{ "as_of": "2026-09-14", "coverage": { "journeys": 13, "flow_maps": 58, "flow_maps_covered": 58, "company_journeys": { "Cove": 7, "Visitt": 6 }, "linked_video_and_animation_sources": 44, "evidence_rule": "Stages within each source flow are documented; joins between separate flows are analytical reconstructions unless the cited page explicitly establishes the link. No authenticated end-to-end task was executed." }, "journeys": [ { "id": "cove-building-launch", "company": "Cove", "title": "Launch a building and invite its tenant team", "goal": "Make a configured property usable by the right building and tenant roles.", "trigger": "A new site or tenant organization is added.", "outcome": "A tenant can enter the branded app with the correct permissions.", "kind": "connected task map", "segments": [ { "flow_id": "cove-property-setup", "surface": "Buildings, floors, suites → Property Info → Resources", "handoff": "Property record and hierarchy are available for tenant setup.", "title": "Configure property structure and information", "area": "Property & portfolio setup", "role": "Property administrator", "documented_stages": [ "Define buildings and spaces", "Edit property information", "Publish resources", "Configure the web address" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283842710676-Buildings-Floors-And-Suites", "https://support.cove.is/hc/en-us/articles/43077639287444-Property-Info", "https://support.cove.is/hc/en-us/articles/51202476018580-Resources-Page", "https://support.cove.is/hc/en-us/articles/36014987838740-Create-a-Custom-URL-for-Your-Web-Dashboard" ], "source_page_ids": [ "cove-34283842710676", "cove-43077639287444", "cove-51202476018580", "cove-36014987838740" ], "asset_id": "ui-0267", "thumbnail": "ui-thumbs/ui-0267.jpg", "video_urls": [] }, { "flow_id": "cove-tenant-lifecycle", "surface": "Directory → Tenant organizations → Leases", "handoff": "Associate the organization and its people with the site.", "title": "Manage tenants, leases and offboarding", "area": "Directory & tenancy", "role": "Property administrator", "documented_stages": [ "Create an organization", "Associate people and leases", "Update tenancy", "Offboard the tenant" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34863785965716-Adding-and-Managing-Tenant-Organizations", "https://support.cove.is/hc/en-us/articles/50154315460628-Managing-Tenant-Leases", "https://support.cove.is/hc/en-us/articles/50801058470676-Best-Practices-for-Offboarding-Tenants" ], "source_page_ids": [ "cove-34863785965716", "cove-50154315460628", "cove-50801058470676" ], "asset_id": "ui-0452", "thumbnail": "ui-thumbs/ui-0452.jpg", "video_urls": [] }, { "flow_id": "cove-user-onboarding", "surface": "Directory → Add users / bulk upload → Roles", "handoff": "Invite building and tenant users.", "title": "Invite users and assign access", "area": "Users & permissions", "role": "Property administrator", "documented_stages": [ "Create or import users", "Select roles", "Send invitations", "Review access" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283855224852-Adding-Users", "https://support.cove.is/hc/en-us/articles/50694562347412-Bulk-User-Upload-Formatting-Guide", "https://support.cove.is/hc/en-us/articles/34283624380436-Manually-Adding-A-User", "https://support.cove.is/hc/en-us/articles/34283840735892-User-Roles", "https://support.cove.is/hc/en-us/articles/34283740851476-Directory-Management-Webinar" ], "source_page_ids": [ "cove-34283855224852", "cove-50694562347412", "cove-34283624380436", "cove-34283840735892", "cove-34283740851476" ], "asset_id": "ui-0389", "thumbnail": "ui-thumbs/ui-0389.jpg", "video_urls": [ "https://www.loom.com/share/1f3bdde0f23e4eb8bac6f7c61d6866dc" ] }, { "flow_id": "cove-tenant-user-admin", "surface": "Tenant Admin User Manager", "handoff": "Delegate people management to the tenant administrator.", "title": "Tenant administrator user management", "area": "Users & permissions", "role": "Tenant administrator", "documented_stages": [ "Find a person", "Update access", "Suspend access", "Review offboarding" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/40201638777876-Tenant-Admin-User-Manager", "https://support.cove.is/hc/en-us/articles/34866870581652-Suspend-or-Unsuspend-Users", "https://support.cove.is/hc/en-us/articles/47408964433172-Best-Practices-for-Offboarding-Users" ], "source_page_ids": [ "cove-40201638777876", "cove-34866870581652", "cove-47408964433172" ], "asset_id": "ui-0651", "thumbnail": "ui-thumbs/ui-0651.jpg", "video_urls": [] }, { "flow_id": "cove-tenant-home", "surface": "App Screens → Highlights → Spotlights → Quick Actions", "handoff": "Publish the actions and content the tenant will see.", "title": "Configure the tenant home and content", "area": "Tenant app & content", "role": "Property administrator", "documented_stages": [ "Arrange app screens", "Add highlights", "Configure spotlights", "Set quick actions" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283735758228-App-Screens", "https://support.cove.is/hc/en-us/articles/34283742573844-Highlights-Creating-Managing-Mobile-Highlights", "https://support.cove.is/hc/en-us/articles/34283742679060-App-Spotlights", "https://support.cove.is/hc/en-us/articles/38737910615700-Quick-Action-Buttons", "https://support.cove.is/hc/en-us/articles/34283781221524-App-Screens-and-Spotlights-Webinar" ], "source_page_ids": [ "cove-34283735758228", "cove-34283742573844", "cove-34283742679060", "cove-38737910615700", "cove-34283781221524" ], "asset_id": "ui-0314", "thumbnail": "ui-thumbs/ui-0314.jpg", "video_urls": [ "https://www.loom.com/share/f375cc3aa4df488097d5692b32e74d49" ] } ], "decisions": [ "Which role can see each building, space and app action?", "What happens when a tenant or user is offboarded?" ], "demo_checks": [ "Create a test tenant and user; confirm visibility in the mobile app and dashboard." ], "video_urls": [ "https://www.loom.com/share/1f3bdde0f23e4eb8bac6f7c61d6866dc", "https://www.loom.com/share/f375cc3aa4df488097d5692b32e74d49" ], "edges": [ { "from_step": 1, "to_step": 2, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 2, "to_step": 3, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 3, "to_step": 4, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 4, "to_step": 5, "status": "analytical cross-flow handoff; validate in product" } ], "screen_storyboard": [] }, { "id": "cove-service-to-invoice", "company": "Cove", "title": "Resolve a tenant request and create its charge", "goal": "Follow a tenant issue from intake through assignment, field execution, charging and review.", "trigger": "A tenant submits a service request.", "outcome": "The work record is completed and the appropriate tenant charge is visible.", "kind": "connected task map", "segments": [ { "flow_id": "cove-request-intake", "surface": "Tenant app / dashboard → Submit Work Order", "handoff": "A request record enters the property team's queue.", "title": "Create a service request", "area": "Work orders", "role": "Tenant and property team", "documented_stages": [ "Select the request entry point", "Enter request details", "Attach context", "Review the submitted record" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283654757908-Submitting-a-Work-Order", "https://support.cove.is/hc/en-us/articles/47349863856276-Public-Work-Orders", "https://support.cove.is/hc/en-us/articles/34283642018836-Work-Order-Overview" ], "source_page_ids": [ "cove-34283654757908", "cove-47349863856276", "cove-34283642018836" ], "asset_id": "ui-0684", "thumbnail": "ui-thumbs/ui-0684.jpg", "video_urls": [ "https://www.canva.com/design/DAGdyyfTphk/KvQ37_0o6QbMUhQ7QOMXOg/watch" ] }, { "flow_id": "cove-dispatch", "surface": "Work Orders → Assignments & Routing → Work Groups", "handoff": "Rules or a manager assign the responsible team.", "title": "Route, assign and escalate