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Product evidence / Task journeysDownload Markdown

Cove and Visitt UI task journeys

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

13 goal-based maps connect all 58 documented flow maps. Start with the two screen-by-screen reservation examples, then use the broader operational maps to follow actor handoffs.

Start with a matched task: Cove reservation · Visitt reservation · Suggested demo questions.

Evidence boundary. Stages inside each source flow are documented. Arrows between flows are analytical reconstructions unless a cited page explicitly states the handoff. No authenticated end-to-end journey was executed; historical video frames do not prove the current screen layout.

Launch a building and invite its tenant team

Cove · connected task map

Make a configured property usable by the right building and tenant roles.

TriggerA new site or tenant organization is added.
ResultA tenant can enter the branded app with the correct permissions.
Evidence5 linked task segments · 2 video/animation references

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Configure property structure and information evidence thumbnail

Configure property structure and information

Buildings, floors, suites → Property Info → Resources

Actor: Property administrator

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

Handoff: Property record and hierarchy are available for tenant setup.

02Manage tenants, leases and offboarding evidence thumbnail

Manage tenants, leases and offboarding

Directory → Tenant organizations → Leases

Actor: Property administrator

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

Handoff: Associate the organization and its people with the site.

03Invite users and assign access evidence thumbnail

Invite users and assign access

Directory → Add users / bulk upload → Roles

Actor: Property administrator

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

Handoff: Invite building and tenant users.

04Tenant administrator user management evidence thumbnail

Tenant administrator user management

Tenant Admin User Manager

Actor: Tenant administrator

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

Handoff: Delegate people management to the tenant administrator.

05Configure the tenant home and content evidence thumbnail

Configure the tenant home and content

App Screens → Highlights → Spotlights → Quick Actions

Actor: Property administrator

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

Handoff: Publish the actions and content the tenant will see.

Decision points

  • Which role can see each building, space and app action?
  • What happens when a tenant or user is offboarded?

Live-demo validation

  • Create a test tenant and user; confirm visibility in the mobile app and dashboard.

Relevant recordings and animations

Resolve a tenant request and create its charge

Cove · connected task map

Follow a tenant issue from intake through assignment, field execution, charging and review.

TriggerA tenant submits a service request.
ResultThe work record is completed and the appropriate tenant charge is visible.
Evidence9 linked task segments · 6 video/animation references

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Create a service request evidence thumbnail

Create a service request

Tenant app / dashboard → Submit Work Order

Actor: Tenant and property team

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

Handoff: A request record enters the property team's queue.

02Route, assign and escalate work evidence thumbnail

Route, assign and escalate work

Work Orders → Assignments & Routing → Work Groups

Actor: Operations manager

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

Handoff: Rules or a manager assign the responsible team.

03Coordinate tenant and property-team chat evidence thumbnail

Coordinate tenant and property-team chat

Tenant / property-team conversation

Actor: Tenant and property team

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

Handoff: Clarify scope and communicate status where chat is enabled.

04Record field work and satisfy completion rules evidence thumbnail

Record field work and satisfy completion rules

Mobile Work Order → Notes, labor, materials → Complete

Actor: Engineer

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

Handoff: Engineer records work and satisfies required completion fields.

05Configure and use time cards evidence thumbnail

Configure and use time cards

Time Cards

Actor: Engineer and property manager

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

Handoff: Time is recorded or reviewed if that module is used.

06Estimate and bill tenant work evidence thumbnail

Estimate and bill tenant work

Estimates → Billable Charges → Tenant Invoices

Actor: Property team and tenant approver

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

Handoff: Property team reviews estimate and creates the tenant invoice.

07Build views, reports and insight boards evidence thumbnail

Build views, reports and insight boards

Reports / Insight Boards

Actor: Property and regional manager

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

Handoff: Manager reviews service and billing metrics.

08Inspect the activity log evidence thumbnail

Inspect the activity log

Activity Log

Actor: Property administrator

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

Handoff: Administrator inspects recorded changes.

