SiteRecon Help Center

SiteRecon Help Center

SiteRecon Help Center

Welcome to SiteRecon’s Help Center! We're here to answer your questions.

Need help finding what you're looking for? Send our support team a note at support@siterecon.ai!

Help Articles

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About SiteRecon

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Introduction to SiteRecon⁠

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How does SiteRecon work?⁠

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Measurement feature types on SiteRecon⁠

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Getting Started

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Sign up and get free credits⁠

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Invite users⁠

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Workspace roles⁠

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Organizational code⁠

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My Properties dashboard⁠

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Property Map and Data

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Data correction feedback in the "awaiting approval" stage⁠

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Interacting with the map data⁠

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Order Property Measurements

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Placing an order for a single property⁠

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Instant Parking Lot⁠

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Uploading bulk properties⁠

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DIY measurements⁠

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FAQs on order measurement property⁠

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Editing tools⁠

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Mapping Tool

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Creating "Views" in a property⁠

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Add a new feature layer⁠

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Create a custom feature layer⁠

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Selecting tools⁠

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Basics of the editing tools⁠

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Keyboard shortcuts⁠

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Create snapshots⁠

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Using Notes on Web Platform

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Create notes⁠

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Move or edit notes⁠

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Leaving comments⁠

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Duplicating the notes to another view⁠

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Notes panel⁠

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Presentation mode⁠

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Sharing and Exports

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How to share a property⁠

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How do we change the property level sharing setting?⁠

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How to change a user’s permission for a property?⁠

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Export excel⁠

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Share map links⁠

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Integrations

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Pipedrive CRM⁠

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BOSS Integration⁠

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ServiceMinder Integration⁠

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Admin Controls

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Manage subscription⁠

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Manage team credits⁠

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Buy more credits⁠

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How do you invite someone to the workspace?⁠

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What are the different roles in the workspace?⁠

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Set a feature as default orderable⁠

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Set default layer setting⁠

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How to update your billing admin?⁠

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Help Articles: Plato

Plato, is SiteRecon’s mobile application focused on fulfilling site assessment needs of landscaping companies. Unlock new levels of productivity with the smartest on-field assistant!

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Introduction to Plato⁠

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How can Plato be used in your organization?⁠

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What's new on Plato?⁠

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Getting Started With Plato

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Install Plato App⁠

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Sign up to Plato⁠

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Login to Plato⁠

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Invite/Manage your team in your workspace⁠

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Find Your Property

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Search or filter existing properties on the dashboard⁠

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Create New Property⁠

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Open your property map⁠

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View takeoffs mapped by SiteRecon⁠

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Rename your property address⁠

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Nearby properties from your current location (dashboard)⁠

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Notes on Plato

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Notes on Plato⁠

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New and simplified flow of note creation on Plato⁠

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Using the notes filter⁠

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Identify different types of notes with tags colors⁠

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How to create a note?⁠

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How to update a note?⁠

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How to delete a note?⁠

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Add feedback on the property⁠

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Sharing and Collaboration

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Assign a note⁠

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Resolving a note⁠

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Comment and mention on notes⁠

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Export your site audit report from notes⁠

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Sharing notes⁠

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Using the Offline Mode

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Downloading a Property⁠

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How to sync a property⁠

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Organize Your Notes With Property Views

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What are property views?⁠

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How do you create views?⁠

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Use cases

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