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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 or .kml
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?