SiteRecon Virtual Assistant

SiteRecon Virtual Assistant Services for Commercial Landscape and Snow Companies

SiteRecon gives commercial landscape and snow companies AI measurements, multi-layer property maps, done-for-you takeoffs, and the Plato mobile app for site audits. That adds up to a lot of maps, measurements, photos, and notes for every property you serve or bid. The problem is that estimators, account managers, and crews are busy, and much of that data never gets reviewed or used.

A dedicated SiteRecon Virtual Assistant gives your company someone whose job is to manage it. Your assistant learns your service layers, your CRM, and your account structure, then keeps SiteRecon working for both sales and operations.

Intelus Agency connects commercial grounds companies with carefully selected remote professionals who fit your workflow. AI measurements and takeoffs are estimates based on imagery and plans, so site checks, pricing, and proposal approval stay with your estimators and account managers. Your assistant does not determine legal property lines or make engineering decisions.

Intelus Agency is an independent virtual assistant provider and is not affiliated with, endorsed by, or sponsored by SiteRecon.

SiteRecon Takeoff Ordering and Review

SiteRecon offers AI measurements, self-measuring tools, Scout AI for instant measurements, and expert takeoffs that usually arrive within a day or two. Your assistant manages the whole queue so bids are never waiting on numbers.

Support includes:

• Submitting takeoff requests with the right property details
• Choosing the service layers each request needs
• Tracking takeoff due dates against bid deadlines
• Reviewing finished takeoffs for missing areas
• Checking that layers match the services you actually offer
• Sending correction requests when something looks off
• Confirming measurements flowed into your CRM or estimating system
• Keeping a log of every takeoff by property and estimator

Your estimators open each bid with numbers that are ready to price.

Commercial Landscaping Software Support

SiteRecon is commercial landscaping software that sends measurements and takeoffs into business systems such as Aspire, ServiceTitan, LMN, SingleOps, Real Green, Arborgold, BOSS, and Jobber. Your assistant keeps those handoffs clean so nothing gets lost between mapping and estimating.

Support includes:

• Checking that each takeoff reached the right property record
• Matching SiteRecon layers to the line items in your estimating system
• Flagging takeoffs that did not sync
• Fixing duplicate or mislabeled property records
• Linking maps to the correct client account
• Updating property details when a client changes contacts or scope
• Keeping a list of sync issues for your software administrator

Clean data between systems means fewer pricing errors and faster bids.

Property Mapping Software Support for Your Client Portfolio

Most commercial companies first use SiteRecon as property mapping software for new bids, then realize their current client properties need maps too. Your assistant can lead that project from start to finish.

Support includes:

• Listing every active property in your portfolio
• Requesting bulk measurements for existing accounts
• Checking each map against the service agreement
• Setting up consistent layer names across all properties
• Grouping properties by branch, crew, or account manager
• Flagging properties where the map and contract do not match
• Updating maps when a property adds or removes service areas
• Keeping a simple tracker of which properties are mapped

Once the portfolio is mapped, every account manager can pull up any property's map in seconds.

Landscape Mapping Software Support for Turf, Beds, and Snow Zones

As landscape mapping software, SiteRecon maps turf, beds, hardscape, and snow zones as separate layers on one view. Your assistant keeps those layers organized and useful for both bids and crews.

Support includes:

• Setting up layers for turf, beds, hardscape, and snow zones
• Making sure layer colors and names follow your company standard
• Reviewing snow zone layers before each winter season
• Preparing maps for crew packets and site folders
• Sharing view-only maps with property managers when approved
• Updating layers after enhancements or installs are completed
• Archiving maps for properties you no longer serve

Organized layers help crews understand each property and help clients see what they are paying for.

Property Intelligence Software Reports for Clients

SiteRecon is property intelligence software, and property managers and HOA boards like to see proof of the work and a clear picture of what their property needs next. Our client communication team can help keep every report professional and on brand.

Support includes:

• Preparing branded property reports from SiteRecon maps
• Adding site audit photos and notes to each report
• Highlighting completed work and open items
• Sending reports on a monthly or quarterly schedule
• Logging client responses and questions
• Passing approval requests to the right account manager
• Keeping past reports organized for renewal meetings

Regular reports keep clients informed and make your renewal conversations easier.

Turning Plato Site Audits Into Enhancement Opportunities

When account managers walk a property with the Plato app, they capture geotagged notes, photos, and voice-to-text audits of dead plants, worn turf, drainage problems, and areas that need a refresh. Those notes are full of upsell opportunities, but they often sit unread. Our estimates and proposals specialists use the same approval-first process.

Support includes:

• Reviewing new site audits each week
• Grouping audit items by property
• Sorting items by type, such as plant replacement, turf repair, or drainage
• Building a list of possible enhancement proposals
• Sending the list to account managers for approval
• Turning approved items into draft proposals
• Tracking which proposals were sent, accepted, or declined

More of the work your team spots in the field turns into approved enhancement revenue.

Quality Checks and Crew Documentation

Crews and quality control teams can use SiteRecon's mobile tools to record photos, notes, and completion records for each visit. Our quality assurance specialists can help build the checklist your crews follow.

Support includes:

• Reviewing visit photos and completion records
• Flagging properties with missed items
• Spotting repeat issues at the same property
• Matching completed work to the service agreement
• Sending your operations manager a short weekly summary
• Following up with crew leads on open items

Steady quality checks help you catch problems before a client does.

Construction Takeoffs, Credits, and Account Admin

For install and construction projects, SiteRecon can provide quantity takeoffs from plans. It also uses credit-based pricing, so someone needs to watch usage and user access. Contractors who bid a lot of install work can also explore our construction virtual assistant support.

Support includes:

• Collecting plan sets from general contractors
• Organizing the right sheets for each takeoff request
• Submitting plan-based takeoff requests and tracking delivery
• Tracking credit use by team and project
• Avoiding duplicate measurement requests
• Warning your administrator before credits run low
• Adding and removing users when people join or leave

Plan and billing decisions stay with your company.

Landscaping Virtual Assistant Support for Commercial Grounds Companies

A SiteRecon Virtual Assistant works especially well for companies that already pay for mapping tools but do not have the people to use all of the data. Intelus Agency also offers broader home services virtual assistant support for field service businesses.

Our SiteRecon Virtual Assistants can support:

• Commercial landscape maintenance companies
• Multi-branch landscape and snow contractors
• Snow and ice management companies
• Commercial grounds maintenance providers
• Design-build firms that bid construction work
• HOA and property management landscape providers
• Tree care and arborist companies
• Lawn care companies with commercial accounts

As your account base grows, the same assistant can support your operations manager with reports and scheduling.

Why Choose Intelus Agency for SiteRecon Virtual Assistant Services?

Property data only helps when someone reviews it and acts on it. Intelus Agency connects you with remote professionals who learn your layers, your CRM, and your accounts.

Benefits of working with Intelus Agency include:

• Hand-selected remote professionals matched to your workflow
• Flexible month-to-month staffing with no long-term contract
• Takeoffs ordered, tracked, and checked before bids
• A fully mapped and organized property portfolio
• Clean handoffs into your estimating and field service systems
• Plato site audits turned into enhancement lists
• Branded property reports on a set schedule
• Weekly quality summaries for your operations team
• Better control of SiteRecon credits and users
• More time for estimators and account managers to sell

Our goal is to put your property data to work without adding to your in-house office team.

Hire a SiteRecon Virtual Assistant Today

Stop spending valuable time chasing takeoffs, sorting site audit notes, and building client reports by hand.

Intelus Agency helps commercial landscape, snow, and grounds companies find dedicated remote professionals who manage SiteRecon data for sales and operations.

Ready to put your property data to work? Book a free outsourcing consultation with Intelus Agency and find a SiteRecon Virtual Assistant who fits your business needs.