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      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
      • icon picker
        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

BOSS Integration

Note: Please reach out to your dedicated account manager to setup this integration
You can import the Takeoff Category and Measurement Type list from your BOSS account into the service items list of SiteRecon.
To integrate with your BOSS account, just adhere to these easy steps.
Go to the profile dropdown menu -> Settings -> Features settings.
Switch to the Service item Tab and click on Connect button.
You will be asked to enter your BOSS account's Domain URL and API Key. You can reach out to BOSS to get these credentials.
Click on Set Token, and you will be good to go. The Takeoff Category and Measurement Type List will be pulled from your BOSS account and updated on SiteRecon.
Whenever you change the Takeoff Category in your BOSS account. You can sync the Takeoff Category with the most recent updates by visit this page and click on Sync Button.

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