# How Cove and Visitt work

**\*AI-generated recommendations for discussion. These are not Nick’s recommendations or approved JLL/PRISM guidance.**

Look up a product workflow, inspect its controls and exceptions, and follow the evidence into the UI library.

58 workflow references · 16 with reviewed configuration details · 42 with AI-extracted details (not reviewed) · 304 indexed help articles. Public documentation snapshot: September 13, 2026; AI-extracted details use articles captured September 28, 2026.

This page searches the saved reference by words and a small synonym list. It does not generate a new answer. Outlines organize source material; detailed notes cover specific documented behavior. Neither is an authenticated product test. Use the original guide for exact controls, prerequisites and newer changes. A detail not addressed here remains unknown; do not infer a missing capability.

Product questionCompanyApplication areaAnswer depth

Results are relevant references, not proof that every part of your question is answered. Read the limits and dated sources. For competitive judgments, use the [claim register](https://crefieldnotes.com/knowledge-base.html).

## Matched jobs for a live demo

These pair the closest public Cove and Visitt flows for a fair side-by-side comparison. They do not establish equal scope or a product winner; compare the same configured use case in a live demo.

### Launch access

Add the right user to the right property and confirm the tenant view.

**Cove**[Configure property structure and information](https://crefieldnotes.com/#cove-property-setup) → [Manage tenants, leases and offboarding](https://crefieldnotes.com/#cove-tenant-lifecycle) → [Invite users and assign access](https://crefieldnotes.com/#cove-user-onboarding) → [Tenant administrator user management](https://crefieldnotes.com/#cove-tenant-user-admin)

**Visitt**[Configure properties and operational scope](https://crefieldnotes.com/#visitt-portfolio-setup) → [Manage tenant records, contacts and access](https://crefieldnotes.com/#visitt-tenants) → [Invite users, assign access and hand off responsibilities](https://crefieldnotes.com/#visitt-user-access) → [Tenant login, property switching and preferences](https://crefieldnotes.com/#visitt-tenant-start)

**Ask in the demo:** Which permissions are inherited, delegated and revoked when tenancy ends?

### Tenant service request

Submit a tenant issue, update it and let the tenant see progress.

**Cove**[Create a service request](https://crefieldnotes.com/#cove-request-intake) → [Coordinate tenant and property-team chat](https://crefieldnotes.com/#cove-chat) → [Record field work and satisfy completion rules](https://crefieldnotes.com/#cove-field-work)

**Visitt**[Submit and track tenant requests](https://crefieldnotes.com/#visitt-tenant-requests) → [Create, accept and manage work requests](https://crefieldnotes.com/#visitt-work-orders) → [Complete work from the field](https://crefieldnotes.com/#visitt-field-work)

**Ask in the demo:** Trace one request ID across tenant, manager and engineer views; inspect reopen and missing-information states.

### Routing and after-hours coverage

Assign new work and handle escalation or absence.

**Cove**[Route, assign and escalate work](https://crefieldnotes.com/#cove-dispatch)

**Visitt**[Configure routing and recurring requests](https://crefieldnotes.com/#visitt-automation) → [Create on-call schedules and arrange coverage](https://crefieldnotes.com/#visitt-on-call)

**Ask in the demo:** Does the rule make an assignment, suggest one, or merely display on-call staff?

### Billable work

Estimate or add charges, obtain approvals and verify financial follow-through.

**Cove**[Estimate and bill tenant work](https://crefieldnotes.com/#cove-chargeback)

**Visitt**[Approve charges and verify accounting transfer](https://crefieldnotes.com/#visitt-billing)

**Ask in the demo:** Compare the same billable case through tenant approval, invoice/export and final ledger acceptance; the public endpoints differ.

### Preventive maintenance

Schedule work against equipment and complete it in the field.

**Cove**[Associate and scan equipment QR codes](https://crefieldnotes.com/#cove-equipment-qr) → [Schedule recurring work orders](https://crefieldnotes.com/#cove-recurring-work) → [Set up and execute preventive maintenance](https://crefieldnotes.com/#cove-maintenance)

**Visitt**[Manage spaces, equipment and lifecycle information](https://crefieldnotes.com/#visitt-assets) → [Configure routing and recurring requests](https://crefieldnotes.com/#visitt-automation) → [Complete work from the field](https://crefieldnotes.com/#visitt-field-work)

**Ask in the demo:** Show the schedule, equipment history, missed-work recovery and multi-property oversight.

### Inspection and corrective work

Build an inspection, execute it on site and create corrective work.

**Cove**[Create, assign and complete inspections](https://crefieldnotes.com/#cove-inspections)

**Visitt**[Design inspections and require on-site verification](https://crefieldnotes.com/#visitt-inspection-setup) → [Complete, review and reopen inspections](https://crefieldnotes.com/#visitt-inspection-execution) → [Create, accept and manage work requests](https://crefieldnotes.com/#visitt-work-orders)

**Ask in the demo:** For Visitt, verify that a corrective work order initiated inside an inspection appears only after Finish inspection.

### Insurance compliance

Set requirements, review certificates and resolve exceptions.

**Cove**[Configure, review and track insurance certificates](https://crefieldnotes.com/#cove-coi)

**Visitt**[Set requirements and review tenant or vendor COIs](https://crefieldnotes.com/#visitt-coi) → [Manage property and global vendor records](https://crefieldnotes.com/#visitt-vendors)

**Ask in the demo:** Who approves an extracted mismatch, what gets versioned, and can non-compliance block work?

### Room or amenity reservation

Configure a space, book it, handle approval and follow the charge.

**Cove**[Configure amenity inventory and booking policies](https://crefieldnotes.com/#cove-amenity-setup) → [Reserve, approve and bill amenities](https://crefieldnotes.com/#cove-amenity-booking)

**Visitt**[Configure and reserve amenities](https://crefieldnotes.com/#visitt-amenities) → [Create, accept and manage work requests](https://crefieldnotes.com/#visitt-work-orders) → [Approve charges and verify accounting transfer](https://crefieldnotes.com/#visitt-billing)

**Ask in the demo:** Use one paid, approval-required room and trace booking, setup work order and billing to the same record.

### Visitor arrival

Invite a guest and process arrival at the property.

**Cove**[Register and check in visitors](https://crefieldnotes.com/#cove-visitors) → [Manage group visits and bulk uploads](https://crefieldnotes.com/#cove-group-visitors) → [Set up and revoke mobile credentials](https://crefieldnotes.com/#cove-mobile-access)

**Visitt**[Invite visitors and review entry controls](https://crefieldnotes.com/#visitt-visitors)

**Ask in the demo:** Show the tenant invite, front-desk list, QR/check-in, watchlist exception and access-system handoff.

### Package pickup

Record a delivery, notify its recipient and confirm collection.

**Cove**[Record and manage delivered packages](https://crefieldnotes.com/#cove-packages)

**Visitt**[Track package delivery and collection](https://crefieldnotes.com/#visitt-packages)

**Ask in the demo:** Show notification delivery, recipient correction and pickup proof.

### Building communications

Target and send a building message, then inspect delivery.

**Cove**[Compose, target and measure announcements](https://crefieldnotes.com/#cove-announcements) → [Configure building displays](https://crefieldnotes.com/#cove-displays)

**Visitt**[Send broadcast messages to tenants](https://crefieldnotes.com/#visitt-broadcast) → [Configure tenant branding and content pages](https://crefieldnotes.com/#visitt-tenant-branding)

**Ask in the demo:** Compare audience controls, message channels, delivery evidence and tenant presentation.

### Tenant participation

Publish an experience and collect participation or feedback.

**Cove**[Publish events and manage participation](https://crefieldnotes.com/#cove-events) → [Create, distribute and review surveys](https://crefieldnotes.com/#cove-surveys) → [Configure waiver questions and capture responses](https://crefieldnotes.com/#cove-waivers)

**Visitt**[Configure tenant branding and content pages](https://crefieldnotes.com/#visitt-tenant-branding) → [Send broadcast messages to tenants](https://crefieldnotes.com/#visitt-broadcast)

**Ask in the demo:** This is an approximate comparison: request the same event and survey use case in both demos.

### Portfolio reporting

Inspect status and share a useful operational view.

**Cove**[Build views, reports and insight boards](https://crefieldnotes.com/#cove-analytics) → [Manage maintenance across a network](https://crefieldnotes.com/#cove-network-work) → [Inspect the activity log](https://crefieldnotes.com/#cove-audit)

**Visitt**[Use portfolio status, reports and shared views](https://crefieldnotes.com/#visitt-reporting)

**Ask in the demo:** Can a regional manager answer the same cross-property exception question without manual reconciliation?

### AI in daily work

See an AI suggestion, review it and trace who took the final action.

**Cove**[Review CoveAI entry points and review controls](https://crefieldnotes.com/#cove-ai-surfaces)

**Visitt**[Inspect AI assistance in operational workflows](https://crefieldnotes.com/#visitt-ai-surfaces)

**Ask in the demo:** Test the same input, human review, error correction and audit trace; marketing claims are not task outcomes.

## Workflow references

Cove / Users & permissions · AI-extracted details + outline

### Invite users and assign access

**Role:** Property administrator

Starts at
:   Directory → Add users / bulk upload → Roles

Ends when
:   Review access

Evidence
:   AI-extracted controls / exceptions (not reviewed); 9 UI assets, 1 video

Cove documents this as a workflow for property administrator. The source sequence covers create or import users, select roles, send invitations, then review access.

1. Create or import users
2. Select roles
3. Send invitations
4. Review access

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Users can be added one at a time (first name, last name, company, login email and role), by CSV bulk upload, or by self-enrollment through a tenant's email domain. Self-enrolled users always start as Regular Users and lose access when they lose that work email.

[Adding Users](https://support.cove.is/hc/en-us/articles/34283855224852-Adding-Users) · [Manually Adding A User](https://support.cove.is/hc/en-us/articles/34283624380436-Manually-Adding-A-User)

**Exception / edge case:** Bulk upload, for Building Admins and Building Managers, fails unless tenant names exactly match the directory, including case and symbols, and roles use exact codes such as tenant-admin. Headers must not change. A preview shows new, cross-site and skipped users with reasons, and no invitation messages are sent.

[Bulk User Upload & Formatting Guide](https://support.cove.is/hc/en-us/articles/50694562347412-Bulk-User-Upload-Formatting-Guide)

**Documented behavior:** Building Admins can configure every module; Building Managers differ mainly in not configuring Work Orders. Engineering Managers configure maintenance, Security and Reservation Managers cover visitors and bookings, Tenant Admins can submit work orders and register visitors, Tenant Hosts only register guests, and Regular Users can do neither.

[User Roles](https://support.cove.is/hc/en-us/articles/34283840735892-User-Roles)

**Exception / edge case:** Regular users with dashboard access receive no dashboard login code until they first sign in through the mobile app. At sites with an access control integration, users also need a matching profile in that system.

[Adding Users](https://support.cove.is/hc/en-us/articles/34283855224852-Adding-Users)

[Inspect 9 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-user-onboarding)

[![Adding Users · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0389.jpg)Adding Users · figure 1](ui-gallery.html?asset=ui-0389&flow=cove-user-onboarding)[![Adding Users · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0390.jpg)Adding Users · figure 2](ui-gallery.html?asset=ui-0390&flow=cove-user-onboarding)

**Connected journeys:** [Launch a building and invite its tenant team](https://crefieldnotes.com/ui-task-journeys.html#cove-building-launch)

All linked sources and dates (5)

- [Adding Users](https://support.cove.is/hc/en-us/articles/34283855224852-Adding-Users)  
  Source date: 2025-08-22T22:19:00Z · en-us
- [Bulk User Upload & Formatting Guide](https://support.cove.is/hc/en-us/articles/50694562347412-Bulk-User-Upload-Formatting-Guide)  
  Source date: 2026-09-08T16:05:34Z · en-us
- [Manually Adding A User](https://support.cove.is/hc/en-us/articles/34283624380436-Manually-Adding-A-User)  
  Source date: 2025-02-16T19:39:06Z · en-us
- [User Roles](https://support.cove.is/hc/en-us/articles/34283840735892-User-Roles)  
  Source date: 2026-07-21T16:30:26Z · en-us
- [Directory Management Webinar](https://support.cove.is/hc/en-us/articles/34283740851476-Directory-Management-Webinar)  
  Source date: 2025-10-21T15:49:58Z · en-us
- [Directory Management Webinar](https://www.loom.com/share/1f3bdde0f23e4eb8bac6f7c61d6866dc)  
  official embedded video; Video reference; no image sequence captured

Stable agent record: `workflow:cove-user-onboarding`

Cove / Directory & tenancy · AI-extracted details + outline

### Manage tenants, leases and offboarding

**Role:** Property administrator

Starts at
:   Directory → Tenant organizations → Leases

Ends when
:   Offboard the tenant

Evidence
:   AI-extracted controls / exceptions (not reviewed); 18 UI assets

Cove documents this as a workflow for property administrator. The source sequence covers create an organization, associate people and leases, update tenancy, then offboard the tenant.

1. Create an organization
2. Associate people and leases
3. Update tenancy
4. Offboard the tenant

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Building Admins and Building Managers add leases on a tenant's Leases tab with start date, end date or a Month-to-Month flag, billing lease code, floors and suites, one record per suite. Properties with the RentRoll integration get leases created and updated nightly from the file instead.

[Managing Tenant Leases](https://support.cove.is/hc/en-us/articles/50154315460628-Managing-Tenant-Leases)

**Documented behavior:** A work order takes the billing lease code of the lease linked to its suite, falls back to the billing ID on the tenant profile, and otherwise gets none, which can block billing verification and Yardi exports. The code is fixed when the ticket is created or last saved; re-saving re-evaluates it.

[Managing Tenant Leases](https://support.cove.is/hc/en-us/articles/50154315460628-Managing-Tenant-Leases)

**Exception / edge case:** Archive ended leases rather than delete them: two active leases on one suite can apply the wrong code. RentRoll creates month-to-month leases from blank end dates only if Allow Month-to-Month Lease Creation is on, and archives them when they drop out of the file.

[Managing Tenant Leases](https://support.cove.is/hc/en-us/articles/50154315460628-Managing-Tenant-Leases)

**Limitation / verification point:** Cove's tenant offboarding article repeats its staff-suspension guidance (suspend rather than delete, to keep history), and the article on adding tenant organizations is no longer public, so tenant-organization creation and closure steps are not recorded here.

[Best Practices for Offboarding Tenants](https://support.cove.is/hc/en-us/articles/50801058470676-Best-Practices-for-Offboarding-Tenants) · [Adding and Managing Tenant Organizations](https://support.cove.is/hc/en-us/articles/34863785965716-Adding-and-Managing-Tenant-Organizations)

[Inspect 18 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-tenant-lifecycle)

[![Adding and Managing Tenant Organizations · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0452.jpg)Adding and Managing Tenant Organizations · figure 1](ui-gallery.html?asset=ui-0452&flow=cove-tenant-lifecycle)[![Adding and Managing Tenant Organizations · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0453.jpg)Adding and Managing Tenant Organizations · figure 2](ui-gallery.html?asset=ui-0453&flow=cove-tenant-lifecycle)

**Connected journeys:** [Launch a building and invite its tenant team](https://crefieldnotes.com/ui-task-journeys.html#cove-building-launch)

All linked sources and dates (3)

- [Adding and Managing Tenant Organizations](https://support.cove.is/hc/en-us/articles/34863785965716-Adding-and-Managing-Tenant-Organizations)  
  Source date: 2026-01-22T16:34:04Z · en-us
- [Managing Tenant Leases](https://support.cove.is/hc/en-us/articles/50154315460628-Managing-Tenant-Leases)  
  Source date: 2026-06-10T18:34:36Z · en-us
- [Best Practices for Offboarding Tenants](https://support.cove.is/hc/en-us/articles/50801058470676-Best-Practices-for-Offboarding-Tenants)  
  Source date: 2026-06-30T14:46:46Z · en-us

Stable agent record: `workflow:cove-tenant-lifecycle`

Cove / Users & permissions · AI-extracted details + outline

### Tenant administrator user management

**Role:** Tenant administrator

Starts at
:   Tenant Admin User Manager

Ends when
:   Review offboarding

Evidence
:   AI-extracted controls / exceptions (not reviewed); 11 UI assets

Cove documents this as a workflow for tenant administrator. The source sequence covers find a person, update access, suspend access, then review offboarding.

1. Find a person
2. Update access
3. Suspend access
4. Review offboarding

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Permissions:** A Tenant Admin can manage users only after a Building Admin or Building Manager ticks User Manager on their profile. User Managers can add users, switch roles between Regular User, Tenant Host and Tenant Admin, appoint other User Managers and suspend or reactivate accounts.

[Tenant Admin User Manager](https://support.cove.is/hc/en-us/articles/40201638777876-Tenant-Admin-User-Manager)

**Documented behavior:** Property teams can switch off tenant user management with Disable Tenant User Management in Property Info, which hides the User Manager option so all user changes go through the property team. A new user needs only first name, last name, login email and role.

[Tenant Admin User Manager](https://support.cove.is/hc/en-us/articles/40201638777876-Tenant-Admin-User-Manager)

**Exception / edge case:** Suspending logs the user out immediately and blocks the app, dashboard and mobile building access, but keeps waivers, reservations, attendance and work order history attached for reporting. Suspended users are hidden from the directory unless filtered for, and can be suspended in bulk.

[Suspend or Unsuspend Users](https://support.cove.is/hc/en-us/articles/34866870581652-Suspend-or-Unsuspend-Users) · [Best Practices for Offboarding Users](https://support.cove.is/hc/en-us/articles/47408964433172-Best-Practices-for-Offboarding-Users)

**Documented behavior:** Before suspending a staff member, Cove advises removing them from work groups and routing rules for work orders, maintenance and inspections, and from notification emails in Property Info, amenities and Visitor Setup, so assignments and alerts are not lost.

[Best Practices for Offboarding Users](https://support.cove.is/hc/en-us/articles/47408964433172-Best-Practices-for-Offboarding-Users)

[Inspect 11 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-tenant-user-admin)

[![Tenant Admin User Manager · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0651.jpg)Tenant Admin User Manager · figure 1](ui-gallery.html?asset=ui-0651&flow=cove-tenant-user-admin)[![Tenant Admin User Manager · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0652.jpg)Tenant Admin User Manager · figure 2](ui-gallery.html?asset=ui-0652&flow=cove-tenant-user-admin)

**Connected journeys:** [Launch a building and invite its tenant team](https://crefieldnotes.com/ui-task-journeys.html#cove-building-launch)

All linked sources and dates (3)

- [Tenant Admin User Manager](https://support.cove.is/hc/en-us/articles/40201638777876-Tenant-Admin-User-Manager)  
  Source date: 2025-10-01T21:46:04Z · en-us
- [Suspend or Unsuspend Users](https://support.cove.is/hc/en-us/articles/34866870581652-Suspend-or-Unsuspend-Users)  
  Source date: 2026-08-21T15:10:14Z · en-us
- [Best Practices for Offboarding Users](https://support.cove.is/hc/en-us/articles/47408964433172-Best-Practices-for-Offboarding-Users)  
  Source date: 2026-03-20T13:37:44Z · en-us

Stable agent record: `workflow:cove-tenant-user-admin`

Cove / Property & portfolio setup · AI-extracted details + outline

### Configure property structure and information

**Role:** Property administrator

Starts at
:   Buildings, floors, suites → Property Info → Resources

Ends when
:   Configure the web address

Evidence
:   AI-extracted controls / exceptions (not reviewed); 12 UI assets

Cove documents this as a workflow for property administrator. The source sequence covers define buildings and spaces, edit property information, publish resources, then configure the web address.

1. Define buildings and spaces
2. Edit property information
3. Publish resources
4. Configure the web address

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Cove creates buildings during onboarding; property teams add floors, suite types and suites manually or by CSV, which creates but never updates records. Suite type visibility (Shared, Tenant or Internal) controls who can raise work orders in a suite and drives inspection routing.

[Buildings, Floors, And Suites](https://support.cove.is/hc/en-us/articles/34283842710676-Buildings-Floors-And-Suites)

**Exception / edge case:** Suites must be removed before their floor, and floors before their building. Deleting a suite removes it from tenants and future use but keeps past work. A separate building address makes visitor invitations show that building rather than the site address.

[Buildings, Floors, And Suites](https://support.cove.is/hc/en-us/articles/34283842710676-Buildings-Floors-And-Suites)

**Documented behavior:** Property Info holds timezone, currency, default amenity hours and closure dates, logos, notification emails, per-category email sender names, enrollment approval, profile-editing and tenant user management switches, and billing settings such as remit-to address, billing period and cross-site credit use.

[Property Info](https://support.cove.is/hc/en-us/articles/43077639287444-Property-Info)

**Exception / edge case:** A closure date blocks new bookings on every reservable amenity for the whole day but does not cancel existing reservations; staff must review them. Building Admins and Managers can override closures.

[Property Info](https://support.cove.is/hc/en-us/articles/43077639287444-Property-Info)

**Documented behavior:** The dashboard-only Resources page, enabled by Cove, shows property hours and PDF handbooks up to 20 MB, each visible to all tenants or chosen user tags. The site short name in Property Info sets the branded login addresses at manage.cove.is and mybuilding.cove.is.

[Resources Page](https://support.cove.is/hc/en-us/articles/51202476018580-Resources-Page) · [Create a Custom URL for Your Web Dashboard](https://support.cove.is/hc/en-us/articles/36014987838740-Create-a-Custom-URL-for-Your-Web-Dashboard)

[Inspect 12 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-property-setup)

[![Buildings, Floors, And Suites · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0267.jpg)Buildings, Floors, And Suites · figure 1](ui-gallery.html?asset=ui-0267&flow=cove-property-setup)[![Buildings, Floors, And Suites · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0268.jpg)Buildings, Floors, And Suites · figure 2](ui-gallery.html?asset=ui-0268&flow=cove-property-setup)

**Connected journeys:** [Launch a building and invite its tenant team](https://crefieldnotes.com/ui-task-journeys.html#cove-building-launch)

All linked sources and dates (4)

- [Buildings, Floors, And Suites](https://support.cove.is/hc/en-us/articles/34283842710676-Buildings-Floors-And-Suites)  
  Source date: 2026-06-04T14:40:23Z · en-us
- [Property Info](https://support.cove.is/hc/en-us/articles/43077639287444-Property-Info)  
  Source date: 2026-04-14T15:32:32Z · en-us
- [Resources Page](https://support.cove.is/hc/en-us/articles/51202476018580-Resources-Page)  
  Source date: 2026-07-10T15:56:11Z · en-us
- [Create a Custom URL for Your Web Dashboard](https://support.cove.is/hc/en-us/articles/36014987838740-Create-a-Custom-URL-for-Your-Web-Dashboard)  
  Source date: 2025-04-01T15:39:54Z · en-us

Stable agent record: `workflow:cove-property-setup`

Cove / Tenant app & content · AI-extracted details + outline

### Configure the tenant home and content

**Role:** Property administrator

Starts at
:   App Screens → Highlights → Spotlights → Quick Actions

Ends when
:   Set quick actions

Evidence
:   AI-extracted controls / exceptions (not reviewed); 13 UI assets, 1 video

Cove documents this as a workflow for property administrator. The source sequence covers arrange app screens, add highlights, configure spotlights, then set quick actions.

1. Arrange app screens
2. Add highlights
3. Configure spotlights
4. Set quick actions

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** The home screen is built from sections: Row sections show highlights as tiles, Spotlight sections show full-width carousels with an optional call-to-action button. A section can be hidden, and sections or individual highlights can be limited to chosen user tags.

[Highlights: Creating & Managing Mobile Highlights](https://support.cove.is/hc/en-us/articles/34283742573844-Highlights-Creating-Managing-Mobile-Highlights) · [App Spotlights](https://support.cove.is/hc/en-us/articles/34283742679060-App-Spotlights)

**Documented behavior:** A highlight always has an image, title and description, and can add a web link, phone number, an inquiry form emailed to staff, or a link to an in-app feature. Highlights also feed building displays, and the highlight list can be exported to CSV.

[Highlights: Creating & Managing Mobile Highlights](https://support.cove.is/hc/en-us/articles/34283742573844-Highlights-Creating-Managing-Mobile-Highlights)

**Exception / edge case:** Additional app screens are invisible until linked from a home-screen highlight, and a highlight section can belong to only one screen. When a Spotlight section holds several highlights, the first one shown is random on each app load.

[App Screens](https://support.cove.is/hc/en-us/articles/34283735758228-App-Screens) · [App Spotlights](https://support.cove.is/hc/en-us/articles/34283742679060-App-Spotlights)

**Documented behavior:** Up to four quick action buttons can open an amenity booking, a new service request (optionally for one issue type), visitor management or an external link, optionally in the phone's browser. Each button is shown to all roles or to the internal team only.

[Quick Action Buttons](https://support.cove.is/hc/en-us/articles/38737910615700-Quick-Action-Buttons)

[Inspect 13 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-tenant-home)

[![App Screens · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0310.jpg)App Screens · figure 1](ui-gallery.html?asset=ui-0310&flow=cove-tenant-home)[![App Screens · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0311.jpg)App Screens · figure 2](ui-gallery.html?asset=ui-0311&flow=cove-tenant-home)

**Connected journeys:** [Launch a building and invite its tenant team](https://crefieldnotes.com/ui-task-journeys.html#cove-building-launch) · [Reserve a room from the tenant app](https://crefieldnotes.com/ui-task-journeys.html#cove-amenity-reservation)

All linked sources and dates (5)

- [App Screens](https://support.cove.is/hc/en-us/articles/34283735758228-App-Screens)  
  Source date: 2025-01-27T15:07:25Z · en-us
- [Highlights: Creating & Managing Mobile Highlights](https://support.cove.is/hc/en-us/articles/34283742573844-Highlights-Creating-Managing-Mobile-Highlights)  
  Source date: 2025-04-07T17:52:58Z · en-us
- [App Spotlights](https://support.cove.is/hc/en-us/articles/34283742679060-App-Spotlights)  
  Source date: 2025-04-07T17:40:37Z · en-us
- [Quick Action Buttons](https://support.cove.is/hc/en-us/articles/38737910615700-Quick-Action-Buttons)  
  Source date: 2026-06-05T13:04:09Z · en-us
- [App Screens and Spotlights Webinar](https://support.cove.is/hc/en-us/articles/34283781221524-App-Screens-and-Spotlights-Webinar)  
  Source date: 2025-01-27T15:07:17Z · en-us
- [App Screens and Spotlights Webinar](https://www.loom.com/share/f375cc3aa4df488097d5692b32e74d49)  
  official embedded video; Video reference; no image sequence captured

Stable agent record: `workflow:cove-tenant-home`

Cove / Work orders · AI-extracted details + outline

### Create a service request

**Role:** Tenant and property team

Starts at
:   Tenant app / dashboard → Submit Work Order

Ends when
:   A submitted work-order record is available to the property team

Evidence
:   AI-extracted controls / exceptions (not reviewed); 11 UI assets, 1 video

Cove documents this as a workflow for tenant and property team. The source sequence covers select the request entry point, enter request details, attach context, then review the submitted record.

1. Select the request entry point
2. Enter request details
3. Attach context
4. Review the submitted record

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Tenant Admins submit from the app's Requests tab or quick action and building staff from the Work tab or the dashboard's New Ticket. Buildings can require a due date or extra questions. Equipment can be linked only after choosing building and floor, and staff can set assignee, work groups and extra email recipients.

[Submitting a Work Order](https://support.cove.is/hc/en-us/articles/34283654757908-Submitting-a-Work-Order)

**Limitation / verification point:** Work order attachments accept JPG and PNG images, PDFs and office files, and MP4 video up to five minutes, with several files at once. The public work order form accepts images and PDFs but not video.

[Submitting a Work Order](https://support.cove.is/hc/en-us/articles/34283654757908-Submitting-a-Work-Order) · [Public Work Orders](https://support.cove.is/hc/en-us/articles/47349863856276-Public-Work-Orders)

**Documented behavior:** Public work orders, set up with Cove's CSM or Support, let anyone without a Cove account submit after verifying their email with a one-time code. Requests follow normal routing; the submitter's contact details are written into the description and status emails go to the verified address, which staff can change.

[Public Work Orders](https://support.cove.is/hc/en-us/articles/47349863856276-Public-Work-Orders)

**Permissions:** Building Admins and Building Managers configure the Work Order module and create recurring work orders. Tenant Admins and Regular Users can submit and track work orders only if the building has configured them to; users without the option need their admin to set up access.

[Work Order Overview](https://support.cove.is/hc/en-us/articles/34283642018836-Work-Order-Overview)

[Inspect 11 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-request-intake)

[![Submitting a Work Order · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0684.jpg)Submitting a Work Order · figure 1](ui-gallery.html?asset=ui-0684&flow=cove-request-intake)[![Submitting a Work Order · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0685.jpg)Submitting a Work Order · figure 2](ui-gallery.html?asset=ui-0685&flow=cove-request-intake)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice)

All linked sources and dates (3)

- [Submitting a Work Order](https://support.cove.is/hc/en-us/articles/34283654757908-Submitting-a-Work-Order)  
  Source date: 2026-08-13T20:45:43Z · en-us
- [Public Work Orders](https://support.cove.is/hc/en-us/articles/47349863856276-Public-Work-Orders)  
  Source date: 2026-03-18T19:03:47Z · en-us
- [Work Order Overview](https://support.cove.is/hc/en-us/articles/34283642018836-Work-Order-Overview)  
  Source date: 2026-07-28T23:14:47Z · en-us
- [Tenant Admin Training: Submitting a Work Order](https://www.canva.com/design/DAGdyyfTphk/KvQ37_0o6QbMUhQ7QOMXOg/watch)  
  official training clip; Five historical frames sampled; original recording linked

Stable agent record: `workflow:cove-request-intake`

Cove / Automation & staffing · Reviewed details + outline

### Route, assign and escalate work

**Role:** Operations manager

Starts at
:   Work Orders → Assignments & Routing → Work Groups

Ends when
:   A routing rule or manager assigns the responsible work group and notifications

Evidence
:   Reviewed controls / exceptions; 24 UI assets, 1 video

Cove documents this as a workflow for operations manager. The source sequence covers configure routing, organize work groups, set escalation rules, then set notifications.

1. Configure routing
2. Organize work groups
3. Set escalation rules
4. Set notifications

**Documented behavior:** Make team members assignable and set up work groups before configuring issue-type or category routing. Rules can use a default for all buildings or building-specific assignments within a campus.

[Work Order Assignments and Routing](https://support.cove.is/hc/en-us/articles/36583309699476-Work-Order-Assignments-and-Routing)

**Limitation / verification point:** The guide’s general rule says that when a default assignee and a work group are both selected, the assignee receives notifications while the group retains visibility. Some examples in the same article are inconsistent; verify the actual notification behavior in a demonstration.

[Work Order Assignments and Routing](https://support.cove.is/hc/en-us/articles/36583309699476-Work-Order-Assignments-and-Routing)

[Inspect 24 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-dispatch)

[![Work Order Assignments and Routing · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0701.jpg)Work Order Assignments and Routing · figure 1](ui-gallery.html?asset=ui-0701&flow=cove-dispatch)[![Work Order Assignments and Routing · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0702.jpg)Work Order Assignments and Routing · figure 2](ui-gallery.html?asset=ui-0702&flow=cove-dispatch)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice)

All linked sources and dates (5)

- [Work Order Assignments and Routing](https://support.cove.is/hc/en-us/articles/36583309699476-Work-Order-Assignments-and-Routing)  
  Source date: 2025-04-14T15:34:49Z · en-us
- [Work Groups](https://support.cove.is/hc/en-us/articles/36588345828372-Work-Groups)  
  Source date: 2026-01-15T03:26:10Z · en-us
- [Work Order Escalations](https://support.cove.is/hc/en-us/articles/36426747724820-Work-Order-Escalations)  
  Source date: 2026-05-20T16:59:11Z · en-us
- [Work Order Notifications](https://support.cove.is/hc/en-us/articles/34283805049748-Work-Order-Notifications)  
  Source date: 2026-05-05T14:38:34Z · en-us
- [Routing & Assignments Simplified (webinar)](https://support.cove.is/hc/en-us/articles/46453750959380-Routing-Assignments-Simplified-webinar)  
  Source date: 2026-03-04T21:20:42Z · en-us
- [Routing & Assignments Simplified: Ensure work orders, maintenance tasks, and inspections go to the right people and teams.](https://www.loom.com/share/9e36b0866f044f029fba35bbf7ad174c)  
  official embedded video; Video reference; no image sequence captured

Stable agent record: `workflow:cove-dispatch`

Cove / Work orders · Reviewed details + outline

### Record field work and satisfy completion rules

**Role:** Engineer

Starts at
:   Mobile Work Order → Notes, labor, materials → Complete

Ends when
:   The work order reaches Complete or Closed after required fields are satisfied

Evidence
:   Reviewed controls / exceptions; 28 UI assets

Cove documents this as a workflow for engineer. The source sequence covers open assigned work, record notes, labor and materials, add travel where enabled, then resolve missing completion information.

1. Open assigned work
2. Record notes, labor and materials
3. Add travel where enabled
4. Resolve missing completion information

**Documented behavior:** Building admins can require labor hours, a note and/or mileage before completion. Mileage depends on Travel being enabled. Missing requirements block Complete or Closed transitions on web and mobile. Bulk completion evaluates each work order separately and reports the blocked records.

[Work Order Completion Requirements](https://support.cove.is/hc/en-us/articles/53144214370708-Work-Order-Completion-Requirements)

[Inspect 28 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-field-work)

[![Core order information](https://crefieldnotes.com/ui-thumbs/ui-034.jpg)Core order information](ui-gallery.html?asset=ui-034&flow=cove-field-work)[![Work-order detail](https://crefieldnotes.com/ui-thumbs/ui-033.jpg)Work-order detail](ui-gallery.html?asset=ui-033&flow=cove-field-work)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice)

All linked sources and dates (4)

- [Guide to Work Orders on Mobile](https://support.cove.is/hc/en-us/articles/51873675144468-Guide-to-Work-Orders-on-Mobile)  
  Source date: 2026-08-13T20:30:08Z · en-us
- [Saved Note Templates - WO and PMs](https://support.cove.is/hc/en-us/articles/52475699642644-Saved-Note-Templates-WO-and-PMs)  
  Source date: 2026-08-31T20:05:08Z · en-us
- [Travel Management: Logging and Tracking Mileage on Work Orders](https://support.cove.is/hc/en-us/articles/52171335729428-Travel-Management-Logging-and-Tracking-Mileage-on-Work-Orders)  
  Source date: 2026-09-01T14:51:44Z · en-us
- [Work Order Completion Requirements](https://support.cove.is/hc/en-us/articles/53144214370708-Work-Order-Completion-Requirements)  
  Source date: 2026-09-01T20:10:44Z · en-us

Stable agent record: `workflow:cove-field-work`

Cove / Billing & accounting · AI-extracted details + outline

### Estimate and bill tenant work

**Role:** Property team and tenant approver

Starts at
:   Work Order → Estimate / Billable Charges; then Tenant Invoices

Ends when
:   A tenant invoice is created from the reviewed billable work

Evidence
:   AI-extracted controls / exceptions (not reviewed); 30 UI assets, 2 videos

Cove documents this as a workflow for property team and tenant approver. The source sequence covers configure labor and material rates, review estimates, add charges, then create the tenant invoice.

1. Configure labor and material rates
2. Review estimates
3. Add charges
4. Create the tenant invoice

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Permissions:** Only Building Admins create labor rates and materials. Each carries defaults for billable, tax and tenant markup, an optional fixed or percentage markup that overrides the tenant rate, and cost code rules mapping base, markup or total amounts to GL accounts. Engineers can adjust lines on a work order.

[Adding Labor Rates to Your Work Order Library](https://support.cove.is/hc/en-us/articles/49287794767124-Adding-Labor-Rates-to-Your-Work-Order-Library) · [Adding Materials to Your Work Order Library](https://support.cove.is/hc/en-us/articles/49288409596052-Adding-Materials-to-Your-Work-Order-Library)

**Documented behavior:** Once labor or materials are on a work order, staff send an estimate from its Invoice tab with a note that appears in the tenant email and the activity log. The estimate becomes Proposed, and the tenant, notified by email and push, can accept it or request changes.

[Work Order Estimates](https://support.cove.is/hc/en-us/articles/34283787465620-Work-Order-Estimates)

**Documented behavior:** Work orders with charges move To Close, then Billing Verification, then Closed & Verified, and only verified ones are billed. Cove advises separating whoever adds charges from whoever verifies, and enabling restrictions so verification needs a lease code and cost rules, optionally locking later edits.

