show in the create-order flow. When adding line items you can see whether product is **Seeding**, **Growing**, **Ready**, or **Harvested**, and promise delivery dates accordingly. ## Growing analytics The **analytics dashboard** turns your production history into decisions: * Headline stats: **Total Revenue**, **Total Orders**, **Avg Order**, and **Products** sold. * Charts by **Revenue**, **Orders**, or **Quantity**, rendered as **Bar**, **Line**, or **Area**. * Time ranges from **Today** to **All Time**, with **Current Period vs Previous Period** comparison to see if you're ahead of last month, or last season. Viewing batches and revenue data are separate permissions; a crew member can work the growing schedule without seeing dollar figures. See how order stages pull from your batches. # How Terrace works Source: https://docs.terracetech.co/guides/how-terrace-works One connected system: how orders, growing, inventory, invoicing, and delivery fit together. Most operations run on a stack of disconnected tools: a spreadsheet for orders, a whiteboard for what's growing, a notebook for stock, accounting software for invoices, and texts to the driver. The numbers never quite agree. Terrace is one system instead. The **order** is the thread that ties everything together. The moment you create one, it reaches into growing, inventory, invoicing, and delivery on its own. This page explains that connective tissue so the rest of the docs make sense. ## The order is the thread Everything in Terrace hangs off an order. Creating one pulls in the customer's pricing, reserves the product, schedules the picking, bills the customer, and books the delivery, not as five separate chores but as one flow you move through by changing the order's status.
```mermaid theme={null} flowchart TB O[New order] --> P[Pending] P --> AH[Awaiting Harvest] AH --> HV[Harvested] HV --> RP[Ready for Pickup] RP --> IT[In Transit] IT --> DL[Delivered] DL --> CP[Completed] O -. prices from .-> CU([Customer & tier]) AH -. appears on .-> GS([Growing schedule]) GS -. allocates a batch to .-> HV HV -. deducts .-> IV([Inventory]) RP -. assigned to a .-> LD([Load & driver]) LD -. moves .-> IT O -. can generate an .-> IN([Invoice]) CP -. settled by a payment on .-> IN classDef stage fill:#166534,stroke:#0f3d20,color:#ffffff; classDef sub fill:#e7f6ec,stroke:#4eb748,color:#14532d; class O,P,AH,HV,RP,IT,DL,CP stage; class CU,GS,IV,LD,IN sub; ```
The green spine is the order's lifecycle. The rounded nodes are the other parts of Terrace it touches along the way, and each one updates automatically as the order moves. ## What each stage sets in motion You pick the customer and Terrace applies their [pricing tier and discounts](/guides/customers) to every line item. You can generate the [invoice](/guides/invoices) right away or later. The order lands on the [growing schedule](/guides/growing). Your field crew now knows exactly what to pull, how much, and by when. You log the product against the order. Terrace allocates it from a [growing batch](/guides/growing) (prompting you to choose which one when more than one could supply it) and deducts the quantity from [inventory](/guides/inventory) so it can't be sold twice. The order is packed and assigned to a [load and driver](/guides/trucking). As the driver works their route, the order moves itself to In Transit and then Delivered. The order is fulfilled and closed. Record the [payment](/guides/invoices) and the invoice settles. Your revenue and [analytics](/guides/growing#growing-analytics) update on their own. Two statuses sit outside the main flow: **On Hold** pauses an order without losing its place, and **Cancelled** stops it and releases everything it was holding, so the reserved stock and any batch allocations go back into supply. **Harvest or picking?** Sod farms see **Awaiting Harvest** / **Harvested** and the **Harvest List**. Nursery, tree, and greenhouse farms see **Awaiting Picking** / **Picked** and the **Pick List** instead. It's the same lifecycle and the same data — only the wording changes to match how your crew talks. The docs use the harvest wording throughout; read it as picking if that's your operation. ## Why this matters Because the pieces are connected, a single action keeps the whole operation honest: * Committing an order **can't oversell** you, because the stock is deducted the moment it's promised. * Every order is **traceable**: you can always see which field and planting it came from, and every batch can tell you which customers received it. * The numbers **agree by default**: the invoice matches the order, inventory matches what's been picked, and revenue matches what's been delivered. Nothing to reconcile by hand. ## Who sees what Terrace shows