09Review CoveAI entry points and review controls evidence thumbnail

Review CoveAI entry points and review controls

CoveAI entry points

Actor: Property team and engineer

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

Handoff: AI assistance may help with writing or extraction; human review remains a separate step.

Decision points

  • Is approval needed before billable work?
  • Can the engineer close without required evidence?
  • Is a tenant invoice the final accounting record?

Live-demo validation

  • Submit one billable and one non-billable request; trace record IDs across assignment, completion and invoice.

Relevant recordings and animations

Plan, inspect and close maintenance work

Cove · connected task map

Set up equipment and recurring tasks, execute on site and inspect performance across buildings.

TriggerEquipment or a recurring procedure is created.
ResultCompleted work and inspection history can be reviewed at site or network level.
Evidence6 linked task segments · 8 video/animation references

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Associate and scan equipment QR codes evidence thumbnail

Associate and scan equipment QR codes

Equipment → Associate QR → Scan

Actor: Engineer

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

Handoff: The engineer can open equipment context in the field.

02Schedule recurring work orders evidence thumbnail

Schedule recurring work orders

Recurring Work Orders → Template / Schedule

Actor: Operations manager

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

Handoff: A recurring work item is generated when due.

03Set up and execute preventive maintenance evidence thumbnail

Set up and execute preventive maintenance

Maintenance → Equipment → Procedure → Task

Actor: Engineer and operations manager

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

Handoff: Assigned preventive work can be executed and recorded.

04Create, assign and complete inspections evidence thumbnail

Create, assign and complete inspections

Inspections → Create → Assign → Complete

Actor: Operations manager and engineer

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

Handoff: Inspection evidence and status are recorded.

05Manage maintenance across a network evidence thumbnail

Manage maintenance across a network

Network Maintenance → Site switcher

Actor: Regional manager and engineer

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

Handoff: Regional staff can review work across sites.

06Build views, reports and insight boards evidence thumbnail

Build views, reports and insight boards

Reports / Insight Boards

Actor: Property and regional manager

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

Handoff: Manager reviews completion and exception patterns.

Decision points

  • Does a failed inspection automatically create corrective work?
  • How are overdue tasks escalated?

Live-demo validation

  • Scan equipment at a property; finish a PM and an inspection; trace any corrective record.

Relevant recordings and animations

Reserve a room from the tenant app

Cove · screen-level example

Configure a reservable space, let a tenant choose a slot, then handle approval and charges.

TriggerA tenant needs a conference room or other amenity.
ResultA requested or confirmed reservation is visible to tenant and property team.
Evidence6 linked task segments · 4 video/animation references

Screen-by-screen example

These are the most concrete public screen sequences. The labels describe the documented action and do not imply a measured click count.

Cove tenant sequence — original composite, screens 1–6 from left to right. Availability → room details → edit date → add dates → review / Complete Request → Requested. Scroll horizontally to read the screens, or open the original. This image does not show a waiver, questionnaire or accounting completion.
Six Cove tenant reservation screens from availability to Requested confirmation

1. Entry and availability

Tenant · Tenant home → Reserve Amenities quick action or Highlight → date, start and duration → available spaces.

Composite screen 1 shows availability and a room choice; the home-screen entry is documented rather than pictured here. Original source · Gallery

2. Space and time

Tenant · Open space → review room details and availability → edit date/time; optional multi-date selection.

Composite screens 2–4 show room details, date editing and multiple dates. Original source · Gallery

3. Review and submit

Tenant · Review the selected dates, then tap Complete Request (composite screen 5).

The composite does not show a questionnaire or waiver. Any conditional requirements need their own guide or live demonstration. Original source · Gallery

4. Result

Tenant · View Requested or Confirmed reservation; each selected date is a separate record.

Composite screen 6 visibly shows Requested. A Confirmed result and the approval rules require the linked guide or a live demonstration. Original source · Gallery

5. Approval branch

Property team · Requested Reservations → Reservation Details → approve or deny, with optional reason.

Approval branch source image

Animated official help-center sequence; current layout may differ. Original source · Gallery

6. After booking

Property team · Amenity Reservations → open record → review charge, reminder and linked work orders when configured.

