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

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How to update your billing admin?

Keeping your billing details up to date is crucial for seamless project management and uninterrupted access to SiteRecon’s powerful mapping and estimation tools. Whether you're transferring financial responsibilities to a new team member or ensuring smoother operations, updating your Billing Admin is a quick and simple process.

Follow this step-by-step guide to make the change and keep your team focused on what matters—faster bids, efficient workflows, and winning more landscaping projects.

Step-by-Step Instructions

1. Log in to Your SiteRecon Account

Go to

SiteRecon’s login page⁠

and sign in with your credentials.

2. Navigate to Billing Settings

Click on your Profile Icon (usually in the top-right corner).

Select Manage Subscriptions from the dropdown menu.

3. Locate the Billing Admin Section

Find the section that displays your workspace’s subscription plan and billing details.

Select the link “Update Billing Admin”.

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4. Update the Billing Admin Information

You will be able to see a pop-up with your existing admin details

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Enter the new Billing Admin’s name and email address:

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5. Verify & Save Changes

Ensure the new admin has access to the email address entered.

Click on ‘Check Payment Method’ and share the OTP sent to the email address provided

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6. Add payment method to billing admin email address

Incase our system does not identify a payment method associated with your updated billing email address, you will need to update the same by clicking on ‘Update Payment Method’.

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Add your payment details (card details) via Stripe

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Please note: If you add more than 1 card details here, you will need to select one card and set it as the ‘Default’ option for SiteRecon to process its billing.

Once you have added your details, you will be redirected to the ‘Update Billing Admin’ modal. Please select ‘Check Again’ for the system to recheck the associated payment methods with your new billing email address.

Select ‘Update Billing Details’ to save changes and successfully update your billing admin details!

Key Details & Tips

✔ Only admins can make this update – If you don’t have admin permissions, ask the current Billing Admin to make the change.

✔ Ensure smooth transitions – Let the new Billing Admin know they'll be responsible for future invoices and payments.

✔ Want to add more than one payment method? – You can add more than one card to your account by following the same steps on the Stripe link or from the ‘Update Subscription’ section.

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Updating your Billing Admin ensures uninterrupted access to SiteRecon’s AI-powered property mapping, takeoffs, and bidding tools. A smooth transition keeps your team focused on delivering top-notch landscaping services without billing interruptions.

If you need help, SiteRecon’s support team is ready to assist—just reach out to us through

support@siterecon.ai⁠

or the Help Center. 🚀

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