SiteRecon Help Center

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SiteRecon Help Center

SiteRecon Help Center

SiteRecon Help Center

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How can Plato be used in your organization?

Your step-by-step guide for using Plato in your company.

→ Document

Bid walks or site walks

inventory and specs

special customer requirements - required maintenance cycles of different areas, custom improvements,

site conditions (safety issues, hazards and concerns, drainage, soil etc.)

→ Plan

Job Planning by operations managers

Job notes for specific locations which your team on site can follow easily.

Assign treatments to be done on site inventory

Enhancements Opportunities Planning to pitch the customer.

→ Share

Share or Assign notes with team both internal and external to your workspace or organization which includes subcontractors as well as end-clients.

→ Collaborate

Clear doubts via discussion using comments

Add follow-ups and post-work images on a note using comments.

resolve assigned notes to update ticket status for tracking.

Track Open vs Resolved tickets for the property. Filter them for Assignees, tags on separate views.

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We will dive deep into how different users can use plato and make their life easy.

1. Owner/Operator

The app allows the owners/operators of a landscaping firm to keep track of the work by asking for live reports from their crew/production manager/operations manager.

The app also builds & prevents the loss of institutional knowledge

2. Business Developer

For Business Developers, this tool might come in very handy while site-walking with the customer for the first time. Depending on the need, the notes could be well taken with or without geotags under the following circumstances:

Special requests made by the customer

Safety issues

Maintenance issues

Enhancements

Access restrictions and time of operations

They can also take notes of a poorly-served site to begin the conversation with the property manager about appointing a better service provider.

Business Developers may as well take notes on the site conditions that affect the production rates - tag the estimator or operations manager to discuss how the phenomena would affect cost. The estimator can visit the site or add his thoughts directly to the notes stream.

The app can also be used to show the customer the way other property owners maintain their turf/beds etc. E.g., a gallery of beautiful landscapes maintained by company X.

3. Account Manager

Account managers can take notes to deal with the following scenarios:

To notify any service issues that could lower production quality - tag the crew leader and production manager to make sure the issue gets resolved

To keep the record of special requests made by the property manager and the status of request resolution

Can also collect before and after photo reports for the property manager’s consumption

The app can also help in documentation of site conditions from the POV of liability reduction - every chip in the curb line be documented to make sure the vendor clearing snow doesn’t get pointlessly blamed for the damage

Get suggestions - take a photograph of a bed, tag the landscape designer and ask him the best plants to use on the spot

4. Production Manager

The production manager can take handover from the business developer about customer’s special requests and production peculiarities at the site to:

Document the safety issues

Give instructions on how to handle challenging parts of the site - mowing, trimming, edging, weeding, planter pruning activities

5. Crew

The crew is the user who would interface the most. They can:

Save time by finding service issues and focusing on fixing them

Review and close the open tickets

Verify the service area boundaries

Keep a record of the extra work done

Keep a record of before & after work conditions on site

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