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How can Plato be used in your organization?

Plato helps landscaping companies simplify communication, streamline job planning, and enhance collaboration across all team members.

Document

Plato makes it easy to document site visits clearly and effectively:
Bid and Site Walks:
Record inventory, specifications, and site details.
Document special customer requirements, such as maintenance schedules or requested improvements.
Note site conditions including safety hazards, drainage issues, or soil conditions.

Plan

Use Plato for efficient job planning and enhancing customer interactions:
Operations Managers:
Create clear job notes your team can easily follow on-site.
Assign treatments directly to specific items in the site inventory.
Identify Enhancement Opportunities:
Prepare proposals for additional services or site improvements to pitch to customers.

Share

Plato helps you easily communicate plans and assignments:
Share or assign notes with team members, subcontractors, and even customers directly within the workspace.
Ensure clear instructions and accountability for everyone involved.

Collaborate

Plato encourages seamless team collaboration:
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.
Track open and resolved issues by property, assignees, or tags.

How Plato Helps Different Roles

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.
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