[Adding Billable Charges & Creating Tenant Invoices](https://support.cove.is/hc/en-us/articles/45591445846292-Adding-Billable-Charges-Creating-Tenant-Invoices)

**Documented behavior:** Tenant statements are produced in Batch Reporting by verification date and can be stored, emailed internally or sent to tenant billing contacts. Single PDF invoices, overviews or statements can be exported from Closed & Verified, and reservation fees are added on the reservation or via a triggered work order.

[Adding Billable Charges & Creating Tenant Invoices](https://support.cove.is/hc/en-us/articles/45591445846292-Adding-Billable-Charges-Creating-Tenant-Invoices)

**Exception / edge case:** Charges on a verified work order are corrected with Reverse Charges, which turns every amount negative, keeps the order Closed & Verified and logs one Charges Reversed event. Cove's audit checklist compares the tenant billing report with a billables breakdown to catch missing lease codes or unmapped items.

[Adding Billable Charges & Creating Tenant Invoices](https://support.cove.is/hc/en-us/articles/45591445846292-Adding-Billable-Charges-Creating-Tenant-Invoices)

[Inspect 30 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-chargeback)

[![Adding Labor Rates to Your Work Order Library · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0372.jpg)Adding Labor Rates to Your Work Order Library · figure 1](ui-gallery.html?asset=ui-0372&flow=cove-chargeback)[![Adding Labor Rates to Your Work Order Library · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0373.jpg)Adding Labor Rates to Your Work Order Library · figure 2](ui-gallery.html?asset=ui-0373&flow=cove-chargeback)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice)

All linked sources and dates (5)

- [Adding Labor Rates to Your Work Order Library](https://support.cove.is/hc/en-us/articles/49287794767124-Adding-Labor-Rates-to-Your-Work-Order-Library)  
  Source date: 2026-05-15T16:59:28Z · en-us
- [Adding Materials to Your Work Order Library](https://support.cove.is/hc/en-us/articles/49288409596052-Adding-Materials-to-Your-Work-Order-Library)  
  Source date: 2026-05-15T17:10:35Z · en-us
- [Work Order Estimates](https://support.cove.is/hc/en-us/articles/34283787465620-Work-Order-Estimates)  
  Source date: 2026-01-14T19:42:50Z · en-us
- [Adding Billable Charges & Creating Tenant Invoices](https://support.cove.is/hc/en-us/articles/45591445846292-Adding-Billable-Charges-Creating-Tenant-Invoices)  
  Source date: 2026-05-15T17:10:54Z · en-us
- [Work Order Billing Webinar](https://support.cove.is/hc/en-us/articles/40692075559828-Work-Order-Billing-Webinar)  
  Source date: 2025-08-28T13:48:53Z · en-us
- [Work Order Billing Webinar](https://www.loom.com/share/d062160e03ab466aaf40e964eba5488b)  
  official embedded video; Video reference; no image sequence captured
- [Tenant & Building Engineer View of Work Order Estimates](https://www.loom.com/share/ca950bec11d84740834cb273ee2023ad)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-chargeback`

Cove / Automation & staffing · AI-extracted details + outline

### Schedule recurring work orders

**Role:** Operations manager

Starts at
:   Recurring Work Orders → Template / Schedule

Ends when
:   Configure when work opens

Evidence
:   AI-extracted controls / exceptions (not reviewed); 16 UI assets, 2 videos

Cove documents this as a workflow for operations manager. The source sequence covers create a recurring template, edit its recurrence, then configure when work opens.

1. Create a recurring template
2. Edit its recurrence
3. Configure when work opens

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Recurring work order templates are created from Work Order Setup with status, an interval in days, weeks, months or years, a next open date and an optional end date. Each occurrence fires as an ordinary work order and follows the normal category, issue-type and building routing rules.

[Recurring Work Orders](https://support.cove.is/hc/en-us/articles/34283774751636-Recurring-Work-Orders)

**Documented behavior:** When dated work opens is set site-wide in General Setup (at creation, a set buffer before the due date, or on the due date) and can be overridden per issue type. The per-issue-type mode appears only when Collect Due Date? is checked. Notifications go out when work is scheduled and again when it opens.

[Work Order Scheduling](https://support.cove.is/hc/en-us/articles/34283790491284-Work-Order-Scheduling)

[Inspect 16 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-recurring-work)

[![Edit Recurring Work Orders  · sample 1](https://crefieldnotes.com/ui-thumbs/ui-1279.jpg)Edit Recurring Work Orders · sample 1](ui-gallery.html?asset=ui-1279&flow=cove-recurring-work)[![Create Recurring Work Order Templates · sample 1](https://crefieldnotes.com/ui-thumbs/ui-1273.jpg)Create Recurring Work Order Templates · sample 1](ui-gallery.html?asset=ui-1273&flow=cove-recurring-work)

**Connected journeys:** [Plan, inspect and close maintenance work](https://crefieldnotes.com/ui-task-journeys.html#cove-planned-maintenance)

All linked sources and dates (2)

- [Recurring Work Orders](https://support.cove.is/hc/en-us/articles/34283774751636-Recurring-Work-Orders)  
  Source date: 2025-08-01T14:21:29Z · en-us
- [Work Order Scheduling](https://support.cove.is/hc/en-us/articles/34283790491284-Work-Order-Scheduling)  
  Source date: 2025-01-27T15:08:13Z · en-us
- [Create Recurring Work Order Templates](https://www.loom.com/share/785294f5f07b42698abfab9ef617a40d)  
  official embedded video; Sampled
- [Edit Recurring Work Orders](https://www.loom.com/share/1a43f37d46ea40bf9a04ad52d50b16e8)   
  official embedded video; Sampled

Stable agent record: `workflow:cove-recurring-work`

Cove / Maintenance & equipment · AI-extracted details + outline

### Set up and execute preventive maintenance

**Role:** Engineer and operations manager

Starts at
:   Maintenance → Equipment → Procedure → Task

Ends when
:   Review history

Evidence
:   AI-extracted controls / exceptions (not reviewed); 14 UI assets, 1 video

Cove documents this as a workflow for engineer and operations manager. The source sequence covers create equipment records, configure procedures and schedules, assign scheduled work, complete tasks, then review history.

1. Create equipment records
2. Configure procedures and schedules
3. Assign scheduled work
4. Complete tasks
5. Review history

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Permissions:** Only Building Admins create, upload or delete equipment and categories, including bulk delete; engineers, security, building and engineering managers can view and edit records on the dashboard and mobile. Categories can carry custom fields that appear on every item and as table and export columns.

[Equipment Libraries](https://support.cove.is/hc/en-us/articles/34283806326292-Equipment-Libraries)

**Documented behavior:** A task template combines equipment, schedules and steps, with a projection calendar. Procedures are shared step lists whose edits apply to every template using them. A template can have several schedules with different procedures or assignees, skip weekends, or run seasonally in selected months only.

[Maintenance Task Templates, Procedures and Schedules](https://support.cove.is/hc/en-us/articles/34283657180948-Maintenance-Task-Templates-Procedures-and-Schedules) · [Seasonal Maintenance Schedules](https://support.cove.is/hc/en-us/articles/45555428177556-Seasonal-Maintenance-Schedules)

**Exception / edge case:** Task progress saves automatically and tasks can be put on hold and resumed. Completing without every step requires a reason under Important Notes. Marking equipment inactive excludes it from maintenance schedules when they fire.

[Completing Maintenance Tasks](https://support.cove.is/hc/en-us/articles/34283636660116-Completing-Maintenance-Tasks) · [Equipment Libraries](https://support.cove.is/hc/en-us/articles/34283806326292-Equipment-Libraries)

**Documented behavior:** Open tasks can be batch-assigned or batch-status-changed, for example to On Hold. Completed work is reviewed in Task History with search, filters and sorting, or per item under the equipment's All Task History.

[Bulk Assigning and Editing Maintenance Tasks](https://support.cove.is/hc/en-us/articles/34283683467156-Bulk-Assigning-and-Editing-Maintenance-Tasks) · [Maintenance Task History](https://support.cove.is/hc/en-us/articles/34283671962900-Maintenance-Task-History)

[Inspect 14 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-maintenance)

[![Equipment Libraries · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0510.jpg)Equipment Libraries · figure 1](ui-gallery.html?asset=ui-0510&flow=cove-maintenance)[![Equipment Libraries · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0511.jpg)Equipment Libraries · figure 2](ui-gallery.html?asset=ui-0511&flow=cove-maintenance)

**Connected journeys:** [Plan, inspect and close maintenance work](https://crefieldnotes.com/ui-task-journeys.html#cove-planned-maintenance)

All linked sources and dates (7)

- [Equipment Libraries](https://support.cove.is/hc/en-us/articles/34283806326292-Equipment-Libraries)  
  Source date: 2026-08-12T15:38:18Z · en-us
- [Maintenance Task Templates, Procedures and Schedules](https://support.cove.is/hc/en-us/articles/34283657180948-Maintenance-Task-Templates-Procedures-and-Schedules)  
  Source date: 2026-04-28T13:32:28Z · en-us
- [Seasonal Maintenance Schedules](https://support.cove.is/hc/en-us/articles/45555428177556-Seasonal-Maintenance-Schedules)  
  Source date: 2026-01-22T15:54:38Z · en-us
- [Bulk Assigning and Editing Maintenance Tasks](https://support.cove.is/hc/en-us/articles/34283683467156-Bulk-Assigning-and-Editing-Maintenance-Tasks)  
  Source date: 2026-08-12T15:37:13Z · en-us
- [Completing Maintenance Tasks](https://support.cove.is/hc/en-us/articles/34283636660116-Completing-Maintenance-Tasks)  
  Source date: 2025-02-17T19:47:33Z · en-us
- [Maintenance Task History](https://support.cove.is/hc/en-us/articles/34283671962900-Maintenance-Task-History)  
  Source date: 2025-01-27T15:05:13Z · en-us
- [Maintenance Module Webinar](https://support.cove.is/hc/en-us/articles/37787209484948-Maintenance-Module-Webinar)  
  Source date: 2025-05-23T19:27:24Z · en-us
- [Best Practices for Success: Maintenance Module Webinar](https://www.loom.com/share/10db1d7e7d734779bf98a4de3193108a)   
  official embedded video; Video reference; no image sequence captured

Stable agent record: `workflow:cove-maintenance`

Cove / Maintenance & equipment · AI-extracted details + outline

### Associate and scan equipment QR codes

**Role:** Engineer

Starts at
:   Equipment → Associate QR → Scan

Ends when
:   Open equipment context

Evidence
:   AI-extracted controls / exceptions (not reviewed); 8 UI assets, 2 videos

Cove documents this as a workflow for engineer. The source sequence covers associate a QR code, scan from the field, then open equipment context.

1. Associate a QR code
2. Scan from the field
3. Open equipment context

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** QR codes or existing barcodes must be generated and attached to equipment before linking; any generator works, and Cove's CSM can help with bulk codes. The item must already exist in the equipment library.

[Assigning QR Codes to Equipment](https://support.cove.is/hc/en-us/articles/34283774713620-Assigning-QR-Codes-to-Equipment)

**Documented behavior:** Linking and scanning happen in the mobile building app with camera access: open Equipment, pick the item and tap Link Asset Tracking Code to scan it. Later, Scan on the Equipment page opens the item directly, for example to create an on-demand task.

[Assigning QR Codes to Equipment](https://support.cove.is/hc/en-us/articles/34283774713620-Assigning-QR-Codes-to-Equipment)

[Inspect 8 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-equipment-qr)

[![Equipment QR Codes- Scanning QR codes · sample 1](https://crefieldnotes.com/ui-thumbs/ui-1205.jpg)Equipment QR Codes- Scanning QR codes · sample 1](ui-gallery.html?asset=ui-1205&flow=cove-equipment-qr)[![Equipment QR Codes- Associating QR Codes · sample 1](https://crefieldnotes.com/ui-thumbs/ui-1201.jpg)Equipment QR Codes- Associating QR Codes · sample 1](ui-gallery.html?asset=ui-1201&flow=cove-equipment-qr)

**Connected journeys:** [Plan, inspect and close maintenance work](https://crefieldnotes.com/ui-task-journeys.html#cove-planned-maintenance)

All linked sources and dates (1)

- [Assigning QR Codes to Equipment](https://support.cove.is/hc/en-us/articles/34283774713620-Assigning-QR-Codes-to-Equipment)  
  Source date: 2026-04-21T14:20:28Z · en-us
- [Equipment QR Codes- Associating QR Codes](https://www.loom.com/share/993e2a2edbbd4c6aa51fa1c80fbec941)  
  official embedded video; Sampled
- [Equipment QR Codes- Scanning QR codes](https://www.loom.com/share/d74509f4b3384e10bfd0fca88806707f)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-equipment-qr`

Cove / Property & portfolio setup · AI-extracted details + outline

### Manage maintenance across a network

**Role:** Regional manager and engineer

Starts at
:   Network Maintenance → Site switcher

Ends when
:   Review personal and group work

Evidence
:   AI-extracted controls / exceptions (not reviewed); 9 UI assets

Cove documents this as a workflow for regional manager and engineer. The source sequence covers select network scope, review maintenance, switch sites on mobile, then review personal and group work.

1. Select network scope
2. Review maintenance
3. Switch sites on mobile
4. Review personal and group work

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Choosing the network in the dashboard's site selector shows Maintenance across all sites, with each task labelled by site. A new task first asks for the site, then uses only that site's data. Batch reassignment lists only users with access to every site in the selection.

[Maintenance at the Network Level](https://support.cove.is/hc/en-us/articles/49406066828180-Maintenance-at-the-Network-Level)

**Limitation / verification point:** At network level, equipment can be viewed and edited but must be created at the site. Only Building Admins can create network procedures, scoped to all or selected sites, and those procedures can no longer be edited at site level.

[Maintenance at the Network Level](https://support.cove.is/hc/en-us/articles/49406066828180-Maintenance-at-the-Network-Level)

**Documented behavior:** Building Engineers assigned to several properties automatically get a Snapshot tab when they select the network in the mobile app: sites listed alphabetically with work order and maintenance counts for me, my groups and all, filterable by type. An AI site summary was still listed as coming soon.

[Mobile Engineer Experience](https://support.cove.is/hc/en-us/articles/49404229005588-Mobile-Engineer-Experience)

[Inspect 9 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-network-work)

[![Maintenance at the Network Level · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0154.jpg)Maintenance at the Network Level · figure 1](ui-gallery.html?asset=ui-0154&flow=cove-network-work)[![Maintenance at the Network Level · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0155.jpg)Maintenance at the Network Level · figure 2](ui-gallery.html?asset=ui-0155&flow=cove-network-work)

**Connected journeys:** [Plan, inspect and close maintenance work](https://crefieldnotes.com/ui-task-journeys.html#cove-planned-maintenance)

All linked sources and dates (2)

- [Maintenance at the Network Level](https://support.cove.is/hc/en-us/articles/49406066828180-Maintenance-at-the-Network-Level)  
  Source date: 2026-05-19T16:41:12Z · en-us
- [Mobile Engineer Experience](https://support.cove.is/hc/en-us/articles/49404229005588-Mobile-Engineer-Experience)  
  Source date: 2026-06-12T15:35:22Z · en-us

Stable agent record: `workflow:cove-network-work`

Cove / Inspections · AI-extracted details + outline

### Create, assign and complete inspections

**Role:** Operations manager and engineer

Starts at
:   Inspections → Create → Assign → Complete

Ends when
:   Inspection completion is recorded

Evidence
:   AI-extracted controls / exceptions (not reviewed); 13 UI assets, 1 video

Cove documents this as a workflow for operations manager and engineer. The source sequence covers create an inspection, manage assignments, open the inspection, then record completion.

1. Create an inspection
2. Manage assignments
3. Open the inspection
4. Record completion

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Inspections are built in three stages: a template with a default recurrence interval and an open-date buffer before the due date, then sections of grouped questions, then an inspection schedule that activates it. The setup articles list the forms' fields only at a high level.

[Creating Inspections](https://support.cove.is/hc/en-us/articles/34283690377492-Creating-Inspections)

**Documented behavior:** Inspections are listed by assignment (New In My Group, Assigned To Me, Open) with the statuses To Do, In Progress and Completed. Staff complete one section at a time, Start Section then Complete Section, from the dashboard or the mobile Work tab.

[Managing Inspections](https://support.cove.is/hc/en-us/articles/34283661703316-Managing-Inspections) · [Viewing and Completing Inspections](https://support.cove.is/hc/en-us/articles/34283739735188-Viewing-and-Completing-Inspections)

**Limitation / verification point:** Cove's own articles disagree on mobile support: some still label mobile inspections as coming soon, while the completion article (updated July 2026) describes completing them in the mobile app. Confirm current mobile behavior before relying on it.

[Creating Inspections](https://support.cove.is/hc/en-us/articles/34283690377492-Creating-Inspections) · [Viewing and Completing Inspections](https://support.cove.is/hc/en-us/articles/34283739735188-Viewing-and-Completing-Inspections)

[Inspect 13 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-inspections)

[![Creating Inspections · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0366.jpg)Creating Inspections · figure 1](ui-gallery.html?asset=ui-0366&flow=cove-inspections)[![Creating Inspections · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0367.jpg)Creating Inspections · figure 2](ui-gallery.html?asset=ui-0367&flow=cove-inspections)

**Connected journeys:** [Plan, inspect and close maintenance work](https://crefieldnotes.com/ui-task-journeys.html#cove-planned-maintenance)

All linked sources and dates (4)

- [Creating Inspections](https://support.cove.is/hc/en-us/articles/34283690377492-Creating-Inspections)  
  Source date: 2025-04-07T17:57:51Z · en-us
- [Managing Inspections](https://support.cove.is/hc/en-us/articles/34283661703316-Managing-Inspections)  
  Source date: 2025-04-07T17:35:05Z · en-us
- [Viewing and Completing Inspections](https://support.cove.is/hc/en-us/articles/34283739735188-Viewing-and-Completing-Inspections)  
  Source date: 2025-08-14T16:28:29Z · en-us
- [Inspections Webinar](https://support.cove.is/hc/en-us/articles/34283721941012-Inspections-Webinar)  
  Source date: 2025-01-27T15:05:49Z · en-us
- [Inspections Webinar](https://www.loom.com/share/3596616a375e4050af517ce5e6324852)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-inspections`

Cove / COI · Reviewed details + outline

### Configure, review and track insurance certificates

**Role:** Compliance administrator

Starts at
:   COI → Requirements → Extraction Review → Compliance

Ends when
:   The coverage set and compliance state are reviewed

Evidence
:   Reviewed controls / exceptions; 18 UI assets

Cove documents this as a workflow for compliance administrator. The source sequence covers configure requirements, upload and review extraction, manage coverage versions, then track compliance and notifications.

1. Configure requirements
2. Upload and review extraction
3. Manage coverage versions
4. Track compliance and notifications

**Documented behavior:** Cove separates configured insurance requirements, document extraction and reviewer correction. Its extraction guide retains manual questions and property-specific matching; a reviewed document must be associated with the correct tenant or vendor.

[COI Extraction: AI Review](https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review)

**Documented behavior:** Each tenant or vendor has one current coverage set and historical sets. Creating a new set archives the previous version with its compliance snapshot; editing current coverage changes that version in place. Current coverage drives compliance and notifications. Separate tabs expose past coverage, documents, requirements, notes and activity.

[Coverage Sets and Coverage Versioning](https://support.cove.is/hc/en-us/articles/53224974024852-Coverage-Sets-and-Coverage-Versioning)

[Inspect 18 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-coi)

[![COI Setup · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0382.jpg)COI Setup · figure 1](ui-gallery.html?asset=ui-0382&flow=cove-coi)[![COI Setup · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0383.jpg)COI Setup · figure 2](ui-gallery.html?asset=ui-0383&flow=cove-coi)

**Connected journeys:** [Operate compliance, procurement and incident controls](https://crefieldnotes.com/ui-task-journeys.html#cove-control-desk)

All linked sources and dates (4)

- [COI Setup](https://support.cove.is/hc/en-us/articles/46139514014868-COI-Setup)  
  Source date: 2026-08-13T16:00:18Z · en-us
- [COI Extraction: AI Review](https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review)  
  Source date: 2026-09-03T22:10:00Z · en-us
- [Coverage Sets and Coverage Versioning](https://support.cove.is/hc/en-us/articles/53224974024852-Coverage-Sets-and-Coverage-Versioning)  
  Source date: 2026-09-03T19:28:37Z · en-us
- [Managing COIs, Metrics, and Notifications](https://support.cove.is/hc/en-us/articles/49960375920276-Managing-COIs-Metrics-and-Notifications)  
  Source date: 2026-06-04T21:23:38Z · en-us

Stable agent record: `workflow:cove-coi`

Cove / Purchase orders · Reviewed details + outline

### Create and manage purchase orders

**Role:** Property team and approver

Starts at
:   Purchase Orders → Request → Approval → Export

Ends when
:   Export or print

Evidence
:   Reviewed controls / exceptions; 13 UI assets, 2 videos

Cove documents this as a workflow for property team and approver. The source sequence covers configure purchase orders, create a request, review approval behavior, then export or print.

1. Configure purchase orders
2. Create a request
3. Review approval behavior
4. Export or print

**Documented behavior:** Purchase Order General Setup controls shipping and billing addresses, additional document language, required approver or vendor signatures and approval-notification recipients. These settings are applied to generated purchase-order PDFs.

[Purchase Order Setup](https://support.cove.is/hc/en-us/articles/34283770552852-Purchase-Order-Setup)

[Inspect 13 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-purchase-orders)

[![Purchase Order Setup · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0307.jpg)Purchase Order Setup · figure 1](ui-gallery.html?asset=ui-0307&flow=cove-purchase-orders)[![Purchase Order Setup · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0308.jpg)Purchase Order Setup · figure 2](ui-gallery.html?asset=ui-0308&flow=cove-purchase-orders)

**Connected journeys:** [Operate compliance, procurement and incident controls](https://crefieldnotes.com/ui-task-journeys.html#cove-control-desk)

All linked sources and dates (3)

- [Purchase Order Setup](https://support.cove.is/hc/en-us/articles/34283770552852-Purchase-Order-Setup)  
  Source date: 2026-08-26T21:28:34Z · en-us
- [Creating and Managing Purchase Orders](https://support.cove.is/hc/en-us/articles/34283737265812-Creating-and-Managing-Purchase-Orders)  
  Source date: 2025-01-27T15:07:41Z · en-us
- [Purchase Orders Overview](https://support.cove.is/hc/en-us/articles/34283783744276-Purchase-Orders-Overview)  
  Source date: 2026-05-15T17:29:22Z · en-us
- [Create Purchase Orders](https://www.loom.com/share/357a83154dde49b1b98dc257955befee)  
  official embedded video; Sampled
- [Export and Print Purchase Orders](https://www.loom.com/share/eb491a37e4fc44468c98cd9504ec1381)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-purchase-orders`

Cove / Incidents · AI-extracted details + outline

### Configure incident routing and review reports

**Role:** Property manager and operations team

Starts at
:   Incidents → Categories → Routing → Report

Ends when
:   Review response and status

Evidence
:   AI-extracted controls / exceptions (not reviewed); 26 UI assets, 4 videos

Cove documents this as a workflow for property manager and operations team. The source sequence covers set categories and incident types, configure routing, open an incident report, then review response and status.

1. Set categories and incident types
2. Configure routing
3. Open an incident report
4. Review response and status

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Incident categories and types (with severity, optional description and optional questionnaire) can be created at network level and limited to specific sites. The module must be enabled by Cove; if it is missing, contact Customer Success or Tech Support.

[Incident Setup](https://support.cove.is/hc/en-us/articles/34283788035604-Incident-Setup)

**Documented behavior:** Routing is set per building and per incident type by choosing a work group from the Work Order module, so groups and their notification hours must exist first. The person who creates an incident does not receive its notification.

[Incident Setup](https://support.cove.is/hc/en-us/articles/34283788035604-Incident-Setup)

**Documented behavior:** Incidents can be opened from the dashboard or mobile app with category, type, location and optional tenant and attachments. Open covers open and on-hold reports; Resolved covers resolved, cancelled and closed. Each incident keeps a history and chronology, and its status and work groups can be edited.

[Incident Response and Management](https://support.cove.is/hc/en-us/articles/34283784260884-Incident-Response-and-Management)

[Inspect 26 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-incidents)

[![Incident Setup · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0419.jpg)Incident Setup · figure 1](ui-gallery.html?asset=ui-0419&flow=cove-incidents)[![Create Incident Categories · sample 1](https://crefieldnotes.com/ui-thumbs/ui-1223.jpg)Create Incident Categories · sample 1](ui-gallery.html?asset=ui-1223&flow=cove-incidents)

**Connected journeys:** [Operate compliance, procurement and incident controls](https://crefieldnotes.com/ui-task-journeys.html#cove-control-desk)

All linked sources and dates (2)

- [Incident Setup](https://support.cove.is/hc/en-us/articles/34283788035604-Incident-Setup)  
  Source date: 2025-11-07T14:42:53Z · en-us
- [Incident Response and Management](https://support.cove.is/hc/en-us/articles/34283784260884-Incident-Response-and-Management)  
  Source date: 2026-08-20T18:11:46Z · en-us
- [Create Incident Categories](https://www.loom.com/share/21639cb29a944e7c80186299f93995d0)  
  official embedded video; Sampled
- [Create Incident Types](https://www.loom.com/share/cd3dae263b814ae085fe00e57067a5db)  
  official embedded video; Sampled
- [Route Incident Reports](https://www.loom.com/share/37db0f3707c843fb9fbf2b4b32b13a0a)  
  official embedded video; Sampled
- [Open an Incident Report](https://www.loom.com/share/0f444f633a684319aee3f4a368ea5734)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-incidents`

Cove / Time cards · AI-extracted details + outline

### Configure and use time cards

**Role:** Engineer and property manager

Starts at
:   Time Cards

Ends when
:   Review team time cards

Evidence
:   AI-extracted controls / exceptions (not reviewed); 8 UI assets

Cove documents this as a workflow for engineer and property manager. The source sequence covers configure time-card settings, record time, then review team time cards.

1. Configure time-card settings
2. Record time
3. Review team time cards

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Time Cards must be enabled by Cove, then each staff profile needs Can Submit Time Cards? ticked. Property teams define time types such as Standard, Overtime and Vacation, each optionally requiring a note; entries follow the site's time increment, typically 15 minutes, and daily maximum.

[Time Cards Setup (Property Teams)](https://support.cove.is/hc/en-us/articles/45991910109460-Time-Cards-Setup-Property-Teams) · [Using Time Cards (Building Team Members)](https://support.cove.is/hc/en-us/articles/45992406108948-Using-Time-Cards-Building-Team-Members)

**Documented behavior:** Staff record hours in the mobile app under My Labor Hours, by start and stop time or total hours, saving drafts during the week. A submitted week is locked until an approver acts; a denied week comes back editable with the approver's note.

[Using Time Cards (Building Team Members)](https://support.cove.is/hc/en-us/articles/45992406108948-Using-Time-Cards-Building-Team-Members)

**Exception / edge case:** Approved weeks are locked for payroll and cannot be edited in the app. To correct one, the approver denies it for resubmission or adds a separate adjustment entry with an admin note on the dashboard, which the activity log records with who and when.

[Time Cards Management (Property Teams)](https://support.cove.is/hc/en-us/articles/45992296828180-Time-Cards-Management-Property-Teams) · [Using Time Cards (Building Team Members)](https://support.cove.is/hc/en-us/articles/45992406108948-Using-Time-Cards-Building-Team-Members)

**Documented behavior:** Approvers work from a Needs approval queue of submitted weeks with bulk and inline approve or deny, and a Time Cards list filterable by date, employee, status and site that can be exported for payroll reconciliation.

[Time Cards Management (Property Teams)](https://support.cove.is/hc/en-us/articles/45992296828180-Time-Cards-Management-Property-Teams)

[Inspect 8 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-time-cards)

[![Time Cards Setup (Property Teams) · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0185.jpg)Time Cards Setup (Property Teams) · figure 1](ui-gallery.html?asset=ui-0185&flow=cove-time-cards)[![Time Cards Setup (Property Teams) · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0186.jpg)Time Cards Setup (Property Teams) · figure 2](ui-gallery.html?asset=ui-0186&flow=cove-time-cards)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice)

All linked sources and dates (3)

- [Time Cards Setup (Property Teams)](https://support.cove.is/hc/en-us/articles/45991910109460-Time-Cards-Setup-Property-Teams)  
  Source date: 2026-02-09T17:11:50Z · en-us
- [Using Time Cards (Building Team Members)](https://support.cove.is/hc/en-us/articles/45992406108948-Using-Time-Cards-Building-Team-Members)  
  Source date: 2026-02-10T22:36:57Z · en-us
- [Time Cards Management (Property Teams)](https://support.cove.is/hc/en-us/articles/45992296828180-Time-Cards-Management-Property-Teams)  
  Source date: 2026-02-09T16:49:52Z · en-us

Stable agent record: `workflow:cove-time-cards`

Cove / Amenities · Reviewed details + outline

### Configure amenity inventory and booking policies

**Role:** Property administrator

Starts at
:   Reservation Setup → Amenity Setup → Category / Space / Policies

Ends when
:   Configure reservation credits

Evidence
:   Reviewed controls / exceptions; 26 UI assets

Cove documents this as a workflow for property administrator. The source sequence covers create categories and spaces, define reservation policies, set seating options, then configure reservation credits.

1. Create categories and spaces
2. Define reservation policies
3. Set seating options
4. Configure reservation credits

**Documented behavior:** Administrators create a category and a reservable space, then configure availability, approval, visibility, payment options and any questionnaires or operational follow-up.

[Create an Amenity Space](https://support.cove.is/hc/en-us/articles/34283833309332-Create-an-Amenity-Space)

**Documented behavior:** Reservation policies are enabled through Cove support or the customer-success manager. Create them at site level, then attach them to individual spaces. A policy can vary booking windows by tenant or user tag. When both restrictions are set, both must match; the highest-priority matching policy wins.

[Amenity Space Reservation Policies](https://support.cove.is/hc/en-us/articles/41689099890324-Amenity-Space-Reservation-Policies)

**Limitation / verification point:** Credits are allocated by tenant and billing cycle. The guide distinguishes displayed booking costs from later usage reconciliation and describes potentially confusing cash or invoice messaging when credits are used. Check the configured payment combination and cycle-end export.

[Understanding and Managing Credits in Reservations](https://support.cove.is/hc/en-us/articles/43249069821716-Understanding-and-Managing-Credits-in-Reservations)

[Inspect 26 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-amenity-setup)

[![Create an Amenity Space Category · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0558.jpg)Create an Amenity Space Category · figure 1](ui-gallery.html?asset=ui-0558&flow=cove-amenity-setup)[![Create an Amenity Space Category · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0559.jpg)Create an Amenity Space Category · figure 2](ui-gallery.html?asset=ui-0559&flow=cove-amenity-setup)

**Connected journeys:** [Reserve a room from the tenant app](https://crefieldnotes.com/ui-task-journeys.html#cove-amenity-reservation)

All linked sources and dates (5)

- [Create an Amenity Space Category](https://support.cove.is/hc/en-us/articles/34283827538964-Create-an-Amenity-Space-Category)  
  Source date: 2025-04-07T17:47:14Z · en-us
- [Create an Amenity Space](https://support.cove.is/hc/en-us/articles/34283833309332-Create-an-Amenity-Space)  
  Source date: 2026-07-28T19:24:10Z · en-us
- [Amenity Space Reservation Policies](https://support.cove.is/hc/en-us/articles/41689099890324-Amenity-Space-Reservation-Policies)  
  Source date: 2025-10-02T12:29:28Z · en-us
- [Amenity Reservations- Setting Up Seating Arrangements](https://support.cove.is/hc/en-us/articles/34283658800532-Amenity-Reservations-Setting-Up-Seating-Arrangements)  
  Source date: 2025-01-27T15:05:21Z · en-us
- [Understanding and Managing Credits in Reservations](https://support.cove.is/hc/en-us/articles/43249069821716-Understanding-and-Managing-Credits-in-Reservations)  
  Source date: 2025-11-12T00:33:06Z · en-us

Stable agent record: `workflow:cove-amenity-setup`

Cove / Amenities · Reviewed details + outline

### Reserve, approve and bill amenities

**Role:** Tenant and property team

Starts at
:   Tenant app → Reserve Amenities quick action or Highlight; manager: Reservations → Requested

Ends when
:   Each date has a Requested or Confirmed reservation record

Evidence
:   Reviewed controls / exceptions; 17 UI assets, 3 videos

Cove documents this as a workflow for tenant and property team. The source sequence covers choose a space and time, review the reservation, handle approval, review charges and reminders, then view tablet entry points.

1. Choose a space and time
2. Review the reservation
3. Handle approval
4. Review charges and reminders
5. View tablet entry points

**Limitation / verification point:** The current property-team guide supports entering several dates together, while retaining separate reservation records. Test later edits, cancellations and charges for the whole series instead of assuming they behave as one record.

[Reserving Amenities: Property Teams](https://support.cove.is/hc/en-us/articles/41316202327316-Reserving-Amenities-Property-Teams)

[Inspect 17 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-amenity-booking)

[![Reserving Amenities: Tenant Admins · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0620.jpg)Reserving Amenities: Tenant Admins · figure 1](ui-gallery.html?asset=ui-0620&flow=cove-amenity-booking)[![Reserving Amenities: Tenant Admins · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0621.jpg)Reserving Amenities: Tenant Admins · figure 2](ui-gallery.html?asset=ui-0621&flow=cove-amenity-booking)

**Connected journeys:** [Reserve a room from the tenant app](https://crefieldnotes.com/ui-task-journeys.html#cove-amenity-reservation)

All linked sources and dates (7)

- [Reserving Amenities: Tenant Admins](https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins)  
  Source date: 2026-08-04T15:32:00Z · en-us
- [Reserving Amenities: Property Teams](https://support.cove.is/hc/en-us/articles/41316202327316-Reserving-Amenities-Property-Teams)  
  Source date: 2026-08-04T15:36:43Z · en-us
- [Reservation Approvals](https://support.cove.is/hc/en-us/articles/34283721439124-Reservation-Approvals)  
  Source date: 2026-01-22T15:45:44Z · en-us
- [Amenity Reservation Billing](https://support.cove.is/hc/en-us/articles/34283776157204-Amenity-Reservation-Billing)  
  Source date: 2025-01-27T15:08:21Z · en-us
- [Reservation Reminder Emails](https://support.cove.is/hc/en-us/articles/51868287479316-Reservation-Reminder-Emails)  
  Source date: 2026-07-28T22:18:48Z · en-us
- [Reserve Tablets](https://support.cove.is/hc/en-us/articles/34283788854932-Reserve-Tablets)  
  Source date: 2026-04-14T16:15:00Z · en-us
- [Amenity Reservations Webinar](https://support.cove.is/hc/en-us/articles/34283805406356-Amenity-Reservations-Webinar)  
  Source date: 2025-03-05T22:03:41Z · en-us
- [Amenity Reservations Webinar- April 30, 2024](https://www.loom.com/share/657549c916cc4980841aad194dc8bf91)  
  official embedded video; Video reference; no image sequence captured
- [Tenant Admin Training: Reserving Amenities](https://www.canva.com/design/DAGeQFMtmw4/8PWfo0Qrb3TplSHZvHq-_w/watch)  
  official training clip; Four historical frames sampled; original recording linked
- [Reservation approvals animated UI](https://crefieldnotes.com/ui/cove-expanded-c94096cd6e2c8e7e.gif)  
  official help-center animation; Animated property-team approval sequence; not tenant booking creation

Stable agent record: `workflow:cove-amenity-booking`

Cove / Events · AI-extracted details + outline

### Publish events and manage participation

**Role:** Property team

Starts at
:   Events → Create → RSVP → Check-in

Ends when
:   Gather feedback

Evidence
:   AI-extracted controls / exceptions (not reviewed); 50 UI assets, 3 videos

Cove documents this as a workflow for property team. The source sequence covers create the event, configure recurrence or RSVP slots, check in attendees, then gather feedback.

1. Create the event
2. Configure recurrence or RSVP slots
3. Check in attendees
4. Gather feedback

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** The RSVP limit counts people, not bookings, and a per-user limit allows plus-ones. With a waitlist, users can be auto-promoted oldest first and optionally made to confirm within a set time or drop to the bottom; otherwise staff convert them manually, which sends no email. Waitlisted users cannot be checked in.