each person the slice of this flow that's theirs. An owner sees the whole operation; office staff live in orders and invoices; field crews work the growing schedule; drivers get their deliveries. What each role can see and do is governed by [permissions](/guides/account#roles-and-permissions). ## Where to go next Set up your operation and create your first order. The full order lifecycle in detail. Batches, the growing schedule, and allocation. Products, stock, locations, and operations. Still deciding whether Terrace fits your operation? [Book a demo](https://calendly.com/wyattbunch-terracetech/30min) or [talk to us](/contact), and we'll help you figure it out. # Integrations Source: https://docs.terracetech.co/guides/integrations Connect QuickBooks, Square, and the rest of your stack. Integrations keep Terrace and the tools around it in agreement, so nothing gets typed twice and nothing falls out of sync. ## QuickBooks QuickBooks is the deepest integration. Connect from **Integrations → QuickBooks**, authorize with Intuit, and configure how data flows. The QuickBooks screen has five tabs: **Overview**, **Review**, **Monitor**, **Activity**, and **Settings**. ### Customer synchronization Choose a direction: **Import only** (QuickBooks → Terrace), **Export only** (Terrace → QuickBooks), or **Both directions**. Then run **Review Import** or **Review Export** on demand. Customer sync no longer writes directly. Each run prepares a session on the **Review** tab where you approve matches before anything changes: * Exact matches on QuickBooks ID, email, or phone + name are auto-linked. * Fuzzy name matches, shared emails, and cross-linked records are held for your decision. * Every contact's email and phone is considered, so a secondary contact in QuickBooks is never treated as drift on the primary. ### Invoice export Turn on **Auto-export on create** and finished invoices flow to QuickBooks automatically. Pick an **Auto-export mode**: * **Direct** — new invoices post to QuickBooks immediately. * **Review first** — new invoices are held in a pending queue on the **Review** tab until you approve them. Use **Review first** when you want a final look before anything hits your books. Payment methods map across, including **ACH**, **Cash**, **Check**, and **Credit card**. ### Review tab The **Review** tab lists every staged session — customer imports, customer exports, invoice imports, and the auto-export queue. For each item you see the match reason, field-by-field diffs, and inline controls to resolve conflicts. Commit approved items to write them through to QuickBooks, or discard the session to throw the proposals away. Sessions are re-committable, so a partial run can be finished later without duplicating records. The auto-export queue keeps its **Processed** list tidy on its own: committed and skipped items age out after 30 days, and the list shows the 25 most recent with an overflow note if there are more. Failed items stay put until you resolve them. Use **Clear processed** at the top of the Processed group to drop committed, skipped, and failed items on demand — pending items and the queue itself are untouched, and the full commit history remains available on the **Activity** tab. ### Reconciliation Terrace periodically checks both sides and reports issues on the **Monitor** tab: * **Amount** and **field mismatches** between a Terrace invoice and its QuickBooks copy, including per-line-item, tax, amount-paid, and overpayment differences. * **Missing in Terrace** — invoices that exist in QuickBooks after your connection date but not in Terrace. * **Unlinked invoices** — Terrace invoices that lost their link to QuickBooks. * **Customer drift** — field differences, dangling or inactive QuickBooks references, duplicate emails on either side, and two Terrace customers linked to the same QuickBooks record. Sync problems show as **Errors** with enough context to fix them, and each invoice's sync state is always visible on the [Invoices screen](/guides/invoices). ## Square Square powers card payments, including [Retail Checkout](/guides/orders#retail-checkout) point-of-sale flows, and recorded payments carry Square as their method so your records line up. ## More on the way The Integrations screen lists what's live and what's coming. If a tool you depend on is missing, tell us: [founders@terracetech.co](mailto:founders@terracetech.co). Connecting and configuring integrations is limited to Owner and Admin roles. # Inventory Source: https://docs.terracetech.co/guides/inventory Products, stock, locations, and recurring field operations. Inventory is your catalog and your ground truth: what you grow and sell, how much of it you have, where it is, and the recurring work that keeps it