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How to Create a New Property on Plato Mobile App?

Easily create and manage properties from your phone, from first site visit to final handoff.

With Plato, you don’t need to wait until you're back at your desk. You can now create a new property directly on your mobile device.

Now you can manage all your notes- from the prospecting of a property to the final conversion - on your mobile application itself.

Steps to Create a New Property in Plato:

1. Tap the ‘Create Property’ (+) Icon
  • From the dashboard, click on the create property icon (+)
  • Begin typing the property address in the search bar
  • Select the correct address from the suggestions list
Plato Training - Getting Started (12).png
2. Start Your Property Order
  • After selecting the address, click on New Property to begin
Plato Training - Getting Started (13).png
3. Confirm and Create
  • Double-check the property details
  • Tap Create to finalize the property
  • You can now begin dropping notes, attaching images, and planning services directly from the field
Plato Training - Getting Started (15).png
 

💡 Please Note: Properties created via the mobile app will be marked as "Self-Measured" by default.