[Creating & Managing Events](https://support.cove.is/hc/en-us/articles/34283794009492-Creating-Managing-Events)

**Documented behavior:** Recurring events use a template with an interval and an Advance Open Window that controls how far ahead each occurrence is created, and so becomes visible in the app and on displays. Template changes affect only occurrences not yet created, and each created event can be edited individually.

[Recurring Events](https://support.cove.is/hc/en-us/articles/34283836988948-Recurring-Events)

**Limitation / verification point:** RSVP Slot events let users book a labelled time slot with optional capacity, but slot events have no waitlist. Ticket prices need Stripe, publishing to displays needs displays enabled and a landscape image of at least 1344x1080, and a waiver can be required before anyone RSVPs.

[Event Type: RSVP Slots](https://support.cove.is/hc/en-us/articles/34892245197460-Event-Type-RSVP-Slots) · [Creating & Managing Events](https://support.cove.is/hc/en-us/articles/34283794009492-Creating-Managing-Events)

**Documented behavior:** Building Admins, Building Managers and Reservation Managers can run check-in on an iPad Cove Kiosk app or kiosk.cove.is, logged in with a Building Admin's email code; guests scan their personal QR code. Each kiosk is set to one event, and switching events means tapping the Cove logo ten times.

[Event Check-In Tablet](https://support.cove.is/hc/en-us/articles/34283732298900-Event-Check-In-Tablet)

**Documented behavior:** Post-event surveys go to all RSVPs or only checked-in users, by push and/or email, either automatically a set time after the event or manually later. Users on older app versions are taken to the event page instead of the survey. Results appear on the event and in Surveys.

[Event Surveys](https://support.cove.is/hc/en-us/articles/47053435428756-Event-Surveys)

[Inspect 50 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-events)

[![Creating & Managing Events · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0399.jpg)Creating & Managing Events · figure 1](ui-gallery.html?asset=ui-0399&flow=cove-events)[![Creating & Managing Events · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0400.jpg)Creating & Managing Events · figure 2](ui-gallery.html?asset=ui-0400&flow=cove-events)

**Connected journeys:** [Publish building content and measure response](https://crefieldnotes.com/ui-task-journeys.html#cove-tenant-engagement)

All linked sources and dates (6)

- [Creating & Managing Events](https://support.cove.is/hc/en-us/articles/34283794009492-Creating-Managing-Events)  
  Source date: 2026-05-19T21:40:18Z · en-us
- [Recurring Events](https://support.cove.is/hc/en-us/articles/34283836988948-Recurring-Events)  
  Source date: 2026-05-19T21:22:11Z · en-us
- [Event Type: RSVP Slots](https://support.cove.is/hc/en-us/articles/34892245197460-Event-Type-RSVP-Slots)  
  Source date: 2025-02-17T21:27:29Z · en-us
- [Event Check-In Tablet](https://support.cove.is/hc/en-us/articles/34283732298900-Event-Check-In-Tablet)  
  Source date: 2026-05-15T19:55:49Z · en-us
- [Event Surveys](https://support.cove.is/hc/en-us/articles/47053435428756-Event-Surveys)  
  Source date: 2026-03-11T18:47:44Z · en-us
- [Event Planning Made Simple: Leverage Cove’s Events & Reservations for Your Holiday Season (Webinar)](https://support.cove.is/hc/en-us/articles/42839681150228-Event-Planning-Made-Simple-Leverage-Cove-s-Events-Reservations-for-Your-Holiday-Season-Webinar)  
  Source date: 2025-11-14T00:27:21Z · en-us
- [{Webinar} Event Planning Made Simple: Leverage Cove’s Events & Reservations for Your Holiday Season](https://www.loom.com/share/eb6c762a7f3243bb9fd98a6f1d15aa68)   
  official embedded video; Sampled
- [Cove Kiosk App- Download and Setup](https://www.loom.com/share/53a3088360c8427ab3f175d38ba98870)  
  official embedded video; Sampled
- [Event App- Check-In](https://www.loom.com/share/b34185a05a1c4b5aa40adaa25cd78592)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-events`

Cove / Communication · Reviewed details + outline

### Compose, target and measure announcements

**Role:** Property team

Starts at
:   Email Builder → Recipients → Send → Metrics

Ends when
:   The targeted announcement is sent and delivery metrics are available

Evidence
:   Reviewed controls / exceptions; 27 UI assets, 2 videos

Cove documents this as a workflow for property team. The source sequence covers select or build an email template, prepare recipients, send the announcement, then inspect delivery and engagement metrics.

1. Select or build an email template
2. Prepare recipients
3. Send the announcement
4. Inspect delivery and engagement metrics

**Limitation / verification point:** The email-metrics guide documents delivery and user detail. Its wording differs on open-rate availability: one passage presents it as forthcoming, while another describes support-led activation. Treat current entitlement and the exact report as questions to verify.

[Track Email Announcement Metrics](https://support.cove.is/hc/en-us/articles/40924797504276-Track-Email-Announcement-Metrics)

[Inspect 27 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-announcements)

[![Email Templates · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0162.jpg)Email Templates · figure 1](ui-gallery.html?asset=ui-0162&flow=cove-announcements)[![Email Templates · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0163.jpg)Email Templates · figure 2](ui-gallery.html?asset=ui-0163&flow=cove-announcements)

**Connected journeys:** [Publish building content and measure response](https://crefieldnotes.com/ui-task-journeys.html#cove-tenant-engagement)

All linked sources and dates (8)

- [Email Templates](https://support.cove.is/hc/en-us/articles/48812777192212-Email-Templates)  
  Source date: 2026-05-01T16:31:33Z · en-us
- [Email Builder: Creating Emails](https://support.cove.is/hc/en-us/articles/34283738892692-Email-Builder-Creating-Emails)  
  Source date: 2026-04-30T18:05:54Z · en-us
- [Email Builder: Preparing To Send Emails](https://support.cove.is/hc/en-us/articles/34283726579988-Email-Builder-Preparing-To-Send-Emails)  
  Source date: 2025-01-27T15:06:33Z · en-us
- [Email Builder: Sending Emails](https://support.cove.is/hc/en-us/articles/34283748663700-Email-Builder-Sending-Emails)  
  Source date: 2025-01-27T15:06:36Z · en-us
- [Track Email Announcement Metrics](https://support.cove.is/hc/en-us/articles/40924797504276-Track-Email-Announcement-Metrics)  
  Source date: 2026-02-27T23:30:23Z · en-us
- [Track Push Notification Announcement Metrics](https://support.cove.is/hc/en-us/articles/43411556391188-Track-Push-Notification-Announcement-Metrics)  
  Source date: 2025-12-10T16:43:14Z · en-us
- [Track SMS Announcement Metrics](https://support.cove.is/hc/en-us/articles/43411626708756-Track-SMS-Announcement-Metrics)  
  Source date: 2025-12-08T17:17:55Z · en-us
- [Email Builder: Webinar](https://support.cove.is/hc/en-us/articles/34283690570132-Email-Builder-Webinar)  
  Source date: 2025-04-08T16:46:29Z · en-us
- [Adding Attachments to Email Builder Emails](https://www.loom.com/share/ee2aef62c4854755825289bf5783ac26)  
  official embedded video; Sampled
- [Use Coves Email Builder Like a Pro-Webinar](https://www.loom.com/share/9971ee2178bd4c9a9a08834c19cb9b29)  
  official embedded video; Video reference; no image sequence captured

Stable agent record: `workflow:cove-announcements`

Cove / Communication · AI-extracted details + outline

### Coordinate tenant and property-team chat

**Role:** Tenant and property team

Starts at
:   Tenant / property-team conversation

Ends when
:   Review the other role’s conversation view

Evidence
:   AI-extracted controls / exceptions (not reviewed); 11 UI assets

Cove documents this as a workflow for tenant and property team. The source sequence covers open a conversation, exchange messages, then review the other role’s conversation view.

1. Open a conversation
2. Exchange messages
3. Review the other role’s conversation view

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Chat must be enabled for the site by Cove, and every participant, staff and tenant users alike, needs Is Chat Contact? checked on their Directory profile by a Building Admin before they can take part.

[Chat: Property Teams](https://support.cove.is/hc/en-us/articles/50429183794452-Chat-Property-Teams) · [Chat: Tenants](https://support.cove.is/hc/en-us/articles/50430089696788-Chat-Tenants)

**Documented behavior:** Building Admins and Building Managers can open a conversation with one or more tenant organizations; each organization gets its own thread that automatically includes all of its Chat Contacts. Tenant Chat Contacts can also start a conversation with the property team.

[Chat: Property Teams](https://support.cove.is/hc/en-us/articles/50429183794452-Chat-Property-Teams)

**Limitation / verification point:** Tenants see property-team messages as coming from the building, with no individual sender name, while staff see each tenant sender's first name. Read status and unread badges sync across the dashboard and mobile app in real time.

[Chat: Property Teams](https://support.cove.is/hc/en-us/articles/50429183794452-Chat-Property-Teams) · [Chat: Tenants](https://support.cove.is/hc/en-us/articles/50430089696788-Chat-Tenants)

[Inspect 11 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-chat)

[![Chat: Tenants · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0101.jpg)Chat: Tenants · figure 1](ui-gallery.html?asset=ui-0101&flow=cove-chat)[![Chat: Tenants · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0102.jpg)Chat: Tenants · figure 2](ui-gallery.html?asset=ui-0102&flow=cove-chat)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice)

All linked sources and dates (2)

- [Chat: Tenants](https://support.cove.is/hc/en-us/articles/50430089696788-Chat-Tenants)  
  Source date: 2026-06-18T19:54:50Z · en-us
- [Chat: Property Teams](https://support.cove.is/hc/en-us/articles/50429183794452-Chat-Property-Teams)  
  Source date: 2026-06-18T19:55:51Z · en-us

Stable agent record: `workflow:cove-chat`

Cove / Visitors · AI-extracted details + outline

### Register and check in visitors

**Role:** Tenant administrator and front desk

Starts at
:   Visitor Management → Register → Check-in

Ends when
:   The visitor is registered and check-in status is available

Evidence
:   AI-extracted controls / exceptions (not reviewed); 45 UI assets, 1 video

Cove documents this as a workflow for tenant administrator and front desk. The source sequence covers configure visitor rules, register an individual or recurring visit, check in the visitor, then review a watchlist match.

1. Configure visitor rules
2. Register an individual or recurring visit
3. Check in the visitor
4. Review a watchlist match

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Visitor Setup decides whether Regular Users and Tenant Admins or Hosts may register visitors, the maximum consecutive visit days (up to 365), whether email is required, SMS invitations and host arrival texts, QR codes in invitations, photos, check-out, and badge printing with QR, barcode or logo formats.

[Visitor Management Setup](https://support.cove.is/hc/en-us/articles/34283728982164-Visitor-Management-Setup)

**Documented behavior:** Visits can be single, up to ten separate dates, or recurring (daily, weekdays or chosen days). With access control, hosts can override the site's default access window. Staff can re-invite past visitors and paste lists; notes for the building stay internal while the host note and reason appear in the invitation.

[Visitor Registration: Tenant Admins](https://support.cove.is/hc/en-us/articles/49478033778580-Visitor-Registration-Tenant-Admins) · [Visitor Registration: Property Teams](https://support.cove.is/hc/en-us/articles/34283849742228-Visitor-Registration-Property-Teams)

**Documented behavior:** Building Admins, Building Managers and Security Managers check visitors in individually or in bulk, by scanning a QR code, driver's license or passport, or automatically at a turnstile. ID scans use only first and last name, fuzzy-matched against today's visitors; Cove does not store birth date or document number.

[Checking Visitors In](https://support.cove.is/hc/en-us/articles/44364133582484-Checking-Visitors-In)

**Exception / edge case:** Visitors can be checked in only on their scheduled date and only once. Bulk and turnstile check-ins skip photos and badges. With access control, a failed credential disables check-in and badge printing until retried or re-registered, and Activate on Check-In keeps access off until check-in.

[Checking Visitors In](https://support.cove.is/hc/en-us/articles/44364133582484-Checking-Visitors-In)

**Exception / edge case:** Watch list matches are never blocked automatically. Security is alerted when a matching visitor is registered; check-in then requires ticking approval and a mandatory note, which is emailed to watch list recipients. Unregistered walk-ins are not flagged, so staff must search the watch list manually.

[Watch List](https://support.cove.is/hc/en-us/articles/40189401394964-Watch-List)

**Documented behavior:** Only Building Admins, plus Tenant Admins given permission, edit the watch list. Matching is Sensitive by default (nicknames and small first-name variations, exact last name) or Strict (exact names); a change applies only to visitors created afterwards. Custom threat levels can be site- or network-wide.

[Watch List](https://support.cove.is/hc/en-us/articles/40189401394964-Watch-List)

[Inspect 45 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-visitors)

[![Visitor Management Setup · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0323.jpg)Visitor Management Setup · figure 1](ui-gallery.html?asset=ui-0323&flow=cove-visitors)[![Visitor Management Setup · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0324.jpg)Visitor Management Setup · figure 2](ui-gallery.html?asset=ui-0324&flow=cove-visitors)

**Connected journeys:** [Register arrivals and manage access](https://crefieldnotes.com/ui-task-journeys.html#cove-arrival-and-access)

All linked sources and dates (5)

- [Visitor Management Setup](https://support.cove.is/hc/en-us/articles/34283728982164-Visitor-Management-Setup)  
  Source date: 2026-05-19T21:29:57Z · en-us
- [Visitor Registration: Tenant Admins](https://support.cove.is/hc/en-us/articles/49478033778580-Visitor-Registration-Tenant-Admins)  
  Source date: 2026-05-21T15:27:30Z · en-us
- [Visitor Registration: Property Teams](https://support.cove.is/hc/en-us/articles/34283849742228-Visitor-Registration-Property-Teams)  
  Source date: 2026-07-21T15:48:37Z · en-us
- [Checking Visitors In](https://support.cove.is/hc/en-us/articles/44364133582484-Checking-Visitors-In)  
  Source date: 2026-08-04T16:20:48Z · en-us
- [Watch List](https://support.cove.is/hc/en-us/articles/40189401394964-Watch-List)  
  Source date: 2026-06-30T19:14:54Z · en-us
- [Tenant Admin Training: Registering Visitors](https://www.canva.com/design/DAGeQEG3Lgg/VlpfGBLGpM8upbGBSqKN7g/watch)  
  official training clip; Four historical frames sampled; original recording linked

Stable agent record: `workflow:cove-visitors`

Cove / Visitors · AI-extracted details + outline

### Manage group visits and bulk uploads

**Role:** Tenant administrator and front desk

Starts at
:   Groups → Bulk Visitor Upload

Ends when
:   Review imported visitors

Evidence
:   AI-extracted controls / exceptions (not reviewed); 28 UI assets, 3 videos

Cove documents this as a workflow for tenant administrator and front desk. The source sequence covers set up a group, prepare visitor rows, upload the list, then review imported visitors.

1. Set up a group
2. Prepare visitor rows
3. Upload the list
4. Review imported visitors

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** A group visit registers any number of people, each marked Visitor or Vendor, for one date or up to ten dates at once. Each person gets a separate record and credential per date, editable individually afterwards. Host floor appears only if Visitor Settings enable it and the tenant has several floors.

[Group Visits](https://support.cove.is/hc/en-us/articles/34283818099476-Group-Visits)

**Documented behavior:** Bulk upload, for Building and Tenant Administrators, accepts a CSV template (per-guest times, hosts and companies) or a pasted list that shares one date, time and host. Rows with errors are flagged in a preview and are not registered until corrected; a blank host email assigns the visit to the uploader.

[Bulk Visitor Uploads](https://support.cove.is/hc/en-us/articles/34283832087444-Bulk-Visitor-Uploads)

**Exception / edge case:** Guests need an email or phone number to receive notifications and a mobile pass. The Feb 2025 group-visit article says the feature was live for standard visitor management and coming soon for access-control sites; with access control, a guest's QR code may appear only hours before the visit.

[Bulk Visitor Uploads](https://support.cove.is/hc/en-us/articles/34283832087444-Bulk-Visitor-Uploads) · [Group Visits](https://support.cove.is/hc/en-us/articles/34283818099476-Group-Visits)

[Inspect 28 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-group-visitors)

[![Group Visits · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0274.jpg)Group Visits · figure 1](ui-gallery.html?asset=ui-0274&flow=cove-group-visitors)[![Group Visits · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0275.jpg)Group Visits · figure 2](ui-gallery.html?asset=ui-0275&flow=cove-group-visitors)

**Connected journeys:** [Register arrivals and manage access](https://crefieldnotes.com/ui-task-journeys.html#cove-arrival-and-access)

All linked sources and dates (2)

- [Group Visits](https://support.cove.is/hc/en-us/articles/34283818099476-Group-Visits)  
  Source date: 2025-01-27T15:09:41Z · en-us
- [Bulk Visitor Uploads](https://support.cove.is/hc/en-us/articles/34283832087444-Bulk-Visitor-Uploads)  
  Source date: 2025-01-27T15:09:21Z · en-us
- [Adding & Formatting Bulk Visitor Upload Data](https://www.loom.com/share/b6977399796d40b380be6c0f6fef1f2b)  
  official embedded video; Sampled
- [Exporting Bulk Visitor Upload Data](https://www.loom.com/share/250843837e264552bd696f5b92390fa2)  
  official embedded video; Sampled
- [Upload Bulk Visitor Data](https://www.loom.com/share/ab7da30f146e4f05992d8fd64e849752)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-group-visitors`

Cove / Access & device setup · AI-extracted details + outline

### Set up and revoke mobile credentials

**Role:** Tenant and property administrator

Starts at
:   Mobile Credential Setup → Issue / Revoke

Ends when
:   Revoke a credential

Evidence
:   AI-extracted controls / exceptions (not reviewed); 12 UI assets

Cove documents this as a workflow for tenant and property administrator. The source sequence covers enable the applicable access integration, add the mobile credential, review device setup, then revoke a credential.

1. Enable the applicable access integration
2. Add the mobile credential
3. Review device setup
4. Revoke a credential

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Permissions:** Building Admins can revoke a user's HID Wallet passes from the bottom of the user's Directory profile; the Revoke All Wallet Passes button appears only at sites with the HID Wallet integration. It is used for a new or lost phone, or when there are too many passes on one account.

[Revoking a User's Wallet Credentials](https://support.cove.is/hc/en-us/articles/51944966190740-Revoking-a-User-s-Wallet-Credentials)

**Exception / edge case:** Revoking is immediate, cannot be undone and removes passes on every device on the account. Before revoking, confirm the access-control email exactly matches the Cove login (the most common cause of failed reissues) and that the user is not suspended.

[Revoking a User's Wallet Credentials](https://support.cove.is/hc/en-us/articles/51944966190740-Revoking-a-User-s-Wallet-Credentials)

**Documented behavior:** After revoking, the user deletes old passes, waits 5 to 10 minutes for HID to sync with the access control system, then sets up mobile access again in the Cove app. Errors about not finding the account mean the emails do not match.

[Revoking a User's Wallet Credentials](https://support.cove.is/hc/en-us/articles/51944966190740-Revoking-a-User-s-Wallet-Credentials)

**Limitation / verification point:** The captured setup guides for HID Bluetooth, HID Wallet, Kastle Wallet and Swiftconnect contain only section headings, so per-provider setup steps and device requirements are not recorded in PRISM. Check the original guides.

[HID Bluetooth (Apple & Google)](https://support.cove.is/hc/en-us/articles/45785657215508-HID-Bluetooth-Apple-Google) · [HID Wallet (Apple)](https://support.cove.is/hc/en-us/articles/45785890514068-HID-Wallet-Apple) · [Swiftconnect (Apple)](https://support.cove.is/hc/en-us/articles/45787060737044-Swiftconnect-Apple)

[Inspect 12 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-mobile-access)

[![HID Bluetooth (Apple & Google) · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0204.jpg)HID Bluetooth (Apple & Google) · figure 1](ui-gallery.html?asset=ui-0204&flow=cove-mobile-access)[![HID Bluetooth (Apple & Google) · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0205.jpg)HID Bluetooth (Apple & Google) · figure 2](ui-gallery.html?asset=ui-0205&flow=cove-mobile-access)

**Connected journeys:** [Register arrivals and manage access](https://crefieldnotes.com/ui-task-journeys.html#cove-arrival-and-access)

All linked sources and dates (7)

- [HID Bluetooth (Apple & Google)](https://support.cove.is/hc/en-us/articles/45785657215508-HID-Bluetooth-Apple-Google)  
  Source date: 2026-01-29T16:27:40Z · en-us
- [HID Wallet (Apple)](https://support.cove.is/hc/en-us/articles/45785890514068-HID-Wallet-Apple)  
  Source date: 2026-04-30T19:55:48Z · en-us
- [HID Wallet (Google)](https://support.cove.is/hc/en-us/articles/45786685251988-HID-Wallet-Google)  
  Source date: 2026-01-29T16:23:24Z · en-us
- [Kastle Wallet (Apple)](https://support.cove.is/hc/en-us/articles/45786892769044-Kastle-Wallet-Apple)  
  Source date: 2026-01-29T16:27:05Z · en-us
- [Swiftconnect (Apple)](https://support.cove.is/hc/en-us/articles/45787060737044-Swiftconnect-Apple)  
  Source date: 2026-01-29T16:31:40Z · en-us
- [Swiftconnect (Google)](https://support.cove.is/hc/en-us/articles/45787159107348-Swiftconnect-Google)  
  Source date: 2026-01-29T16:34:07Z · en-us
- [Revoking a User's Wallet Credentials](https://support.cove.is/hc/en-us/articles/51944966190740-Revoking-a-User-s-Wallet-Credentials)  
  Source date: 2026-07-30T18:46:41Z · en-us

Stable agent record: `workflow:cove-mobile-access`

Cove / Packages · AI-extracted details + outline

### Record and manage delivered packages

**Role:** Front desk and tenant

Starts at
:   Packages → Register → Notify → Collect

Ends when
:   The package is associated with a recipient and collection is tracked

Evidence
:   AI-extracted controls / exceptions (not reviewed); 5 UI assets

Cove documents this as a workflow for front desk and tenant. The source sequence covers register the package, associate its recipient, then track notification and collection.

1. Register the package
2. Associate its recipient
3. Track notification and collection

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Permissions:** Package handling is available to Security Managers, Building Managers and Building Admins from the dashboard. Check-in requires recipient, barcode (scanned or typed), carrier and type; notes are optional.

[Packages](https://support.cove.is/hc/en-us/articles/50115736550292-Packages)

**Documented behavior:** Check-in automatically notifies the recipient by email, and by SMS if their profile has a phone number. Check-out is done by scanning or picking from a list; if the property enables signature collection, staff must capture a signature before the status changes to Picked Up with a timestamp.

[Packages](https://support.cove.is/hc/en-us/articles/50115736550292-Packages)

[Inspect 5 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-packages)

[![Packages · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0112.jpg)Packages · figure 1](ui-gallery.html?asset=ui-0112&flow=cove-packages)[![Packages · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0113.jpg)Packages · figure 2](ui-gallery.html?asset=ui-0113&flow=cove-packages)

**Connected journeys:** [Register arrivals and manage access](https://crefieldnotes.com/ui-task-journeys.html#cove-arrival-and-access)

All linked sources and dates (1)

- [Packages](https://support.cove.is/hc/en-us/articles/50115736550292-Packages)  
  Source date: 2026-06-10T13:37:27Z · en-us

Stable agent record: `workflow:cove-packages`

Cove / Surveys & waivers · AI-extracted details + outline

### Create, distribute and review surveys

**Role:** Property team

Starts at
:   Surveys → Audience → Send → Responses

Ends when
:   Review responses

Evidence
:   AI-extracted controls / exceptions (not reviewed); 22 UI assets

Cove documents this as a workflow for property team. The source sequence covers build the survey, select the audience, send it, then review responses.

1. Build the survey
2. Select the audience
3. Send it
4. Review responses

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** A Standard survey's results are visible only to the internal team. A Community survey lets other app users see results, and respondents can opt in to share answers with their name. A survey can also be added as its own tile on the app home screen.

[Surveys: Creating a Survey](https://support.cove.is/hc/en-us/articles/34283715549972-Surveys-Creating-a-Survey)

**Documented behavior:** Surveys are distributed by linking them from a mobile highlight's action button or from a push-notification announcement; the sending article describes no other distribution or audience-targeting step inside the survey itself.

[Surveys: Sending A Survey](https://support.cove.is/hc/en-us/articles/34283714876308-Surveys-Sending-A-Survey)

**Documented behavior:** Each survey has its own live response table that can be sorted, filtered and downloaded. Questions use 10+ types with a short label that becomes the column name in the response table, and each question can be marked required.

[Surveys: Results](https://support.cove.is/hc/en-us/articles/34283730346516-Surveys-Results) · [Surveys: Creating a Survey](https://support.cove.is/hc/en-us/articles/34283715549972-Surveys-Creating-a-Survey)

[Inspect 22 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-surveys)

[![Surveys: Creating a Survey · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0356.jpg)Surveys: Creating a Survey · figure 1](ui-gallery.html?asset=ui-0356&flow=cove-surveys)[![Surveys: Creating a Survey · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0357.jpg)Surveys: Creating a Survey · figure 2](ui-gallery.html?asset=ui-0357&flow=cove-surveys)

**Connected journeys:** [Publish building content and measure response](https://crefieldnotes.com/ui-task-journeys.html#cove-tenant-engagement)

All linked sources and dates (3)

- [Surveys: Creating a Survey](https://support.cove.is/hc/en-us/articles/34283715549972-Surveys-Creating-a-Survey)  
  Source date: 2026-07-30T15:07:33Z · en-us
- [Surveys: Sending A Survey](https://support.cove.is/hc/en-us/articles/34283714876308-Surveys-Sending-A-Survey)  
  Source date: 2025-04-07T17:44:38Z · en-us
- [Surveys: Results](https://support.cove.is/hc/en-us/articles/34283730346516-Surveys-Results)  
  Source date: 2025-01-27T15:06:28Z · en-us

Stable agent record: `workflow:cove-surveys`

Cove / Surveys & waivers · AI-extracted details + outline

### Configure waiver questions and capture responses

**Role:** Property team and tenant

Starts at
:   Waivers / booking questions

Ends when
:   Review responses

Evidence
:   AI-extracted controls / exceptions (not reviewed); 11 UI assets

Cove documents this as a workflow for property team and tenant. The source sequence covers create the waiver, configure questions and signatures, set visibility and notifications, then review responses.

1. Create the waiver
2. Configure questions and signatures
3. Set visibility and notifications
4. Review responses

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** A waiver can stand alone in the app or be attached to a highlight or event. Name, email and submission date are captured automatically, so custom questions (10+ types, optional required flag) are only needed for anything else. The setup also includes an Openpath configuration section.

[Waivers: Overview](https://support.cove.is/hc/en-us/articles/34283693801876-Waivers-Overview) · [Waivers: Creating Custom Questions](https://support.cove.is/hc/en-us/articles/34283712961172-Waivers-Creating-Custom-Questions)

**Documented behavior:** Signature title and electronic signature consent language are pre-filled and editable; that section is required for a digitally signed waiver. Signers get an email confirmation, and extra recipients can be added as comma-separated addresses.

[Waivers: Signature Settings](https://support.cove.is/hc/en-us/articles/34283716298772-Waivers-Signature-Settings) · [Waivers: Visibility & Notifications](https://support.cove.is/hc/en-us/articles/34283702045716-Waivers-Visibility-Notifications)

**Exception / edge case:** Deleting a waiver also deletes its responses, so Cove recommends hiding it instead. Responses can be sorted, filtered by each custom question and downloaded as CSV, and staff can add a manual entry with a photo of a paper copy.

[Waivers: Visibility & Notifications](https://support.cove.is/hc/en-us/articles/34283702045716-Waivers-Visibility-Notifications) · [Waivers: Responses](https://support.cove.is/hc/en-us/articles/34283713633300-Waivers-Responses)

[Inspect 11 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-waivers)

[![Waivers: Overview · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0364.jpg)Waivers: Overview · figure 1](ui-gallery.html?asset=ui-0364&flow=cove-waivers)[![Waivers: Overview · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0365.jpg)Waivers: Overview · figure 2](ui-gallery.html?asset=ui-0365&flow=cove-waivers)

**Connected journeys:** [Reserve a room from the tenant app](https://crefieldnotes.com/ui-task-journeys.html#cove-amenity-reservation)

All linked sources and dates (5)

- [Waivers: Overview](https://support.cove.is/hc/en-us/articles/34283693801876-Waivers-Overview)  
  Source date: 2025-04-07T17:37:54Z · en-us
- [Waivers: Creating Custom Questions](https://support.cove.is/hc/en-us/articles/34283712961172-Waivers-Creating-Custom-Questions)  
  Source date: 2025-04-07T17:38:39Z · en-us
- [Waivers: Signature Settings](https://support.cove.is/hc/en-us/articles/34283716298772-Waivers-Signature-Settings)  
  Source date: 2025-04-07T17:36:49Z · en-us
- [Waivers: Visibility & Notifications](https://support.cove.is/hc/en-us/articles/34283702045716-Waivers-Visibility-Notifications)  
  Source date: 2025-01-27T15:06:06Z · en-us
- [Waivers: Responses](https://support.cove.is/hc/en-us/articles/34283713633300-Waivers-Responses)  
  Source date: 2025-01-27T15:06:03Z · en-us

Stable agent record: `workflow:cove-waivers`

Cove / Analytics · Reviewed details + outline

### Build views, reports and insight boards

**Role:** Property and regional manager

Starts at
:   Reports / Insight Boards

Ends when
:   Review records or export

Evidence
:   Reviewed controls / exceptions; 51 UI assets, 2 videos

Cove documents this as a workflow for property and regional manager. The source sequence covers select the data and metric, configure filters and grouping, arrange report cards, then review records or export.

1. Select the data and metric
2. Configure filters and grouping
3. Arrange report cards
4. Review records or export

**Limitation / verification point:** The Insights guide describes configurable Boards and Cards over supported datasets. Inspect available filters and groupings for the buyer’s actual question; the existence of reporting does not establish every cross-event or tenant-level analysis.

[Insights Dashboard](https://support.cove.is/hc/en-us/articles/52326436838420-Insights-Dashboard)

[Inspect 51 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-analytics)

[![Dashboard](https://crefieldnotes.com/ui-thumbs/ui-007.jpg)Dashboard](ui-gallery.html?asset=ui-007&flow=cove-analytics)[![New board](https://crefieldnotes.com/ui-thumbs/ui-012.jpg)New board](ui-gallery.html?asset=ui-012&flow=cove-analytics)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice) · [Plan, inspect and close maintenance work](https://crefieldnotes.com/ui-task-journeys.html#cove-planned-maintenance) · [Publish building content and measure response](https://crefieldnotes.com/ui-task-journeys.html#cove-tenant-engagement)

All linked sources and dates (4)

- [Insights Dashboard](https://support.cove.is/hc/en-us/articles/52326436838420-Insights-Dashboard)  
  Source date: 2026-09-01T18:31:25Z · en-us
- [Reporting Overview](https://support.cove.is/hc/en-us/articles/44898819174804-Reporting-Overview)  
  Source date: 2026-01-13T15:58:05Z · en-us
- [Custom Reporting](https://support.cove.is/hc/en-us/articles/34283857524884-Custom-Reporting)  
  Source date: 2025-12-15T19:54:43Z · en-us
- [Custom Table Views](https://support.cove.is/hc/en-us/articles/34283814826004-Custom-Table-Views)  
  Source date: 2026-09-03T22:06:16Z · en-us
- [Edit Viewable Columns](https://www.loom.com/share/c60aad4fd1a94a80b0bea1d56daf8942)  
  official embedded video; Sampled
- [Reorder Columns](https://www.loom.com/share/0d97ff8bbf99490e8db34f5c6067e4a0)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-analytics`

Cove / Activity & audit · AI-extracted details + outline

### Inspect the activity log

**Role:** Property administrator

Starts at
:   Activity Log

Ends when
:   Inspect recorded changes

Evidence
:   AI-extracted controls / exceptions (not reviewed); 3 UI assets

Cove documents this as a workflow for property administrator. The source sequence covers open the activity log, filter events, then inspect recorded changes.

1. Open the activity log
2. Filter events
3. Inspect recorded changes

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Limitation / verification point:** Cove's Activity Log is a manually written record of building events such as front-desk observations or minor incidents. The article does not describe an automatic audit trail of changes made in Cove, so do not treat it as a system change history.

[Activity Log](https://support.cove.is/hc/en-us/articles/46177424570132-Activity-Log)

**Permissions:** Building Admins configure the Activity Log. Reservation, Security, Engineering and Building Managers, Building Engineers and Building Admins can add and view entries. If the module is missing, Cove's Customer Success team must enable it.

[Activity Log](https://support.cove.is/hc/en-us/articles/46177424570132-Activity-Log)

**Documented behavior:** An entry needs a date and time (defaults to now and cannot be in the future) and notes; tenant or household and location are optional. Only the author can edit an entry. The table can be searched and filtered and exports to CSV with the current filters and visible columns.

[Activity Log](https://support.cove.is/hc/en-us/articles/46177424570132-Activity-Log)

[Inspect 3 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-audit)

[![Activity Log · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0179.jpg)Activity Log · figure 1](ui-gallery.html?asset=ui-0179&flow=cove-audit)[![Activity Log · figure 3](https://crefieldnotes.com/ui-thumbs/ui-0180.jpg)Activity Log · figure 3](ui-gallery.html?asset=ui-0180&flow=cove-audit)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice) · [Operate compliance, procurement and incident controls](https://crefieldnotes.com/ui-task-journeys.html#cove-control-desk)

All linked sources and dates (1)

- [Activity Log](https://support.cove.is/hc/en-us/articles/46177424570132-Activity-Log)  
  Source date: 2026-02-10T18:29:40Z · en-us

Stable agent record: `workflow:cove-audit`

Cove / Tenant app & content · AI-extracted details + outline

### Configure building displays

**Role:** Property administrator

Starts at
:   Displays → Layout → Device setup

Ends when
:   Connect and troubleshoot the display device

Evidence
:   AI-extracted controls / exceptions (not reviewed); 24 UI assets, 1 video

Cove documents this as a workflow for property administrator. The source sequence covers create display content, configure display layout, then connect and troubleshoot the display device.

1. Create display content
2. Configure display layout
3. Connect and troubleshoot the display device

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Displays are web pages: open display.cove.is/activate full screen on a smart TV browser or a signage device such as Airtame, then enter the shown activation code under Engage > Display Management. Smart TVs suit a few screens; Airtame suits campuses that need remote management.

[Displays](https://support.cove.is/hc/en-us/articles/34283824748948-Displays)

**Documented behavior:** Each display shows one of three layouts: full-screen highlights and events only; highlights with a weather widget; or highlights with a tenant directory filtered by building, which needs buildings, floors and suites set up first. Without a directory, weather is shown instead.

[Displays](https://support.cove.is/hc/en-us/articles/34283824748948-Displays)

**Limitation / verification point:** Cove displays do not play MP4 or streamed video, embedded web content or live widgets; content should be static images and text. Pages adapt to portrait screens with the same URL, but some TVs or Airtame devices must be switched to portrait manually.

[Vertical Displays](https://support.cove.is/hc/en-us/articles/41994784829204-Vertical-Displays)

[Inspect 24 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-displays)

[![Displays · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0287.jpg)Displays · figure 1](ui-gallery.html?asset=ui-0287&flow=cove-displays)[![Displays · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0288.jpg)Displays · figure 2](ui-gallery.html?asset=ui-0288&flow=cove-displays)

**Connected journeys:** [Publish building content and measure response](https://crefieldnotes.com/ui-task-journeys.html#cove-tenant-engagement)

All linked sources and dates (3)

- [Displays](https://support.cove.is/hc/en-us/articles/34283824748948-Displays)  
  Source date: 2025-10-08T19:52:01Z · en-us
- [Vertical Displays](https://support.cove.is/hc/en-us/articles/41994784829204-Vertical-Displays)  
  Source date: 2025-10-24T20:28:58Z · en-us
- [Setting Up Displays Using Airtame](https://support.cove.is/hc/en-us/articles/34283872062228-Setting-Up-Displays-Using-Airtame)  
  Source date: 2025-10-08T19:51:28Z · en-us
- [Setting Up Displays](https://www.loom.com/share/6c25081291cb4de29b3d63a9f8c4d29d)  
  official embedded video; Sampled

Stable agent record: `workflow:cove-displays`

Cove / AI assistance · AI-extracted details + outline

### Review CoveAI entry points and review controls

**Role:** Property team and engineer

Starts at
:   CoveAI entry points

Ends when
:   Identify assistant release limitations

Evidence
:   AI-extracted controls / exceptions (not reviewed); 23 UI assets

Cove documents this as a workflow for property team and engineer. The source sequence covers review content-generation entry points, inspect work-order assistance, review certificate extraction, then identify assistant release limitations.