After booking source image

Final payment/accounting posting is not established by the public UI evidence. Original source · Gallery

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Configure amenity inventory and booking policies evidence thumbnail

Configure amenity inventory and booking policies

Reservation Setup → Amenity Setup → Category / Space / Policies

Actor: Property administrator

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

Handoff: Building team publishes capacity, schedule, rules and optional credits.

02Configure the tenant home and content evidence thumbnail

Configure the tenant home and content

Tenant home → Reserve Amenities quick action / Highlight

Actor: Property administrator

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

Handoff: The tenant reaches the booking entry point.

03Reserve, approve and bill amenities evidence thumbnail

Reserve, approve and bill amenities

Reserve Amenities → Availability → Space → Reservation Time → Complete Request

Actor: Tenant and property team

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

Handoff: Each selected date becomes an individual reservation record.

04Configure waiver questions and capture responses evidence thumbnail

Configure waiver questions and capture responses

Waivers / booking questions

Actor: Property team and tenant

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

Handoff: The tenant supplies required questions or signatures when configured.

05Reserve, approve and bill amenities evidence thumbnail

Reserve, approve and bill amenities

Requested Reservations → Reservation Details → Approve / Deny

Actor: Tenant and property team

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

Handoff: Property team resolves a request when approval is required.

06Reserve, approve and bill amenities evidence thumbnail

Reserve, approve and bill amenities

Amenity Reservations → Billing / Reminders

Actor: Tenant and property team

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

Handoff: Team reviews fees, reminders and any linked work orders.

Decision points

  • Available slot?
  • Approval required?
  • Fee or credit applies?
  • Edit or cancel after submission?

Live-demo validation

  • Show the tenant, approver and billed-booking views on one test reservation; verify time-zone behavior and linked work orders.

Relevant recordings and animations

Register arrivals and manage access

Cove · related task branches

Prepare individual or group guests, handle check-in and connect related access and package tasks.

TriggerA tenant expects visitors or a delivery.
ResultThe arrival and any package handoff have a visible status.
Evidence4 linked task segments · 4 video/animation references

Parallel task branches share the same operating context; they are not one enforced transaction.

01Register and check in visitors evidence thumbnail

Register and check in visitors

Visitor Management → Register → Check-in

Actor: Tenant administrator and front desk

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

Handoff: Guest is expected and front desk can process arrival.

02Manage group visits and bulk uploads evidence thumbnail

Manage group visits and bulk uploads

Groups → Bulk Visitor Upload

Actor: Tenant administrator and front desk

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

Handoff: For events or larger visits, import multiple attendees.

03Set up and revoke mobile credentials evidence thumbnail

Set up and revoke mobile credentials

Mobile Credential Setup → Issue / Revoke

Actor: Tenant and property administrator

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

Handoff: Tenant access credential is a separate related path.

04Record and manage delivered packages evidence thumbnail

Record and manage delivered packages

Packages → Register → Notify → Collect

Actor: Front desk and tenant

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

Handoff: Delivery reception and pickup run as a parallel front-desk path.

Decision points

  • Individual or group arrival?
  • Watchlist or access exception?
  • Is credential issuance required for this person?

Live-demo validation

  • Register one visitor and one group; show front-desk check-in, notifications and access exception handling.

Relevant recordings and animations

Publish building content and measure response

Cove · related task branches

Run tenant-facing campaigns, events, building displays and feedback collection.

TriggerProperty team has an announcement or event to publish.
ResultTenant sees the content and the team can inspect participation or responses.
Evidence5 linked task segments · 8 video/animation references

Parallel task branches share the same operating context; they are not one enforced transaction.

01Publish events and manage participation evidence thumbnail

Publish events and manage participation

Events → Create → RSVP → Check-in

Actor: Property team

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

Handoff: Publish an event and track attendance.

02Compose, target and measure announcements evidence thumbnail

Compose, target and measure announcements

Email Builder → Recipients → Send → Metrics

Actor: Property team

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

Handoff: Target an announcement and review delivery.

03Configure building displays evidence thumbnail

Configure building displays

Displays → Layout → Device setup

Actor: Property administrator

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

Handoff: Publish building display content as a separate channel.

04Create, distribute and review surveys evidence thumbnail

Create, distribute and review surveys

Surveys → Audience → Send → Responses

Actor: Property team

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

Handoff: Collect feedback from the chosen audience.

05Build views, reports and insight boards evidence thumbnail

Build views, reports and insight boards

Reports / Insight Boards

Actor: Property and regional manager

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

Handoff: Review engagement data where available.

Decision points

  • Which tenant segments see the content?
  • Is event attendance linked to survey response?

Live-demo validation

  • Publish one test event and announcement, then inspect tenant rendering and response records.

Relevant recordings and animations

Operate compliance, procurement and incident controls

Cove · related task branches

Map related administrator tasks that share oversight but are not proven as one enforced workflow.

TriggerA COI, purchase request or incident needs handling.
ResultEach record has an owner, state and review path.
Evidence4 linked task segments · 6 video/animation references

Parallel task branches share the same operating context; they are not one enforced transaction.

01Configure, review and track insurance certificates evidence thumbnail

Configure, review and track insurance certificates

COI → Requirements → Extraction Review → Compliance

Actor: Compliance administrator

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

Handoff: Review certificate evidence and exceptions.

02Create and manage purchase orders evidence thumbnail

Create and manage purchase orders

Purchase Orders → Request → Approval → Export

Actor: Property team and approver

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

Handoff: Create and approve a purchase record.

03Configure incident routing and review reports evidence thumbnail

Configure incident routing and review reports

Incidents → Categories → Routing → Report

Actor: Property manager and operations team

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

Handoff: Route and review an incident report.

04Inspect the activity log evidence thumbnail

Inspect the activity log

Activity Log

Actor: Property administrator

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

Handoff: Inspect the resulting changes where recorded.

Decision points

  • Who owns each exception?
  • Do PO, incident and COI records actually link to one another?

Live-demo validation

  • Ask for a live exception trace, including permission checks and audit event IDs.

Relevant recordings and animations

Configure a property and onboard a tenant

Visitt · connected task map

Create the property structure, access roles and tenant-facing entry point.

TriggerA new property or tenant is being launched.
ResultStaff and tenant can enter the right property context.
Evidence7 linked task segments · 1 video/animation references

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Configure properties and operational scope evidence thumbnail

Configure properties and operational scope

Global Settings → Buildings / Properties

Actor: Global administrator

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

Handoff: Define the operating scope.

02Configure global categories and templates evidence thumbnail

Configure global categories and templates

Global Categories → Local Categories → Templates

Actor: Property and global administrator

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

Handoff: Standardize classifications and reusable work.

03Invite users, assign access and hand off responsibilities evidence thumbnail

Invite users, assign access and hand off responsibilities

Users → Invite → Property Access → Permissions

Actor: Property and global administrator

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

Handoff: Grant staff the appropriate scope.

04Manage tenant records, contacts and access evidence thumbnail

Manage tenant records, contacts and access

Tenants → Contacts → Property association

Actor: Property team

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

Handoff: Set the tenant directory and contacts.

05Configure tenant branding and content pages evidence thumbnail

Configure tenant branding and content pages

Tenant App Settings → Branding → Pages

Actor: Property administrator

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

Handoff: Publish the tenant-facing property experience.

06Tenant login, property switching and preferences evidence thumbnail

Tenant login, property switching and preferences

Login code → Home → Property switcher

Actor: Tenant

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

Handoff: Tenant enters the app and chooses property context.

07Configure staff profile and notification settings evidence thumbnail

Configure staff profile and notification settings

Profile → Notifications / Preferences

Actor: Property team member

  1. Log in
  2. Open the profile
  3. Configure personal details and preferences
  4. Review notification and permission controls

Handoff: Staff member tunes personal settings.

Decision points

  • What data is inherited globally versus overridden by a property?
  • Can a tenant see only their assigned locations?

Live-demo validation

  • Launch a sandbox property, invite one manager and tenant, and verify effective access.

Relevant recordings and animations

Turn a tenant issue into completed, billable work

Visitt · connected task map

Trace intake, work-order ownership, field updates, tenant approval, accounting transfer and reporting.

TriggerTenant submits an issue in Visitt+.
ResultCompleted work and eligible charges reach a visible export or sync state.
Evidence8 linked task segments · 0 video/animation references

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Submit and track tenant requests evidence thumbnail

Submit and track tenant requests

Visitt+ → + → New request → Open / Closed requests

Actor: Tenant

  1. Create a request
  2. Add category, description and attachments
  3. Inspect open and closed requests
  4. Message the property team

Handoff: Request is visible to the tenant and property team.

02Create, accept and manage work requests evidence thumbnail

Create, accept and manage work requests

Work Orders → Open → Detail / Acceptance

Actor: Property team

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

Handoff: Manager accepts and owns the operational ticket.

03Configure routing and recurring requests evidence thumbnail

Configure routing and recurring requests

Work Orders → Automation / Recurring Schedules

Actor: Operations manager

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

Handoff: Rules assign people, priority or SLA where configured.

04Create on-call schedules and arrange coverage evidence thumbnail

Create on-call schedules and arrange coverage

On-call Schedule → Rotation / Replacement

Actor: Global administrator and on-call engineer

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

Handoff: Coverage handles after-hours assignment.

05Complete work from the field evidence thumbnail

Complete work from the field

My Work → Request detail → Updates → Complete

Actor: Engineer

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

Handoff: Engineer records work and status.

06Approve charges and verify accounting transfer evidence thumbnail

Approve charges and verify accounting transfer

Billable Items → Tenant Approval → Sync / Export

Actor: Property manager, tenant approver and accounting

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

Handoff: Manager and accounting review eligible charges and transfer state.

07Use portfolio status, reports and shared views evidence thumbnail

Use portfolio status, reports and shared views

Reports → Views → Export

Actor: Property and regional manager

  1. Review status metrics
  2. Inspect operational reports
  3. Define a saved view
  4. Configure sharing and export

Handoff: Portfolio team examines completion and cost patterns.

08Inspect AI assistance in operational workflows evidence thumbnail

Inspect AI assistance in operational workflows

Work-order AI assistance

Actor: Property team and engineer

  1. Review related-request suggestions
  2. Inspect title and category assistance
  3. Review writing assistance
  4. Inspect certificate analysis

Handoff: Related-request, title, category or writing assistance is reviewed in context.

Decision points

  • Awaiting acceptance or auto-assigned?
  • On-call coverage needed?
  • Tenant approval required?
  • Did the accounting system acknowledge the export?

Live-demo validation

  • Use a billable tenant request and trace IDs from tenant chat through posted accounting entry; public evidence stops at export/sync state.

Complete an inspection and correct a missed task

Visitt · connected task map

Set up assets and a scheduled inspection, verify field presence and deal with exceptions.

TriggerA scheduled inspection is due.
ResultA completed or reopened inspection has an auditable reason and any corrective work is tracked.
Evidence6 linked task segments · 4 video/animation references

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Manage spaces, equipment and lifecycle information evidence thumbnail

Manage spaces, equipment and lifecycle information

Spaces / Equipment → QR context

Actor: Property manager and engineer

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

Handoff: Define the location and equipment being checked.

02Design inspections and require on-site verification evidence thumbnail

Design inspections and require on-site verification

Inspections → Template → Tasks / Locations / QR requirement

Actor: Operations manager

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

Handoff: Design the route and verification rules.

03Complete, review and reopen inspections evidence thumbnail

Complete, review and reopen inspections

Open Inspections → Task detail → Complete / Reopen

Actor: Engineer and operations manager

  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

Handoff: Engineer completes tasks; manager may reopen an eligible missed item.

04Create, accept and manage work requests evidence thumbnail

Create, accept and manage work requests

Inspection → New Work Order → Finish inspection → Work Orders

Actor: Property team

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

Handoff: The Visitt inspection guide says a work order started during an inspection is officially created after the inspection is finished.

05Complete work from the field evidence thumbnail

Complete work from the field

My Work → Updates → Complete

Actor: Engineer

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

Handoff: Engineer closes any related corrective ticket.

