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Help Articles


About SiteRecon


Introduction to SiteRecon

How does SiteRecon work?

Measurement feature types on SiteRecon

Getting Started


Sign up and get free credits

Invite users

Workspace roles

Organizational code

My Properties dashboard

Property Map and Data


Data correction feedback in the "awaiting approval" stage

Interacting with the map data

Order Property Measurements


Placing an order for a single property

Instant Parking Lot

Uploading bulk properties

DIY measurements

FAQs on order measurement property

Editing tools

Mapping Tool


Creating "Views" in a property

Add a new feature layer

Create a custom feature layer

Selecting tools

Basics of the editing tools

Keyboard shortcuts

Create snapshots

Using Notes on Web Platform


Create notes

Move or edit notes

Leaving comments

Duplicating the notes to another view

Notes panel

Presentation mode

Sharing and Exports


How to share a property

How do we change the property level sharing setting?

How to change a user’s permission for a property?

Export excel

Share map links

Integrations


Pipedrive CRM

BOSS Integration

ServiceMinder Integration

Admin Controls


Manage subscription

Manage team credits

Buy more credits

How do you invite someone to the workspace?

What are the different roles in the workspace?

Set a feature as default orderable

Set default layer setting

Help Articles: Plato

Plato, is SiteRecon’s mobile application focused on fulfilling site assessment needs of landscaping companies. Unlock new levels of productivity with the smartest on-field assistant!

Introduction to Plato

How can Plato be used in your organization?

What's new on Plato?

Getting Started With Plato


Install Plato App

Sign up to Plato

Login to Plato

Invite/Manage your team in your workspace

Find Your Property


Search or filter existing properties on the dashboard

Create New Property

Open your property map

View takeoffs mapped by SiteRecon

Rename your property address

Nearby properties from your current location (dashboard)

Notes on Plato


Notes on Plato

New and simplified flow of note creation on Plato

Using the notes filter

Identify different types of notes with tags colors

How to create a note?

How to update a note?

How to delete a note?

Add feedback on the property

Sharing and Collaboration


Assign a note

Resolving a note

Comment and mention on notes

Export your site audit report from notes

Sharing notes

Organize Your Notes With Property Views


What are property views?

How do you create views?

Use cases