1. Review content-generation entry points
2. Inspect work-order assistance
3. Review certificate extraction
4. Identify assistant release limitations

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** COI AI Review takes several ACORD 25 PDFs at once, one tenant or vendor per file and up to 35 MB each. Extraction can take several minutes and the review table does not refresh itself. Documents that are not ACORD 25 are still processed but flagged for review.

[COI Extraction: AI Review](https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review)

**Documented behavior:** An admin approves every extraction in two views, a summary and then the PDF side by side, and can override the certificate holder and additional insured matches. New carrier policy names need a one-time mapping that is reused for that property only; custom policy questions are never extracted.

[COI Extraction: AI Review](https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review)

**Limitation / verification point:** Cove's FAQ says CoveAI uses enterprise model APIs plus Cove's own infrastructure, sends only the data a request needs, and that AI subprocessors do not train on client data. Default instructions set a professional tone and discourage invented facts; users can adjust tone per feature.

[CoveAI FAQ](https://support.cove.is/hc/en-us/articles/45516314082068-CoveAI-FAQ)

[Inspect 23 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=cove-ai-surfaces)

[![March 2026: Introducing CoveAI for Tenant Experience and Operations · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0127.jpg)March 2026: Introducing CoveAI for Tenant Experience and Operations · figure 1](ui-gallery.html?asset=ui-0127&flow=cove-ai-surfaces)[![March 2026: Introducing CoveAI for Tenant Experience and Operations · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0128.jpg)March 2026: Introducing CoveAI for Tenant Experience and Operations · figure 2](ui-gallery.html?asset=ui-0128&flow=cove-ai-surfaces)

**Connected journeys:** [Resolve a tenant request and create its charge](https://crefieldnotes.com/ui-task-journeys.html#cove-service-to-invoice)

All linked sources and dates (4)

- [CoveAI FAQ](https://support.cove.is/hc/en-us/articles/45516314082068-CoveAI-FAQ)  
  Source date: 2026-02-26T14:27:58Z · en-us
- [March 2026: Introducing CoveAI for Tenant Experience and Operations](https://support.cove.is/hc/en-us/articles/49515455566484-March-2026-Introducing-CoveAI-for-Tenant-Experience-and-Operations)  
  Source date: 2026-05-22T15:07:15Z · en-us
- [COI Extraction: AI Review](https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review)  
  Source date: 2026-09-03T22:10:00Z · en-us
- [August 2026: AI-powered Insights, Streamlined Workflows](https://support.cove.is/hc/en-us/articles/53198372080404-August-2026-AI-powered-Insights-Streamlined-Workflows)  
  Source date: 2026-09-03T03:45:01Z · en-us

Stable agent record: `workflow:cove-ai-surfaces`

Visitt / Users & permissions · AI-extracted details + outline

### Invite users, assign access and hand off responsibilities

**Role:** Property and global administrator

Starts at
:   Users → Invite → Property Access → Permissions

Ends when
:   Deactivate access

Evidence
:   AI-extracted controls / exceptions (not reviewed); 18 UI assets

Visitt documents this as a workflow for property and global administrator. The source sequence covers invite a user, assign property access, configure permissions, transfer responsibilities, then deactivate access.

1. Invite a user
2. Assign property access
3. Configure permissions
4. Transfer responsibilities
5. Deactivate access

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Permissions:** Visitt has four roles: Global Admin (all properties, fixed permissions), Property Admin (users and settings for assigned properties), Manager (all work orders and inspections, no settings or user management) and Team Member (only assigned work). Only Global Admins change roles, with a comparison prompt and a permission log.

[How to Add Users to Your Property](https://help.visitt.io/en/articles/9246330-how-to-add-users-to-your-property) · [How to Change User Permissions](https://help.visitt.io/en/articles/9820788-how-to-change-user-permissions)

**Documented behavior:** Admins add existing users or invite new ones, who get a one-time code by email or SMS and can log in immediately. Access can be per region or property, global (all current and future properties), or via Property Groups, which grant and remove access automatically as properties join or leave a group.

[How to Add Users to Your Property](https://help.visitt.io/en/articles/9246330-how-to-add-users-to-your-property) · [Assign User Access by Property Group](https://help.visitt.io/en/articles/14017538-assign-user-access-by-property-group)

**Exception / edge case:** Deactivating a user blocks login across all properties and keeps their data, but drops their work orders, inspections and automations without offering reassignment. To hand work over, first unassign them from each property, which lets an admin transfer open responsibilities to another user there.

[How to Deactivate or Remove Users from Properties](https://help.visitt.io/en/articles/9217472-how-to-deactivate-or-remove-users-from-properties) · [How to Transfer Responsibilities from One User to Another](https://help.visitt.io/en/articles/10706974-how-to-transfer-responsibilities-from-one-user-to-another)

[Inspect 18 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-user-access)

[![How to Manage Your Categories · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0929.jpg)How to Manage Your Categories · figure 2](ui-gallery.html?asset=ui-0929&flow=visitt-user-access)[![How to Add Users to Your Property · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0950.jpg)How to Add Users to Your Property · figure 2](ui-gallery.html?asset=ui-0950&flow=visitt-user-access)

**Connected journeys:** [Configure a property and onboard a tenant](https://crefieldnotes.com/ui-task-journeys.html#visitt-portfolio-launch)

All linked sources and dates (5)

- [How to Add Users to Your Property](https://help.visitt.io/en/articles/9246330-how-to-add-users-to-your-property)  
  Source date: 2026-05-13T20:26:18Z · en
- [How to Change User Permissions](https://help.visitt.io/en/articles/9820788-how-to-change-user-permissions)  
  Source date: 2026-08-25T17:27:21Z · en
- [Assign User Access by Property Group](https://help.visitt.io/en/articles/14017538-assign-user-access-by-property-group)  
  Source date: 2026-06-07T10:07:14Z · en
- [How to Transfer Responsibilities from One User to Another](https://help.visitt.io/en/articles/10706974-how-to-transfer-responsibilities-from-one-user-to-another)  
  Source date: 2026-05-15T09:21:56Z · en
- [How to Deactivate or Remove Users from Properties](https://help.visitt.io/en/articles/9217472-how-to-deactivate-or-remove-users-from-properties)  
  Source date: 2026-05-15T10:30:05Z · en

Stable agent record: `workflow:visitt-user-access`

Visitt / Property & portfolio setup · AI-extracted details + outline

### Configure properties and operational scope

**Role:** Global administrator

Starts at
:   Global Settings → Buildings / Properties

Ends when
:   Inspect property structure

Evidence
:   AI-extracted controls / exceptions (not reviewed); 36 UI assets, 1 video

Visitt documents this as a workflow for global administrator. The source sequence covers open global settings, manage buildings and properties, set primary properties, then inspect property structure.

1. Open global settings
2. Manage buildings and properties
3. Set primary properties
4. Inspect property structure

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Permissions:** Only Global Admins see the account-wide Buildings and Properties pages. Buildings lists each building's occupied and total leasable spaces, floors, spaces, area and address, and can add buildings and export; existing buildings are edited inside the property. Properties sets each property's asset type and region.

[Global Settings: Buildings](https://help.visitt.io/en/articles/14997267-global-settings-buildings) · [Manage properties in Global Settings](https://help.visitt.io/en/articles/15140151-manage-properties-in-global-settings)

**Exception / edge case:** Moving a property to another region takes effect immediately and can change which users have access when access is region-based; changing asset type affects only classification and reporting. A building without an address gets no regional holiday logic.

[Manage properties in Global Settings](https://help.visitt.io/en/articles/15140151-manage-properties-in-global-settings) · [Global Settings: Buildings](https://help.visitt.io/en/articles/14997267-global-settings-buildings)

**Documented behavior:** With Primary Properties switched on by a Global Admin, only users marked primary for a property get its routine notifications and appear first when assigning work; others keep access and are notified only when assigned, mentioned, subscribed or delegated. Admins cannot change their own primary properties.

[Set Up Primary Properties](https://help.visitt.io/en/articles/16186917-set-up-primary-properties)

**Documented behavior:** My Property shows a building tree from floor to space, subspace and equipment, with search and filters for equipment or leasable spaces, plus a section for items with no floor. Building addresses appear in work order forms and filters. Only Visitt technical support can remove a building.

[My Property: Page Overview](https://help.visitt.io/en/articles/9997072-my-property-page-overview)

[Inspect 36 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-portfolio-setup)

[![Global Settings: Buildings · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0827.jpg)Global Settings: Buildings · figure 1](ui-gallery.html?asset=ui-0827&flow=visitt-portfolio-setup)[![Global Settings: Buildings · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0828.jpg)Global Settings: Buildings · figure 2](ui-gallery.html?asset=ui-0828&flow=visitt-portfolio-setup)

**Connected journeys:** [Configure a property and onboard a tenant](https://crefieldnotes.com/ui-task-journeys.html#visitt-portfolio-launch)

All linked sources and dates (4)

- [Global Settings: Buildings](https://help.visitt.io/en/articles/14997267-global-settings-buildings)  
  Source date: 2026-05-18T16:47:56Z · en
- [Manage properties in Global Settings](https://help.visitt.io/en/articles/15140151-manage-properties-in-global-settings)  
  Source date: 2026-05-25T07:49:27Z · en
- [Set Up Primary Properties](https://help.visitt.io/en/articles/16186917-set-up-primary-properties)  
  Source date: 2026-08-05T12:38:35Z · en
- [My Property: Page Overview](https://help.visitt.io/en/articles/9997072-my-property-page-overview)  
  Source date: 2025-10-21T11:40:37Z · en
- [My Property](https://www.loom.com/share/31ca03a066fa475e896139e2b8aa07cb)  
  official embedded video; Sampled

Stable agent record: `workflow:visitt-portfolio-setup`

Visitt / Maintenance & equipment · Reviewed details + outline

### Manage spaces, equipment and lifecycle information

**Role:** Property manager and engineer

Starts at
:   Spaces / Equipment → QR context

Ends when
:   Open QR-linked context

Evidence
:   Reviewed controls / exceptions; 25 UI assets

Visitt documents this as a workflow for property manager and engineer. The source sequence covers manage floors and spaces, add equipment, record lifecycle fields, then open QR-linked context.

1. Manage floors and spaces
2. Add equipment
3. Record lifecycle fields
4. Open QR-linked context

**Documented behavior:** Use My Property and the Spaces tab to create either a shared/operational building space or a leasable space. A space must be marked leasable to be available as leasable space on tenant records. Its detail view links equipment, work orders, inspection history and QR context.

[My Property - Spaces](https://help.visitt.io/en/articles/10055528-my-property-spaces)

[Inspect 25 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-assets)

[![My Property - Floors · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0743.jpg)My Property - Floors · figure 1](ui-gallery.html?asset=ui-0743&flow=visitt-assets)[![My Property - Floors · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0744.jpg)My Property - Floors · figure 2](ui-gallery.html?asset=ui-0744&flow=visitt-assets)

**Connected journeys:** [Complete an inspection and correct a missed task](https://crefieldnotes.com/ui-task-journeys.html#visitt-inspection-correction)

All linked sources and dates (5)

- [My Property - Floors](https://help.visitt.io/en/articles/10054955-my-property-floors)  
  Source date: 2025-02-25T21:58:56Z · en
- [My Property - Spaces](https://help.visitt.io/en/articles/10055528-my-property-spaces)  
  Source date: 2025-04-27T12:00:49Z · en
- [Managing Equipment in Visitt](https://help.visitt.io/en/articles/10055618-managing-equipment-in-visitt)  
  Source date: 2026-06-24T13:54:08Z · en
- [Asset lifecycle management](https://help.visitt.io/en/articles/11406807-asset-lifecycle-management)  
  Source date: 2025-05-20T13:58:18Z · en
- [QR Codes for Spaces and Equipment](https://help.visitt.io/en/articles/11479876-qr-codes-for-spaces-and-equipment)  
  Source date: 2025-06-09T10:36:39Z · en

Stable agent record: `workflow:visitt-assets`

Visitt / Property & portfolio setup · AI-extracted details + outline

### Configure global categories and templates

**Role:** Property and global administrator

Starts at
:   Global Categories → Local Categories → Templates

Ends when
:   Create or edit reusable templates

Evidence
:   AI-extracted controls / exceptions (not reviewed); 15 UI assets

Visitt documents this as a workflow for property and global administrator. The source sequence covers create global categories, manage local categories, then create or edit reusable templates.

1. Create global categories
2. Manage local categories
3. Create or edit reusable templates

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Global Admins manage work order categories under Settings > Account > Categories, either one list for all properties or scoped by asset type. Four switches decide whether property admins may add or hide main categories and subcategories; all are on by default, and turning all off locks properties to the global list.

[Global Categories](https://help.visitt.io/en/articles/15545550-global-categories)

**Exception / edge case:** Hiding a category affects one property and keeps history. Removing one at account level cannot be undone, takes it off linked items and stops integration syncing, with an option to keep it locally where already used. When admins add a local category, Visitt suggests similar existing ones to avoid duplicates.

[Global Categories](https://help.visitt.io/en/articles/15545550-global-categories)

**Documented behavior:** Categories and subcategories organize work orders and inspections and sync to Visitt+, where tenants choose one when submitting a request. Each category appears only on the properties it is assigned to.

[How to Manage Your Categories](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories)

**Permissions:** Only Global Admins create inspection and broadcast templates shared across all properties; others get an Unauthorized error. An inspection saved as a template drops its spaces, equipment and assigned users, which must be set at each property.

[How to Create and Manage Visitt Templates](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates)

[Inspect 15 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-categories)

[![Global Categories · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0847.jpg)Global Categories · figure 1](ui-gallery.html?asset=ui-0847&flow=visitt-categories)[![Global Categories · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0848.jpg)Global Categories · figure 2](ui-gallery.html?asset=ui-0848&flow=visitt-categories)

**Connected journeys:** [Configure a property and onboard a tenant](https://crefieldnotes.com/ui-task-journeys.html#visitt-portfolio-launch)

All linked sources and dates (3)

- [Global Categories](https://help.visitt.io/en/articles/15545550-global-categories)  
  Source date: 2026-07-23T15:38:42Z · en
- [How to Manage Your Categories](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories)  
  Source date: 2026-05-14T12:39:37Z · en
- [How to Create and Manage Visitt Templates](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates)  
  Source date: 2026-08-28T14:31:21Z · en

Stable agent record: `workflow:visitt-categories`

Visitt / Work orders · AI-extracted details + outline

### Create, accept and manage work requests

**Role:** Property team

Starts at
:   Work Orders → Open → Detail / Acceptance

Ends when
:   Inspect removal controls

Evidence
:   AI-extracted controls / exceptions (not reviewed); 18 UI assets

Visitt documents this as a workflow for property team. The source sequence covers create a work order, review and accept it, manage subscribers, then inspect removal controls.

1. Create a work order
2. Review and accept it
3. Manage subscribers
4. Inspect removal controls

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Per the Hebrew guide, a new work order takes a description from which Visitt AI suggests a category, a building, a location searchable by floor, space, equipment or tenant (which suggests related contacts), an assignee, priority from low to critical and a due date, plus optional template, checklist, recurrence and photo, video or PDF files.

[כיצד ליצור קריאת עבודה: תהליך חדש ומשופר (Hebrew)](https://help.visitt.io/he/articles/9881125-כיצד-ליצור-קריאת-עבודה-תהליך-חדש-ומשופר)

**Exception / edge case:** With work order approval enabled, new orders start as Awaiting Accept. Changing status accepts automatically; declining needs a reason and another assignee; reopening a completed or canceled order auto-accepts it for the reopener. Checklists, which record who ticked each item, are hidden from tenants.

[כיצד ליצור קריאת עבודה: תהליך חדש ומשופר (Hebrew)](https://help.visitt.io/he/articles/9881125-כיצד-ליצור-קריאת-עבודה-תהליך-חדש-ומשופר) · [Work Order Acceptance](https://help.visitt.io/en/articles/13618786-work-order-acceptance)

**Documented behavior:** Assignees, the creator, chat participants, people mentioned or notified by escalation rules, and self-subscribers receive push notifications for messages, status, due date and overdue changes. Assignees cannot unsubscribe, and team members can manage only their own subscription.

[Work Order Subscribers](https://help.visitt.io/en/articles/13844622-work-order-subscribers)

**Documented behavior:** Per the Hebrew overview, the work orders page has Open, All, a calendar (web only), automations that assign users and time frames by category or unseen time, and templates. CSV export lets users choose fields and is limited to 5,000 work orders per export.

[מבט כולל על עמוד קריאות (Hebrew)](https://help.visitt.io/he/articles/9184327-מבט-כולל-על-עמוד-קריאות)

**Permissions:** Only Admins can delete work orders, singly or in bulk, and deletion is permanent and unrecoverable. Non-admins do not see the Delete option.

[How to Delete Work Orders](https://help.visitt.io/en/articles/15080037-how-to-delete-work-orders)

[Inspect 18 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-work-orders)

[![כיצד ליצור קריאת עבודה: תהליך חדש ומשופר · figure 1](https://crefieldnotes.com/ui-thumbs/ui-1094.jpg)כיצד ליצור קריאת עבודה: תהליך חדש ומשופר · figure 1](ui-gallery.html?asset=ui-1094&flow=visitt-work-orders)[![כיצד ליצור קריאת עבודה: תהליך חדש ומשופר · figure 2](https://crefieldnotes.com/ui-thumbs/ui-1095.jpg)כיצד ליצור קריאת עבודה: תהליך חדש ומשופר · figure 2](ui-gallery.html?asset=ui-1095&flow=visitt-work-orders)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting) · [Complete an inspection and correct a missed task](https://crefieldnotes.com/ui-task-journeys.html#visitt-inspection-correction) · [Book a room and prepare it for use](https://crefieldnotes.com/ui-task-journeys.html#visitt-amenity-reservation)

All linked sources and dates (5)

- [כיצד ליצור קריאת עבודה: תהליך חדש ומשופר](https://help.visitt.io/he/articles/9881125-כיצד-ליצור-קריאת-עבודה-תהליך-חדש-ומשופר)  
  Source date: 2026-08-04T08:57:04Z · he
- [מבט כולל על עמוד קריאות](https://help.visitt.io/he/articles/9184327-מבט-כולל-על-עמוד-קריאות)  
  Source date: 2025-08-11T07:14:25Z · he
- [Work Order Acceptance](https://help.visitt.io/en/articles/13618786-work-order-acceptance)  
  Source date: 2026-04-09T12:00:04Z · en
- [Work Order Subscribers](https://help.visitt.io/en/articles/13844622-work-order-subscribers)  
  Source date: 2026-02-25T12:30:35Z · en
- [How to Delete Work Orders](https://help.visitt.io/en/articles/15080037-how-to-delete-work-orders)  
  Source date: 2026-05-29T17:06:45Z · en

Stable agent record: `workflow:visitt-work-orders`

Visitt / Work orders · AI-extracted details + outline

### Complete work from the field

**Role:** Engineer

Starts at
:   My Work → Request detail → Updates → Complete

Ends when
:   The assigned work order is completed with its updates recorded

Evidence
:   AI-extracted controls / exceptions (not reviewed); 16 UI assets

Visitt documents this as a workflow for engineer. The source sequence covers find assigned work, open request context, record updates, complete the work, then review visibility troubleshooting.

1. Find assigned work
2. Open request context
3. Record updates
4. Complete the work
5. Review visibility troubleshooting

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Per the Hebrew guides, managers can view and edit everyone's work orders, while field staff see their open tasks on the main screen and all tickets on the Tickets page. Status, location, due date and assignees can be changed by tapping them, and status can be changed straight from the list.

[איך לטפל בקריאות שירות: מדריך למנהלים ואנשי שטח (Hebrew)](https://help.visitt.io/he/articles/9503089-איך-לטפל-בקריאות-שירות-מדריך-למנהלים-ואנשי-שטח) · [ניהול וביצוע קריאות שבר (אנשי שטח) (Hebrew)](https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח)

**Exception / edge case:** Files or photos added with the attach button are attached to the work order itself, not the chat message, even in the internal team chat, and become visible to all teams on the ticket. Staff should check a file is suitable before uploading.

[ניהול וביצוע קריאות שבר (אנשי שטח) (Hebrew)](https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח) · [איך לטפל בקריאות שירות: מדריך למנהלים ואנשי שטח (Hebrew)](https://help.visitt.io/he/articles/9503089-איך-לטפל-בקריאות-שירות-מדריך-למנהלים-ואנשי-שטח)

**Documented behavior:** Each work order has separate team and tenant chats, and Visitt AI can rephrase messages to tenants. In the mobile app, My Work can group tickets by status or due date, and saved column layouts persist between visits.

[ניהול וביצוע קריאות שבר (אנשי שטח) (Hebrew)](https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח)

**Exception / edge case:** When staff cannot see work orders, the usual cause is assignment or automation changes by property management. Device fixes are clearing site data from the profile, then logging out and back in, before escalating to the property admin or Visitt support.

[How can I troubleshoot work order visibility issues in the Visitt app?](https://help.visitt.io/en/articles/12086538-how-can-i-troubleshoot-work-order-visibility-issues-in-the-visitt-app)

[Inspect 16 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-field-work)

[![ניהול וביצוע קריאות שבר (אנשי שטח) · figure 1](https://crefieldnotes.com/ui-thumbs/ui-1086.jpg)ניהול וביצוע קריאות שבר (אנשי שטח) · figure 1](ui-gallery.html?asset=ui-1086&flow=visitt-field-work)[![ניהול וביצוע קריאות שבר (אנשי שטח) · figure 2](https://crefieldnotes.com/ui-thumbs/ui-1087.jpg)ניהול וביצוע קריאות שבר (אנשי שטח) · figure 2](ui-gallery.html?asset=ui-1087&flow=visitt-field-work)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting) · [Complete an inspection and correct a missed task](https://crefieldnotes.com/ui-task-journeys.html#visitt-inspection-correction)

All linked sources and dates (3)

- [ניהול וביצוע קריאות שבר (אנשי שטח)](https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח)  
  Source date: 2025-09-01T12:16:55Z · he
- [איך לטפל בקריאות שירות: מדריך למנהלים ואנשי שטח](https://help.visitt.io/he/articles/9503089-איך-לטפל-בקריאות-שירות-מדריך-למנהלים-ואנשי-שטח)  
  Source date: 2025-09-01T12:18:03Z · he
- [How can I troubleshoot work order visibility issues in the Visitt app?](https://help.visitt.io/en/articles/12086538-how-can-i-troubleshoot-work-order-visibility-issues-in-the-visitt-app)  
  Source date: 2025-08-26T06:25:13Z · en

Stable agent record: `workflow:visitt-field-work`

Visitt / Automation & staffing · Reviewed details + outline

### Configure routing and recurring requests

**Role:** Operations manager

Starts at
:   Work Orders → Automation / Recurring Schedules

Ends when
:   A saved rule acts on qualifying requests according to its trigger and conditions

Evidence
:   Reviewed controls / exceptions; 11 UI assets

Visitt documents this as a workflow for operations manager. The source sequence covers choose a trigger, define conditions and actions, set default assignment, then create recurring work.

1. Choose a trigger
2. Define conditions and actions
3. Set default assignment
4. Create recurring work

**Documented behavior:** In Work Orders, an administrator defines an automation trigger, priority, building and category conditions, then an action. The documented selection order favors more-specific matches, beginning with subcategory and category.

[How to Set Work Order Automations](https://help.visitt.io/en/articles/9000597-how-to-set-work-order-automations)

**Limitation / verification point:** New rules do not apply retroactively. An automation does not overwrite a field that already has a value; that also matters for recurring requests created with an assignee. Distinguish rule configuration from AI classification.

[How to Set Work Order Automations](https://help.visitt.io/en/articles/9000597-how-to-set-work-order-automations)

[Inspect 11 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-automation)

[![Automation triggers](https://crefieldnotes.com/ui-thumbs/ui-076.jpg)Automation triggers](ui-gallery.html?asset=ui-076&flow=visitt-automation)[![Automation conditions](https://crefieldnotes.com/ui-thumbs/ui-075.jpg)Automation conditions](ui-gallery.html?asset=ui-075&flow=visitt-automation)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting)

All linked sources and dates (2)

- [How to Set Work Order Automations](https://help.visitt.io/en/articles/9000597-how-to-set-work-order-automations)  
  Source date: 2026-05-31T10:54:08Z · en
- [How to Create Recurring Work Orders](https://help.visitt.io/en/articles/13362516-how-to-create-recurring-work-orders)  
  Source date: 2026-05-13T09:53:05Z · en

Stable agent record: `workflow:visitt-automation`

Visitt / Automation & staffing · Reviewed details + outline

### Create on-call schedules and arrange coverage

**Role:** Global administrator and on-call engineer

Starts at
:   On-call Schedule → Rotation / Replacement

Ends when
:   Set out-of-office periods

Evidence
:   Reviewed controls / exceptions; 11 UI assets

Visitt documents this as a workflow for global administrator and on-call engineer. The source sequence covers define properties and rotation, assign tiers, request replacement coverage, review on-call assignment context, then set out-of-office periods.

1. Define properties and rotation
2. Assign tiers
3. Request replacement coverage
4. Review on-call assignment context
5. Set out-of-office periods

**Documented behavior:** Global admins create account-level on-call schedules, select properties, set a rotation and arrange primary and backup tiers. During off-hours, scheduled people appear prominently in the work-order assignee list. This alone does not establish automatic assignment.

[Set up and manage on-call schedules](https://help.visitt.io/en/articles/14791155-set-up-and-manage-on-call-schedules)

**Documented behavior:** A scheduled user can arrange coverage for all or part of a shift, choose a replacement from the same schedule and record a reason. The change takes effect immediately and notifies the replacement; the guide also describes cancelling that cover.

[Set up and manage on-call schedules](https://help.visitt.io/en/articles/14791155-set-up-and-manage-on-call-schedules)

[Inspect 11 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-on-call)

[![Set up and manage on-call schedules · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0816.jpg)Set up and manage on-call schedules · figure 1](ui-gallery.html?asset=ui-0816&flow=visitt-on-call)[![Set up and manage on-call schedules · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0817.jpg)Set up and manage on-call schedules · figure 2](ui-gallery.html?asset=ui-0817&flow=visitt-on-call)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting)

All linked sources and dates (2)

- [Set up and manage on-call schedules](https://help.visitt.io/en/articles/14791155-set-up-and-manage-on-call-schedules)  
  Source date: 2026-05-26T16:36:07Z · en
- [Out of Office settings](https://help.visitt.io/en/articles/14817343-out-of-office-settings)  
  Source date: 2026-05-12T12:27:43Z · en

Stable agent record: `workflow:visitt-on-call`

Visitt / Inspections · Reviewed details + outline

### Design inspections and require on-site verification

**Role:** Operations manager

Starts at
:   Inspections → Template → Tasks / Locations / QR requirement

Ends when
:   Require a QR scan where appropriate

Evidence
:   Reviewed controls / exceptions; 47 UI assets, 2 videos

Visitt documents this as a workflow for operations manager. The source sequence covers define the inspection, add tasks and locations, set order and schedule, then require a QR scan where appropriate.

1. Define the inspection
2. Add tasks and locations
3. Set order and schedule
4. Require a QR scan where appropriate

**Documented behavior:** Add a location-linked QR Check section while defining inspection tasks. Download and place that location’s code on site. The documented task requires its scan before completion; scanning a location code can also expose relevant active inspection tasks or location details.

[Require On-Site QR Code Scan Before Task Completion](https://help.visitt.io/en/articles/11758404-require-on-site-qr-code-scan-before-task-completion)

[Inspect 47 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-inspection-setup)

[![How to Create and Edit Inspections · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0885.jpg)How to Create and Edit Inspections · figure 1](ui-gallery.html?asset=ui-0885&flow=visitt-inspection-setup)[![How to Create and Edit Inspections · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0886.jpg)How to Create and Edit Inspections · figure 2](ui-gallery.html?asset=ui-0886&flow=visitt-inspection-setup)

**Connected journeys:** [Complete an inspection and correct a missed task](https://crefieldnotes.com/ui-task-journeys.html#visitt-inspection-correction)

All linked sources and dates (3)

- [How to Create and Edit Inspections](https://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections)  
  Source date: 2026-06-07T09:29:41Z · en
- [How to Edit Inspections](https://help.visitt.io/en/articles/9173074-how-to-edit-inspections)  
  Source date: 2025-04-16T09:20:43Z · en
- [Require On-Site QR Code Scan Before Task Completion](https://help.visitt.io/en/articles/11758404-require-on-site-qr-code-scan-before-task-completion)  
  Source date: 2026-06-14T07:07:20Z · en
- [How to Edit Inspections](https://www.loom.com/share/773c96cf43ed401f84d2688f2e243935)  
  official embedded video; Sampled
- [Visitt - Google Chrome - 13 June 2024](https://www.loom.com/share/bc93fb4144dc46469ab639ddaba6a240)  
  official embedded video; Sampled

Stable agent record: `workflow:visitt-inspection-setup`

Visitt / Inspections · Reviewed details + outline

### Complete, review and reopen inspections

**Role:** Engineer and operations manager

Starts at
:   Inspections → Open Inspections → select an inspection

Ends when
:   The inspection is finished or an eligible missed task is reopened; corrective work order creation follows Finish inspection

Evidence
:   Reviewed controls / exceptions; 28 UI assets, 2 videos

Visitt documents this as a workflow for engineer and operations manager. The source sequence covers open scheduled inspections, record task completion, inspect closed records, then reopen an eligible missed task; record a late-completion reason when finishing.

1. Open scheduled inspections
2. Record task completion
3. Inspect closed records
4. Reopen an eligible missed task; record a late-completion reason when finishing

**Limitation / verification point:** The Hebrew guide permits admins, and managers given permission, to reopen eligible missed closed tasks. It excludes daily and hourly tasks. A reopened task stays open for seven days; a reason for late completion is requested when the task is finished.

[השלמת משימות שפוספסו](https://help.visitt.io/he/articles/11640168-השלמת-משימות-שפוספסו)

[Inspect 28 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-inspection-execution)

[![How to View and Complete Open Inspections · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0907.jpg)How to View and Complete Open Inspections · figure 1](ui-gallery.html?asset=ui-0907&flow=visitt-inspection-execution)[![How to View and Complete Open Inspections · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0908.jpg)How to View and Complete Open Inspections · figure 2](ui-gallery.html?asset=ui-0908&flow=visitt-inspection-execution)

**Connected journeys:** [Complete an inspection and correct a missed task](https://crefieldnotes.com/ui-task-journeys.html#visitt-inspection-correction)

All linked sources and dates (4)

- [How to View and Complete Open Inspections](https://help.visitt.io/en/articles/9097482-how-to-view-and-complete-open-inspections)  
  Source date: 2025-07-23T17:07:53Z · en
- [Actions on Closed Inspections](https://help.visitt.io/en/articles/9097888-actions-on-closed-inspections)  
  Source date: 2026-06-14T09:52:37Z · en
- [How to Reopen a Missed Inspection](https://help.visitt.io/en/articles/11718693-how-to-reopen-a-missed-inspection)  
  Source date: 2026-06-17T06:45:16Z · en
- [השלמת משימות שפוספסו](https://help.visitt.io/he/articles/11640168-השלמת-משימות-שפוספסו)  
  Source date: 2025-06-23T11:11:33Z · he
- [How to view and complete open inspections](https://www.loom.com/share/b6607444367e4f64bb8680afccddd726)  
  official embedded video; Sampled
- [ביצוע משימות שפוספסו](https://www.loom.com/share/f29fb2e28abd43cd811200ca37d9332e)   
  official embedded video; Sampled

Stable agent record: `workflow:visitt-inspection-execution`

Visitt / Billing & accounting · Reviewed details + outline

### Approve charges and verify accounting transfer

**Role:** Property manager, tenant approver and accounting

Starts at
:   Open request → Billable Items; after completion: Billing → verify / export / sync

Ends when
:   Eligible verified charges reach an export or synchronization state

Evidence
:   Reviewed controls / exceptions; 6 UI assets

Visitt documents this as a workflow for property manager, tenant approver and accounting. The source sequence covers add billable items, request tenant approval, verify completed work, queue eligible charges for synchronization, then inspect export and synchronization states.

1. Add billable items
2. Request tenant approval
3. Verify completed work
4. Queue eligible charges for synchronization
5. Inspect export and synchronization states

**Documented behavior:** Add a billable item or a new charge to an open request and request tenant approval when needed. After the work is completed, a manager reviews and verifies the charges in Billing. The guide says verified charges and work-order status cannot then be edited.

[Billing Management](https://help.visitt.io/en/articles/9357580-billing-management)

**Documented behavior:** With Yardi enabled, Verify Only retains a verified charge without queueing it; Verify for Sync puts it in Awaiting Sync. Before synchronization, charges can be moved into or out of the queue. Without Yardi, verification is the final in-app billing state and charges can be exported.

[Billing Management](https://help.visitt.io/en/articles/9357580-billing-management)

**Limitation / verification point:** The Accounting Sync Panel exposes queued items and synchronization errors. Manual sync supports a target post month. The guide says success/failure notifications are unavailable, so the panel must be checked; this does not prove downstream ledger posting.

[Billing Management](https://help.visitt.io/en/articles/9357580-billing-management)

[Inspect 6 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-billing)

[![Billing Management · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0961.jpg)Billing Management · figure 1](ui-gallery.html?asset=ui-0961&flow=visitt-billing)[![Billing Management · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0962.jpg)Billing Management · figure 2](ui-gallery.html?asset=ui-0962&flow=visitt-billing)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting) · [Book a room and prepare it for use](https://crefieldnotes.com/ui-task-journeys.html#visitt-amenity-reservation)

All linked sources and dates (2)

- [Billing Management](https://help.visitt.io/en/articles/9357580-billing-management)  
  Source date: 2026-09-02T13:21:54Z · en
- [How to View and Export Charges](https://help.visitt.io/en/articles/9730300-how-to-view-and-export-charges)  
  Source date: 2024-08-21T10:49:33Z · en

Stable agent record: `workflow:visitt-billing`

Visitt / Vendors · Reviewed details + outline

### Manage property and global vendor records

**Role:** Property and global administrator

Starts at
:   Vendors → Property links → Verification

Ends when
:   Review verification and property-specific compliance

Evidence
:   Reviewed controls / exceptions; 11 UI assets

Visitt documents this as a workflow for property and global administrator. The source sequence covers create or find a vendor, link properties, upgrade or merge records, then review verification and property-specific compliance.

1. Create or find a vendor
2. Link properties
3. Upgrade or merge records
4. Review verification and property-specific compliance

**Documented behavior:** A global vendor is one account-level record linked to properties. Global admins can create, upgrade or merge records and apply a Verified badge. Property-admin creation rights are configurable. Merging preserves property-specific contacts, COIs and work orders while combining the shared vendor identity.

[Manage Global Vendors Across Your Portfolio](https://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio)

**Limitation / verification point:** COI tracking remains property-specific even for a global vendor. A global verification badge should not be read as proof that every property’s insurance requirements are satisfied.

[Manage Global Vendors Across Your Portfolio](https://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio)

[Inspect 11 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-vendors)

[![Manage Global Vendors Across Your Portfolio · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0872.jpg)Manage Global Vendors Across Your Portfolio · figure 1](ui-gallery.html?asset=ui-0872&flow=visitt-vendors)[![Manage Global Vendors Across Your Portfolio · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0873.jpg)Manage Global Vendors Across Your Portfolio · figure 2](ui-gallery.html?asset=ui-0873&flow=visitt-vendors)

**Connected journeys:** [Manage vendor insurance and operational documents](https://crefieldnotes.com/ui-task-journeys.html#visitt-compliance-desk)

All linked sources and dates (2)

- [Manage Global Vendors Across Your Portfolio](https://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio)  
  Source date: 2026-08-26T06:43:07Z · en
- [Managing Vendors](https://help.visitt.io/en/articles/9529819-managing-vendors)  
  Source date: 2026-08-26T06:45:52Z · en

Stable agent record: `workflow:visitt-vendors`

Visitt / COI · AI-extracted details + outline

### Set requirements and review tenant or vendor COIs

**Role:** Compliance administrator

Starts at
:   COI → Requirements → Analysis → Exceptions

Ends when
:   Certificate analysis and compliance exceptions are reviewed

Evidence
:   AI-extracted controls / exceptions (not reviewed); 10 UI assets

Visitt documents this as a workflow for compliance administrator. The source sequence covers configure tracking and requirements, upload certificate evidence, review analysis, then configure reminders and exceptions.