healthy. It spans four screens: **Inventory** (products), **Batches**, **Locations**, and **Operations**. ## Products A product is anything you sell. Each product record can carry: * **Product Name**, **SKU**, and **Description** * **Genus / Species** and growing attributes like **Sunlight** (Terrace adapts to your operation type, so nurseries see plant attributes and sod farms see theirs) * **Price per Unit** and pricing-tier prices * **Tags** for your own grouping * **Low Stock Threshold**, the level at which the product flags as **Low Stock** * **Public Availability**, whether the product is offered to customers Every product shows a live **stock status**: **In Stock**, **Low Stock**, or **Out of Stock**. Filter the catalog by product, batch location, batch status, or stock status. ## Stock adjustments Stock moves automatically as orders commit and cancel, but the real world moves too. Use **stock adjustments** to keep Terrace honest, and tag each one with a reason: **Sold** · **Damaged/Lost** · **Replanted** · **Purchased** · **Brokered** · **Manual Adjustment** Reasons make the adjustment history auditable, so you can always answer "where did those 40 units go?" ## Locations The Locations screen showing farm locations with acreage, capacity, and status **Locations** are your fields, greenhouses, and yards. Each **Farm Location** tracks: * **Acreage** / **Square Feet** and **Plant Capacity** * What's **Planted**, **Reserved**, and **Sold** there * A status: **Active**, **Fallow**, **Maintenance**, or **Archived** * **Tasks due today** from your operations schedule ## Operations The Operations screen showing recurring field tasks and their schedules **Operations** are recurring field tasks like watering, fertilizing, and mowing, scheduled **Daily**, **Weekly**, **Monthly**, **Every N Days**, or on **Specific Dates**. Each run is recorded as **Completed**, **Partial**, or **Skipped**, and skips carry a reason: **Rain**, **High wind**, **Equipment issue**, or **Other**. Pause an operation for the off-season and resume it in spring; archive it when it's retired. ## Exports Four report types, each as **PDF** or **Excel**: | Report | What it's for | | ------------------- | ---------------------------------------------- | | **Full Inventory** | Everything, for the complete picture. | | **Stock Report** | Current levels, the "what can I sell" sheet. | | **Pricing Sheet** | Products and prices, ready to hand a customer. | | **Inventory Audit** | Adjustment history for reconciliation. | Viewing inventory, locations, and batches, managing products, adjusting stock, deleting products, and exporting are separate permissions. Field staff can often see stock without being able to change it. Stock ties back to the batches it came from. See how growing feeds inventory. # Invoices Source: https://docs.terracetech.co/guides/invoices Bill for orders, email customers, track payments, and stay synced with QuickBooks. Invoices are how you get paid. Most start from an order, carrying over the customer, line items, and pricing, so billing is a click rather than a re-typing exercise. Invoice Management showing revenue totals and a table of invoices with email status, payment status, and QuickBooks sync ## Invoice statuses | Status | What it means | | ------------------ | ------------------------------------------- | | **Draft** | Created but not finalized. | | **Unpaid** | Finalized, awaiting payment. | | **Partially Paid** | Some payment received; balance outstanding. | | **Paid** | Settled in full. | | **Overdue** | Past its due date with a balance. | Each invoice also tracks its email state (**Not Emailed**, **Emailed**, or **Viewed**) so you know whether the customer has actually seen it. ## Create and send Generate an invoice from an order (or create one standalone from **+ New Invoice**). Set the **payment terms** (**Due on Receipt**, **Net 7**, **Net 15**, **Net 30**, **Net 45**, or **Net 60**) and the due date follows. Then email it to the customer directly from Terrace. Need to follow up? Send a **Reminder**, or a **Statement** covering everything they owe. The invoice PDF carries your operation's branding. Logo, position, and footer are set under [Account → Documents](/guides/account). ### Attach the PDF The email composer includes an **Attach PDF** toggle. Turn it on to include the branded invoice PDF alongside the email body. Quote emails work the same way. **Attach PDF** is only available when you send from the web app. On the iOS and Android apps the toggle is disabled, because the PDF is generated in the browser. Send from the web when the customer needs a PDF copy in their inbox; either device is fine for a plain-text send. If the PDF can't be generated for any reason, Terrace