Your step-by-step guide for using Plato in your company.

→ Document

• Bid walks or site walks
  • inventory and specs
  • special customer requirements - required maintenance cycles of different areas, custom improvements,
  • site conditions (safety issues, hazards and concerns, drainage, soil etc.)

→ Plan

• Job Planning by operations managers
  • Job notes for specific locations which your team on site can follow easily.
  • Assign treatments to be done on site inventory
• Enhancements Opportunities Planning to pitch the customer.

→ Share

• Share or Assign notes with team both internal and external to your workspace or organization which includes subcontractors as well as end-clients.

→ Collaborate

• Clear doubts via discussion using comments
• Add follow-ups and post-work images on a note using comments.
• resolve assigned notes to update ticket status for tracking.
• Track Open vs Resolved tickets for the property. Filter them for Assignees, tags on separate views.

We will dive deep into how different users can use plato and make their life easy.

1. Owner/Operator

The app allows the owners/operators of a landscaping firm to keep track of the work by asking for live reports from their crew/production manager/operations manager.

The app also builds & prevents the loss of institutional knowledge

2. Business Developer

For Business Developers, this tool might come in very handy while site-walking with the customer for the first time. Depending on the need, the notes could be well taken with or without geotags under the following circumstances: