Our property maps allow you to share measurements and map views with your team members and external collaborators.
These versatile features allow you to collaborate with prospects during deal negotiations and facilitate a seamless handover to the production team after the deal closes. As a Branch Manager, Account Manager, or operations Manager, you can also use these features to train your crew and clearly define their property service responsibilities.
There are two ways to share the data: publicly (for people outside your team) and internally (for people inside your team).
Public Sharing
You can publicly share data for the orders that have been approved.
You will see a ‘Share' button on the delivery panel. Click on that. A popup opens with the public URL. Click on the copy button just after the URL. Share it with anyone outside your team, like your customer. Just remember to share a guide on how to use the application with him.
Features available on a publicly shared map
You can select different features from the drop-down at the top of the measurement table on the right Hover on the different rows in the measurement table to see what the feature measured looks like on the map Select the check box in the measurement table header and scroll down to see the total measurements for a feature. Zoom in and out of the map, move it around Turn off/on different layers using the panel on the right side. Internal Sharing & Collaboration
Your teammates must be signed up on SiteRecon under your organization for internal sharing. On the My Properties page, you will see two tabs - 'Created by me' and 'All.'
When you click 'All,' you can see the orders created by others in your organization - draft, ongoing, or approved measurements. You can see who has created the order on the table with the order date. This is how collaboration looks like when internally sharing data on SiteRecon -
Let's assume that you are the VP of Sales and you wish to view the orders created by your reps. You go onto your My Properties page, click 'All,’ and the orders made by others become visible. You can see what is the progress on the orders. Business developers and Estimators can work together/do a back-and-forth to edit a draft order. If you are an account manager in Louisville and your counterpart is from Dallas, you can request the AM in Dallas to take a look at the draft order you created or he can review the outputs from the platform once delivered. Business developers can order properties, and Branch Managers can approve the data for each property. They can also edit the data if necessary.