SiteRecon Help Center

Pages
- SiteRecon Help Center
  Introduction to Plato
  How can Plato be used in your organization?
  What's new on Plato?
  What are property views?
  How do you create views?
  Introduction to SiteRecon
  How does SiteRecon work?
  Measurement feature types on SiteRecon
  Sign up and begin your free trial
  Invite users
  Workspace roles
  Organizational code
  My Properties dashboard
  Data correction feedback in the "awaiting approval" stage
  Interacting with the map data
  Placing an order for a single property
  Instant Parking Lot
  Uploading bulk properties
  DIY measurements
  FAQs on order measurement property
  Editing tools
  Creating "Views" in a property
  Add a new feature layer
  Create a custom feature layer
  Selecting tools
  Basics of the editing tools
  Create snapshots
  Create notes
  Move or edit notes
  Leaving comments
  Duplicating the notes to another view
  Notes panel
  Presentation mode
  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
  Pipedrive CRM
  BOSS Integration
  ServiceMinder Integration
  Manage subscription
  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
  Install Plato App
  Sign up to Plato
  Login to Plato
  Invite/Manage your team in your workspace
  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
  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
  Assign a note
  Resolving a note
  Comment and mention on notes
  Export your site audit report from notes
  Sharing notes
- How to update your billing admin?
- How to sync a property
- Downloading a Property

SiteRecon Help Center

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SiteRecon Help Center

Welcome to SiteRecon’s Help Center! We're here to answer your questions.

If you need help finding what you're looking for, email our support team at support@siterecon.ai!

Help Articles

⁠

About SiteRecon

⁠

Introduction to SiteRecon⁠

⁠

How does SiteRecon work?⁠

⁠

Measurement feature types on SiteRecon⁠

⁠

Getting Started

⁠

Sign up and begin your free trial⁠

⁠

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

⁠

Broken link⁠

⁠

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

⁠

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

⁠

How to update your billing admin?⁠

⁠

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

⁠

Using the Offline Mode

⁠

Downloading a Property⁠

⁠

How to sync a property⁠

⁠

Organize Your Notes With Property Views

⁠

What are property views?⁠

⁠

How do you create views?⁠

⁠

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