SiteRecon Help Center

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SiteRecon Help Center

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

If you need help finding what you're looking for, email our support team 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 begin your free trial⁠

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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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Broken link⁠

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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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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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