1. Configure tracking and requirements
2. Upload certificate evidence
3. Review analysis
4. Configure reminders and exceptions

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Tenant requirements are set once per property and inherited, or customized per tenant; vendors get requirements through policy categories such as high risk assigned on the vendor record. Requirements can be AI-extracted from a lease or insurance PDF (best under two pages; PNG and JPEG unsupported), with extracted fields labelled.

[Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements) · [אישורים ביטוחיים לדיירים ולקבלני משנה (Hebrew)](https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה)

**Documented behavior:** Per the Hebrew guide, an uploaded COI is compared field by field, required against received: green when met or exceeded, orange on a mismatch. Statuses are Compliant, Non-compliant (expired or failed the AI check) and Missing; compliant COIs expiring within 30 days are highlighted on the Status page.

[אישורים ביטוחיים לדיירים ולקבלני משנה (Hebrew)](https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה)

**Exception / edge case:** A COI owner can still mark a mismatched COI Compliant if the difference is acceptable. Without requirements, no automatic validation runs. Tenants set to not track compliance disappear from the COI list and report, and requirement changes cannot be undone; revalidating sets the COI to Pending.

[Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements) · [אישורים ביטוחיים לדיירים ולקבלני משנה (Hebrew)](https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה)

**Documented behavior:** COI owners set reminders before and after expiry; one is always sent on the expiry day. Reminders go to the owners and the tenant or vendor renewal contact, who can reply by email with the new certificate, which reaches the owners for upload. Reminder emails can be edited and carry a sample or requirements file.

[אישורים ביטוחיים לדיירים ולקבלני משנה (Hebrew)](https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה)

**Permissions:** Admins and Managers who are COI owners set requirements and validate certificates; view-only Managers cannot. Global Admins get a portfolio COI report filterable by tenant or vendor, with compliant, non-compliant and missing counts, exportable to CSV or PDF.

[Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements) · [אישורים ביטוחיים לדיירים ולקבלני משנה (Hebrew)](https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה)

[Inspect 10 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-coi)

[![Tenant COI tracking disabled](https://crefieldnotes.com/ui-thumbs/ui-089.jpg)Tenant COI tracking disabled](ui-gallery.html?asset=ui-089&flow=visitt-coi)[![Tenant COI overview](https://crefieldnotes.com/ui-thumbs/ui-090.jpg)Tenant COI overview](ui-gallery.html?asset=ui-090&flow=visitt-coi)

**Connected journeys:** [Manage vendor insurance and operational documents](https://crefieldnotes.com/ui-task-journeys.html#visitt-compliance-desk)

All linked sources and dates (2)

- [Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements)  
  Source date: 2026-07-23T16:33:18Z · en
- [אישורים ביטוחיים לדיירים ולקבלני משנה](https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה)  
  Source date: 2026-08-04T11:40:12Z · he

Stable agent record: `workflow:visitt-coi`

Visitt / Documents · AI-extracted details + outline

### Manage operational documents

**Role:** Property team

Starts at
:   Documents → Upload → Context / Expiry

Ends when
:   Remove a document when appropriate

Evidence
:   AI-extracted controls / exceptions (not reviewed); 10 UI assets

Visitt documents this as a workflow for property team. The source sequence covers upload a document, set its context and expiry, validate its status, then remove a document when appropriate.

1. Upload a document
2. Set its context and expiry
3. Validate its status
4. Remove a document when appropriate

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Documents live under Documents & COI with a property, optional tenant or vendor link, tags, files (images or PDFs), start and expiry dates (6 months, 1 year or custom) and reminders. Expired documents show red and those close to expiry orange, and documents can be exported as CSV or as their files.

[Documents in Visitt](https://help.visitt.io/en/articles/9491071-documents-in-visitt)

**Documented behavior:** Adding a new file or validity period automatically moves the previous current version to a History tab, even if it is still valid, giving an audit trail of past versions without extra steps.

[Documents in Visitt](https://help.visitt.io/en/articles/9491071-documents-in-visitt)

**Permissions:** Only Admins can delete documents, one at a time or in bulk; other users must ask an Admin to change their user type. Expiry reminders depend on the user's notification settings being enabled.

[Documents in Visitt](https://help.visitt.io/en/articles/9491071-documents-in-visitt)

[Inspect 10 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-documents)

[![Documents in Visitt · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0987.jpg)Documents in Visitt · figure 1](ui-gallery.html?asset=ui-0987&flow=visitt-documents)[![Documents in Visitt · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0988.jpg)Documents in Visitt · figure 2](ui-gallery.html?asset=ui-0988&flow=visitt-documents)

**Connected journeys:** [Manage vendor insurance and operational documents](https://crefieldnotes.com/ui-task-journeys.html#visitt-compliance-desk)

All linked sources and dates (1)

- [Documents in Visitt](https://help.visitt.io/en/articles/9491071-documents-in-visitt)  
  Source date: 2026-06-17T07:20:44Z · en

Stable agent record: `workflow:visitt-documents`

Visitt / Directory & tenancy · AI-extracted details + outline

### Manage tenant records, contacts and access

**Role:** Property team

Starts at
:   Tenants → Contacts → Property association

Ends when
:   Restore access when appropriate

Evidence
:   AI-extracted controls / exceptions (not reviewed); 20 UI assets

Visitt documents this as a workflow for property team. The source sequence covers create or edit a tenant, associate contacts and properties, archive contacts, then restore access when appropriate.

1. Create or edit a tenant
2. Associate contacts and properties
3. Archive contacts
4. Restore access when appropriate

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** A tenant card shows an overview with contacts, open requests and satisfaction, plus contacts, authorized spaces, documents with expiry reminders, and billing fields (tenant code, company, billing contact and address) printed on that tenant's work order invoice PDFs.

[Manage Your Tenants in Visitt](https://help.visitt.io/en/articles/9394000-manage-your-tenants-in-visitt)

**Exception / edge case:** Per the Hebrew guide, a tenant needs at least one leased or authorized space before its contacts can submit requests. Leased spaces must first be marked rentable on My Property, except when assigned while creating a tenant from the table. Shared spaces for all tenants are set in the tenant app admin.

[הוספת אתרים לדיירים (Hebrew)](https://help.visitt.io/he/articles/10129781-הוספת-אתרים-לדיירים)

**Permissions:** Only Admins or Managers with tenant management permission archive or restore contacts. Archiving keeps the contact's data but blocks login to the tenant app; restoring uses the Archive toggle and the Restore column. Contacts are invited by a link to download Visitt+.

[How to Archive and Restore Contacts](https://help.visitt.io/en/articles/11059565-how-to-archive-and-restore-contacts) · [Manage Your Tenants in Visitt](https://help.visitt.io/en/articles/9394000-manage-your-tenants-in-visitt)

[Inspect 20 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-tenants)

[![Manage Your Tenants in Visitt · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0969.jpg)Manage Your Tenants in Visitt · figure 1](ui-gallery.html?asset=ui-0969&flow=visitt-tenants)[![Manage Your Tenants in Visitt · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0970.jpg)Manage Your Tenants in Visitt · figure 2](ui-gallery.html?asset=ui-0970&flow=visitt-tenants)

**Connected journeys:** [Configure a property and onboard a tenant](https://crefieldnotes.com/ui-task-journeys.html#visitt-portfolio-launch)

All linked sources and dates (3)

- [Manage Your Tenants in Visitt](https://help.visitt.io/en/articles/9394000-manage-your-tenants-in-visitt)  
  Source date: 2025-02-23T10:42:55Z · en
- [הוספת אתרים לדיירים](https://help.visitt.io/he/articles/10129781-הוספת-אתרים-לדיירים)  
  Source date: 2025-05-06T10:57:04Z · he
- [How to Archive and Restore Contacts](https://help.visitt.io/en/articles/11059565-how-to-archive-and-restore-contacts)  
  Source date: 2025-04-20T14:32:13Z · en

Stable agent record: `workflow:visitt-tenants`

Visitt / Tenant app & content · AI-extracted details + outline

### Configure tenant branding and content pages

**Role:** Property administrator

Starts at
:   Tenant App Settings → Branding → Pages

Ends when
:   Review the tenant presentation

Evidence
:   AI-extracted controls / exceptions (not reviewed); 13 UI assets

Visitt documents this as a workflow for property administrator. The source sequence covers configure branding and app features, create pages and links, arrange tenant content, then review the tenant presentation.

1. Configure branding and app features
2. Create pages and links
3. Arrange tenant content
4. Review the tenant presentation

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Settings > Property > Tenant App sets brand colors, logo, building cover image, an optional satisfaction survey after completed work orders, tenant request categories with icons and custom fields, and common areas open to all tenants, with a live preview. The logo also appears on every tenant email notification.

[Managing Your Tenant App](https://help.visitt.io/en/articles/9242176-managing-your-tenant-app)

**Documented behavior:** Visitt AI smart category can be switched on so tenants only describe the problem and the AI chooses the request category for them.

[Managing Your Tenant App](https://help.visitt.io/en/articles/9242176-managing-your-tenant-app)

**Permissions:** Content pages are open to Admins by default; Managers need an Admin to grant access. Pages are custom app pages or document pages, with rich text, sub-pages, drafts, publish and unpublish, and desktop and mobile previews; drafts are visible only to the property team.

[Content: Create and Manage Tenant App Pages](https://help.visitt.io/en/articles/10575297-content-create-and-manage-tenant-app-pages) · [Content: Create and Manage Tenant App Pages](https://help.visitt.io/en/articles/16303007-content-create-and-manage-tenant-app-pages)

**Exception / edge case:** Pages placed in Highlights currently appear in reverse order, so the last page added shows first in the tenant app. Other pages sit under the app's Content tab (an older version of the article calls it More).

[Content: Create and Manage Tenant App Pages](https://help.visitt.io/en/articles/16303007-content-create-and-manage-tenant-app-pages)

[Inspect 13 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-tenant-branding)

[![Managing Your Tenant App · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0945.jpg)Managing Your Tenant App · figure 1](ui-gallery.html?asset=ui-0945&flow=visitt-tenant-branding)[![Managing Your Tenant App · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0946.jpg)Managing Your Tenant App · figure 2](ui-gallery.html?asset=ui-0946&flow=visitt-tenant-branding)

**Connected journeys:** [Configure a property and onboard a tenant](https://crefieldnotes.com/ui-task-journeys.html#visitt-portfolio-launch)

All linked sources and dates (3)

- [Managing Your Tenant App](https://help.visitt.io/en/articles/9242176-managing-your-tenant-app)  
  Source date: 2026-06-07T10:34:51Z · en
- [Content: Create and Manage Tenant App Pages](https://help.visitt.io/en/articles/10575297-content-create-and-manage-tenant-app-pages)  
  Source date: 2026-06-24T07:17:45Z · en
- [Content: Create and Manage Tenant App Pages](https://help.visitt.io/en/articles/16303007-content-create-and-manage-tenant-app-pages)  
  Source date: 2026-09-09T07:09:05Z · en

Stable agent record: `workflow:visitt-tenant-branding`

Visitt / Login & onboarding · Reviewed details + outline

### Tenant login, property switching and preferences

**Role:** Tenant

Starts at
:   Login code → Home → Property switcher

Ends when
:   Set profile and notification preferences

Evidence
:   Reviewed controls / exceptions; 21 UI assets

Visitt documents this as a workflow for tenant. The source sequence covers enter the login code, review the home screen, switch property context, then set profile and notification preferences.

1. Enter the login code
2. Review the home screen
3. Switch property context
4. Set profile and notification preferences

**Documented behavior:** The property team must first add the tenant user. Login uses an emailed or texted six-digit code. The current guide places property switching in the avatar/settings area and broadcasts in the inbox; notification channels depend on property configuration.

[Getting Started with Visitt+: A Guide for Tenants](https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants)

[Inspect 21 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-tenant-start)

[![Getting Started with Visitt+: A Guide for Tenants · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0880.jpg)Getting Started with Visitt+: A Guide for Tenants · figure 1](ui-gallery.html?asset=ui-0880&flow=visitt-tenant-start)[![Getting Started with Visitt+: A Guide for Tenants · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0881.jpg)Getting Started with Visitt+: A Guide for Tenants · figure 2](ui-gallery.html?asset=ui-0881&flow=visitt-tenant-start)

**Connected journeys:** [Configure a property and onboard a tenant](https://crefieldnotes.com/ui-task-journeys.html#visitt-portfolio-launch) · [Book a room and prepare it for use](https://crefieldnotes.com/ui-task-journeys.html#visitt-amenity-reservation) · [Handle a tenant's visitors, packages and building updates](https://crefieldnotes.com/ui-task-journeys.html#visitt-tenant-day)

All linked sources and dates (4)

- [Getting Started with Visitt+: A Guide for Tenants](https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants)  
  Source date: 2026-09-09T18:41:19Z · en
- [כיצד להתחבר לאפליקציית הדיירים Visitt+](https://help.visitt.io/he/articles/16288180-כיצד-להתחבר-לאפליקציית-הדיירים-visitt)  
  Source date: 2026-09-09T07:50:15Z · he
- [Visitt+ Settings](https://help.visitt.io/en/articles/16302746-visitt-settings)  
  Source date: 2026-09-09T07:30:34Z · en
- [ניהול ההתראות שלי](https://help.visitt.io/he/articles/9556404-ניהול-ההתראות-שלי)  
  Source date: 2025-07-06T10:46:16Z · he

Stable agent record: `workflow:visitt-tenant-start`

Visitt / Tenant app & content · AI-extracted details + outline

### Submit and track tenant requests

**Role:** Tenant

Starts at
:   Visitt+ → + → New request → Open / Closed requests

Ends when
:   The tenant can view the request and its status in Visitt+

Evidence
:   AI-extracted controls / exceptions (not reviewed); 7 UI assets

Visitt documents this as a workflow for tenant. The source sequence covers create a request, add category, description and attachments, inspect open and closed requests, then message the property team.

1. Create a request
2. Add category, description and attachments
3. Inspect open and closed requests
4. Message the property team

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** In the Visitt+ tenant app, requests start from the plus button (also used for visitors and amenity bookings) with a category, description and optional attachment; the Hebrew guide mentions files, photos or video. Visitt routes each request using the property's assignment rules.

[Visitt+ Work Orders: Create and track requests](https://help.visitt.io/en/articles/16297490-visitt-work-orders-create-and-track-requests) · [איך ליצור קריאות עבודה ב +Visitt (Hebrew)](https://help.visitt.io/he/articles/9448192-איך-ליצור-קריאות-עבודה-ב-visitt)

**Documented behavior:** Tenants see Open and Closed requests and can message the property team in a chat beside each request. Visitt support does not give out property managers' contact details, so tenants are directed to submit a request instead.

[Visitt+ Work Orders: Create and track requests](https://help.visitt.io/en/articles/16297490-visitt-work-orders-create-and-track-requests)

**Exception / edge case:** A request missing from Closed may still be open, or may belong to another property: tenants linked to several properties must switch property from the settings panel under their initials to see it.

[Visitt+ Work Orders: Create and track requests](https://help.visitt.io/en/articles/16297490-visitt-work-orders-create-and-track-requests)

[Inspect 7 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-tenant-requests)

[![Visitt+ Work Orders: Create and track requests · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0862.jpg)Visitt+ Work Orders: Create and track requests · figure 1](ui-gallery.html?asset=ui-0862&flow=visitt-tenant-requests)[![Visitt+ Work Orders: Create and track requests · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0863.jpg)Visitt+ Work Orders: Create and track requests · figure 2](ui-gallery.html?asset=ui-0863&flow=visitt-tenant-requests)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting)

All linked sources and dates (2)

- [Visitt+ Work Orders: Create and track requests](https://help.visitt.io/en/articles/16297490-visitt-work-orders-create-and-track-requests)  
  Source date: 2026-09-09T07:39:24Z · en
- [איך ליצור קריאות עבודה ב +Visitt](https://help.visitt.io/he/articles/9448192-איך-ליצור-קריאות-עבודה-ב-visitt)  
  Source date: 2025-07-27T12:58:05Z · he

Stable agent record: `workflow:visitt-tenant-requests`

Visitt / Amenities · AI-extracted details + outline

### Configure and reserve amenities

**Role:** Tenant and property team

Starts at
:   Tenant: Visitt+ home → + → Book amenity; manager: Amenities → Manage Amenities / Bookings

Ends when
:   The booking appears with a status; the manager has a linked preparation work order

Evidence
:   AI-extracted controls / exceptions (not reviewed); 6 UI assets, 1 video

Visitt documents this as a workflow for tenant and property team. The source sequence covers review amenity settings, select the space and time, submit a booking, then inspect booking details and communication.

1. Review amenity settings
2. Select the space and time
3. Submit a booking
4. Inspect booking details and communication

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Each amenity has a cover image, maximum occupancy, location, an assigned overseer, time-slot length, cost per booking and opening days and hours. The price shows in the tenant app only if Billable is ticked for each day. Optional required booking questions collect extra details such as guest numbers.

[Visitt Amenities for Property Managers](https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers)

**Documented behavior:** Rules can set how far ahead tenants may book, cleaning buffers blocked before and after each booking, a maximum booking length, and links between amenities that share one physical space so they cannot be double-booked.

[Visitt Amenities for Property Managers](https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers)

**Exception / edge case:** Every amenity booking creates a work order that staff must complete, both as a reminder to approve or reject and for setup. Staff can approve, reject with a reason, cancel, edit, or book manually for a tenant; statuses are Approved, Canceled, Inquiry and Pending.

[Visitt Amenities for Property Managers](https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers)

**Documented behavior:** Tenants book in Visitt+ from the plus button with amenity, date, time and notes, which notifies the property manager. They see the booking status, can chat with the building team about it, and can edit or cancel it from Details.

[Amenities (Visitt+)](https://help.visitt.io/en/articles/16288920-amenities-visitt)

[Inspect 6 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-amenities)

[![Visitt Amenities for Property Managers · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0977.jpg)Visitt Amenities for Property Managers · figure 1](ui-gallery.html?asset=ui-0977&flow=visitt-amenities)[![Visitt Amenities for Property Managers · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0978.jpg)Visitt Amenities for Property Managers · figure 2](ui-gallery.html?asset=ui-0978&flow=visitt-amenities)

**Connected journeys:** [Book a room and prepare it for use](https://crefieldnotes.com/ui-task-journeys.html#visitt-amenity-reservation)

All linked sources and dates (2)

- [Visitt Amenities for Property Managers](https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers)  
  Source date: 2026-06-14T09:10:30Z · en
- [Amenities (Visitt+)](https://help.visitt.io/en/articles/16288920-amenities-visitt)  
  Source date: 2026-09-09T08:10:33Z · en
- [Amenities (Visitt+) animated UI](https://crefieldnotes.com/ui/visitt-expanded-90a36f8b8d969cea.gif)  
  official help-center animation; Animated booking-management screens; not a full booking-creation video

Stable agent record: `workflow:visitt-amenities`

Visitt / Visitors · AI-extracted details + outline

### Invite visitors and review entry controls

**Role:** Tenant and front desk

Starts at
:   Visitt+ → New visitor → Scheduled visitors

Ends when
:   The invite and arrival status are available to tenant and front desk

Evidence
:   AI-extracted controls / exceptions (not reviewed); 19 UI assets, 2 videos

Visitt documents this as a workflow for tenant and front desk. The source sequence covers create a visitor invitation, inspect scheduled visitors, manage arrival records, then review watchlist controls.

1. Create a visitor invitation
2. Inspect scheduled visitors
3. Manage arrival records
4. Review watchlist controls

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Staff add a visitor with a host who may or may not be a contact, first and last name, optional email, and a single day (all day or timed) or multi-day range. The visitor receives an email or SMS with a unique QR code for entry, and Cancel Permission revokes access immediately.

[Managing Visitors: A Complete Guide](https://help.visitt.io/en/articles/9753729-managing-visitors-a-complete-guide)

**Documented behavior:** Tenants invite visitors in Visitt+ (plus button on mobile, Visitor Invite on desktop) and see upcoming visitors on their home screen. The staff table shows the inviting contact and can be filtered by valid or expired access, building and tenant, with check-in and check-out times.

[Visitors Overview](https://help.visitt.io/en/articles/16297178-visitors-overview) · [Managing Visitors: A Complete Guide](https://help.visitt.io/en/articles/9753729-managing-visitors-a-complete-guide)

**Exception / edge case:** Watchlist matches (exact names, manual variants and, with Visitt AI on, AI variants; beta) raise a red Possible Watchlist Match alert before arrival with the reason and action instructions. Nothing blocks check-in automatically; staff contact the tenant, allow, deny or clear the alert.

[Visitors Watchlist](https://help.visitt.io/en/articles/12855965-visitors-watchlist)

**Permissions:** Admins add watchlist entries for any tenant. Tenant primary contacts can manage their own entries in Visitt+ only if the property enables it, and only in a web browser, not the mobile app or mobile web view. Entries record name variants, an optional photo, instructions and who added them.

[Visitors Watchlist](https://help.visitt.io/en/articles/12855965-visitors-watchlist)

[Inspect 19 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-visitors)

[![Visitors Overview · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0858.jpg)Visitors Overview · figure 1](ui-gallery.html?asset=ui-0858&flow=visitt-visitors)[![Visitors Overview · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0859.jpg)Visitors Overview · figure 2](ui-gallery.html?asset=ui-0859&flow=visitt-visitors)

**Connected journeys:** [Handle a tenant's visitors, packages and building updates](https://crefieldnotes.com/ui-task-journeys.html#visitt-tenant-day)

All linked sources and dates (4)

- [Visitors Overview](https://help.visitt.io/en/articles/16297178-visitors-overview)  
  Source date: 2026-09-09T07:55:01Z · en
- [Managing Visitors: A Complete Guide](https://help.visitt.io/en/articles/9753729-managing-visitors-a-complete-guide)  
  Source date: 2025-09-09T10:18:49Z · en
- [Visitors Overview](https://help.visitt.io/en/articles/9414566-visitors-overview)  
  Source date: 2024-08-19T21:24:39Z · en
- [Visitors Watchlist](https://help.visitt.io/en/articles/12855965-visitors-watchlist)  
  Source date: 2025-12-01T07:29:04Z · en
- [Visitors Watchlist](https://www.loom.com/share/d3a8c300cfb34d80b2dd3b4f31054ebc)  
  official embedded video; Public metadata unavailable
- [Visitors Watchlist](https://www.loom.com/share/1b30613e44814a54b127822125102690)  
  official embedded video; Public metadata unavailable

Stable agent record: `workflow:visitt-visitors`

Visitt / Packages · AI-extracted details + outline

### Track package delivery and collection

**Role:** Front desk and tenant

Starts at
:   Packages → Record → Notify → Collect

Ends when
:   The tenant is notified and collection status is tracked

Evidence
:   AI-extracted controls / exceptions (not reviewed); 3 UI assets

Visitt documents this as a workflow for front desk and tenant. The source sequence covers record a package, associate the tenant or contact, then review collection status.

1. Record a package
2. Associate the tenant or contact
3. Review collection status

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Staff log a package with the recipient contact, a scanned or typed barcode or QR code, courier and notes the tenant can see; saving notifies the contact automatically. Each package shows when it was created and by whom.

[Managing Packages](https://help.visitt.io/en/articles/9448312-managing-packages)

**Documented behavior:** Marking a package picked up prompts the tenant for an e-signature to confirm collection. Tenants choose in the app whether package notifications arrive by email, SMS or push. The help article dates from August 2024.

[Managing Packages](https://help.visitt.io/en/articles/9448312-managing-packages)

[Inspect 3 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-packages)

[![Managing Packages · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0984.jpg)Managing Packages · figure 1](ui-gallery.html?asset=ui-0984&flow=visitt-packages)[![Managing Packages · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0985.jpg)Managing Packages · figure 2](ui-gallery.html?asset=ui-0985&flow=visitt-packages)

**Connected journeys:** [Handle a tenant's visitors, packages and building updates](https://crefieldnotes.com/ui-task-journeys.html#visitt-tenant-day)

All linked sources and dates (1)

- [Managing Packages](https://help.visitt.io/en/articles/9448312-managing-packages)  
  Source date: 2024-08-19T21:21:24Z · en

Stable agent record: `workflow:visitt-packages`

Visitt / Communication · AI-extracted details + outline

### Send broadcast messages to tenants

**Role:** Property team

Starts at
:   Broadcasts → Audience / Channel → Preview / Send

Ends when
:   The broadcast is sent to selected recipients and channels

Evidence
:   AI-extracted controls / exceptions (not reviewed); 15 UI assets

Visitt documents this as a workflow for property team. The source sequence covers create the broadcast, select recipients and channels, preview and send, then review the tenant message entry point.

1. Create the broadcast
2. Select recipients and channels
3. Preview and send
4. Review the tenant message entry point

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Broadcasts must be enabled for the property. Staff target recipients by building, tenant, contact or a saved Broadcast Group, with a live recipient count, and must choose at least one channel: email, SMS or push. Messages can use templates, attachments, branding presets and AI enhancement where available.

[How to Use Visitt's Broadcast Messaging](https://help.visitt.io/en/articles/9383612-how-to-use-visitt-s-broadcast-messaging)

**Documented behavior:** The composer previews email, push and in-app views before sending, sets the sender name and notification language, and allows replies when a reply-to email is configured. Broadcasts send immediately with Send Now; the article describes no scheduling option.

[How to Use Visitt's Broadcast Messaging](https://help.visitt.io/en/articles/9383612-how-to-use-visitt-s-broadcast-messaging)

**Documented behavior:** Tenants read broadcasts in the Visitt+ Inbox and are alerted by push, email or SMS depending on property settings. Tenants can log in only after the property team adds them, using a six-digit code sent to their email or phone.

[Getting Started with Visitt+: A Guide for Tenants](https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants)

[Inspect 15 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-broadcast)

[![How to Use Visitt's Broadcast Messaging · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0964.jpg)How to Use Visitt's Broadcast Messaging · figure 1](ui-gallery.html?asset=ui-0964&flow=visitt-broadcast)[![How to Use Visitt's Broadcast Messaging · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0965.jpg)How to Use Visitt's Broadcast Messaging · figure 2](ui-gallery.html?asset=ui-0965&flow=visitt-broadcast)

**Connected journeys:** [Handle a tenant's visitors, packages and building updates](https://crefieldnotes.com/ui-task-journeys.html#visitt-tenant-day)

All linked sources and dates (2)

- [How to Use Visitt's Broadcast Messaging](https://help.visitt.io/en/articles/9383612-how-to-use-visitt-s-broadcast-messaging)  
  Source date: 2026-09-09T08:35:48Z · en
- [Getting Started with Visitt+: A Guide for Tenants](https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants)  
  Source date: 2026-09-09T18:41:19Z · en

Stable agent record: `workflow:visitt-broadcast`

Visitt / Analytics · AI-extracted details + outline

### Use portfolio status, reports and shared views

**Role:** Property and regional manager

Starts at
:   Reports → Views → Export

Ends when
:   Configure sharing and export

Evidence
:   AI-extracted controls / exceptions (not reviewed); 18 UI assets

Visitt documents this as a workflow for property and regional manager. The source sequence covers review status metrics, inspect operational reports, define a saved view, then configure sharing and export.

1. Review status metrics
2. Inspect operational reports
3. Define a saved view
4. Configure sharing and export

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** The Status page opens on a daily view with tenant Visitt+ reviews linked to their work orders, a Metrics view of the last 30 days and a Portfolio view per property. Reports cover work orders (overview, SLA, AI Discovery of recurring issues), inspections, tenants and amenities, and export to PDF.

[Status Page Explained](https://help.visitt.io/en/articles/9352401-status-page-explained) · [How to View and Export Reports](https://help.visitt.io/en/articles/8940479-how-to-view-and-export-reports)

**Documented behavior:** Per the Hebrew guide, the operational score combines on-time work orders, preventive maintenance and daily rounds over 30 days, document validity, and 90-day tenant ratings. It appears only when at least 3 of the 5 areas are used and is capped by coverage (3 areas means at most 60%). Only Admins and Managers see it.

[עמוד סטאטוס - ציון תפעולי (Hebrew)](https://help.visitt.io/he/articles/11333068-עמוד-סטאטוס-ציון-תפעולי)

**Documented behavior:** Views save filters over work orders, inspections or both, for chosen or all assigned properties, as personal or shared with named users in the organization. Each viewer sees only data they have access to; only the creator or an admin can edit or delete a view, and view data can be exported.

[Create and Manage Views](https://help.visitt.io/en/articles/14817636-create-and-manage-views)

[Inspect 18 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-reporting)

[![Status Page Explained · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0958.jpg)Status Page Explained · figure 1](ui-gallery.html?asset=ui-0958&flow=visitt-reporting)[![Tenant-rating drill-down](https://crefieldnotes.com/ui-thumbs/ui-088.jpg)Tenant-rating drill-down](ui-gallery.html?asset=ui-088&flow=visitt-reporting)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting) · [Complete an inspection and correct a missed task](https://crefieldnotes.com/ui-task-journeys.html#visitt-inspection-correction) · [Manage vendor insurance and operational documents](https://crefieldnotes.com/ui-task-journeys.html#visitt-compliance-desk)

All linked sources and dates (4)

- [Status Page Explained](https://help.visitt.io/en/articles/9352401-status-page-explained)  
  Source date: 2024-12-18T11:50:41Z · en
- [How to View and Export Reports](https://help.visitt.io/en/articles/8940479-how-to-view-and-export-reports)  
  Source date: 2024-12-18T11:50:04Z · en
- [Create and Manage Views](https://help.visitt.io/en/articles/14817636-create-and-manage-views)  
  Source date: 2026-04-30T10:04:59Z · en
- [עמוד סטאטוס - ציון תפעולי](https://help.visitt.io/he/articles/11333068-עמוד-סטאטוס-ציון-תפעולי)  
  Source date: 2025-07-01T08:07:45Z · he

Stable agent record: `workflow:visitt-reporting`

Visitt / AI assistance · AI-extracted details + outline

### Inspect AI assistance in operational workflows

**Role:** Property team and engineer

Starts at
:   Work-order AI assistance

Ends when
:   Inspect certificate analysis

Evidence
:   AI-extracted controls / exceptions (not reviewed); 21 UI assets

Visitt documents this as a workflow for property team and engineer. The source sequence covers review related-request suggestions, inspect title and category assistance, review writing assistance, then inspect certificate analysis.

1. Review related-request suggestions
2. Inspect title and category assistance
3. Review writing assistance
4. Inspect certificate analysis

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Per an August 2024 article, Visitt AI flags new work orders that resemble earlier ones from the same reporter, signalling duplicates or recurring problems, and collects these in the Work Orders Discovery report. It also generates keyword titles for new work orders from their descriptions.

[Visitt AI Capabilities](https://help.visitt.io/en/articles/9697354-visitt-ai-capabilities)

**Documented behavior:** Staff can press an AI button under any chat box to get several rephrased versions of a message for colleagues or tenants. AI Smart Categories, switched on in the tenant app admin, lets tenants type a request and have its category assigned automatically.

[Visitt AI Capabilities](https://help.visitt.io/en/articles/9697354-visitt-ai-capabilities) · [ניהול וביצוע קריאות שבר (אנשי שטח) (Hebrew)](https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח)

**Documented behavior:** Tenant COI requirements can be extracted by AI from an uploaded PDF (best under two pages) or entered manually, once per property or per tenant. COIs are then checked automatically against the saved requirements, but a person still marks each COI Compliant.

[Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements)

**Permissions:** Admins and Managers who are COI owners can set requirements and validate COIs; view-only Managers cannot. Changing requirements prompts revalidation, which sets the COI to Pending for manual review, and requirement changes cannot be undone.

[Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements)

[Inspect 21 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-ai-surfaces)

[![Similarity alert](https://crefieldnotes.com/ui-thumbs/ui-068.jpg)Similarity alert](ui-gallery.html?asset=ui-068&flow=visitt-ai-surfaces)[![Discovery report](https://crefieldnotes.com/ui-thumbs/ui-069.jpg)Discovery report](ui-gallery.html?asset=ui-069&flow=visitt-ai-surfaces)

**Connected journeys:** [Turn a tenant issue into completed, billable work](https://crefieldnotes.com/ui-task-journeys.html#visitt-service-to-accounting) · [Manage vendor insurance and operational documents](https://crefieldnotes.com/ui-task-journeys.html#visitt-compliance-desk)

All linked sources and dates (3)

- [Visitt AI Capabilities](https://help.visitt.io/en/articles/9697354-visitt-ai-capabilities)  
  Source date: 2024-08-19T21:30:12Z · en
- [Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements)  
  Source date: 2026-07-23T16:33:18Z · en
- [ניהול וביצוע קריאות שבר (אנשי שטח)](https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח)  
  Source date: 2025-09-01T12:16:55Z · he

Stable agent record: `workflow:visitt-ai-surfaces`

Visitt / Users & permissions · AI-extracted details + outline

### Configure staff profile and notification settings

**Role:** Property team member

Starts at
:   Profile → Notifications / Preferences

Ends when
:   Review notification and permission controls

Evidence
:   AI-extracted controls / exceptions (not reviewed); 13 UI assets

Visitt documents this as a workflow for property team member. The source sequence covers log in, open the profile, configure personal details and preferences, then review notification and permission controls.

1. Log in
2. Open the profile
3. Configure personal details and preferences
4. Review notification and permission controls

**AI-extracted, not reviewed:** Claude extracted the notes below from the cited help articles as captured on September 28, 2026. No person has reviewed them; check the source before relying on one.

**Documented behavior:** Staff log in with a one-time code, a password or SSO, as chosen by their organization's Admin or IT team; when SSO is configured it is the only option. Visitt Support cannot change login methods or SSO settings, and a 'can't find your account' error usually means the user was never added.

[How to Log In to Your Account](https://help.visitt.io/en/articles/10425978-how-to-log-in-to-your-account)

**Documented behavior:** From the name menu, staff set availability (Active, Away or scheduled hours), schedule Out of Office with a backup who receives their work and notifications, change the interface language, clear site data or invite users. Notification preferences are set per feature for email, SMS and push.

[Configuring Profile Settings](https://help.visitt.io/en/articles/15070433-configuring-profile-settings)

**Permissions:** Admins have full access, Managers most features with some actions needing Admin permission, and Team Members only what an Admin enables. Only Admins manage other users' details, role, properties and permissions; whether staff can add or remove themselves from properties depends on their role.

[Configuring Profile Settings](https://help.visitt.io/en/articles/15070433-configuring-profile-settings) · [How to Manage a User's Profile](https://help.visitt.io/en/articles/9227624-how-to-manage-a-user-s-profile)

[Inspect 13 linked UI assets →](https://crefieldnotes.com/ui-gallery.html?flow=visitt-profile)

[![How to Log In to Your Account · figure 1](https://crefieldnotes.com/ui-thumbs/ui-0760.jpg)How to Log In to Your Account · figure 1](ui-gallery.html?asset=ui-0760&flow=visitt-profile)[![How to Log In to Your Account · figure 2](https://crefieldnotes.com/ui-thumbs/ui-0761.jpg)How to Log In to Your Account · figure 2](ui-gallery.html?asset=ui-0761&flow=visitt-profile)

**Connected journeys:** [Configure a property and onboard a tenant](https://crefieldnotes.com/ui-task-journeys.html#visitt-portfolio-launch)

All linked sources and dates (3)

- [How to Log In to Your Account](https://help.visitt.io/en/articles/10425978-how-to-log-in-to-your-account)  
  Source date: 2026-06-14T08:56:47Z · en
- [Configuring Profile Settings](https://help.visitt.io/en/articles/15070433-configuring-profile-settings)  
  Source date: 2026-07-16T16:35:17Z · en
- [How to Manage a User's Profile](https://help.visitt.io/en/articles/9227624-how-to-manage-a-user-s-profile)  
  Source date: 2026-05-19T13:00:43Z · en

Stable agent record: `workflow:visitt-profile`

No matching workflow reference. Check the article index below, shorten the question or use the claim register. This is an evidence gap, not proof of an absent capability.

## Help article index

Titles and selected headings help locate narrower questions. These entries link to the original articles; they are not complete procedural answers.

Browse indexed articles

### [Coverage Sets and Coverage Versioning](https://support.cove.is/hc/en-us/articles/53224974024852-Coverage-Sets-and-Coverage-Versioning)

Cove / COI Management  
Source date: 2026-09-03T19:28:37Z · en-us

Selected headings: The Tenant/Vendor COI Detail Page · Tenant COI Management Table · Coverage Destination · Coverage Set Forms · Status and Compliance Values

[Related workflow](https://crefieldnotes.com/#cove-coi)

### [August 2026: AI-powered Insights, Streamlined Workflows](https://support.cove.is/hc/en-us/articles/53198372080404-August-2026-AI-powered-Insights-Streamlined-Workflows)

Cove / Customer Success Newsletters  
Source date: 2026-09-03T03:45:01Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-ai-surfaces) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-53198372080404)

### [Opting Back Into Property Announcement Emails](https://support.cove.is/hc/en-us/articles/52975512231188-Opting-Back-Into-Property-Announcement-Emails)

Cove / Common Questions  
Source date: 2026-08-27T19:52:43Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-52975512231188)

### [Insights Dashboard](https://support.cove.is/hc/en-us/articles/52326436838420-Insights-Dashboard)

Cove / Reports and Analytics  
Source date: 2026-09-01T18:31:25Z · en-us

Selected headings: Access & Permissions : · Supported Data Types · Creating a Board · Adding and Arranging Cards · Configuring a Card · Drilling Down Into Data

[Related workflow](https://crefieldnotes.com/#cove-analytics) · [15 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-52326436838420)

### [Revoking a User's Wallet Credentials](https://support.cove.is/hc/en-us/articles/51944966190740-Revoking-a-User-s-Wallet-Credentials)

Cove / Setup & Troubleshooting  
Source date: 2026-07-30T18:46:41Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-mobile-access) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-51944966190740)

### [Self-Serve Launch Materials](https://support.cove.is/hc/en-us/articles/51460988492948-Self-Serve-Launch-Materials)

Cove / Self-Serve Launch Materials  
Source date: 2026-07-17T14:28:39Z · en-us

### [Glossary](https://support.cove.is/hc/en-us/articles/51427299260308-Glossary)

Cove / Common Questions  
Source date: 2026-08-17T15:39:48Z · en-us

### [Chat: Tenants](https://support.cove.is/hc/en-us/articles/50430089696788-Chat-Tenants)

Cove / Chat  
Source date: 2026-06-18T19:54:50Z · en-us

Selected headings: Starting a New Conversation · Receiving Messages · Notifications

[Related workflow](https://crefieldnotes.com/#cove-chat) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-50430089696788)

### [Chat: Property Teams](https://support.cove.is/hc/en-us/articles/50429183794452-Chat-Property-Teams)

Cove / Chat  
Source date: 2026-06-18T19:55:51Z · en-us

Selected headings: Setting Up Chat Contacts · Starting a New Conversation · Receiving Messages · Notifications

[Related workflow](https://crefieldnotes.com/#cove-chat) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-50429183794452)

### [Packages](https://support.cove.is/hc/en-us/articles/50115736550292-Packages)

Cove / Packages  
Source date: 2026-06-10T13:37:27Z · en-us

Selected headings: Package Check-In · Package Check-Out · Notifications

[Related workflow](https://crefieldnotes.com/#cove-packages) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-50115736550292)

### [February 2026: Set Up Time Cards & Configure Waitlist Auto-Promotion](https://support.cove.is/hc/en-us/articles/49515659146772-February-2026-Set-Up-Time-Cards-Configure-Waitlist-Auto-Promotion)

Cove / Customer Success Newsletters  
Source date: 2026-05-22T15:14:53Z · en-us

· [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49515659146772)

### [March 2026: Introducing CoveAI for Tenant Experience and Operations](https://support.cove.is/hc/en-us/articles/49515455566484-March-2026-Introducing-CoveAI-for-Tenant-Experience-and-Operations)

Cove / Customer Success Newsletters  
Source date: 2026-05-22T15:07:15Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-ai-surfaces) · [11 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49515455566484)

### [May 2026: Send Announcements by User Tag on Mobile and Dashboard](https://support.cove.is/hc/en-us/articles/49514583349268-May-2026-Send-Announcements-by-User-Tag-on-Mobile-and-Dashboard)

Cove / Customer Success Newsletters  
Source date: 2026-05-22T14:46:31Z · en-us

· [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49514583349268)

### [Visitor Registration: Tenant Admins](https://support.cove.is/hc/en-us/articles/49478033778580-Visitor-Registration-Tenant-Admins)

Cove / Visitors  
Source date: 2026-05-21T15:27:30Z · en-us

Selected headings: Register Visitors on the Dashboard · Register Visitors on the Mobile App · Bulk Upload Visitors

[Related workflow](https://crefieldnotes.com/#cove-visitors) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49478033778580)

### [Weekly Onboarding Office Hours](https://support.cove.is/hc/en-us/articles/49445901901716-Weekly-Onboarding-Office-Hours)

Cove / Training Opportunities  
Source date: 2026-05-20T17:16:16Z · en-us

### [Maintenance at the Network Level](https://support.cove.is/hc/en-us/articles/49406066828180-Maintenance-at-the-Network-Level)

Cove / Network Level Operations  
Source date: 2026-05-19T16:41:12Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-network-work) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49406066828180)

### [Mobile Engineer Experience](https://support.cove.is/hc/en-us/articles/49404229005588-Mobile-Engineer-Experience)

Cove / Network Level Operations  
Source date: 2026-06-12T15:35:22Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-network-work) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49404229005588)

### [App Crashing on Launch Troubleshooting Guide](https://support.cove.is/hc/en-us/articles/49291207112212-App-Crashing-on-Launch-Troubleshooting-Guide)

Cove / Troubleshooting Errors  
Source date: 2026-05-18T19:25:49Z · en-us

Selected headings: Basic Troubleshooting Steps · Advanced Troubleshooting Steps · Contact Support

### [Troubleshooting: Password Reset Issues](https://support.cove.is/hc/en-us/articles/49291005872020-Troubleshooting-Password-Reset-Issues)

Cove / Troubleshooting Errors  
Source date: 2026-05-18T19:29:56Z · en-us

Selected headings: Basic Troubleshooting · Advanced Troubleshooting · Still Having Trouble?

### [Amenity Reservations Overview: Tenant Admins](https://support.cove.is/hc/en-us/articles/49250727632532-Amenity-Reservations-Overview-Tenant-Admins)

Cove / Amenity Reservations  
Source date: 2026-08-04T15:34:21Z · en-us

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49250727632532)

### [Email Templates](https://support.cove.is/hc/en-us/articles/48812777192212-Email-Templates)

Cove / Announcements  
Source date: 2026-05-01T16:31:33Z · en-us

Selected headings: Plain Text Email Templates · HTML Email Builder Templates · Using Email Templates · Editing Email Templates

[Related workflow](https://crefieldnotes.com/#cove-announcements) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-48812777192212)

### [Adding Attachments and Linking Files (Including PDFs) in Emails](https://support.cove.is/hc/en-us/articles/48779546727956-Adding-Attachments-and-Linking-Files-Including-PDFs-in-Emails)

Cove / Announcements  
Source date: 2026-07-29T21:12:06Z · en-us

Selected headings: Add Links via a Button · Hyperlinked Text · About the File Manager

· [15 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-48779546727956)

### [Subscribing and Unsubscribing to Announcements](https://support.cove.is/hc/en-us/articles/48464189363220-Subscribing-and-Unsubscribing-to-Announcements)

Cove / Announcements  
Source date: 2026-04-21T21:36:29Z · en-us

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-48464189363220)

### [Cove Status Page Overview](https://support.cove.is/hc/en-us/articles/47535455747988-Cove-Status-Page-Overview)

Cove / Cove Tech Support and FAQs  
Source date: 2026-03-24T17:25:38Z · en-us

Selected headings: What is the Status Page? · When Should You Check It? · Subscribing to Updates · Need Additional Help?

### [Using a Driver’s License Scanner for Visitor Registration and Check-in](https://support.cove.is/hc/en-us/articles/47125113954580-Using-a-Driver-s-License-Scanner-for-Visitor-Registration-and-Check-in)

Cove / Visitors  
Source date: 2026-03-19T13:23:08Z · en-us

Selected headings: How license scanning works · Setting up the scanner · Registering visitors using a license scanner

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-47125113954580)

### [Event Surveys](https://support.cove.is/hc/en-us/articles/47053435428756-Event-Surveys)

Cove / Events  
Source date: 2026-03-11T18:47:44Z · en-us

Selected headings: Creating Surveys · Setting up Auto-Send Within the Event · Manually Sending Surveys · How Users Take the Survey · Reviewing Survey Results · Troubleshooting

[Related workflow](https://crefieldnotes.com/#cove-events) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-47053435428756)

### [Activity Log](https://support.cove.is/hc/en-us/articles/46177424570132-Activity-Log)

Cove / Activity Log  
Source date: 2026-02-10T18:29:40Z · en-us

Selected headings: Adding and editing Activity Log entries · Viewing and searching Activity Log entries · Exporting the Activity Log

[Related workflow](https://crefieldnotes.com/#cove-audit) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-46177424570132)

### [Using Time Cards (Building Team Members)](https://support.cove.is/hc/en-us/articles/45992406108948-Using-Time-Cards-Building-Team-Members)

Cove / Time Cards  
Source date: 2026-02-10T22:36:57Z · en-us

Selected headings: Add Hours · Edit Hours · Respond to Denied Hours

[Related workflow](https://crefieldnotes.com/#cove-time-cards) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45992406108948)

### [Time Cards Management (Property Teams)](https://support.cove.is/hc/en-us/articles/45992296828180-Time-Cards-Management-Property-Teams)

Cove / Time Cards  
Source date: 2026-02-09T16:49:52Z · en-us

Selected headings: Review submitted weeks · Approve a Time Card · Deny a Time Card (return for correction) · Edit & Adjust Time Card

[Related workflow](https://crefieldnotes.com/#cove-time-cards)

### [Time Cards Setup (Property Teams)](https://support.cove.is/hc/en-us/articles/45991910109460-Time-Cards-Setup-Property-Teams)

Cove / Time Cards  
Source date: 2026-02-09T17:11:50Z · en-us

Selected headings: Configure Building Team Member Profiles · Configure Time Types

[Related workflow](https://crefieldnotes.com/#cove-time-cards) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45991910109460)

### [Time Cards Overview](https://support.cove.is/hc/en-us/articles/45991788416660-Time-Cards-Overview)

Cove / Time Cards  
Source date: 2026-02-09T16:50:53Z · en-us

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45991788416660)

### [Swiftconnect (Google)](https://support.cove.is/hc/en-us/articles/45787159107348-Swiftconnect-Google)

Cove / Setup & Troubleshooting  
Source date: 2026-01-29T16:34:07Z · en-us

Selected headings: Setup · Troubleshooting

[Related workflow](https://crefieldnotes.com/#cove-mobile-access) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45787159107348)

### [Swiftconnect (Apple)](https://support.cove.is/hc/en-us/articles/45787060737044-Swiftconnect-Apple)

Cove / Setup & Troubleshooting  
Source date: 2026-01-29T16:31:40Z · en-us

Selected headings: Setup · Troubleshooting

[Related workflow](https://crefieldnotes.com/#cove-mobile-access) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45787060737044)

### [Kastle Wallet (Apple)](https://support.cove.is/hc/en-us/articles/45786892769044-Kastle-Wallet-Apple)

Cove / Setup & Troubleshooting  
Source date: 2026-01-29T16:27:05Z · en-us

Selected headings: Setup · Troubleshooting

[Related workflow](https://crefieldnotes.com/#cove-mobile-access) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45786892769044)

### [Kastle Bluetooth (Apple)](https://support.cove.is/hc/en-us/articles/45786778292628-Kastle-Bluetooth-Apple)

Cove / Setup & Troubleshooting  
Source date: 2026-01-29T16:22:58Z · en-us

Selected headings: Setup · Troubleshooting

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45786778292628)

### [HID Wallet (Google)](https://support.cove.is/hc/en-us/articles/45786685251988-HID-Wallet-Google)

Cove / Setup & Troubleshooting  
Source date: 2026-01-29T16:23:24Z · en-us

Selected headings: Setup · Troubleshooting

[Related workflow](https://crefieldnotes.com/#cove-mobile-access) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45786685251988)

### [HID Wallet (Apple)](https://support.cove.is/hc/en-us/articles/45785890514068-HID-Wallet-Apple)

Cove / Setup & Troubleshooting  
Source date: 2026-04-30T19:55:48Z · en-us

Selected headings: Troubleshooting

[Related workflow](https://crefieldnotes.com/#cove-mobile-access) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45785890514068)

### [HID Bluetooth (Apple & Google)](https://support.cove.is/hc/en-us/articles/45785657215508-HID-Bluetooth-Apple-Google)

Cove / Setup & Troubleshooting  
Source date: 2026-01-29T16:27:40Z · en-us

Selected headings: Setup · Troubleshooting

[Related workflow](https://crefieldnotes.com/#cove-mobile-access) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45785657215508)

### [Adding Billable Charges & Creating Tenant Invoices](https://support.cove.is/hc/en-us/articles/45591445846292-Adding-Billable-Charges-Creating-Tenant-Invoices)

Cove / Work Orders  
Source date: 2026-05-15T17:10:54Z · en-us

Selected headings: Billing setup · Add & Verify Billables · Reservation charges · Tenant statements and batches · One-off work order invoices

[Related workflow](https://crefieldnotes.com/#cove-chargeback) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45591445846292)

### [CoveAI FAQ](https://support.cove.is/hc/en-us/articles/45516314082068-CoveAI-FAQ)

Cove / Announcements  
Source date: 2026-02-26T14:27:58Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-ai-surfaces)

### [Reporting Overview](https://support.cove.is/hc/en-us/articles/44898819174804-Reporting-Overview)

Cove / Reports and Analytics  
Source date: 2026-01-13T15:58:05Z · en-us

Selected headings: Filtering and Exporting from Work Order, Maintenance & Inspection Modules · Reports & Analytics Module · Network-Level Reporting

[Related workflow](https://crefieldnotes.com/#cove-analytics) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-44898819174804)

### [Checking Visitors In](https://support.cove.is/hc/en-us/articles/44364133582484-Checking-Visitors-In)

Cove / Visitors  
Source date: 2026-08-04T16:20:48Z · en-us

Selected headings: Checking In an Individual Visitor · Checking In Visitors in Bulk · Automatic Check-In Using a QR Code at a Turnstile · Credential Status

[Related workflow](https://crefieldnotes.com/#cove-visitors) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-44364133582484)

### [Track SMS Announcement Metrics](https://support.cove.is/hc/en-us/articles/43411626708756-Track-SMS-Announcement-Metrics)

Cove / Announcements  
Source date: 2025-12-08T17:17:55Z · en-us

Selected headings: Viewing SMS Metrics · How to Read the Aggregate Metrics · How to Read User-Level Details · Example Metrics · Troubleshooting SMS

[Related workflow](https://crefieldnotes.com/#cove-announcements) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43411626708756)

### [Track Push Notification Announcement Metrics](https://support.cove.is/hc/en-us/articles/43411556391188-Track-Push-Notification-Announcement-Metrics)

Cove / Announcements  
Source date: 2025-12-10T16:43:14Z · en-us

Selected headings: Viewing Push Delivery Metrics · How to Read the Aggregate Metrics · How to Read User-Level Details · Example Metrics

[Related workflow](https://crefieldnotes.com/#cove-announcements) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43411556391188)

### [Error: Role Change not allowed in register users flow](https://support.cove.is/hc/en-us/articles/43110302115476-Error-Role-Change-not-allowed-in-register-users-flow)

Cove / Troubleshooting Errors  
Source date: 2026-05-12T18:11:47Z · en-us

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43110302115476)

### [How To Create a Bulletin](https://support.cove.is/hc/en-us/articles/43106801150484-How-To-Create-a-Bulletin)

Cove / Visitors  
Source date: 2025-11-12T00:08:35Z · en-us

Selected headings: Purpose · Accessing Bulletins · Creating and Managing Bulletins · Real-Time Updates · Deleting Bulletins

### [Event Planning Made Simple: Leverage Cove’s Events & Reservations for Your Holiday Season (Webinar)](https://support.cove.is/hc/en-us/articles/42839681150228-Event-Planning-Made-Simple-Leverage-Cove-s-Events-Reservations-for-Your-Holiday-Season-Webinar)

Cove / Events  
Source date: 2025-11-14T00:27:21Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-events) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-42839681150228)

### [Vertical Displays](https://support.cove.is/hc/en-us/articles/41994784829204-Vertical-Displays)

Cove / Display Management  
Source date: 2025-10-24T20:28:58Z · en-us

Selected headings: 📌 Supported Display Setups · 🧭 Orientation & Responsiveness · 📝 Content Guidelines · Setup Steps for Vertical Displays · Examples · Troubleshooting Orientation Issues

[Related workflow](https://crefieldnotes.com/#cove-displays) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-41994784829204)

### [Setting Up and Troubleshooting Badge Printers](https://support.cove.is/hc/en-us/articles/41822477984660-Setting-Up-and-Troubleshooting-Badge-Printers)

Cove / Visitors  
Source date: 2026-01-27T15:36:10Z · en-us

Selected headings: Setting Up Your Badge Printer · Visitor Management Check-in, Badge, and Photo Settings · Troubleshooting Badge Printing Issues

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-41822477984660)

### [Mobile Access: We Couldn't Find Your Account](https://support.cove.is/hc/en-us/articles/41244734925972-Mobile-Access-We-Couldn-t-Find-Your-Account)

Cove / Setup & Troubleshooting  
Source date: 2025-12-26T16:59:13Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-41244734925972)

### [Track Email Announcement Metrics](https://support.cove.is/hc/en-us/articles/40924797504276-Track-Email-Announcement-Metrics)

Cove / Announcements  
Source date: 2026-02-27T23:30:23Z · en-us

Selected headings: Viewing Email Delivery and Engagement Metrics · How to Read the Aggregate Metrics · How to Read the User-Level Details · Example Metrics

[Related workflow](https://crefieldnotes.com/#cove-announcements) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-40924797504276)

### [Watch List](https://support.cove.is/hc/en-us/articles/40189401394964-Watch-List)

Cove / Visitors  
Source date: 2026-06-30T19:14:54Z · en-us

Selected headings: Updating The Visitor Watch List Matching Method · Adding a User to the Watch List · What Happens When a User is Added

[Related workflow](https://crefieldnotes.com/#cove-visitors) · [12 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-40189401394964)

### [Quick Action Buttons](https://support.cove.is/hc/en-us/articles/38737910615700-Quick-Action-Buttons)

Cove / App Home Screen  
Source date: 2026-06-05T13:04:09Z · en-us

Selected headings: Create Quick Action Buttons

[Related workflow](https://crefieldnotes.com/#cove-tenant-home) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-38737910615700)

### [Training Opportunities](https://support.cove.is/hc/en-us/articles/37652495432084-Training-Opportunities)

Cove / Training Opportunities  
Source date: 2026-08-05T16:44:02Z · en-us

Selected headings: Property Team Training Opportunities · Building Team Training Opportunities · Tenant Admin Training Opportunities

### [Introduction to Cove: Tenant Admins (Self-Serve Videos)](https://support.cove.is/hc/en-us/articles/34621629722260-Introduction-to-Cove-Tenant-Admins-Self-Serve-Videos)

Cove / Training Opportunities  
Source date: 2025-05-19T23:31:00Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34621629722260)

### [Adding a Household Member](https://support.cove.is/hc/en-us/articles/34283888833172-Adding-a-Household-Member)

Cove / Getting Started for Residential Property Managers  
Source date: 2025-01-27T15:10:32Z · en-us

Selected headings: Adding Household Members · Example

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283888833172)

### [Network Level Email Templates](https://support.cove.is/hc/en-us/articles/34283882654100-Network-Level-Email-Templates)

Cove / Announcements  
Source date: 2025-04-07T17:52:16Z · en-us

Selected headings: Create, Edit, and Assign Email Templates at the Network Level · View and Use Network Email Templates at the Building Level

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283882654100)

### [Buildings, Floors, And Suites](https://support.cove.is/hc/en-us/articles/34283842710676-Buildings-Floors-And-Suites)

Cove / Property Setup Management  
Source date: 2026-06-04T14:40:23Z · en-us

Selected headings: Add Manually · Adding a Building Address · Bulk Upload · Delete Buildings, Floors, and Suites

[Related workflow](https://crefieldnotes.com/#cove-property-setup) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283842710676)

### [Concierge Tablets](https://support.cove.is/hc/en-us/articles/34283829036180-Concierge-Tablets)

Cove / Visitors  
Source date: 2026-04-14T16:15:12Z · en-us

Selected headings: Setting Up A Tablet in Concierge Mode

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283829036180)

### [Visitor Registration: Property Teams](https://support.cove.is/hc/en-us/articles/34283849742228-Visitor-Registration-Property-Teams)

Cove / Visitors  
Source date: 2026-07-21T15:48:37Z · en-us

Selected headings: Register Visitors on the Dashboard · Register Visitors on the Mobile App · Bulk Upload Visitors · Editing Visitor Directions for Your Organization

[Related workflow](https://crefieldnotes.com/#cove-visitors) · [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283849742228)

### [User Roles](https://support.cove.is/hc/en-us/articles/34283840735892-User-Roles)

Cove / Directory Management  
Source date: 2026-07-21T16:30:26Z · en-us

Selected headings: Overview of User Roles and How They Should Be Assigned

[Related workflow](https://crefieldnotes.com/#cove-user-onboarding)

### [Group Visits](https://support.cove.is/hc/en-us/articles/34283818099476-Group-Visits)

Cove / Visitors  
Source date: 2025-01-27T15:09:41Z · en-us

Selected headings: Create a Group Visit · Visitor Notifications · Editing Visits

[Related workflow](https://crefieldnotes.com/#cove-group-visitors) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283818099476)

### [Bulk Visitor Uploads](https://support.cove.is/hc/en-us/articles/34283832087444-Bulk-Visitor-Uploads)

Cove / Visitors  
Source date: 2025-01-27T15:09:21Z · en-us

Selected headings: Step 1 · Step 2 · Step 3 · Step 4 · Step 5 · Step 6

[Related workflow](https://crefieldnotes.com/#cove-group-visitors) · [23 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283832087444)

### [COI Overview](https://support.cove.is/hc/en-us/articles/34283803452308-COI-Overview)

Cove / COI Management  
Source date: 2026-09-09T17:26:40Z · en-us

Selected headings: What’s Included in the COI Module · Key Capabilities

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283803452308)

### [Displays](https://support.cove.is/hc/en-us/articles/34283824748948-Displays)

Cove / Display Management  
Source date: 2025-10-08T19:52:01Z · en-us

Selected headings: Display Setup Overview · Display Setup with Smart TV · Connect Your Display to the Cove Dashboard · Display Configuration Cheat Sheet · Managing Displays

[Related workflow](https://crefieldnotes.com/#cove-displays) · [15 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283824748948)

### [Introduction to Cove: Building Team Members (self-serve videos)](https://support.cove.is/hc/en-us/articles/34283794629524-Introduction-to-Cove-Building-Team-Members-self-serve-videos)

Cove / Training Opportunities  
Source date: 2025-05-05T16:57:31Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283794629524)

### [Assigning QR Codes to Equipment](https://support.cove.is/hc/en-us/articles/34283774713620-Assigning-QR-Codes-to-Equipment)

Cove / Maintenance  
Source date: 2026-04-21T14:20:28Z · en-us

Selected headings: Assigning QR Codes To Equipment Items · Scanning QR Codes to Access Equipment

[Related workflow](https://crefieldnotes.com/#cove-equipment-qr) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283774713620)

### [Announcements](https://support.cove.is/hc/en-us/articles/34283789376148-Announcements)

Cove / Announcements  
Source date: 2026-05-05T12:00:01Z · en-us

Selected headings: Delivery Methods · Announcement Types · Sending Announcements from the Dashboard · Sending Announcements from Your App

· [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283789376148)

### [Purchase Orders Overview](https://support.cove.is/hc/en-us/articles/34283783744276-Purchase-Orders-Overview)

Cove / Purchase Orders  
Source date: 2026-05-15T17:29:22Z · en-us

Selected headings: Purchase Order Module Overview · Approve Purchase Orders

[Related workflow](https://crefieldnotes.com/#cove-purchase-orders) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283783744276)

### [Incidents Overview](https://support.cove.is/hc/en-us/articles/34283737526164-Incidents-Overview)

Cove / Incidents  
Source date: 2025-06-25T13:22:32Z · en-us

Selected headings: Incident Module Overview

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283737526164)

### [Purchase Order Setup](https://support.cove.is/hc/en-us/articles/34283770552852-Purchase-Order-Setup)

Cove / Purchase Orders  
Source date: 2026-08-26T21:28:34Z · en-us

Selected headings: Edit Shipping and Billing Addresses · Edit Instructions and Terms and Conditions · Manage signature settings · Purchase Order Approval Notifications

[Related workflow](https://crefieldnotes.com/#cove-purchase-orders) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283770552852)

### [Creating and Managing Purchase Orders](https://support.cove.is/hc/en-us/articles/34283737265812-Creating-and-Managing-Purchase-Orders)

Cove / Purchase Orders  
Source date: 2025-01-27T15:07:41Z · en-us

Selected headings: Create Purchase Orders · Manage Purchase Orders

[Related workflow](https://crefieldnotes.com/#cove-purchase-orders) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283737265812)

### [Building Engineer Admin Guide](https://support.cove.is/hc/en-us/articles/34283756163476-Building-Engineer-Admin-Guide)

Cove / Training Guides  
Source date: 2025-01-27T15:07:37Z · en-us

Selected headings: Click here to access this admin guide in PDF format.

### [Login Process - App](https://support.cove.is/hc/en-us/articles/34283755738004-Login-Process-App)

Cove / Logging In & Platform Overview  
Source date: 2026-08-05T18:39:40Z · en-us

· [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283755738004)

### [App Screens](https://support.cove.is/hc/en-us/articles/34283735758228-App-Screens)

Cove / App Home Screen  
Source date: 2025-01-27T15:07:25Z · en-us

Selected headings: Creating App Screens · Creating and Organizing Content in Your App Screens · Publishing App Screens

[Related workflow](https://crefieldnotes.com/#cove-tenant-home) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283735758228)

### [App Screens and Spotlights Webinar](https://support.cove.is/hc/en-us/articles/34283781221524-App-Screens-and-Spotlights-Webinar)

Cove / App Home Screen  
Source date: 2025-01-27T15:07:17Z · en-us

Selected headings: App Screens and Spotlights Webinar · Webinar Slide Deck

[Related workflow](https://crefieldnotes.com/#cove-tenant-home)

### [App Spotlights](https://support.cove.is/hc/en-us/articles/34283742679060-App-Spotlights)

Cove / App Home Screen  
Source date: 2025-04-07T17:40:37Z · en-us

Selected headings: Creating App Spotlights · Adding Highlights to a Spotlight Section

[Related workflow](https://crefieldnotes.com/#cove-tenant-home)

### [Highlights: Creating & Managing Mobile Highlights](https://support.cove.is/hc/en-us/articles/34283742573844-Highlights-Creating-Managing-Mobile-Highlights)

Cove / Highlights  
Source date: 2025-04-07T17:52:58Z · en-us

Selected headings: Creating Mobile Highlight Sections · Creating Mobile Highlights · Managing Mobile Highlights

[Related workflow](https://crefieldnotes.com/#cove-tenant-home) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283742573844)

### [Email Builder: Overview](https://support.cove.is/hc/en-us/articles/34283719165972-Email-Builder-Overview)

Cove / Announcements  
Source date: 2026-03-20T19:50:14Z · en-us

Selected headings: Email Builder · Where to Find the Email Builder in the Dashboard: · Email Builder Use Cases: · Related Email Builder Articles:

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283719165972)

### [Visitor Management Setup](https://support.cove.is/hc/en-us/articles/34283728982164-Visitor-Management-Setup)

Cove / Visitors  
Source date: 2026-05-19T21:29:57Z · en-us

Selected headings: Visitor Registration Settings · Arrival Settings · Check-in, Badge, and Photo Settings · Parking Integration · Concierge Tablet Settings

[Related workflow](https://crefieldnotes.com/#cove-visitors) · [20 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283728982164)

### [Community Surveys](https://support.cove.is/hc/en-us/articles/34283740094100-Community-Surveys)

Cove / Surveys  
Source date: 2026-07-30T16:00:19Z · en-us

Selected headings: Community Survey · Tips for Survey Engagement · Resources for Writing Effective Survey Questions

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283740094100)

### [Display Highlights](https://support.cove.is/hc/en-us/articles/34283764487956-Display-Highlights)

Cove / Highlights  
Source date: 2026-02-10T21:00:48Z · en-us

Selected headings: Accessing and Navigating Highlights · Creating a Display Highlight · Managing Display Highlights

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283764487956)

### [Email Builder: Creating Emails](https://support.cove.is/hc/en-us/articles/34283738892692-Email-Builder-Creating-Emails)

Cove / Announcements  
Source date: 2026-04-30T18:05:54Z · en-us

Selected headings: How to create HTML / Email Builder emails · Adding Attachments to Emails (Including PDFs)

[Related workflow](https://crefieldnotes.com/#cove-announcements) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283738892692)

### [Email Builder: Sending Emails](https://support.cove.is/hc/en-us/articles/34283748663700-Email-Builder-Sending-Emails)

Cove / Announcements  
Source date: 2025-01-27T15:06:36Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-announcements) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283748663700)

### [Email Builder: Preparing To Send Emails](https://support.cove.is/hc/en-us/articles/34283726579988-Email-Builder-Preparing-To-Send-Emails)

Cove / Announcements  
Source date: 2025-01-27T15:06:33Z · en-us

Selected headings: check the formatting of your email for desktop and mobile view · send a test email to yourself

[Related workflow](https://crefieldnotes.com/#cove-announcements) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283726579988)

### [Surveys: Results](https://support.cove.is/hc/en-us/articles/34283730346516-Surveys-Results)

Cove / Surveys  
Source date: 2025-01-27T15:06:28Z · en-us

Selected headings: Viewing Results · Reservation Table Layout · Filtering Results · Survey Edits · Exporting Results

[Related workflow](https://crefieldnotes.com/#cove-surveys) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283730346516)

### [Surveys: Creating a Survey](https://support.cove.is/hc/en-us/articles/34283715549972-Surveys-Creating-a-Survey)

Cove / Surveys  
Source date: 2026-07-30T15:07:33Z · en-us

Selected headings: Next Steps

[Related workflow](https://crefieldnotes.com/#cove-surveys) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283715549972)

### [Waivers: Overview](https://support.cove.is/hc/en-us/articles/34283693801876-Waivers-Overview)

Cove / Waivers  
Source date: 2025-04-07T17:37:54Z · en-us

Selected headings: Create a New Waiver · After creating a new waiver, there are five main sections to edit: · NEXT:

[Related workflow](https://crefieldnotes.com/#cove-waivers) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283693801876)

### [Creating Inspections](https://support.cove.is/hc/en-us/articles/34283690377492-Creating-Inspections)

Cove / Inspections  
Source date: 2025-04-07T17:57:51Z · en-us

Selected headings: Step 1: Create an Inspection Template · Step 2: Create Inspection Sections & Questions · Step 3: Create Inspection Schedules

[Related workflow](https://crefieldnotes.com/#cove-inspections) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283690377492)

### [Events Overview](https://support.cove.is/hc/en-us/articles/34283578143892-Events-Overview)

Cove / Events  
Source date: 2026-05-19T21:41:25Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283578143892)

### [Timed Access for Reservations](https://support.cove.is/hc/en-us/articles/34283605647764-Timed-Access-for-Reservations)

Cove / Visitors  
Source date: 2025-04-07T17:50:12Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283605647764)

### [Adding Labor Rates to Your Work Order Library](https://support.cove.is/hc/en-us/articles/49287794767124-Adding-Labor-Rates-to-Your-Work-Order-Library)

Cove / Work Orders  
Source date: 2026-05-15T16:59:28Z · en-us

Selected headings: Add a Labor Rate · Edit A Labor Rate

[Related workflow](https://crefieldnotes.com/#cove-chargeback) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49287794767124)

### [Amenity Reservations Overview: Property Teams](https://support.cove.is/hc/en-us/articles/49250150995476-Amenity-Reservations-Overview-Property-Teams)

Cove / Amenity Reservations  
Source date: 2026-05-14T16:59:11Z · en-us

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49250150995476)

### [COI Setup](https://support.cove.is/hc/en-us/articles/46139514014868-COI-Setup)

Cove / COI Management  
Source date: 2026-08-13T16:00:18Z · en-us

Selected headings: COI General Setup · Create Policy Types · Create Coverage Categories · Set Coverage Requirements for a Tenant or Vendor · Add New Coverage Set

[Related workflow](https://crefieldnotes.com/#cove-coi) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-46139514014868)

### [FAQ](https://support.cove.is/hc/en-us/articles/34866961922196-FAQ)

Cove / Cove Tech Support and FAQs  
Source date: 2026-06-26T13:18:47Z · en-us

Selected headings: Getting Started & Onboarding · Training and Resources · Roles, Permissions, and Team Setup · Signing In & Account Access · Managing Sites, and Users Building Access

### [Tenant Admin Guide](https://support.cove.is/hc/en-us/articles/34623977094420-Tenant-Admin-Guide)

Cove / Training Guides  
Source date: 2026-06-15T15:01:44Z · en-us

### [Adding Users](https://support.cove.is/hc/en-us/articles/34283855224852-Adding-Users)

Cove / Directory Management  
Source date: 2025-08-22T22:19:00Z · en-us

Selected headings: Manually Add A User · Bulk Upload Users · Add Tenant Email Domains For User Self-Enrollment

[Related workflow](https://crefieldnotes.com/#cove-user-onboarding) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283855224852)

### [Setting Up Displays Using Airtame](https://support.cove.is/hc/en-us/articles/34283872062228-Setting-Up-Displays-Using-Airtame)

Cove / Display Management  
Source date: 2025-10-08T19:51:28Z · en-us

Selected headings: 🧰 Installation · 🔌 Connect to the Airtame · 🌐 Connect the Airtame to Wi-Fi

[Related workflow](https://crefieldnotes.com/#cove-displays) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283872062228)

### [Consent Forms](https://support.cove.is/hc/en-us/articles/34283816048020-Consent-Forms)

Cove / Property Setup Management  
Source date: 2026-05-04T15:10:24Z · en-us

Selected headings: Create a New Consent Form · Add your Consent Form to a Space

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283816048020)

### [Creating & Managing Events](https://support.cove.is/hc/en-us/articles/34283794009492-Creating-Managing-Events)

Cove / Events  
Source date: 2026-05-19T21:40:18Z · en-us

Selected headings: Basic Event Information · Configure Event RSVPs · Configure Event Ticket Prices · Configuring Events Shown on Displays · Configuring Event Email Notifications · Waivers

[Related workflow](https://crefieldnotes.com/#cove-events) · [19 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283794009492)

### [Inspections Overview](https://support.cove.is/hc/en-us/articles/34283821941012-Inspections-Overview)

Cove / Inspections  
Source date: 2025-02-17T19:46:28Z · en-us

Selected headings: Inspections Layout

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283821941012)

### [Login Process - Dashboard](https://support.cove.is/hc/en-us/articles/34283800014484-Login-Process-Dashboard)

Cove / Logging In & Platform Overview  
Source date: 2026-08-05T18:40:03Z · en-us

· [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283800014484)

### [Incident Setup](https://support.cove.is/hc/en-us/articles/34283788035604-Incident-Setup)

Cove / Incidents  
Source date: 2025-11-07T14:42:53Z · en-us

Selected headings: Create Incident Categories · Create Incident Types · Route Incident Reports

[Related workflow](https://crefieldnotes.com/#cove-incidents) · [17 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283788035604)

### [Surveys: Sending A Survey](https://support.cove.is/hc/en-us/articles/34283714876308-Surveys-Sending-A-Survey)

Cove / Surveys  
Source date: 2025-04-07T17:44:38Z · en-us

Selected headings: Attaching Surveys to A Mobile Highlights · Sending Surveys Through Push Notifications · Next Steps

[Related workflow](https://crefieldnotes.com/#cove-surveys) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283714876308)

### [Waivers: Creating Custom Questions](https://support.cove.is/hc/en-us/articles/34283712961172-Waivers-Creating-Custom-Questions)

Cove / Waivers  
Source date: 2025-04-07T17:38:39Z · en-us

Selected headings: Automatic Data Gathered · Add or Remove Questions · Custom Questions · NEXT:

[Related workflow](https://crefieldnotes.com/#cove-waivers) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283712961172)

### [Bulk Assigning and Editing Maintenance Tasks](https://support.cove.is/hc/en-us/articles/34283683467156-Bulk-Assigning-and-Editing-Maintenance-Tasks)

Cove / Maintenance  
Source date: 2026-08-12T15:37:13Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-maintenance) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283683467156)

### [Best Practices for Offboarding Tenants](https://support.cove.is/hc/en-us/articles/34283584058004-Best-Practices-for-Offboarding-Tenants)

Cove / Getting Started for Residential Property Managers  
Source date: 2026-06-30T14:46:46Z · en-us

Selected headings: Best Practices for Suspending Building Staff · Suspending an Individual User · Suspending Users in Bulk

· [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283584058004)

### [COI Extraction: AI Review](https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review)

Cove / COI Management  
Source date: 2026-09-03T22:10:00Z · en-us

Selected headings: The AI Review Table · Uploading Documents · The Review Workflow · Policy Type Mapping · Certificate Holder Configuration

[Related workflow](https://crefieldnotes.com/#cove-coi) · [Related workflow](https://crefieldnotes.com/#cove-ai-surfaces) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-51962740810388)

### [Building Calendar](https://support.cove.is/hc/en-us/articles/49942597352980-Building-Calendar)

Cove / Logging In & Platform Overview  
Source date: 2026-06-04T14:00:33Z · en-us

Selected headings: What Appears on the Calendar · Navigating the Calendar · A Note on Work Orders and Due Dates

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49942597352980)

### [Adding Materials to Your Work Order Library](https://support.cove.is/hc/en-us/articles/49288409596052-Adding-Materials-to-Your-Work-Order-Library)

Cove / Work Orders  
Source date: 2026-05-15T17:10:35Z · en-us

Selected headings: Add a Material · Edit a Material

[Related workflow](https://crefieldnotes.com/#cove-chargeback) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49288409596052)

### [Amenity Reservations and Time Zone Behavior](https://support.cove.is/hc/en-us/articles/43413135992468-Amenity-Reservations-and-Time-Zone-Behavior)

Cove / Amenity Reservations  
Source date: 2025-11-17T18:45:45Z · en-us

Selected headings: How Time Zones Affect Reservations · Time Zone Reminder in the Dashboard · Troubleshooting

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43413135992468)

### [Create a Custom URL for Your Web Dashboard](https://support.cove.is/hc/en-us/articles/36014987838740-Create-a-Custom-URL-for-Your-Web-Dashboard)

Cove / Property Setup Management  
Source date: 2025-04-01T15:39:54Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-property-setup) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-36014987838740)

### [Hardware & Software Requirements](https://support.cove.is/hc/en-us/articles/34866423810452-Hardware-Software-Requirements)

Cove / Cove Tech Support and FAQs  
Source date: 2026-06-30T14:48:03Z · en-us

Selected headings: Mobile App Minimum Operating Systems · Dashboard Requirements · Display Requirements: · Cove Kiosk Tablets (Reserve, Concierge, Events, or Package mode)

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34866423810452)

### [Adding and Managing Tenant Organizations](https://support.cove.is/hc/en-us/articles/34863785965716-Adding-and-Managing-Tenant-Organizations)

Cove / Directory Management  
Source date: 2026-01-22T16:34:04Z · en-us

Selected headings: Adding a New Tenant · Understanding Tenant Field Options · Tenant-Specific Module Settings · Viewing Existing Tenants · Editing or Deleting a Tenant

[Related workflow](https://crefieldnotes.com/#cove-tenant-lifecycle) · [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34863785965716)

### [Recurring Events](https://support.cove.is/hc/en-us/articles/34283836988948-Recurring-Events)

Cove / Events  
Source date: 2026-05-19T21:22:11Z · en-us

Selected headings: Basic Recurring Event Information · Interval and Timing · Configure Recurring Event RSVPs · Configure Event Ticket Prices · Displays · Event Email Notifications · Event Survey · Tags

[Related workflow](https://crefieldnotes.com/#cove-events) · [21 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283836988948)

### [Incident Response and Management](https://support.cove.is/hc/en-us/articles/34283784260884-Incident-Response-and-Management)

Cove / Incidents  
Source date: 2026-08-20T18:11:46Z · en-us

Selected headings: Opening Incident Reports · Managing Incidents · Resolving Incidents

[Related workflow](https://crefieldnotes.com/#cove-incidents) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283784260884)

### [Waivers: Responses](https://support.cove.is/hc/en-us/articles/34283713633300-Waivers-Responses)

Cove / Waivers  
Source date: 2025-01-27T15:06:03Z · en-us

Selected headings: Where To Find Responses · Sorting & Filtering Responses · Downloading Waiver Responses · Manually Adding Waiver Responses

[Related workflow](https://crefieldnotes.com/#cove-waivers) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283713633300)

### [Inspections Webinar](https://support.cove.is/hc/en-us/articles/34283721941012-Inspections-Webinar)

Cove / Inspections  
Source date: 2025-01-27T15:05:49Z · en-us

Selected headings: Webinar Recording · Inspections Slide Deck

[Related workflow](https://crefieldnotes.com/#cove-inspections) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283721941012)

### [Email Builder: Layout](https://support.cove.is/hc/en-us/articles/34283660121236-Email-Builder-Layout)

Cove / Announcements  
Source date: 2026-03-20T19:50:54Z · en-us

· [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283660121236)

### [Completing Maintenance Tasks](https://support.cove.is/hc/en-us/articles/34283636660116-Completing-Maintenance-Tasks)

Cove / Maintenance  
Source date: 2025-02-17T19:47:33Z · en-us

Selected headings: Demo

[Related workflow](https://crefieldnotes.com/#cove-maintenance) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283636660116)

### [Managing COIs, Metrics, and Notifications](https://support.cove.is/hc/en-us/articles/49960375920276-Managing-COIs-Metrics-and-Notifications)

Cove / COI Management  
Source date: 2026-06-04T21:23:38Z · en-us

Selected headings: Manage Tenant and Vendor COIs · Tenant and Vendor COI detail pages · Waive a COI Coverage Requirement · COI Compliance Metrics

[Related workflow](https://crefieldnotes.com/#cove-coi) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49960375920276)

### [How to Access Multiple Sites in the App or Web Dashboard](https://support.cove.is/hc/en-us/articles/49291353508372-How-to-Access-Multiple-Sites-in-the-App-or-Web-Dashboard)

Cove / Common Questions  
Source date: 2026-07-09T14:21:58Z · en-us

Selected headings: How to Access Multiple Sites (Dashboard) · How to Access Multiple Sites (App) · Troubleshooting

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49291353508372)

### [Amenity Space Reservation Policies](https://support.cove.is/hc/en-us/articles/41689099890324-Amenity-Space-Reservation-Policies)

Cove / Amenity Reservations  
Source date: 2025-10-02T12:29:28Z · en-us

Selected headings: Creating a Reservation Policy · Assigning Policies to Spaces · How Policies Apply to Users · Policy Priority · Examples

[Related workflow](https://crefieldnotes.com/#cove-amenity-setup) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-41689099890324)

### [Add Vendors](https://support.cove.is/hc/en-us/articles/34976397361044-Add-Vendors)

Cove / Directory Management  
Source date: 2025-02-20T16:41:02Z · en-us

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34976397361044)

### [Event Type: RSVP Slots](https://support.cove.is/hc/en-us/articles/34892245197460-Event-Type-RSVP-Slots)

Cove / Events  
Source date: 2025-02-17T21:27:29Z · en-us

Selected headings: Configure RSVP Slots · Slots · Waivers

[Related workflow](https://crefieldnotes.com/#cove-events) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34892245197460)

### [Custom Table Views](https://support.cove.is/hc/en-us/articles/34283814826004-Custom-Table-Views)

Cove / Logging In & Platform Overview  
Source date: 2026-09-03T22:06:16Z · en-us

Selected headings: Edit Viewable Columns · Saved Views · Download Reports · Compact and Standard Views · Rows Per Page · All Notes Column (Work Orders)

[Related workflow](https://crefieldnotes.com/#cove-analytics) · [19 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283814826004)

### [Equipment Libraries](https://support.cove.is/hc/en-us/articles/34283806326292-Equipment-Libraries)

Cove / Maintenance  
Source date: 2026-08-12T15:38:18Z · en-us

Selected headings: Creating Equipment Categories · Adding Custom Fields on Equipment Categories · Creating Equipment Items · Editing an Equipment Item · Deleting Equipment

[Related workflow](https://crefieldnotes.com/#cove-maintenance) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283806326292)

### [Waivers: Signature Settings](https://support.cove.is/hc/en-us/articles/34283716298772-Waivers-Signature-Settings)

Cove / Waivers  
Source date: 2025-04-07T17:36:49Z · en-us

Selected headings: Signature Settings · NEXT:

[Related workflow](https://crefieldnotes.com/#cove-waivers) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283716298772)

### [Managing Inspections](https://support.cove.is/hc/en-us/articles/34283661703316-Managing-Inspections)

Cove / Inspections  
Source date: 2025-04-07T17:35:05Z · en-us

Selected headings: Inspections are organized by assignment and status.

[Related workflow](https://crefieldnotes.com/#cove-inspections) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283661703316)

### [Assigning a Work Order](https://support.cove.is/hc/en-us/articles/34283682603668-Assigning-a-Work-Order)

Cove / Work Orders  
Source date: 2025-04-07T17:30:58Z · en-us

Selected headings: Steps · Mobile View: · Admin Dashboard:

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283682603668)

### [Converting Household Members to Full Accounts](https://support.cove.is/hc/en-us/articles/34283575645204-Converting-Household-Members-to-Full-Accounts)

Cove / Getting Started for Residential Property Managers  
Source date: 2025-01-27T15:03:37Z · en-us

Selected headings: About Household Members vs. Full Accounts · Converting Household Members into Full Accounts

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283575645204)

### [Mixpanel Dashboards](https://support.cove.is/hc/en-us/articles/37787841438484-Mixpanel-Dashboards)

Cove / Cove Tech Support and FAQs  
Source date: 2025-05-23T20:22:02Z · en-us

Selected headings: How to Access Your Mixpanel Mobile App Dashboard · Troubleshooting

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-37787841438484)

### [Enabling Regular User Web Dashboard View](https://support.cove.is/hc/en-us/articles/36013435753236-Enabling-Regular-User-Web-Dashboard-View)

Cove / Logging In & Platform Overview  
Source date: 2025-04-03T13:23:49Z · en-us

Selected headings: Regular Users Accessing the Web Dashboard View: · A few notes about the Regular User web dashboard view:

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-36013435753236)

### [Assign and Route Work to Vendors](https://support.cove.is/hc/en-us/articles/34977375653652-Assign-and-Route-Work-to-Vendors)

Cove / Work Orders  
Source date: 2026-06-09T20:07:25Z · en-us

Selected headings: Assigning and/or route Work Orders to Vendors and Vendor Users

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34977375653652)

### [Add Vendor Users](https://support.cove.is/hc/en-us/articles/34976715952788-Add-Vendor-Users)

Cove / Directory Management  
Source date: 2026-04-17T19:23:32Z · en-us

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34976715952788)

### [Meet The Team Section](https://support.cove.is/hc/en-us/articles/34867773132436-Meet-The-Team-Section)

Cove / Property Setup Management  
Source date: 2026-01-06T21:46:47Z · en-us

Selected headings: Setup your Meet the Team section

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34867773132436)

### [Event Check-In Tablet](https://support.cove.is/hc/en-us/articles/34283732298900-Event-Check-In-Tablet)

Cove / Events  
Source date: 2026-05-15T19:55:49Z · en-us

Selected headings: Setting up the Cove Kiosk Tablet App · Using the App During Events · Setting Up a New Event On Your Tablet

[Related workflow](https://crefieldnotes.com/#cove-events) · [12 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283732298900)

### [Viewing and Completing Inspections](https://support.cove.is/hc/en-us/articles/34283739735188-Viewing-and-Completing-Inspections)

Cove / Inspections  
Source date: 2025-08-14T16:28:29Z · en-us

Selected headings: Viewing and Completing Inspections on the Dashboard · Viewing and Completing Inspections on the Mobile App

[Related workflow](https://crefieldnotes.com/#cove-inspections) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283739735188)

### [Waivers: Visibility & Notifications](https://support.cove.is/hc/en-us/articles/34283702045716-Waivers-Visibility-Notifications)

Cove / Waivers  
Source date: 2025-01-27T15:06:06Z · en-us

Selected headings: Visibility · Send Upon Completion · NEXT:

[Related workflow](https://crefieldnotes.com/#cove-waivers) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283702045716)

### [Email Builder: Webinar](https://support.cove.is/hc/en-us/articles/34283690570132-Email-Builder-Webinar)

Cove / Announcements  
Source date: 2025-04-08T16:46:29Z · en-us

Selected headings: Webinar Recording · Webinar Slide Deck

[Related workflow](https://crefieldnotes.com/#cove-announcements)

### [Maintenance - Overview](https://support.cove.is/hc/en-us/articles/34283705773460-Maintenance-Overview)

Cove / Maintenance  
Source date: 2025-03-23T15:58:47Z · en-us

### [Amenity Reservations- Setting Up Seating Arrangements](https://support.cove.is/hc/en-us/articles/34283658800532-Amenity-Reservations-Setting-Up-Seating-Arrangements)

Cove / Amenity Reservations  
Source date: 2025-01-27T15:05:21Z · en-us

Selected headings: Creating a Seating Arrangement · Attaching A Seating Arrangement To An Existing Amenity Space

[Related workflow](https://crefieldnotes.com/#cove-amenity-setup) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283658800532)

### [Handling Landlords & Tenants](https://support.cove.is/hc/en-us/articles/34283584691476-Handling-Landlords-Tenants)

Cove / Getting Started for Residential Property Managers  
Source date: 2025-04-07T17:08:35Z · en-us

Selected headings: Handling Landlords & Tenants · Create Household/User for each Unit · Landlord uses Mobile App to add Tenants

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283584691476)

### [Approval-Based Open Enrollment](https://support.cove.is/hc/en-us/articles/49451856298644-Approval-Based-Open-Enrollment)

Cove / Directory Management  
Source date: 2026-05-20T19:42:43Z · en-us

Selected headings: How the enrollment request flow works · Reviewing and approving requests · What users see while they wait

### [Property Info](https://support.cove.is/hc/en-us/articles/43077639287444-Property-Info)

Cove / Property Setup Management  
Source date: 2026-04-14T15:32:32Z · en-us

Selected headings: Key Details · Dashboard Login Page · Property Hours · Property Closure Dates · Images · Communication and Notifications · Email Sender Name Settings · Website and Social Media

[Related workflow](https://crefieldnotes.com/#cove-property-setup) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43077639287444)

### [Maintenance Module Webinar](https://support.cove.is/hc/en-us/articles/37787209484948-Maintenance-Module-Webinar)

Cove / Maintenance  
Source date: 2025-05-23T19:27:24Z · en-us

Selected headings: Webinar · Maintenance Webinar Deck

[Related workflow](https://crefieldnotes.com/#cove-maintenance)

### [Batch Reporting](https://support.cove.is/hc/en-us/articles/34283905898260-Batch-Reporting)

Cove / Work Orders  
Source date: 2026-08-13T17:47:43Z · en-us

Selected headings: Example Reports · Create Batch Reports

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283905898260)

### [How to Setup Password](https://support.cove.is/hc/en-us/articles/34283793236500-How-to-Setup-Password)

Cove / Logging In & Platform Overview  
Source date: 2026-08-21T18:53:33Z · en-us

Selected headings: Password Setup for Mobile App · Password Setup for Dashboard

· [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283793236500)

### [Amenity Reservations Webinar](https://support.cove.is/hc/en-us/articles/34283805406356-Amenity-Reservations-Webinar)

Cove / Amenity Reservations  
Source date: 2025-03-05T22:03:41Z · en-us

Selected headings: Amenity Reservations Webinar · Webinar Slide Deck · Updates to Amenity Reservations:

[Related workflow](https://crefieldnotes.com/#cove-amenity-booking)

### [Setting Up A Cove Event Tablet](https://support.cove.is/hc/en-us/articles/34283686551572-Setting-Up-A-Cove-Event-Tablet)

Cove / Events  
Source date: 2025-01-27T15:05:31Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283686551572)

### [Phone Settings](https://support.cove.is/hc/en-us/articles/34283619623444-Phone-Settings)

Cove / Mobile Access  
Source date: 2026-08-17T15:43:30Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283619623444)

### [Households](https://support.cove.is/hc/en-us/articles/34283614694164-Households)

Cove / Getting Started for Residential Property Managers  
Source date: 2025-04-07T17:07:01Z · en-us

Selected headings: How households work · Create a new Household · Add current users to a household (Admin View) · Step 1 · Step 2 · Step 3

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283614694164)

### [Best Practices for Offboarding Tenants](https://support.cove.is/hc/en-us/articles/50801058470676-Best-Practices-for-Offboarding-Tenants)

Cove / Directory Management  
Source date: 2026-06-30T14:46:46Z · en-us

Selected headings: Best Practices for Suspending Building Staff · Suspending an Individual User · Suspending Users in Bulk

[Related workflow](https://crefieldnotes.com/#cove-tenant-lifecycle) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-50801058470676)

### [Property Setup Module Overview](https://support.cove.is/hc/en-us/articles/44476202716820-Property-Setup-Module-Overview)

Cove / Property Setup Management  
Source date: 2025-12-18T17:52:08Z · en-us

### [Create an Amenity Space Category](https://support.cove.is/hc/en-us/articles/34283827538964-Create-an-Amenity-Space-Category)

Cove / Amenity Reservations  
Source date: 2025-04-07T17:47:14Z · en-us

Selected headings: Create a reservable amenity space category:

[Related workflow](https://crefieldnotes.com/#cove-amenity-setup) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283827538964)

### [Updating Your App](https://support.cove.is/hc/en-us/articles/34283789749268-Updating-Your-App)

Cove / Cove Tech Support and FAQs  
Source date: 2025-01-27T15:08:06Z · en-us

Selected headings: How to Check Your Building App Version · How to Update Your Building App (iPhone Users)

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283789749268)

### [Maintenance Task History](https://support.cove.is/hc/en-us/articles/34283671962900-Maintenance-Task-History)

Cove / Maintenance  
Source date: 2025-01-27T15:05:13Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-maintenance) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283671962900)

### [Bulk Assigning An Engineer to Work Orders](https://support.cove.is/hc/en-us/articles/34283680762388-Bulk-Assigning-An-Engineer-to-Work-Orders)

Cove / Work Orders  
Source date: 2025-01-27T15:04:38Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283680762388)

### [Mobile App: Adding Household Members](https://support.cove.is/hc/en-us/articles/34283615897492-Mobile-App-Adding-Household-Members)

Cove / Getting Started for Residential Property Managers  
Source date: 2025-01-27T15:04:00Z · en-us

Selected headings: Adding Household Members · Example

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283615897492)

### [Best Practices for Offboarding Users](https://support.cove.is/hc/en-us/articles/47408964433172-Best-Practices-for-Offboarding-Users)

Cove / Directory Management  
Source date: 2026-03-20T13:37:44Z · en-us

Selected headings: Best Practices for Suspending Building Staff · Suspending an Individual User · Suspending Users in Bulk

[Related workflow](https://crefieldnotes.com/#cove-tenant-user-admin) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-47408964433172)

### [Questionnaires](https://support.cove.is/hc/en-us/articles/43101047870740-Questionnaires)

Cove / Property Setup Management  
Source date: 2026-04-17T15:09:43Z · en-us

Selected headings: Creating a New Questionnaire · Attaching a Questionnaire

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43101047870740)

### [Where Is My 6 Digit Login Code?](https://support.cove.is/hc/en-us/articles/34863886793236-Where-Is-My-6-Digit-Login-Code)

Cove / Common Questions  
Source date: 2025-12-26T17:21:29Z · en-us

### [Create an Amenity Space](https://support.cove.is/hc/en-us/articles/34283833309332-Create-an-Amenity-Space)

Cove / Amenity Reservations  
Source date: 2026-07-28T19:24:10Z · en-us

Selected headings: Create a reservable amenity space: · Amenity Space Key Details · Amenity Space Workflows · Amenity Space Hours and Availability · Amenity Space Billing

[Related workflow](https://crefieldnotes.com/#cove-amenity-setup) · [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283833309332)

### [Bulk Editing Work Order Status](https://support.cove.is/hc/en-us/articles/34283671457300-Bulk-Editing-Work-Order-Status)

Cove / Work Orders  
Source date: 2025-01-27T15:05:09Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283671457300)

### [Maintenance Task Templates, Procedures and Schedules](https://support.cove.is/hc/en-us/articles/34283657180948-Maintenance-Task-Templates-Procedures-and-Schedules)

Cove / Maintenance  
Source date: 2026-04-28T13:32:28Z · en-us

Selected headings: Task Templates · Procedures · Schedules

[Related workflow](https://crefieldnotes.com/#cove-maintenance) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283657180948)

### [Mobile App: Using Guest Passes](https://support.cove.is/hc/en-us/articles/34283627617300-Mobile-App-Using-Guest-Passes)

Cove / Getting Started for Residential Property Managers  
Source date: 2025-01-27T15:04:14Z · en-us

Selected headings: Using Guest Passes

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283627617300)

### [Resources Page](https://support.cove.is/hc/en-us/articles/51202476018580-Resources-Page)

Cove / Property Setup Management  
Source date: 2026-07-10T15:56:11Z · en-us

Selected headings: Upload and manage handbooks

[Related workflow](https://crefieldnotes.com/#cove-property-setup) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-51202476018580)

### [Bulk User Upload & Formatting Guide](https://support.cove.is/hc/en-us/articles/50694562347412-Bulk-User-Upload-Formatting-Guide)

Cove / Directory Management  
Source date: 2026-09-08T16:05:34Z · en-us

Selected headings: Downloading the Template · Filling out & Formatting The Template · Uploading the Template

[Related workflow](https://crefieldnotes.com/#cove-user-onboarding) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-50694562347412)

### [Overnight Reservations](https://support.cove.is/hc/en-us/articles/43412063586452-Overnight-Reservations)

Cove / Amenity Reservations  
Source date: 2025-11-17T02:02:34Z · en-us

Selected headings: Setting Up an Amenity for Overnight Reservations · How Overnight Reservations Display · How to Schedule an Overnight Reservation · Rules & Limitations

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43412063586452)

### [Maintenance- Changes](https://support.cove.is/hc/en-us/articles/34283668245396-Maintenance-Changes)

Cove / Maintenance  
Source date: 2025-01-27T15:04:56Z · en-us

Selected headings: Key Highlights of the Feature Change:

### [Closing a Work Order](https://support.cove.is/hc/en-us/articles/34283654354452-Closing-a-Work-Order)

Cove / Work Orders  
Source date: 2025-06-11T22:28:08Z · en-us

Selected headings: Closing Work Orders · Verifying Work Orders · Reversing Charges · Exporting Work Orders

· [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283654354452)

### [Reservation Reminder Emails](https://support.cove.is/hc/en-us/articles/51868287479316-Reservation-Reminder-Emails)

Cove / Amenity Reservations  
Source date: 2026-07-28T22:18:48Z · en-us

Selected headings: How it works · How to enable it · Frequently asked questions

[Related workflow](https://crefieldnotes.com/#cove-amenity-booking) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-51868287479316)

### [Seasonal Maintenance Schedules](https://support.cove.is/hc/en-us/articles/45555428177556-Seasonal-Maintenance-Schedules)

Cove / Maintenance  
Source date: 2026-01-22T15:54:38Z · en-us

Selected headings: How to Set Up a Seasonal Maintenance Schedule

[Related workflow](https://crefieldnotes.com/#cove-maintenance) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-45555428177556)

### [Vacation Forwarding](https://support.cove.is/hc/en-us/articles/42073525734676-Vacation-Forwarding)

Cove / Property Setup Management  
Source date: 2026-05-05T13:06:19Z · en-us

Selected headings: Creating a Forwarding Rule · Viewing and Managing Rules · How Forwarding Works · Example · Troubleshooting and Notes

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-42073525734676)

### [Custom Reporting](https://support.cove.is/hc/en-us/articles/34283857524884-Custom-Reporting)

Cove / Work Orders  
Source date: 2025-12-15T19:54:43Z · en-us

Selected headings: Create Custom Reports · Custom Report Mapping

[Related workflow](https://crefieldnotes.com/#cove-analytics) · [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283857524884)

### [Directory Module Overview](https://support.cove.is/hc/en-us/articles/34283744400404-Directory-Module-Overview)

Cove / Directory Management  
Source date: 2026-04-17T19:45:05Z · en-us

Selected headings: Who Can Manage The Directory? · Users and Staff Table Overview · Tenant Table Overview · Vendor Table Overview · Deleting and Suspending Users

· [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283744400404)

### [Reserving Amenities: Tenant Admins](https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins)

Cove / Amenity Reservations  
Source date: 2026-08-04T15:32:00Z · en-us

Selected headings: Create a Reservation on the Mobile App · Create a Reservation from the Dashboard · Editing Reservations · Reservations That Require Approval

[Related workflow](https://crefieldnotes.com/#cove-amenity-booking) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-49442451819412)

### [Custom Work Order Reports](https://support.cove.is/hc/en-us/articles/34283808524180-Custom-Work-Order-Reports)

Cove / Work Orders  
Source date: 2025-01-27T15:08:27Z · en-us

Selected headings: Creating Custom Reports · Customizing Reports

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283808524180)

### [Directory Management Webinar](https://support.cove.is/hc/en-us/articles/34283740851476-Directory-Management-Webinar)

Cove / Directory Management  
Source date: 2025-10-21T15:49:58Z · en-us

Selected headings: Directory Management Webinar · Webinar Slide Deck

[Related workflow](https://crefieldnotes.com/#cove-user-onboarding)

### [Guide to Work Orders on Mobile](https://support.cove.is/hc/en-us/articles/51873675144468-Guide-to-Work-Orders-on-Mobile)

Cove / Work Orders  
Source date: 2026-08-13T20:30:08Z · en-us

Selected headings: Opening a Work Order · Updating Status and Assignment · Your Work Log · Logging Labor · Logging Notes · Logging Materials

[Related workflow](https://crefieldnotes.com/#cove-field-work) · [12 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-51873675144468)

### [Managing Tenant Leases](https://support.cove.is/hc/en-us/articles/50154315460628-Managing-Tenant-Leases)

Cove / Directory Management  
Source date: 2026-06-10T18:34:36Z · en-us

Selected headings: Add a Lease · Mark a Lease as Month-to-Month · How Lease Codes Are Applied to Work Orders · Archive a Lease · RentRoll Import

[Related workflow](https://crefieldnotes.com/#cove-tenant-lifecycle) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-50154315460628)

### [Understanding and Managing Credits in Reservations](https://support.cove.is/hc/en-us/articles/43249069821716-Understanding-and-Managing-Credits-in-Reservations)

Cove / Amenity Reservations  
Source date: 2025-11-12T00:33:06Z · en-us

Selected headings: Credit Basics · Credit Calculation and Cost Display · Managing and Viewing Credits · Credits with Other Payment Types · Examples

[Related workflow](https://crefieldnotes.com/#cove-amenity-setup) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-43249069821716)

### [Mobile Directory](https://support.cove.is/hc/en-us/articles/50391036311572-Mobile-Directory)

Cove / Directory Management  
Source date: 2026-06-24T17:10:34Z · en-us

Selected headings: Tenants · Users · Needs Approval

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-50391036311572)

### [Reserving Amenities: Property Teams](https://support.cove.is/hc/en-us/articles/41316202327316-Reserving-Amenities-Property-Teams)

Cove / Amenity Reservations  
Source date: 2026-08-04T15:36:43Z · en-us

Selected headings: Create a Reservation on the Mobile App · Create a Reservation from the Dashboard · Editing Reservations · Reservations That Require Approval

[Related workflow](https://crefieldnotes.com/#cove-amenity-booking) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-41316202327316)

### [Individual Work Order Reports](https://support.cove.is/hc/en-us/articles/34283873030676-Individual-Work-Order-Reports)

Cove / Work Orders  
Source date: 2025-01-27T15:10:26Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283873030676)

### [Reservation Approvals](https://support.cove.is/hc/en-us/articles/34283721439124-Reservation-Approvals)

Cove / Amenity Reservations  
Source date: 2026-01-22T15:45:44Z · en-us

Selected headings: Setting Up The Reservation Approval Process · Approving and Denying Reservations · What Users Will See During the Approval Process

[Related workflow](https://crefieldnotes.com/#cove-amenity-booking) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283721439124)

### [Manually Adding A User](https://support.cove.is/hc/en-us/articles/34283624380436-Manually-Adding-A-User)

Cove / Directory Management  
Source date: 2025-02-16T19:39:06Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-user-onboarding) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283624380436)

### [Logging Labor Rate on Mobile](https://support.cove.is/hc/en-us/articles/53144855495188-Logging-Labor-Rate-on-Mobile)

Cove / Work Orders  
Source date: 2026-09-01T20:22:20Z · en-us

Selected headings: Quick-Select Labor Rates · Selecting Additional Rates · Automatic Pre-Selection

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-53144855495188)

### [Suspend or Unsuspend Users](https://support.cove.is/hc/en-us/articles/34866870581652-Suspend-or-Unsuspend-Users)

Cove / Directory Management  
Source date: 2026-08-21T15:10:14Z · en-us

Selected headings: How to Suspend or Suspend a User

[Related workflow](https://crefieldnotes.com/#cove-tenant-user-admin) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34866870581652)

### [Public Work Orders](https://support.cove.is/hc/en-us/articles/47349863856276-Public-Work-Orders)

Cove / Work Orders  
Source date: 2026-03-18T19:03:47Z · en-us

Selected headings: Accessing The Public Work Order Page · Submitting a Work Order · How Public Work Orders Appear In Your System

[Related workflow](https://crefieldnotes.com/#cove-request-intake) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-47349863856276)

### [Tenant Admin User Manager](https://support.cove.is/hc/en-us/articles/40201638777876-Tenant-Admin-User-Manager)

Cove / Directory Management  
Source date: 2025-10-01T21:46:04Z · en-us

Selected headings: How to make a Tenant Admin a User Manager · How User Managers Can Add, Edit, or Suspend Users

[Related workflow](https://crefieldnotes.com/#cove-tenant-user-admin) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-40201638777876)

### [Amenity Reservation Billing](https://support.cove.is/hc/en-us/articles/34283776157204-Amenity-Reservation-Billing)

Cove / Amenity Reservations  
Source date: 2025-01-27T15:08:21Z · en-us

Selected headings: Adding Custom Charges to an Amenity Reservation · Adding Custom Rebates to an Amenity Reservation

[Related workflow](https://crefieldnotes.com/#cove-amenity-booking) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283776157204)

### [Tenant Management](https://support.cove.is/hc/en-us/articles/34869395075348-Tenant-Management)

Cove / Directory Management  
Source date: 2026-04-17T19:22:44Z · en-us

Selected headings: Tenant Configuration Page vs. Tenant Overview Page · Tenant Configuration Page · Key Info · Building Location · Additional Contact Information · Reservation Settings · Visitor Management Settings

· [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34869395075348)

### [Recurring Work Orders](https://support.cove.is/hc/en-us/articles/34283774751636-Recurring-Work-Orders)

Cove / Work Orders  
Source date: 2025-08-01T14:21:29Z · en-us

Selected headings: Create Recurring Work Order Templates · Edit Recurring Work Orders · Recurring Work Orders Notifications and Routing

[Related workflow](https://crefieldnotes.com/#cove-recurring-work) · [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283774751636)

### [Reserve Tablets](https://support.cove.is/hc/en-us/articles/34283788854932-Reserve-Tablets)

Cove / Amenity Reservations  
Source date: 2026-04-14T16:15:00Z · en-us

Selected headings: Setting Up A Tablet in Reserve Mode · Reconfiguring The App for a New Amenity Space or Adjusting The Configurations

[Related workflow](https://crefieldnotes.com/#cove-amenity-booking) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283788854932)

### [Routing & Assignments Simplified (webinar)](https://support.cove.is/hc/en-us/articles/46453750959380-Routing-Assignments-Simplified-webinar)

Cove / Work Orders  
Source date: 2026-03-04T21:20:42Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-dispatch)

### [User Tags](https://support.cove.is/hc/en-us/articles/34283741772564-User-Tags)

Cove / Directory Management  
Source date: 2026-05-04T15:08:01Z · en-us

Selected headings: Overview: · Where Can I See User Tags? · Creating User Tags · Individually Adding User Tags · Bulk Adding User Tags · Bulk Removing User Tags

· [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283741772564)

### [Saved Note Templates - WO and PMs](https://support.cove.is/hc/en-us/articles/52475699642644-Saved-Note-Templates-WO-and-PMs)

Cove / Work Orders  
Source date: 2026-08-31T20:05:08Z · en-us

Selected headings: Managing Saved Note Templates · Network-Level vs. Site-Level Templates · Using a Saved Note on a Maintenance Task —Dashboard

[Related workflow](https://crefieldnotes.com/#cove-field-work) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-52475699642644)

### [User Directory Syncing](https://support.cove.is/hc/en-us/articles/34283587772436-User-Directory-Syncing)

Cove / Directory Management  
Source date: 2025-03-31T15:38:39Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283587772436)

### [Vendors](https://support.cove.is/hc/en-us/articles/34975943399828-Vendors)

Cove / Directory Management  
Source date: 2025-02-21T13:41:23Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34975943399828)

### [Submitting a Work Order](https://support.cove.is/hc/en-us/articles/34283654757908-Submitting-a-Work-Order)

Cove / Work Orders  
Source date: 2026-08-13T20:45:43Z · en-us

Selected headings: Submitting a Work Order on the App · Submitting a Work Order on the Dashboard

[Related workflow](https://crefieldnotes.com/#cove-request-intake) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283654757908)

### [Travel Management: Logging and Tracking Mileage on Work Orders](https://support.cove.is/hc/en-us/articles/52171335729428-Travel-Management-Logging-and-Tracking-Mileage-on-Work-Orders)

Cove / Work Orders  
Source date: 2026-09-01T14:51:44Z · en-us

Selected headings: Enabling Travel for a Site · Logging Travel on the Dashboard · Logging Travel on Mobile

[Related workflow](https://crefieldnotes.com/#cove-field-work) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-52171335729428)

### [Work Groups](https://support.cove.is/hc/en-us/articles/36588345828372-Work-Groups)

Cove / Work Orders  
Source date: 2026-01-15T03:26:10Z · en-us

Selected headings: Use Case Example: · Notification Types and Use Cases · Notification Hours · Creating Work Groups

[Related workflow](https://crefieldnotes.com/#cove-dispatch) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-36588345828372)

### [Work Order Assignments and Routing](https://support.cove.is/hc/en-us/articles/36583309699476-Work-Order-Assignments-and-Routing)

Cove / Work Orders  
Source date: 2025-04-14T15:34:49Z · en-us

Selected headings: Use Case Examples: · Routing for All Buildings (Default) vs. Routing by Building · Assignments and Notifications · Step-by-Step Guide

[Related workflow](https://crefieldnotes.com/#cove-dispatch) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-36583309699476)

### [Work Order Billing Webinar](https://support.cove.is/hc/en-us/articles/40692075559828-Work-Order-Billing-Webinar)

Cove / Work Orders  
Source date: 2025-08-28T13:48:53Z · en-us

[Related workflow](https://crefieldnotes.com/#cove-chargeback)

### [Work Order Bulk Action Options](https://support.cove.is/hc/en-us/articles/47532764642452-Work-Order-Bulk-Action-Options)

Cove / Work Orders  
Source date: 2026-03-25T13:45:06Z · en-us

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-47532764642452)

### [Work Order Completion Requirements](https://support.cove.is/hc/en-us/articles/53144214370708-Work-Order-Completion-Requirements)

Cove / Work Orders  
Source date: 2026-09-01T20:10:44Z · en-us

Selected headings: Available Completion Requirements · Enabling Completion Requirements · How Requirements Are Enforced · Bulk Completion

[Related workflow](https://crefieldnotes.com/#cove-field-work) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-53144214370708)

### [Work Order General Setup](https://support.cove.is/hc/en-us/articles/39618262316436-Work-Order-General-Setup)

Cove / Work Orders  
Source date: 2025-07-24T15:08:43Z · en-us

Selected headings: Work Order General Setup · Work Order Restrictions · Invoices and Statements

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-39618262316436)

### [Work Order Notifications](https://support.cove.is/hc/en-us/articles/34283805049748-Work-Order-Notifications)

Cove / Work Orders  
Source date: 2026-05-05T14:38:34Z · en-us

Selected headings: Summary of Default Notifications Received · Manage Notifications Property-Wide · Notifications for Work Order Notes · Notifications When A Tenant Updates a Work Order

[Related workflow](https://crefieldnotes.com/#cove-dispatch) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283805049748)

### [Work Order Module Setup & Configuration](https://support.cove.is/hc/en-us/articles/35339781722004-Work-Order-Module-Setup-Configuration)

