Your step-by-step guide for using Plato in your company.
- Bid walks or site walks
- inventory and specs
- special customer requirements - required maintenance cycles of different areas, custom improvements,
- site conditions (safety issues, hazards and concerns, drainage, soil etc.)
- Job Planning by operations managers
- Job notes for specific locations which your team on site can follow easily.
- Assign treatments to be done on site inventory
- Enhancements Opportunities Planning to pitch the customer.
- Share or Assign notes with team both internal and external to your workspace or organization which includes subcontractors as well as end-clients.
- Clear doubts via discussion using comments
- Add follow-ups and post-work images on a note using comments.
- resolve assigned notes to update ticket status for tracking.
- Track Open vs Resolved tickets for the property. Filter them for Assignees, tags on separate views.
We will dive deep into how different users can use plato and make their life easy.
The app allows the owners/operators of a landscaping firm to keep track of the work by asking for live reports from their crew/production manager/operations manager.
2. Business Developer
For Business Developers, this tool might come in very handy while site-walking with the customer for the first time. Depending on the need, the notes could be well taken with or without geotags under the following circumstances:
- Special requests made by the customer
- Safety issues
- Maintenance issues
- Access restrictions and time of operations
3. Account Manager
Account managers can take notes to deal with the following scenarios:
- To notify any service issues that could lower production quality - tag the crew leader and production manager to make sure the issue gets resolved
- To keep the record of special requests made by the property manager and the status of request resolution
- Can also collect before and after photo reports for the property manager’s consumption
- The app can also help in documentation of site conditions from the POV of liability reduction - every chip in the curb line be documented to make sure the vendor clearing snow doesn’t get pointlessly blamed for the damage
- Get suggestions - take a photograph of a bed, tag the landscape designer and ask him the best plants to use on the spot
4. Production Manager
The production manager can take handover from the business developer about customer’s special requests and production peculiarities at the site to:
- Document the safety issues
- Give instructions on how to handle challenging parts of the site - mowing, trimming, edging, weeding, planter pruning activities
The crew is the user who would interface the most. They can:
- Save time by finding service issues and focusing on fixing them
- Review and close the open tickets
- Verify the service area boundaries
- Keep a record of the extra work done
- Keep a record of before & after work conditions on site