How to use Plato in your organization?

Plato helps landscaping and exterior maintenance teams simplify communication, plan work more effectively, and collaborate better in the field. From site walks to crew execution, everything stays connected, right on the map.

Document

Plato makes it easy to document site visits clearly and consistently.

For Bids and Site Walks:

Record inventory, specifications, and site details.
Document customer expectations and requests such as maintenance schedules or requested improvements.
Capture site conditions such as safety hazards, drainage issues, or access limitations

Plan

Turn your site documentation into clear, actionable plans for your crew and clients.

For Operations Managers:

Create task-specific notes that crews can follow without confusion
Assign treatments directly to specific items in the site inventory.

For Identifying Enhancements:

Spot and document upsell opportunities
Turn field notes into proposals for additional services

Plato brings everyone onto the same page without back-and-forth.

Assign or share notes with teammates, subcontractors, or even clients directly within the workspace.
Send clear, location-based instructions and ensure accountability

Collaborate

Plato keeps the conversation going until the job is done.

Resolve queries quickly with comment-based discussions.
Use comments to attach follow-up tasks or post-work photos.
Mark notes as resolved to update their status and keep everyone informed.
Filter by status, property, or assignee to track what’s open, done, or overdue

How Plato Helps Different Roles

Whether you're estimating, executing, managing, or maintaining, Plato keeps everyone aligned, informed, and productive- on one shared map.

Owner/Operator

Stay informed with live updates from your team.
Prevent loss of critical institutional knowledge.

Business Developer

Easily record important notes during initial site visits with customers, including:
- Special requests
- Safety and maintenance concerns
- Enhancement opportunities
- Site access and operational time restrictions
Document site issues affecting project pricing and involve estimators or operations managers directly in the conversation.
Showcase successful landscaping projects to potential clients directly in the app.

Account Manager

Quickly communicate service issues to the production team.
Keep detailed records of customer requests and resolution statuses.
Provide customers with before-and-after photo reports.
Document site conditions thoroughly to minimize liability.
Get instant expert advice by tagging landscape designers for plant recommendations.

Production Manager

Receive detailed handovers from Business Developers about customer requests and unique site conditions.
Clearly document site safety issues and instructions for complex tasks.

Crew Members

Save time by quickly identifying and addressing service issues.
Effortlessly review, address, and close open tasks.
Clearly verify service area boundaries.
Document extra work clearly and maintain records of site conditions before and after the work is performed.