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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
How do you create views?
1. Click on the tab displaying the property view information
2. To begin adding a new view to the property map, click add new view. From here, you can also switch between the already created property views.
3. Name your view appropriately, select the Layer you want to copy the data from and finally click Create to add the property view.
Currently only available on the iOS app, adding a new property view option will soon be be available on the Android app.
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.
How do you create views?