stops the send and tells you, so an email never goes out claiming an attachment that isn't there. ## Record payments Log payments as they arrive, full or partial, and Terrace keeps the running balance. Each payment records its method: **Cash** · **Check** · **Card** · **Bank Transfer** · **Square** · **QuickBooks Payments** · **Other** Once settled, you can issue a **Receipt**. Recording payments is its own permission, separate from creating or editing invoices. ## Filter and export Slice the invoice list by status, by date (**Today** through **This Year**, or a **Custom Date Range**), by email state, or by QuickBooks export state (**Exported to QB** / **Not Exported**). The **Export** button produces your books-ready output. ## QuickBooks sync With the [QuickBooks integration](/guides/integrations) connected, invoices flow to your accounting automatically or on demand. Every invoice shows its sync state, and if an export gets stuck you can use **Export Status Reset** and send it again. Deleted the wrong invoice? **Restore Invoice** brings it back. Voiding or deleting an invoice affects the linked order and customer balance. Prefer voiding to keep the paper trail; deletion is permission-gated for a reason. Configure auto-export, sync direction, and reconciliation. # Terrace on mobile Source: https://docs.terracetech.co/guides/mobile Built for the field, not just the desk. Terrace runs on your phone, your tablet, and your computer, with the same login and the same data on all of them. It's built for the field first, so the work gets recorded where it actually happens instead of on a notepad that has to be typed up later. ## The same operation, everywhere Sign in on any device and you're looking at the same live operation. Take an order on your phone at a customer's gate and it's on the office computer before you're back in the truck. There's nothing to sync by hand and no separate "mobile version" to keep up to date. ## Built to fit a phone On a smaller screen, Terrace reflows instead of shrinking: * Layouts drop to a single column, so there's no pinching and panning. * Dense tables become tap-friendly cards. * The sidebar tucks into a menu to give the content the full screen. * The actions you use most stay easy to reach. ## Roles that fit the phone The people who spend the most time on a phone get views shaped for it: * **Drivers** land on [Today's Plan](/guides/trucking) and an **Active Order** view built for the cab: the address, the contact, the items, and buttons to mark a delivery picked up and delivered. * **Field crews** work the [growing schedule](/guides/growing) and record batches right in the rows where the plants are. * **Retail Checkout** turns a phone or tablet into a [point-of-sale](/guides/orders#retail-checkout) for the farm stand or will-call counter. ## Scout on your phone [Scout](/guides/scout), Terrace's AI, is on every screen, phone included. Ask it a question or get a low-stock alert while you're away from the office, not just when you're back at the desk. Everything in these guides works on mobile. Where a screen looks different on a phone, it's the same feature reflowed to fit, not a cut-down version. The one exception is attaching a PDF to an [invoice](/guides/invoices#attach-the-pdf) or quote email — that's web-only, since the PDF is built in the browser. Your operation at a glance, wherever you are. # Orders Source: https://docs.terracetech.co/guides/orders Create orders, move them through their lifecycle, and turn them into invoices. Orders are the heart of Terrace. An order captures what a customer wants, when they want it, and where it's going, then drives everything downstream: what you grow, what stock you commit, and what you invoice. ## The Orders screen Open **Orders** from the sidebar. A stats bar across the top summarizes your orders, and you can work in either of two views: The Orders screen in spreadsheet view with a stats bar and sortable columns * **Grid view**: each order as a card, best for scanning status at a glance and working on mobile. * **Spreadsheet view**: orders as rows with sortable columns, best for working through many orders quickly. Narrow the list with filters: * **Status**: any lifecycle status, or **All Statuses**. * **Customer**: a specific customer, or **All Customers**. * **Date**: **Next 7 Days**, **Next 30 Days**, **Past 30 Days**, **Last Month**, or a **Custom Date Range**. * **Type**: **Business** or **Individual** customers. Orders also carry a **priority** (**High**, **Medium**, or **Low Priority**) so your team knows what to work first, and a **Backorder** flag marks orders waiting on product. In spreadsheet view you can select multiple orders and use **Delete Selected** for bulk cleanup. ## Create