work", "area": "Automation & staffing", "role": "Operations manager", "documented_stages": [ "Configure routing", "Organize work groups", "Set escalation rules", "Set notifications" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/36583309699476-Work-Order-Assignments-and-Routing", "https://support.cove.is/hc/en-us/articles/36588345828372-Work-Groups", "https://support.cove.is/hc/en-us/articles/36426747724820-Work-Order-Escalations", "https://support.cove.is/hc/en-us/articles/34283805049748-Work-Order-Notifications", "https://support.cove.is/hc/en-us/articles/46453750959380-Routing-Assignments-Simplified-webinar" ], "source_page_ids": [ "cove-36583309699476", "cove-36588345828372", "cove-36426747724820", "cove-34283805049748", "cove-46453750959380" ], "asset_id": "ui-0701", "thumbnail": "ui-thumbs/ui-0701.jpg", "video_urls": [ "https://www.loom.com/share/9e36b0866f044f029fba35bbf7ad174c" ] }, { "flow_id": "cove-chat", "surface": "Tenant / property-team conversation", "handoff": "Clarify scope and communicate status where chat is enabled.", "title": "Coordinate tenant and property-team chat", "area": "Communication", "role": "Tenant and property team", "documented_stages": [ "Open a conversation", "Exchange messages", "Review the other role’s conversation view" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/50430089696788-Chat-Tenants", "https://support.cove.is/hc/en-us/articles/50429183794452-Chat-Property-Teams" ], "source_page_ids": [ "cove-50430089696788", "cove-50429183794452" ], "asset_id": "ui-0101", "thumbnail": "ui-thumbs/ui-0101.jpg", "video_urls": [] }, { "flow_id": "cove-field-work", "surface": "Mobile Work Order → Notes, labor, materials → Complete", "handoff": "Engineer records work and satisfies required completion fields.", "title": "Record field work and satisfy completion rules", "area": "Work orders", "role": "Engineer", "documented_stages": [ "Open assigned work", "Record notes, labor and materials", "Add travel where enabled", "Resolve missing completion information" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/51873675144468-Guide-to-Work-Orders-on-Mobile", "https://support.cove.is/hc/en-us/articles/52475699642644-Saved-Note-Templates-WO-and-PMs", "https://support.cove.is/hc/en-us/articles/52171335729428-Travel-Management-Logging-and-Tracking-Mileage-on-Work-Orders", "https://support.cove.is/hc/en-us/articles/53144214370708-Work-Order-Completion-Requirements" ], "source_page_ids": [ "cove-51873675144468", "cove-52475699642644", "cove-52171335729428", "cove-53144214370708" ], "asset_id": "ui-034", "thumbnail": "ui-thumbs/ui-034.jpg", "video_urls": [] }, { "flow_id": "cove-time-cards", "surface": "Time Cards", "handoff": "Time is recorded or reviewed if that module is used.", "title": "Configure and use time cards", "area": "Time cards", "role": "Engineer and property manager", "documented_stages": [ "Configure time-card settings", "Record time", "Review team time cards" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/45991910109460-Time-Cards-Setup-Property-Teams", "https://support.cove.is/hc/en-us/articles/45992406108948-Using-Time-Cards-Building-Team-Members", "https://support.cove.is/hc/en-us/articles/45992296828180-Time-Cards-Management-Property-Teams" ], "source_page_ids": [ "cove-45991910109460", "cove-45992406108948", "cove-45992296828180" ], "asset_id": "ui-0185", "thumbnail": "ui-thumbs/ui-0185.jpg", "video_urls": [] }, { "flow_id": "cove-chargeback", "surface": "Estimates → Billable Charges → Tenant Invoices", "handoff": "Property team reviews estimate and creates the tenant invoice.", "title": "Estimate and bill tenant work", "area": "Billing & accounting", "role": "Property team and tenant approver", "documented_stages": [ "Configure labor and material rates", "Review estimates", "Add charges", "Create the tenant