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

SiteRecon Help Center

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Sign up and begin your free trial

⁠

To create a new account on SiteRecon and start your journey with us, please follow the below steps:

Visit

app.siterecon.ai/signup⁠

⁠

Enter your details as requested and click on sign up.

An OTP Code for email verification will be sent to the email provided by you

Find your OTP Code in the Inbox of your Email ID and type your OTP Code on SiteRecon to complete your account creation.

If you don't find the OTP mail in your Inbox, Check for it in the Spam or Promotional Folder of your mailbox

After 30 seconds, you can either resend the OTP to email again, or request OTP on your Mobile number. Simply click on "Send OTP on Mobile" and enter your mobile number to receive an OTP on your phone.

Once you login, You’ll be assigned a personal workspace. Either you can create a new workspace if you are signing in for the first time or you can join an existing workspace by clicking on “Join Existing” option on the bottom left corner. You also have the option on the bottom right to join a workspace via an invite code.

Upon joining a workspace, you will be directed to the "My Properties" page, where you can start familiarizing yourself with the platform.

We provide free credits to help you explore SiteRecon features in the trial plan. To enable the same for your workspace, please book a demo call with the SiteRecon team.

Sample property measurements are available on the homepage to review the final delivered data and the quality provided by SiteRecon.

Quick guides are also available for you to gain in-depth knowledge about SiteRecon.

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