Skip to content

sitereconlogo

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

sitereconlogo

SiteRecon Help Center

/

...

/

Search or filter existing properties on the dashboard

Share

Explore

Search or filter existing properties on the dashboard

The map dashboard allows the filtering of the property list on your workspace, based on the order status, order ID and customer ID using the Filter icon at the top right

To carry this out -

Click on the ‘Filter’ icon on the top right corner of your dashboard

Select the box of the order status you want to filter your list by

Click on ‘Apply’ to implement these changes

Properties Filter

⁠

⁠

⁠

In the event of the creation of multiple properties, you can browse through the property list to find your Order.

You can also search for your property by entering its address (full or partial) into the search bar.

Click on the search bar at the top of the map dashboard

Enter the address or the name of the property

If the property exists, you will be able to view it as a ‘Workspace result’

If not, you can click on ‘New property’ to create it

Search Bar

⁠

Screenshot 2025-02-27 at 4.25.20 PM.png

⁠

⁠

⁠

Switch workspaces (Organizations)

If you are part of multiple workspaces, you can still use the app to keep track of the work status and connect with stakeholders. All you need to do is to switch between your workspaces from your dashboard.

1. Go to the Profile section in the dashboard

2. Select the workspace under the My workspace section to access its data

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.