With the sharing features, you can share property maps and measurements with your team members and external collaborators alike. These features are versatile, allowing you to collaborate with prospects during deal negotiations and facilitate a seamless handover to the production team after deal closure. As a Branch Manager/Account Manager/Operations Manager, you can use these features to train your crew and clearly define their property service responsibilities.

There are two ways to share the data - publicly (for folks outside your team) and internally (for folks inside your team).

Public Sharing

You can publicly share data for the orders that have been approved.

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  1. On the delivery panel, you will see a 'Share Map Link' button. Click on that.
  2. A popup opens with the public URL. Click on the copy button just after the URL.
  3. Share it with anyone outside your team like your customer. Just remember to share with him a guide on how to use the application

This is what the data looks like to public users when they visit the link. The person you are sharing the link with need not be a SiteRecon user.

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Features available on a publicly shared map

Internal Sharing & Collaboration

For internal sharing to work, your team mates would need to be signed up on SiteRecon under your organization.On the My Properties page, you would see 2 tabs - 'Created by me', 'All'

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When you click on 'All' you will be able to see the orders created by others in your organization - draft, measurements ongoing or approved. You can see who has created the order on the table with the order date. This is how collaboration looks like when internally sharing data on SiteRecon -