an order Tap **+ New Order**. Terrace walks you through four steps. The step indicator at the top shows where you are: Pick the customer (or create one on the spot). Terrace pulls in their saved contacts, delivery addresses, discounts, and pricing tier, so everything downstream is priced correctly from the start. Add line items: products, quantities, and prices. Prices default from the product and the customer's pricing tier, and you can adjust any line. Discounts and fees are calculated as you go. Set pickup or delivery, the location, and the fulfillment date. This is the date that drives your Dashboard, calendar, growing schedule, and trucking. A **Schedule** card on this step previews how many deliveries and pickups are already booked on each day so you can spot busy dates before committing. Select a day in the mini-calendar to set the fulfillment date and see that day's other orders, and use the **All / Delivery / Pickup** filter to focus the view. Check totals, fees, discounts, and the final amount. You can record a payment at creation and generate the invoice at the same time. Need to bill for a sale that happened earlier? Terrace supports backdating, so orders and their invoices can carry the real transaction date. ### Retail checkout For walk-up sales like a farm stand or a will-call counter, use **Retail Checkout** instead of the full order flow. It's a fast point-of-sale path: add products, take payment, done. The Retail Checkout point-of-sale screen ### Quotes Not ready to commit the sale? Use **Email Quote** to send the customer a quote document first. When they accept, the quote becomes an order without re-entering anything. ## The order lifecycle Changing status is how you record progress, and some changes trigger action elsewhere in Terrace. | Status | What it means | | -------------------- | ------------------------------------------ | | **Pending** | Created, work hasn't started. | | **Awaiting Harvest** | Waiting on product to be picked. | | **Harvested** | Product picked and allocated to the order. | | **Ready for Pickup** | Packed and waiting to leave. | | **In Transit** | Out for delivery. | | **Delivered** | Reached the customer. | | **Completed** | Fully fulfilled and closed. | | **On Hold** | Paused. | | **Cancelled** | Won't be fulfilled. | Statuses that commit product deduct available inventory, so the same stock can't be sold twice. If the order pulls from growing batches, Terrace prompts you to choose which batch to draw from. Cancelling releases whatever the order was holding. Nursery, tree, and greenhouse farms see **Awaiting Picking** and **Picked** in place of **Awaiting Harvest** and **Harvested**, and the export sidebar's harvest list becomes the **Pick List**. Sod farms keep the harvest wording. It's a label change only — the status flow, permissions, and exports are identical. ## Order calendar **Order Calendar** lays your orders out by fulfillment date so you can plan the week: see what's due, spot crunch days, and rebalance before they arrive. ## Exports Export your orders to **PDF** or **Excel** from the export sidebar. Pick from saved templates or choose exactly which columns to include. That's useful for pack lists, driver manifests, and end-of-week reporting. ## How orders connect to the rest of Terrace Orders waiting on product appear on the growing schedule; logging a batch allocates it back to the order. Committing an order deducts stock; cancelling releases it. Generate the invoice from the order, email it, and track payments. Assign a driver to carry the order from pickup to delivery. Deleting an order is permanent and also removes its linked batch allocations and invoice. Cancel instead if you want to keep the record. Creating, editing, deleting, changing status, and exporting orders are each permission-gated. See [Roles & permissions](/guides/account#roles-and-permissions). # Scout Source: https://docs.terracetech.co/guides/scout A second set of eyes on your whole operation. Scout is Terrace's AI, and it has two sides. It **watches** your operation around the clock and tells you about things you'd otherwise miss, and it **works** alongside you, taking tasks off your plate when you ask. The watching is what makes it worth having. ## A second set of eyes You can't be everywhere. Scout can. It continuously watches your inventory, orders, and customers, and flags issues **before** they turn into costly problems: the batch that's about to run short, the regular who's quietly stopped ordering, the order that doesn't look right. These are the things that don't announce themselves until it's too late, and Scout's job is to catch them early. It's always on, and it's on your phone in the field, not just at a desk. Stock-depletion forecasts, low-stock digests, and reorder alerts, so you restock before you sell out. Spots inactive regulars and at-risk accounts, so you can reach out before you lose them. Detects unusual orders, anomalies, and missed tasks before they cascade. The point of a second set of eyes is the things you *didn't* think to check. Scout surfaces the patterns hiding in your data, like a slow decline, an outlier, or a gap, and puts them in front of you while there's still time to act. ## Ask Scout anything Scout is also a chat assistant. Ask questions about your operation in plain English and get an answer instantly, with no menus, no exports, and no digging: * "Show me revenue this month" * "Orders due this week" * "Help me send an invoice" And it doesn't just answer. Tell Scout what you want in plain language and it can: * Create orders and plan truck loads * Send invoices and assign drivers * Update order statuses and log operations * Generate revenue reports and charts ## You're always in control Scout **drafts and recommends**, and never acts behind your back. Nothing is created, sent, or changed until you confirm it. You get the speed of an assistant with the final say on everything. ## Tune what Scout watches Owners and admins can shape Scout's alerts from **Account → AI monitoring**. If Scout is too loud, too quiet, or flags something that's just how your farm operates, this is where to adjust. ### Guards Each guard covers one kind of alert. Turn any of them off and Scout stops producing that type: * **Missing regular orders**: when a customer with a weekly rhythm hasn't ordered on their usual day. * **Customer activity alerts**: when a regular has quietly stopped ordering. Escalates through **low**, **medium**, and **high** as the gap grows, and clears itself when they order again. * **Invoice overdue alerts**: when an unpaid invoice passes its due date. Set **Minimum days overdue** to control how much slack you give before Scout speaks up. * **Inventory monitoring**: the master toggle for stock-related alerts, with two sub-switches: * **Predictive depletion forecast**: uses sales velocity to predict run-out dates before you hit zero. * **Threshold alerts**: fires low-stock and out-of-stock alerts against each product's reorder point. * **Default lead time**: how many days ahead of a predicted run-out Scout should warn you. ### Order anomaly sensitivity Sensitivity only affects the order anomaly guard — the check that runs on every new order for unusual pricing or discounts: * **Conservative**: only flags extreme anomalies. Best if you sell a wide range of items at custom prices. * **Standard** (recommended): balanced detection. * **Sensitive**: catches smaller deviations. Best if your pricing is tight and consistent. ### Dismissing an alert Every alert can be dismissed in one tap. A snackbar then offers **Add reason** — completely optional, but it's how Scout learns. You can pick a reason chip (**Not accurate**, **Normal for us**, **Already handled**, **Too many alerts like this**), add a note, or flip **Don't alert me about this customer again** to suppress future alerts of that type for that customer. ### Saved farm knowledge When you tell Scout something in chat like *"remember that Blue Ridge Grocery always buys triple on holiday weeks,"* it drafts a fact and asks you to confirm it. Confirmed facts appear under **Saved farm knowledge** in AI monitoring settings, and Scout uses them to quiet alerts that would otherwise fire and to answer chat questions more accurately. Every fact is visible and reversible: * Toggle a fact **Active** or **Off** to keep or pause it without losing it. * Delete a fact permanently with the trash icon (owner or admin). A bad fact can silently suppress real alerts. If Scout goes quiet on something it used to catch, check this list first. ### What Terrace has learned Below your saved knowledge, Scout shows a read-only summary of how your farm has been engaging with alerts over the last 60 days — how many fired, how many you acted on, and how many you dismissed. If a particular alert type is being dismissed consistently, Scout will quiet it automatically. It will never make itself louder on its own, and any tunable you set explicitly always wins. ## Where to find Scout Scout is available on every screen. Open it from **Ask Terrace** in the sidebar, or the quick-access button that follows you across the app. It works the same on your phone as on your computer. See Scout in action on the Terrace site. [Book a demo](https://calendly.com/wyattbunch-terracetech/30min) and we'll show you Scout working on a real operation. # Troubleshooting Source: https://docs.terracetech.co/guides/troubleshooting Fixes for the issues growers run into most. Most