06Use portfolio status, reports and shared views evidence thumbnail

Use portfolio status, reports and shared views

Reports / Shared Views

Actor: Property and regional manager

  1. Review status metrics
  2. Inspect operational reports
  3. Define a saved view
  4. Configure sharing and export

Handoff: Manager reviews missed and late work.

Decision points

  • QR scan required?
  • What happens when the inspection is missed?
  • Does the corrective work order appear only after Finish inspection?

Live-demo validation

  • Run one on-time and one missed inspection; show reopen reason and the corrective work-order linkage after completion.

Relevant recordings and animations

Book a room and prepare it for use

Visitt · screen-level example

Configure an amenity, let the tenant book it, and show the manager's approval, work-order and billing paths.

TriggerA tenant wants a reservable room or resource.
ResultTenant sees booking state, property team handles it, and preparation work is completed.
Evidence6 linked task segments · 1 video/animation references

Screen-by-screen example

These are the most concrete public screen sequences. The labels describe the documented action and do not imply a measured click count.

1. Entry

Tenant · Visitt+ home → yellow + → Book amenity.

Entry source image

Official help-center screenshot. Original source · Gallery

2. Space and form

Tenant · Choose a space → review image, capacity and price → select date/time and enter required details → Book.

Space and form source image

Official help-center screenshot; specific fields vary by property. Original source · Gallery

3. Booking status

Tenant · Amenities → booking list → open booking; see status and chat with the building team.

Booking status source image

Official animated help-center UI shows later booking views, not the creation tap sequence. Original source · Gallery

4. Approval branch

Property team · Amenities → Bookings → approve, reject, edit or cancel; switch to calendar if needed.

Approval branch source image

Documented manager guide; exact tenant notification handoff should be checked. Original source · Gallery

5. Preparation and charge

Property team · Open the work order triggered by the booking → complete preparation; inspect billable charge/export state where configured.

Preparation and charge source image

Work-order trigger is documented; complete accounting handoff is vendor claim plus analytical join. Original source · Gallery

Left to right: reconstructed cross-module handoffs. Read the numbered evidence cards below to inspect each documented segment.

01Configure and reserve amenities evidence thumbnail

Configure and reserve amenities

Amenities → Manage Amenities → Rules / Pricing

Actor: Tenant and property team

  1. Review amenity settings
  2. Select the space and time
  3. Submit a booking
  4. Inspect booking details and communication

Handoff: Property manager sets capacity, slots, cost, hours and booking questions.

02Tenant login, property switching and preferences evidence thumbnail

Tenant login, property switching and preferences

Visitt+ home → + → Book amenity

Actor: Tenant

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

Handoff: Tenant opens the creation path.

03Configure and reserve amenities evidence thumbnail

Configure and reserve amenities

Book amenity → Space → Date and time → Notes → Book

Actor: Tenant and property team

  1. Review amenity settings
  2. Select the space and time
  3. Submit a booking
  4. Inspect booking details and communication

Handoff: Booking appears under Amenities with its status.

04Configure and reserve amenities evidence thumbnail

Configure and reserve amenities

Amenities → Bookings → Approve / Reject / Edit

Actor: Tenant and property team

  1. Review amenity settings
  2. Select the space and time
  3. Submit a booking
  4. Inspect booking details and communication

Handoff: Manager handles the pending request; the animated UI illustrates later booking views.

05Create, accept and manage work requests evidence thumbnail

Create, accept and manage work requests

Work Orders → Amenity preparation record

Actor: Property team

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

Handoff: Official manager guide says a booking creates a work order for preparation.

06Approve charges and verify accounting transfer evidence thumbnail

Approve charges and verify accounting transfer

Billable item / export state

Actor: Property manager, tenant approver and accounting

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

Handoff: Vendor marketing says bookings flow to billing; exact ledger handoff needs a live demonstration.

Decision points

  • Is the slot available?
  • Is approval needed?
  • Does a charge appear before or after approval?
  • Who completes the setup work order?

Live-demo validation

  • Book a paid room in a sandbox account; follow the same booking ID through approval, preparation work and accounting export.