Cove / Work Orders  
Source date: 2025-10-01T21:26:21Z · en-us

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-35339781722004)

### [Work Order Overview](https://support.cove.is/hc/en-us/articles/34283642018836-Work-Order-Overview)

Cove / Work Orders  
Source date: 2026-07-28T23:14:47Z · en-us

Selected headings: User Roles · Module Layout · Day-to Day Management of Work Orders

[Related workflow](https://crefieldnotes.com/#cove-request-intake) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283642018836)

### [Work Order Escalations](https://support.cove.is/hc/en-us/articles/36426747724820-Work-Order-Escalations)

Cove / Work Orders  
Source date: 2026-05-20T16:59:11Z · en-us

Selected headings: Create An Escalation Rule

[Related workflow](https://crefieldnotes.com/#cove-dispatch) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-36426747724820)

### [Work Order Scheduling](https://support.cove.is/hc/en-us/articles/34283790491284-Work-Order-Scheduling)

Cove / Work Orders  
Source date: 2025-01-27T15:08:13Z · en-us

Selected headings: Default Work Order Scheduling · Issue-Type Specific Work Order Scheduling

[Related workflow](https://crefieldnotes.com/#cove-recurring-work) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283790491284)

### [Work Order Statuses](https://support.cove.is/hc/en-us/articles/34283652588820-Work-Order-Statuses)

Cove / Work Orders  
Source date: 2025-08-15T00:13:49Z · en-us

Selected headings: Statuses · Updates & Communication

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283652588820)

### [Work Order Surveys](https://support.cove.is/hc/en-us/articles/42597211272596-Work-Order-Surveys)

Cove / Work Orders  
Source date: 2025-11-18T21:10:10Z · en-us

Selected headings: Setting Up a Work Order Survey · How Surveys Are Sent · Completing a Work Order Survey · Viewing Survey Responses · Example

· [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-42597211272596)

### [Work Order Estimates](https://support.cove.is/hc/en-us/articles/34283787465620-Work-Order-Estimates)

Cove / Work Orders  
Source date: 2026-01-14T19:42:50Z · en-us

Selected headings: Sharing Work Order Estimates With Tenants · Tenant View of Estimates

[Related workflow](https://crefieldnotes.com/#cove-chargeback) · [11 source assets](https://crefieldnotes.com/ui-gallery.html?source=cove-34283787465620)

### [My Property - Floors](https://help.visitt.io/en/articles/10054955-my-property-floors)

Visitt / Property Management  
Source date: 2025-02-25T21:58:56Z · en

Selected headings: General View · Editing Floors · Floor Overview

[Related workflow](https://crefieldnotes.com/#visitt-assets) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10054955)

### [My Property - Spaces](https://help.visitt.io/en/articles/10055528-my-property-spaces)

Visitt / Property Management  
Source date: 2025-04-27T12:00:49Z · en

Selected headings: General View · Space Overview · Creating a Space · Create a Base Building Space · Create a Leasable Space · Editing a Space

[Related workflow](https://crefieldnotes.com/#visitt-assets) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10055528)

### [Managing Equipment in Visitt](https://help.visitt.io/en/articles/10055618-managing-equipment-in-visitt)

Visitt / Property Management  
Source date: 2026-06-24T13:54:08Z · en

Selected headings: Accessing the Equipment Tab · Filtering Equipment · Equipment Overview · Creating New Equipment · Importing Equipment · Editing Equipment · Equipment Files

[Related workflow](https://crefieldnotes.com/#visitt-assets) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10055618)

### [How to Log In to Your Account](https://help.visitt.io/en/articles/10425978-how-to-log-in-to-your-account)

Visitt / Getting Started  
Source date: 2026-06-14T08:56:47Z · en

Selected headings: 1. Log In with a One-Time Code · 2. Log In with Your Password · Troubleshooting Login Issues

[Related workflow](https://crefieldnotes.com/#visitt-profile) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10425978)

### [Content: Create and Manage Tenant App Pages](https://help.visitt.io/en/articles/10575297-content-create-and-manage-tenant-app-pages)

Visitt / Tenants & Communication  
Source date: 2026-06-24T07:17:45Z · en

Selected headings: What can Content pages be used for? · How to Add a New Page · Draft and Publish Flow

[Related workflow](https://crefieldnotes.com/#visitt-tenant-branding) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10575297)

### [How to Transfer Responsibilities from One User to Another](https://help.visitt.io/en/articles/10706974-how-to-transfer-responsibilities-from-one-user-to-another)

Visitt / Users & Teams  
Source date: 2026-05-15T09:21:56Z · en

Selected headings: ​ Add the New User · Remove the Leaving User and Transfer Responsibilities

[Related workflow](https://crefieldnotes.com/#visitt-user-access) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10706974)

### [My Property Page - Team Members](https://help.visitt.io/en/articles/10848778-my-property-page-team-members)

Visitt / Team Members  
Source date: 2025-03-25T19:26:32Z · en

Selected headings: My Property Page · Mobile Phone View

· [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10848778)

### [How to Archive and Restore Contacts](https://help.visitt.io/en/articles/11059565-how-to-archive-and-restore-contacts)

Visitt / Tenants & Communication  
Source date: 2025-04-20T14:32:13Z · en

Selected headings: Archiving a Contact · Restoring a Contact from the Archive

[Related workflow](https://crefieldnotes.com/#visitt-tenants) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11059565)

### [Asset lifecycle management](https://help.visitt.io/en/articles/11406807-asset-lifecycle-management)

Visitt / Property Management  
Source date: 2025-05-20T13:58:18Z · en

Selected headings: 1. How to access asset lifecycle · 2. Asset lifecycle view · Top section: summary insights · Bottom section: data input

[Related workflow](https://crefieldnotes.com/#visitt-assets) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11406807)

### [QR Codes for Spaces and Equipment](https://help.visitt.io/en/articles/11479876-qr-codes-for-spaces-and-equipment)

Visitt / Property Management  
Source date: 2025-06-09T10:36:39Z · en

Selected headings: What Happens When You Scan a QR Code? · Where to Find QR Codes in the System

[Related workflow](https://crefieldnotes.com/#visitt-assets) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11479876)

### [How to Reopen a Missed Inspection](https://help.visitt.io/en/articles/11718693-how-to-reopen-a-missed-inspection)

Visitt / Inspections  
Source date: 2026-06-17T06:45:16Z · en

Selected headings: How It Works · Reopening Rules · Step-by-Step: Reopen and Complete a Missed Inspection · Reporting and Scoring

[Related workflow](https://crefieldnotes.com/#visitt-inspection-execution) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11718693)

### [Require On-Site QR Code Scan Before Task Completion](https://help.visitt.io/en/articles/11758404-require-on-site-qr-code-scan-before-task-completion)

Visitt / Inspections  
Source date: 2026-06-14T07:07:20Z · en

Selected headings: 🔍 How It Works · How to Add a QR Task to your Inspection · Example Scenario

[Related workflow](https://crefieldnotes.com/#visitt-inspection-setup) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11758404)

### [How can I troubleshoot work order visibility issues in the Visitt app?](https://help.visitt.io/en/articles/12086538-how-can-i-troubleshoot-work-order-visibility-issues-in-the-visitt-app)

Visitt / Team Members  
Source date: 2025-08-26T06:25:13Z · en

Selected headings: How Can I Troubleshoot Work Order Visibility Issues in the Visitt App?

[Related workflow](https://crefieldnotes.com/#visitt-field-work)

### [Work Orders: FAQ](https://help.visitt.io/en/articles/12648128-work-orders-faq)

Visitt / Work Orders  
Source date: 2025-11-30T13:34:30Z · en

Selected headings: Can an Excel file be uploaded to a Work Order after it has been closed? · How to Set an SLA Automation

### [FAQ - Tenants and contacts](https://help.visitt.io/en/articles/12761604-faq-tenants-and-contacts)

Visitt / Tenants & Communication  
Source date: 2025-11-25T12:35:50Z · en

Selected headings: 1. Contact Roles for Tenants and How to Change Them

### [Visitors Watchlist](https://help.visitt.io/en/articles/12855965-visitors-watchlist)

Visitt / Visitors  
Source date: 2025-12-01T07:29:04Z · en

Selected headings: How the Watchlist Works · Add and Manage Watchlist Entries · Filter the Watchlist by Tenant · Adding a Watchlist Entry · AI-Powered Match Alerts (Beta)

[Related workflow](https://crefieldnotes.com/#visitt-visitors) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-12855965)

### [Team Members App FAQs](https://help.visitt.io/en/articles/12930306-team-members-app-faqs)

Visitt / Team Members  
Source date: 2025-11-25T13:17:00Z · en

Selected headings: My team members not see their inspections · How can I view and edit amenities as a team member?

### [How to Create Recurring Work Orders](https://help.visitt.io/en/articles/13362516-how-to-create-recurring-work-orders)

Visitt / Work Orders  
Source date: 2026-05-13T09:53:05Z · en

Selected headings: What You Can Do with Recurring Work Orders · How to Create a Recurring Schedule · Schedule Frequencies · Automations Behavior

[Related workflow](https://crefieldnotes.com/#visitt-automation) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-13362516)

### [Work Order Acceptance](https://help.visitt.io/en/articles/13618786-work-order-acceptance)

Visitt / Work Orders  
Source date: 2026-04-09T12:00:04Z · en

Selected headings: Accepting a Work Order · How to Accept a Work Order · What Happens after accepting a Work Order? · Auto-accept · What Happens?

[Related workflow](https://crefieldnotes.com/#visitt-work-orders) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-13618786)

### [Work Order Subscribers](https://help.visitt.io/en/articles/13844622-work-order-subscribers)

Visitt / Work Orders  
Source date: 2026-02-25T12:30:35Z · en

Selected headings: What are work order subscribers · How users become subscribers · Managing subscription · What subscribers get notified about

[Related workflow](https://crefieldnotes.com/#visitt-work-orders) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-13844622)

### [Assign User Access by Property Group](https://help.visitt.io/en/articles/14017538-assign-user-access-by-property-group)

Visitt / Settings & Administration  
Source date: 2026-06-07T10:07:14Z · en

Selected headings: What is access by Property Group? · How it works · Step 1 — Check your permissions · Common scenarios · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-user-access) · [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-14017538)

### [Set up and validate tenant COI requirements](https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements)

Visitt / COI  
Source date: 2026-07-23T16:33:18Z · en

Selected headings: What is a Certificate of Insurance (COI)? · What are tenant COI requirements? · Who can set requirements · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-coi) · [Related workflow](https://crefieldnotes.com/#visitt-ai-surfaces) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-14456467)

### [Set up and manage on-call schedules](https://help.visitt.io/en/articles/14791155-set-up-and-manage-on-call-schedules)

Visitt / Users & Teams  
Source date: 2026-05-26T16:36:07Z · en

Selected headings: What is on-call scheduling? · Create an on-call schedule · Edit or delete a schedule · Export a schedule · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-on-call) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-14791155)

### [Out of Office settings](https://help.visitt.io/en/articles/14817343-out-of-office-settings)

Visitt / Settings & Administration  
Source date: 2026-05-12T12:27:43Z · en

Selected headings: What is Out of Office? · How it works · Set up your OOO period · Set up delegation · Common scenarios · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-on-call) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-14817343)

### [Create and Manage Views](https://help.visitt.io/en/articles/14817636-create-and-manage-views)

Visitt / Work Orders  
Source date: 2026-04-30T10:04:59Z · en

Selected headings: What are views? · How it works · Create a new view · Use a saved view · Update sharing on an existing view

[Related workflow](https://crefieldnotes.com/#visitt-reporting) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-14817636)

### [Global Settings: Buildings](https://help.visitt.io/en/articles/14997267-global-settings-buildings)

Visitt / Settings & Administration  
Source date: 2026-05-18T16:47:56Z · en

Selected headings: What is the Buildings page? · How it works · Access the Buildings page · Read the buildings table · Search for a building · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-portfolio-setup) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-14997267)

### [Access and Navigate Settings](https://help.visitt.io/en/articles/15000607-access-and-navigate-settings)

Visitt / Settings & Administration  
Source date: 2026-05-18T17:17:45Z · en

Selected headings: What is Settings? · How to Open Settings · Account Settings · Property Settings · Permissions · FAQ

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-15000607)

### [Configuring Profile Settings](https://help.visitt.io/en/articles/15070433-configuring-profile-settings)

Visitt / Getting Started  
Source date: 2026-07-16T16:35:17Z · en

Selected headings: Opening your profile settings · Active — control your availability · Language · Profile · Details · Notifications · Permissions

[Related workflow](https://crefieldnotes.com/#visitt-profile) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-15070433)

### [What is Visitt?](https://help.visitt.io/en/articles/15078686-what-is-visitt)

Visitt / Getting Started  
Source date: 2026-06-14T07:34:12Z · en

Selected headings: Who is Visitt for? · What can you do with Visitt?

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-15078686)

### [How to Delete Work Orders](https://help.visitt.io/en/articles/15080037-how-to-delete-work-orders)

Visitt / Work Orders  
Source date: 2026-05-29T17:06:45Z · en

Selected headings: Deleting Multiple Work Orders (Bulk Delete) · Deleting a Single Work Order

[Related workflow](https://crefieldnotes.com/#visitt-work-orders) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-15080037)

### [Manage properties in Global Settings](https://help.visitt.io/en/articles/15140151-manage-properties-in-global-settings)

Visitt / Settings & Administration  
Source date: 2026-05-25T07:49:27Z · en

Selected headings: What is the Properties page? · How it works - View all properties · Search for a property · Common scenarios · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-portfolio-setup) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-15140151)

### [Visitt: Platform Capabilities and Solutions](https://help.visitt.io/en/articles/15169030-visitt-platform-capabilities-and-solutions)

Visitt / Getting Started  
Source date: 2026-06-14T07:54:25Z · en

Selected headings: Centralized Work Order Management · Seamless Tenant and Team Communication · End-to-End Vendor and Compliance Management · Integrated Billing and Financial Tracking

· [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-15169030)

### [Navigating and Managing Inspections in Visitt](https://help.visitt.io/en/articles/15181165-navigating-and-managing-inspections-in-visitt)

Visitt / Inspections  
Source date: 2026-06-07T08:55:39Z · en

Selected headings: Access and User Permissions · Understanding the Inspections Tabs · Open Inspections · Calendar · Closed Inspections · Manage Inspections

### [Global Categories](https://help.visitt.io/en/articles/15545550-global-categories)

Visitt / Settings & Administration  
Source date: 2026-07-23T15:38:42Z · en

Selected headings: 1. Access Global Categories · 2. Set up your category structure · 3. Create the default category list · 4. How categories apply to properties

[Related workflow](https://crefieldnotes.com/#visitt-categories) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-15545550)

### [Set Up Primary Properties](https://help.visitt.io/en/articles/16186917-set-up-primary-properties)

Visitt / Property Management  
Source date: 2026-08-05T12:38:35Z · en

Selected headings: What is Primary Properties? · How it works · Enable Primary Properties · Set primary properties for a single user · Bulk-assign primary properties

[Related workflow](https://crefieldnotes.com/#visitt-portfolio-setup) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16186917)

### [Amenities (Visitt+)](https://help.visitt.io/en/articles/16288920-amenities-visitt)

Visitt / Visitt+ (Tenant App)  
Source date: 2026-09-09T08:10:33Z · en

Selected headings: Reserving an Amenity · Managing Amenity Bookings

[Related workflow](https://crefieldnotes.com/#visitt-amenities) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16288920)

### [Visitors Overview](https://help.visitt.io/en/articles/16297178-visitors-overview)

Visitt / Visitt+ (Tenant App)  
Source date: 2026-09-09T07:55:01Z · en

Selected headings: What is Visitors? · How it works · Managing visitors as a property admin via Visitt · Adding a visitor as a tenant via Visitt+

[Related workflow](https://crefieldnotes.com/#visitt-visitors) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16297178)

### [Visitt+ Work Orders: Create and track requests](https://help.visitt.io/en/articles/16297490-visitt-work-orders-create-and-track-requests)

Visitt / Visitt+ (Tenant App)  
Source date: 2026-09-09T07:39:24Z · en

Selected headings: Submitting a Work Order · How to View Your Requests · If You Can't Find a Closed Request

[Related workflow](https://crefieldnotes.com/#visitt-tenant-requests) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16297490)

### [Visitt+ Settings](https://help.visitt.io/en/articles/16302746-visitt-settings)

Visitt / Visitt+ (Tenant App)  
Source date: 2026-09-09T07:30:34Z · en

Selected headings: Getting Started with Visitt+ Settings · Language Preferences · Switch Properties · Managing Notifications · Update Contact Information · Updating Your Name · Changing Email and Phone Number

[Related workflow](https://crefieldnotes.com/#visitt-tenant-start) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16302746)

### [Content: Create and Manage Tenant App Pages](https://help.visitt.io/en/articles/16303007-content-create-and-manage-tenant-app-pages)

Visitt / Visitt+ (Tenant App)  
Source date: 2026-09-09T07:09:05Z · en

Selected headings: What can Content pages be used for? · How to Add a New Page · Draft and Publish Flow

[Related workflow](https://crefieldnotes.com/#visitt-tenant-branding) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16303007)

### [Manage Global Vendors Across Your Portfolio](https://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio)

Visitt / Vendors  
Source date: 2026-08-26T06:43:07Z · en

Selected headings: Vendor Types in Visitt · How it works · Property vendors vs. global vendors · The Verified badge · Common scenarios · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-vendors) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16579477)

### [Getting Started with Visitt+: A Guide for Tenants](https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants)

Visitt / Visitt+ (Tenant App)  
Source date: 2026-09-09T18:41:19Z · en

Selected headings: Step 1 — Log In · Step 2 — Submit a Request · Switching Between Properties · Detailed Guides

[Related workflow](https://crefieldnotes.com/#visitt-tenant-start) · [Related workflow](https://crefieldnotes.com/#visitt-broadcast) · [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16891940)

### [How to Create and Edit Inspections](https://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections)

Visitt / Inspections  
Source date: 2026-06-07T09:29:41Z · en

Selected headings: How to Add a New Inspection · Step 1: Main Info · Step 2: Tasks and Spaces · Step 3: Order

[Related workflow](https://crefieldnotes.com/#visitt-inspection-setup) · [22 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-8799107)

### [How to View and Export Reports](https://help.visitt.io/en/articles/8940479-how-to-view-and-export-reports)

Visitt / Reporting & Analytics  
Source date: 2024-12-18T11:50:04Z · en

Selected headings: Work Order Reports · Inspections Reports · Tenant Reports

[Related workflow](https://crefieldnotes.com/#visitt-reporting) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-8940479)

### [How to Set Work Order Automations](https://help.visitt.io/en/articles/9000597-how-to-set-work-order-automations)

Visitt / Work Orders  
Source date: 2026-05-31T10:54:08Z · en

Selected headings: What are Automations? · How to Create an Automation · Understanding the Automation Logic · When (The Event) · Users (The Recipients)

[Related workflow](https://crefieldnotes.com/#visitt-automation) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9000597)

### [How to View and Complete Open Inspections](https://help.visitt.io/en/articles/9097482-how-to-view-and-complete-open-inspections)

Visitt / Inspections  
Source date: 2025-07-23T17:07:53Z · en

Selected headings: View Open Inspections: · Completing an Open Inspection: · Creating a Work Order from an Inspection · Marking Task Completion

[Related workflow](https://crefieldnotes.com/#visitt-inspection-execution) · [12 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9097482)

### [Actions on Closed Inspections](https://help.visitt.io/en/articles/9097888-actions-on-closed-inspections)

Visitt / Inspections  
Source date: 2026-06-14T09:52:37Z · en

Selected headings: What is a Missed Inspection? · Accessing Your Closed Inspections · Reviewing and Editing Inspection Data · Exporting Inspection Records

[Related workflow](https://crefieldnotes.com/#visitt-inspection-execution) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9097888)

### [How to Edit Inspections](https://help.visitt.io/en/articles/9173074-how-to-edit-inspections)

Visitt / Inspections  
Source date: 2025-04-16T09:20:43Z · en

Selected headings: Accessing Editing Mode · Stage 1: Main Information · Stage 2: Customize tasks and associated spaces for the inspection · Removing Inspections

[Related workflow](https://crefieldnotes.com/#visitt-inspection-setup) · [21 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9173074)

### [How to Create and Manage Visitt Templates](https://help.visitt.io/en/articles/9215888-how-to-create-and-manage-visitt-templates)

Visitt / Settings & Administration  
Source date: 2026-08-28T14:31:21Z · en

Selected headings: Inspection Templates · Creating a New Template · Copying an Existing Inspection to the Library · Broadcast Templates

[Related workflow](https://crefieldnotes.com/#visitt-categories) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9215888)

### [How to Manage Your Categories](https://help.visitt.io/en/articles/9216614-how-to-manage-your-categories)

Visitt / Settings & Administration  
Source date: 2026-05-14T12:39:37Z · en

Selected headings: What are categories? · How to manage your Categories/Subcategories: · Creating a new category: · Creating a Sub Category · Common scenarios · FAQ

[Related workflow](https://crefieldnotes.com/#visitt-categories) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9216614)

### [How to Deactivate or Remove Users from Properties](https://help.visitt.io/en/articles/9217472-how-to-deactivate-or-remove-users-from-properties)

Visitt / Users & Teams  
Source date: 2026-05-15T10:30:05Z · en

Selected headings: 1. Start Here · 2. Choose the Action You Need

[Related workflow](https://crefieldnotes.com/#visitt-user-access) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9217472)

### [How to Manage a User's Profile](https://help.visitt.io/en/articles/9227624-how-to-manage-a-user-s-profile)

Visitt / Users & Teams  
Source date: 2026-05-19T13:00:43Z · en

Selected headings: 1. Start by navigating to the Users tab ​ · ​2. Managing User Profiles

[Related workflow](https://crefieldnotes.com/#visitt-profile) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9227624)

### [Managing Your Tenant App](https://help.visitt.io/en/articles/9242176-managing-your-tenant-app)

Visitt / Tenants & Communication  
Source date: 2026-06-07T10:34:51Z · en

Selected headings: General: Customize Your App's Appearance · 💡 Enabling Visitt AI Smart Category Selection · Requests: Manage Tenant Request Categories · Visitt+ Live Edit

[Related workflow](https://crefieldnotes.com/#visitt-tenant-branding) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9242176)

### [How to Add Users to Your Property](https://help.visitt.io/en/articles/9246330-how-to-add-users-to-your-property)

Visitt / Users & Teams  
Source date: 2026-05-13T20:26:18Z · en

Selected headings: 1. Start by navigating to the User Tab · ​​ ​2. Adding an Existing User to a Property:

[Related workflow](https://crefieldnotes.com/#visitt-user-access) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9246330)

### [Getting Started: A Quick Manager's Guide to the Visitt Platform](https://help.visitt.io/en/articles/9324821-getting-started-a-quick-manager-s-guide-to-the-visitt-platform)

Visitt / Getting Started  
Source date: 2026-06-14T08:38:41Z · en

Selected headings: 1. Status Page · 2. My Work · 3. Notifications · 4. Reports · 5. Work Orders

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9324821)

### [Status Page Explained](https://help.visitt.io/en/articles/9352401-status-page-explained)

Visitt / Status Page  
Source date: 2024-12-18T11:50:41Z · en

Selected headings: What is the Status Page? · Different Status Page Views: · Daily Status View · Visitt+ User Reviews · Metrics View · Portfolio View

[Related workflow](https://crefieldnotes.com/#visitt-reporting) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9352401)

### [Billing Management](https://help.visitt.io/en/articles/9357580-billing-management)

Visitt / Property Management  
Source date: 2026-09-02T13:21:54Z · en

Selected headings: Understanding the Billing Lifecycle · How The Billing Flow Works · Add a Charge to an Open Request · Review and Verify Work Orders

[Related workflow](https://crefieldnotes.com/#visitt-billing) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9357580)

### [How to Use Visitt's Broadcast Messaging](https://help.visitt.io/en/articles/9383612-how-to-use-visitt-s-broadcast-messaging)

Visitt / Tenants & Communication  
Source date: 2026-09-09T08:35:48Z · en

Selected headings: Navigate to Broadcasts · Sending a Broadcast · Broadcast Groups · Accessing Broadcast Groups · Creating a Broadcast Group

[Related workflow](https://crefieldnotes.com/#visitt-broadcast) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9383612)

### [Manage Your Tenants in Visitt](https://help.visitt.io/en/articles/9394000-manage-your-tenants-in-visitt)

Visitt / Tenants & Communication  
Source date: 2025-02-23T10:42:55Z · en

Selected headings: Managing Tenants · Overview : · Contacts · Authorized Spaces · Documents · Billing · Creating and Archiving Tenants ​ · Adding Contacts · Updating Contacts

[Related workflow](https://crefieldnotes.com/#visitt-tenants) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9394000)

### [Visitt Amenities for Property Managers](https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers)

Visitt / Property Management  
Source date: 2026-06-14T09:10:30Z · en

Selected headings: How does the Amenities feature help property managers? · Bookings · How to Process Tenant Bookings · Filters · Creating and Managing Amenities

[Related workflow](https://crefieldnotes.com/#visitt-amenities) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9414363)

### [Visitors Overview](https://help.visitt.io/en/articles/9414566-visitors-overview)

Visitt / Visitors  
Source date: 2024-08-19T21:24:39Z · en

Selected headings: How to Manage Your Visitors in Visitt+ · Visitt+ Tenant View

[Related workflow](https://crefieldnotes.com/#visitt-visitors) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9414566)

### [Managing Packages](https://help.visitt.io/en/articles/9448312-managing-packages)

Visitt / Tenants & Communication  
Source date: 2024-08-19T21:21:24Z · en

Selected headings: What is the Packages Feature? · Adding a Package · Viewing and Editing Package Details · Notifications

[Related workflow](https://crefieldnotes.com/#visitt-packages) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9448312)

### [Documents in Visitt](https://help.visitt.io/en/articles/9491071-documents-in-visitt)

Visitt / Property Management  
Source date: 2026-06-17T07:20:44Z · en

Selected headings: Viewing and Creating Documents · Uploading Files · History · Removing Documents · Managing Tags · Exporting Documents

[Related workflow](https://crefieldnotes.com/#visitt-documents) · [10 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9491071)

### [Managing Vendors](https://help.visitt.io/en/articles/9529819-managing-vendors)

Visitt / Vendors  
Source date: 2026-08-26T06:45:52Z · en

Selected headings: Adding Vendors · Assigning a Vendor to Work Orders · Additional Features

[Related workflow](https://crefieldnotes.com/#visitt-vendors) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9529819)

### [Visitt AI Capabilities](https://help.visitt.io/en/articles/9697354-visitt-ai-capabilities)

Visitt / Getting Started  
Source date: 2024-08-19T21:30:12Z · en

Selected headings: Similarity Detection in Work Orders · AI-Generated Titles for Work Orders · Enhanced Communication with AI-Assisted Chat · Work Order Categorization

[Related workflow](https://crefieldnotes.com/#visitt-ai-surfaces) · [6 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9697354)

### [How to View and Export Charges](https://help.visitt.io/en/articles/9730300-how-to-view-and-export-charges)

Visitt / Property Management  
Source date: 2024-08-21T10:49:33Z · en

Selected headings: Billing Page · Exporting Charges

[Related workflow](https://crefieldnotes.com/#visitt-billing) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9730300)

### [Managing Visitors: A Complete Guide](https://help.visitt.io/en/articles/9753729-managing-visitors-a-complete-guide)

Visitt / Visitors  
Source date: 2025-09-09T10:18:49Z · en

Selected headings: Start Here · Adding a New Visitor · ​ Viewing and Managing Added Visitors · Filtering and Viewing Visitor Information

[Related workflow](https://crefieldnotes.com/#visitt-visitors) · [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9753729)

### [How to Change User Permissions](https://help.visitt.io/en/articles/9820788-how-to-change-user-permissions)

Visitt / Users & Teams  
Source date: 2026-08-25T17:27:21Z · en

[Related workflow](https://crefieldnotes.com/#visitt-user-access) · [4 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9820788)

### [Tenants Page for Team Members](https://help.visitt.io/en/articles/9834296-tenants-page-for-team-members)

Visitt / Team Members  
Source date: 2024-09-24T08:37:31Z · en

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9834296)

### [Inspections Overview for Team Members](https://help.visitt.io/en/articles/9834329-inspections-overview-for-team-members)

Visitt / Team Members  
Source date: 2024-09-23T23:26:58Z · en

Selected headings: Viewing Your Inspections · Completing an Open Inspection:

· [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9834329)

### [My Property: Page Overview](https://help.visitt.io/en/articles/9997072-my-property-page-overview)

Visitt / Property Management  
Source date: 2025-10-21T11:40:37Z · en

Selected headings: Start Here · Navigating through the building · Removing a building: · Building Address · Main Screen Display · Search and Filtering Functionalities

[Related workflow](https://crefieldnotes.com/#visitt-portfolio-setup) · [24 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9997072)

### [הוספת אתרים לדיירים](https://help.visitt.io/he/articles/10129781-הוספת-אתרים-לדיירים)

Visitt / Other language / unclassified  
Source date: 2025-05-06T10:57:04Z · he

Selected headings: התחל כאן · ניהול שטחים מתוך טבלת הדיירים · ניהול שטחים דרך פרופיל הדייר · שטחים מושכרים · אתרים מורשים · הוספת שטחים משותפים

[Related workflow](https://crefieldnotes.com/#visitt-tenants) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10129781)

### [כיצד להתחבר לאפליקציית הדיירים Visitt+](https://help.visitt.io/he/articles/10696725-כיצד-להתחבר-לאפליקציית-הדיירים-visitt)

Visitt / Other language / unclassified  
Source date: 2026-08-04T18:52:26Z · he

Selected headings: תחילה, יש להיות רשומים · התחברות לחשבון · מעבר בין נכסים · פתרון בעיות בהתחברות

· [1 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-10696725)

### [עמוד סטאטוס - ציון תפעולי](https://help.visitt.io/he/articles/11333068-עמוד-סטאטוס-ציון-תפעולי)

Visitt / Other language / unclassified  
Source date: 2025-07-01T08:07:45Z · he

Selected headings: מהו הציון התפעולי בעמוד הסטאטוס , ולמה הוא חשוב? · מהם 5 התחומים? · ממה מורכב הציון? · דוגמא: · אחזקה מונעת · מסמכים

[Related workflow](https://crefieldnotes.com/#visitt-reporting) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11333068)

### [השלמת משימות שפוספסו](https://help.visitt.io/he/articles/11640168-השלמת-משימות-שפוספסו)

Visitt / Other language / unclassified  
Source date: 2025-06-23T11:11:33Z · he

Selected headings: מי יכול לפתוח מחדש משימות שפוספסו? · אילו סוגי משימות ניתן לפתוח מחדש? · שלב אחר שלב: איך פותחים משימה שהוחמצה? · 💡נקודות חשובות

[Related workflow](https://crefieldnotes.com/#visitt-inspection-execution) · [9 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11640168)

### [אישורים ביטוחיים לדיירים ולקבלני משנה](https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה)

Visitt / Other language / unclassified  
Source date: 2026-08-04T11:40:12Z · he

Selected headings: 1. התחלה · 2. הוספת אישור ביטוחי לדייר · 3. הוספת אישור ביטוחי לקבלני משנה · 5. כיצד לחדש אישור ביטוחי

[Related workflow](https://crefieldnotes.com/#visitt-coi) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-11813819)

### [כיצד להתחבר לאפליקציית הדיירים Visitt+](https://help.visitt.io/he/articles/16288180-כיצד-להתחבר-לאפליקציית-הדיירים-visitt)

Visitt / Other language / unclassified  
Source date: 2026-09-09T07:50:15Z · he

Selected headings: תחילה, יש להיות רשומים · התחברות לחשבון · מעבר בין נכסים · פתרון בעיות בהתחברות

[Related workflow](https://crefieldnotes.com/#visitt-tenant-start) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-16288180)

### [מבט כולל על עמוד קריאות](https://help.visitt.io/he/articles/9184327-מבט-כולל-על-עמוד-קריאות)

Visitt / Other language / unclassified  
Source date: 2025-08-11T07:14:25Z · he

Selected headings: קריאות פתוחות · כל הקריאות · יומן · אוטומציות · תבניות · ייצוא קריאות

[Related workflow](https://crefieldnotes.com/#visitt-work-orders) · [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9184327)

### [סוגי משתמשים ב Visitt](https://help.visitt.io/he/articles/9214822-סוגי-משתמשים-ב-visitt)

Visitt / Other language / unclassified  
Source date: 2025-10-19T12:30:57Z · he

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9214822)

### [הוספת מבקרים](https://help.visitt.io/he/articles/9448128-הוספת-מבקרים)

Visitt / Other language / unclassified  
Source date: 2026-08-12T07:24:03Z · he

· [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9448128)

### [איך ליצור קריאות עבודה ב +Visitt](https://help.visitt.io/he/articles/9448192-איך-ליצור-קריאות-עבודה-ב-visitt)

Visitt / Other language / unclassified  
Source date: 2025-07-27T12:58:05Z · he

Selected headings: פתיחת קריאת עבודה · מעקב אחר קריאות העבודה

[Related workflow](https://crefieldnotes.com/#visitt-tenant-requests) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9448192)

### [הזמנת שירותים](https://help.visitt.io/he/articles/9465215-הזמנת-שירותים)

Visitt / Other language / unclassified  
Source date: 2025-02-16T10:21:44Z · he

Selected headings: הזמנת שירות · ניהול ההזמנות שלי

· [7 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9465215)

### [איך לטפל בקריאות שירות: מדריך למנהלים ואנשי שטח](https://help.visitt.io/he/articles/9503089-איך-לטפל-בקריאות-שירות-מדריך-למנהלים-ואנשי-שטח)

Visitt / Other language / unclassified  
Source date: 2025-09-01T12:18:03Z · he

Selected headings: מנהלים: · אנשי שטח: · איך מטפלים בקריאה · התאמת התצוגה (זמין באפליקציה בלבד)

[Related workflow](https://crefieldnotes.com/#visitt-field-work) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9503089)

### [ניהול ההתראות שלי](https://help.visitt.io/he/articles/9556404-ניהול-ההתראות-שלי)

Visitt / Other language / unclassified  
Source date: 2025-07-06T10:46:16Z · he

[Related workflow](https://crefieldnotes.com/#visitt-tenant-start) · [2 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9556404)

### [איך לשנות את ההגדרות ב +Visitt](https://help.visitt.io/he/articles/9737118-איך-לשנות-את-ההגדרות-ב-visitt)

Visitt / Other language / unclassified  
Source date: 2026-08-12T06:50:04Z · he

Selected headings: התחל כאן · שינוי שפה: · בחירת נכס · התראות: · עדכון פרטים אישיים: · עדכון שם · עדכון כתובת המייל או הטלפון

· [5 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9737118)

### [ניהול וביצוע קריאות שבר (אנשי שטח)](https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח)

Visitt / Other language / unclassified  
Source date: 2025-09-01T12:16:55Z · he

Selected headings: איך לצפות בקריאות שלי · התאמת התצוגה · איך לטפל בקריאה · צפיה ועריכה של פרטי הקריאה · תקשורת תוך צוותית

[Related workflow](https://crefieldnotes.com/#visitt-field-work) · [Related workflow](https://crefieldnotes.com/#visitt-ai-surfaces) · [8 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9842720)

### [כיצד ליצור קריאת עבודה: תהליך חדש ומשופר](https://help.visitt.io/he/articles/9881125-כיצד-ליצור-קריאת-עבודה-תהליך-חדש-ומשופר)

Visitt / Other language / unclassified  
Source date: 2026-08-04T08:57:04Z · he

Selected headings: שלב 1: פתיחת טופס הקריאה · שלב 2: מילוי הפרטים · שלב 3: שיוך והגדרת עדיפות

[Related workflow](https://crefieldnotes.com/#visitt-work-orders) · [3 source assets](https://crefieldnotes.com/ui-gallery.html?source=visitt-9881125)

### [My Property Page FAQs](https://help.visitt.io/en/articles/12701577-my-property-page-faqs)

Visitt / Property Management  
Source date: 2025-11-16T11:25:23Z · en

Selected headings: I want to remove a property from my account,What should I do? · What file types can be uploaded?

No matching indexed article. Try different terms or inspect the original help center.

## Use this with agents

Supply the [complete package (including the text knowledge base)](https://crefieldnotes.com/downloads.html) to your agent, then ask it to use `knowledge-base/search.py`. Workflow records include steps, scoped detail, sources and UI asset IDs. The [guide](https://crefieldnotes.com/knowledge-base-guide.html) specifies how to answer and when to report that the evidence is insufficient.