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      • Introduction to Plato
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        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
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      • 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
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      • Pipedrive CRM
      • BOSS Integration
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      • Manage subscription
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      • 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
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How can Plato be used in your organization?
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How can Plato be used in your organization?

Plato helps landscaping companies simplify communication, streamline job planning, and enhance collaboration across all team members.

Document

Plato makes it easy to document site visits clearly and effectively:
Bid and Site Walks:
Record inventory, specifications, and site details.
Document special customer requirements, such as maintenance schedules or requested improvements.
Note site conditions including safety hazards, drainage issues, or soil conditions.

Plan

Use Plato for efficient job planning and enhancing customer interactions:
Operations Managers:
Create clear job notes your team can easily follow on-site.
Assign treatments directly to specific items in the site inventory.
Identify Enhancement Opportunities:
Prepare proposals for additional services or site improvements to pitch to customers.

Share

Plato helps you easily communicate plans and assignments:
Share or assign notes with team members, subcontractors, and even customers directly within the workspace.
Ensure clear instructions and accountability for everyone involved.

Collaborate

Plato encourages seamless team collaboration:
Resolve queries quickly with comment-based discussions.
Use comments to attach follow-up tasks or post-work photos.
Mark notes as resolved to update their status and keep everyone informed.
Track open and resolved issues by property, assignees, or tags.
⁠

How Plato Helps Different Roles

Owner/Operator

Stay informed with live updates from your team.
Prevent loss of critical institutional knowledge.

Business Developer

Easily record important notes during initial site visits with customers, including:
Special requests
Safety and maintenance concerns
Enhancement opportunities
Site access and operational time restrictions
Document site issues affecting project pricing and involve estimators or operations managers directly in the conversation.
Showcase successful landscaping projects to potential clients directly in the app.

Account Manager

Quickly communicate service issues to the production team.
Keep detailed records of customer requests and resolution statuses.
Provide customers with before-and-after photo reports.
Document site conditions thoroughly to minimize liability.
Get instant expert advice by tagging landscape designers for plant recommendations.

Production Manager

Receive detailed handovers from Business Developers about customer requests and unique site conditions.
Clearly document site safety issues and instructions for complex tasks.

Crew Members

Save time by quickly identifying and addressing service issues.
Effortlessly review, address, and close open tasks.
Clearly verify service area boundaries.
Document extra work clearly and maintain records of site conditions before and after the work is performed.
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