Relevant recordings and animations

Handle a tenant's visitors, packages and building updates

Visitt · related task branches

Show parallel tenant-app tasks around a typical on-site day.

TriggerA visitor, package or building notice needs handling.
ResultTenant receives the relevant invite, pickup alert or broadcast.
Evidence4 linked task segments · 2 video/animation references

Parallel task branches share the same operating context; they are not one enforced transaction.

01Invite visitors and review entry controls evidence thumbnail

Invite visitors and review entry controls

Visitt+ → New visitor → Scheduled visitors

Actor: Tenant and front desk

  1. Create a visitor invitation
  2. Inspect scheduled visitors
  3. Manage arrival records
  4. Review watchlist controls

Handoff: Tenant pre-registers a visitor; front desk manages arrival.

02Track package delivery and collection evidence thumbnail

Track package delivery and collection

Packages → Record → Notify → Collect

Actor: Front desk and tenant

  1. Record a package
  2. Associate the tenant or contact
  3. Review collection status

Handoff: Front desk records delivery and tenant confirms pickup.

03Send broadcast messages to tenants evidence thumbnail

Send broadcast messages to tenants

Broadcasts → Audience / Channel → Preview / Send

Actor: Property team

  1. Create the broadcast
  2. Select recipients and channels
  3. Preview and send
  4. Review the tenant message entry point

Handoff: Property team publishes a building update.

04Tenant login, property switching and preferences evidence thumbnail

Tenant login, property switching and preferences

Visitt+ home → Messages / Preferences

Actor: Tenant

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

Handoff: Tenant receives content in the chosen property context.

Decision points

  • Does a watchlist match require manual review?
  • Which channel actually delivered the broadcast?

Live-demo validation

  • Demonstrate visitor QR arrival, package e-signature and one targeted broadcast in the same tenant account.

Relevant recordings and animations

Manage vendor insurance and operational documents

Visitt · related task branches

Track vendor scope, certificate requirements and document expiry as related compliance tasks.

TriggerA vendor is engaged or a certificate nears expiry.
ResultCompliance reviewer sees the current evidence and outstanding exceptions.
Evidence5 linked task segments · 0 video/animation references

Parallel task branches share the same operating context; they are not one enforced transaction.

01Manage property and global vendor records evidence thumbnail

Manage property and global vendor records

Vendors → Property links → Verification

Actor: Property and global administrator

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

Handoff: Identify the vendor and affected properties.

02Set requirements and review tenant or vendor COIs evidence thumbnail

Set requirements and review tenant or vendor COIs

COI → Requirements → Analysis → Exceptions

Actor: Compliance administrator

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

Handoff: Review tenant or vendor coverage and reminders.

03Manage operational documents evidence thumbnail

Manage operational documents

Documents → Upload → Context / Expiry

Actor: Property team

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

Handoff: Maintain related operational evidence.

04Use portfolio status, reports and shared views evidence thumbnail

Use portfolio status, reports and shared views

Reports / Shared Views

Actor: Property and regional manager

  1. Review status metrics
  2. Inspect operational reports
  3. Define a saved view
  4. Configure sharing and export

Handoff: Review status across the portfolio.

05Inspect AI assistance in operational workflows evidence thumbnail

Inspect AI assistance in operational workflows

COI analysis assistance

Actor: Property team and engineer

  1. Review related-request suggestions
  2. Inspect title and category assistance
  3. Review writing assistance
  4. Inspect certificate analysis

Handoff: AI-supported analysis is a claimed control; exception resolution remains to validate.

Decision points

  • Which documents are required for each vendor?
  • Can an expired COI block dispatch?
  • Who approves an AI exception?

Live-demo validation

  • Create an expiring certificate and show reminders, exception review, access rules and audit history.

How to use these maps

Use each journey to plan a competitor demo, compare actor handoffs, and identify the next proof point. Treat a related-task branch as a set of adjacent jobs, not a single product-enforced transaction. A missing public video or screen is an evidence gap, not proof that a feature is absent.

Full video and animation index · Original flow catalog · Image provenance