snags in Terrace come down to permissions, stock math, or a sync that needs a nudge. Here are the common ones and how to sort them out. If your issue isn't here, [contact us](/contact) and we'll help. Terrace shows each person only what their role allows, so a screen, chart, or button in these docs may be hidden for you. * Ask an Owner or Admin to check your role under **Account → [Roles & Permissions](/guides/account#roles-and-permissions)**. Viewing, creating, editing, and deleting are each separate permissions. * Some product attributes also depend on your operation type (nursery vs. sod), so what you see on a product can differ. * Financial figures like revenue and margins are gated by their own permissions, so a teammate can work the [growing schedule](/guides/growing) without ever seeing dollar amounts. Negative stock means more has been committed or sold than Terrace has on hand, usually from overselling or a missed adjustment. * Check for open [orders](/guides/orders) committing that product, and confirm the quantities are right. * Reconcile the real count with a [stock adjustment](/guides/inventory#stock-adjustments), tagging it **Manual Adjustment** or **Purchased** so the history stays clear. * To prevent it, set a **Low Stock Threshold** on the product so it flags before it runs out. An invoice stuck on **Not Exported**, or showing an **Error**, usually means the connection needs attention or the export got stuck. * Confirm QuickBooks is still connected under **[Integrations → QuickBooks](/guides/integrations)** (Owner or Admin only). Reauthorize with Intuit if the connection expired. * On the [Invoices screen](/guides/invoices), use **Export Status Reset** on the invoice, then send it again. * The **Reconciliation** view flags **Discrepancies** like an amount or field mismatch between Terrace and QuickBooks, which points you to what to fix. Two things cause this: permissions or the date range. * Revenue, profit margins, and other money figures require the matching permission. Ask an Owner or Admin to enable revenue visibility for your role. * If you do have access, widen the date range on the chart. An empty chart often just means no orders fall in the selected window. Moving an order toward fulfillment commits product, so Terrace needs to know where it comes from. * When more than one [growing batch](/guides/growing) could supply the order, the **batch selector** opens so you can choose which one to pull from. Pick a batch to continue. * If there isn't enough available stock, top it up with a [stock adjustment](/guides/inventory#stock-adjustments) or adjust the order quantities first. Deleting and cancelling are different, and it matters which you use. * Deleting an [order](/guides/orders) is permanent and also removes its linked batch allocations and invoice. Going forward, use **Cancel** instead to keep the record and release the stock it was holding. * A deleted invoice can often be brought back with **Restore Invoice** on the [Invoices screen](/guides/invoices). Prefer voiding over deleting to keep the paper trail. Invitations and passwords are the usual culprits. * Resend the invitation from **Account → Team Members**, and double-check the email address. Invitation links can expire. * If they've forgotten their password, they can reset it with **Forgot password?** on the sign-in screen. The [Dashboard](/guides/dashboard) forecast is based on your operation's location. * Set or correct your address under **Account → Farm Details**, and the forecast will follow. Still stuck? Email us at [founders@terracetech.co](mailto:founders@terracetech.co?subject=Terrace%20support) and describe what you're seeing. We read every message. # Trucking Source: https://docs.terracetech.co/guides/trucking Dispatch drivers, plan routes, and follow every delivery to the customer. Trucking moves finished orders from your operation to the customer. Dispatchers assign and balance loads; drivers get a focused view of their day. ## Dispatch: assigning drivers From the trucking board (or the Dashboard's **Assign Truckers** quick action), open **Select Driver** to see your **available drivers** and hand out deliveries. Assigning many orders at once? Terrace can split them: * **Even split**: spread orders evenly across drivers. * **Fewest loads**: pack orders into as few trips as possible. * **Sequential**: keep them in order, one driver at a time. Each delivery shows a load estimate (**Light Load**, **Moderate Load**, or **Heavy Load**) and a delivery window: **Morning**, **Afternoon**, **Evening**, or **Anytime**. The board surfaces **Conflicts** when assignments collide, plus stats like **Active Routes**, **Completed Today**, and **Revenue**. Delivery assignments move through: **Unassigned** → **Assigned** → **Scheduled** → **In Transit** → **Delivered**, with **Overdue** flagged automatically. ## Routes and the map Terrace plots deliveries on a live map with **Truck Location**, and routes respect your preference: **Fastest**, **Standard**, **Local Roads**, or **No Tolls**. ## The driver's view Team members with the **Trucking** role skip the operation dashboard and land on their own workspace: * **Today's Plan**: the day's deliveries in sequence. * **My Deliveries**: everything assigned to them. * **Active Order**: the delivery in progress, with address, contact, items, and the actions to mark it picked up and delivered. * **Order History**: what they've completed. As drivers update their deliveries, the linked orders move through **In Transit** and **Delivered** for everyone else watching, with no radio check-ins required. Assigning drivers is permission-gated (`Assign Drivers`), separate from changing order status, so dispatchers and drivers each get exactly the controls they need. See how delivery fits into the full order lifecycle. # Welcome to Terrace Source: https://docs.terracetech.co/index The operating system for Growers. Terrace is the operating system for Growers. It helps your operation manage the full path from field to customer, covering orders, growing, inventory, invoicing, and delivery in one place. It's built for the field: fast on mobile, simple to use, and powerful enough to run the whole operation. The Terrace dashboard See Terrace run on an operation like yours. We'll walk you through it live and answer your questions. [Book a demo](https://calendly.com/wyattbunch-terracetech/30min). ## What you can do Create orders in a guided flow, track them through every status, and turn them into invoices. Follow batches from seeding to ready and tie them to orders, so you always know what's coming and what's promised. Track product on hand, commit stock to orders, and avoid overselling. Generate invoices from orders, email customers, and record payments. Assign loads, dispatch drivers, and follow deliveries from pickup to drop-off. Active orders, upcoming deliveries, revenue, and weather on one dashboard. ## New here? Set up your farm and create your first order in a few minutes. Terrace adapts to your role. A field or trucking team member sees a focused view built around their work, while owners and managers see the full operation. What you can do depends on the permissions your team assigns you. **[Scout](/guides/scout)**, Terrace's AI, is a second set of eyes on your whole operation. It watches your inventory, orders, and customers and surfaces what you'd miss, right from the sidebar on every screen. ## Get started Not on Terrace yet? See it live or reach out to the team, whichever you prefer. We'll take it from there. See Terrace on an operation like yours, walked through live. Email the team and we'll help you get your operation set up. # Quickstart Source: https://docs.terracetech.co/quickstart Set up your operation and create your first order. This guide takes you from signing in to creating your first order in Terrace. It should take about ten minutes. ## Before you begin * A Terrace account. If a teammate invited you, open the invitation link and set your password. If you're starting a new operation, [contact us at founders@terracetech.co](mailto:founders@terracetech.co?subject=Getting%20started%20with%20Terrace) and we'll get you set up. * A phone, tablet, or computer with a browser. Terrace works on all three. ## Get started Open Terrace and sign in with your email and password. Terrace opens to your [Dashboard](/guides/dashboard), or to a focused view if your role is field or trucking staff. The Terrace sign-in screen Go to **Account** and confirm your operation's details: name, contact info, and pricing and fee defaults. These settings flow into every order and invoice you create. In **Inventory**, add at least one product with a unit and a price. Products are what you sell on orders and track as stock. In **Customers**, add the person or business you're selling to. You can save their contacts, delivery addresses, and pricing tier for reuse on future orders. Go to **Orders** and tap **+ New Order**. Walk through the guided steps: pick the customer, add products, set delivery details, and review the summary. Save it, and your order appears on the Dashboard as an active order. ## What's next Learn the full order lifecycle and how status changes drive growing, inventory, and invoicing. Add teammates and set what each role can see and do. Sync customers and invoices with your accounting. Understand the numbers and shortcuts on your home screen. Need a hand? Reach us at [founders@terracetech.co](mailto:founders@terracetech.co).