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SiteRecon Help Center
SiteRecon Help Center
SiteRecon Help Center
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 get free credits
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
Keyboard shortcuts
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
Manage team credits
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
Downloading a Property
SiteRecon Help Center
Creating "Views" in a property
Views can be used to create multiple versions of your SiteRecon property maps.
They give you the flexibility to save custom maps for different stakeholders, such as
Your customers
Sub-contractors or external crews
Views and access for your account managers or production managers
This will allow each stakeholder to maximize their interaction and learning from the property map.
This is how you create a view —
Open the Views Dropdown.
Click on
Add New View
Button.
Give your View an appropriate Name .
Select the Layer you want to copy the data from.
Click
Create
and your new view is ready for customization.
You are not allowed to make changes in
Base View (SiteRecon Data)
.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.