invoice" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/49287794767124-Adding-Labor-Rates-to-Your-Work-Order-Library", "https://support.cove.is/hc/en-us/articles/49288409596052-Adding-Materials-to-Your-Work-Order-Library", "https://support.cove.is/hc/en-us/articles/34283787465620-Work-Order-Estimates", "https://support.cove.is/hc/en-us/articles/45591445846292-Adding-Billable-Charges-Creating-Tenant-Invoices", "https://support.cove.is/hc/en-us/articles/40692075559828-Work-Order-Billing-Webinar" ], "source_page_ids": [ "cove-49287794767124", "cove-49288409596052", "cove-34283787465620", "cove-45591445846292", "cove-40692075559828" ], "asset_id": "ui-0372", "thumbnail": "ui-thumbs/ui-0372.jpg", "video_urls": [ "https://www.loom.com/share/d062160e03ab466aaf40e964eba5488b", "https://www.loom.com/share/ca950bec11d84740834cb273ee2023ad" ] }, { "flow_id": "cove-analytics", "surface": "Reports / Insight Boards", "handoff": "Manager reviews service and billing metrics.", "title": "Build views, reports and insight boards", "area": "Analytics", "role": "Property and regional manager", "documented_stages": [ "Select the data and metric", "Configure filters and grouping", "Arrange report cards", "Review records or export" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/52326436838420-Insights-Dashboard", "https://support.cove.is/hc/en-us/articles/44898819174804-Reporting-Overview", "https://support.cove.is/hc/en-us/articles/34283857524884-Custom-Reporting", "https://support.cove.is/hc/en-us/articles/34283814826004-Custom-Table-Views" ], "source_page_ids": [ "cove-52326436838420", "cove-44898819174804", "cove-34283857524884", "cove-34283814826004" ], "asset_id": "ui-007", "thumbnail": "ui-thumbs/ui-007.jpg", "video_urls": [ "https://www.loom.com/share/c60aad4fd1a94a80b0bea1d56daf8942", "https://www.loom.com/share/0d97ff8bbf99490e8db34f5c6067e4a0" ] }, { "flow_id": "cove-audit", "surface": "Activity Log", "handoff": "Administrator inspects recorded changes.", "title": "Inspect the activity log", "area": "Activity & audit", "role": "Property administrator", "documented_stages": [ "Open the activity log", "Filter events", "Inspect recorded changes" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/46177424570132-Activity-Log" ], "source_page_ids": [ "cove-46177424570132" ], "asset_id": "ui-0179", "thumbnail": "ui-thumbs/ui-0179.jpg", "video_urls": [] }, { "flow_id": "cove-ai-surfaces", "surface": "CoveAI entry points", "handoff": "AI assistance may help with writing or extraction; human review remains a separate step.", "title": "Review CoveAI entry points and review controls", "area": "AI assistance", "role": "Property team and engineer", "documented_stages": [ "Review content-generation entry points", "Inspect work-order assistance", "Review certificate extraction", "Identify assistant release limitations" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/45516314082068-CoveAI-FAQ", "https://support.cove.is/hc/en-us/articles/49515455566484-March-2026-Introducing-CoveAI-for-Tenant-Experience-and-Operations", "https://support.cove.is/hc/en-us/articles/51962740810388-COI-Extraction-AI-Review", "https://support.cove.is/hc/en-us/articles/53198372080404-August-2026-AI-powered-Insights-Streamlined-Workflows" ], "source_page_ids": [ "cove-45516314082068", "cove-49515455566484", "cove-51962740810388", "cove-53198372080404" ], "asset_id": "ui-001", "thumbnail": "ui-thumbs/ui-001.jpg", "video_urls": [] } ], "decisions": [ "Is approval needed before billable work?", "Can the engineer close without required evidence?", "Is a tenant invoice the final accounting record?" ], "demo_checks": [ "Submit one billable and one non-billable request; trace record IDs across assignment, completion and invoice." ], "video_urls": [ "https://www.canva.com/design/DAGdyyfTphk/KvQ37_0o6QbMUhQ7QOMXOg/watch", "https://www.loom.com/share/9e36b0866f044f029fba35bbf7ad174c", "https://www.loom.com/share/d062160e03ab466aaf40e964eba5488b", "https://www.loom.com/share/ca950bec11d84740834cb273ee2023ad", "https://www.loom.com/share/c60aad4fd1a94a80b0bea1d56daf8942", "https://www.loom.com/share/0d97ff8bbf99490e8db34f5c6067e4a0" ], "edges": [ { "from_step": 1, "to_step": 2, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 2, "to_step": 3, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 3, "to_step": 4, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 4, "to_step": 5, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 5, "to_step": 6, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 6, "to_step": 7, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 7, "to_step": 8, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 8, "to_step": 9, "status": "analytical cross-flow handoff; validate in product" } ], "screen_storyboard": [] }, { "id": "cove-planned-maintenance", "company": "Cove", "title": "Plan, inspect and close maintenance work", "goal": "Set up equipment and recurring tasks, execute on site and inspect performance across buildings.", "trigger": "Equipment or a recurring procedure is created.", "outcome": "Completed work and inspection history can be reviewed at site or network level.", "kind": "connected task map", "segments": [ { "flow_id": "cove-equipment-qr", "surface": "Equipment → Associate QR → Scan", "handoff": "The engineer can open equipment context in the field.", "title": "Associate and scan equipment QR codes", "area": "Maintenance & equipment", "role": "Engineer", "documented_stages": [ "Associate a QR code", "Scan from the field", "Open equipment context" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283774713620-Assigning-QR-Codes-to-Equipment" ], "source_page_ids": [ "cove-34283774713620" ], "asset_id": "ui-1205", "thumbnail": "ui-thumbs/ui-1205.jpg", "video_urls": [ "https://www.loom.com/share/993e2a2edbbd4c6aa51fa1c80fbec941", "https://www.loom.com/share/d74509f4b3384e10bfd0fca88806707f" ] }, { "flow_id": "cove-recurring-work", "surface": "Recurring Work Orders → Template / Schedule", "handoff": "A recurring work item is generated when due.", "title": "Schedule recurring work orders", "area": "Automation & staffing", "role": "Operations manager", "documented_stages": [ "Create a recurring template", "Edit its recurrence", "Configure when work opens" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283774751636-Recurring-Work-Orders", "https://support.cove.is/hc/en-us/articles/34283790491284-Work-Order-Scheduling" ], "source_page_ids": [ "cove-34283774751636", "cove-34283790491284" ], "asset_id": "ui-0728", "thumbnail": "ui-thumbs/ui-0728.jpg", "video_urls": [ "https://www.loom.com/share/785294f5f07b42698abfab9ef617a40d", "https://www.loom.com/share/1a43f37d46ea40bf9a04ad52d50b16e8" ] }, { "flow_id": "cove-maintenance", "surface": "Maintenance → Equipment → Procedure → Task", "handoff": "Assigned preventive work can be executed and recorded.", "title": "Set up and execute preventive maintenance", "area": "Maintenance & equipment", "role": "Engineer and operations manager", "documented_stages": [ "Create equipment records", "Configure procedures and schedules", "Assign scheduled work", "Complete tasks", "Review history" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283806326292-Equipment-Libraries", "https://support.cove.is/hc/en-us/articles/34283657180948-Maintenance-Task-Templates-Procedures-and-Schedules", "https://support.cove.is/hc/en-us/articles/45555428177556-Seasonal-Maintenance-Schedules", "https://support.cove.is/hc/en-us/articles/34283683467156-Bulk-Assigning-and-Editing-Maintenance-Tasks", "https://support.cove.is/hc/en-us/articles/34283636660116-Completing-Maintenance-Tasks", "https://support.cove.is/hc/en-us/articles/34283671962900-Maintenance-Task-History", "https://support.cove.is/hc/en-us/articles/37787209484948-Maintenance-Module-Webinar" ], "source_page_ids": [ "cove-34283806326292", "cove-34283657180948", "cove-45555428177556", "cove-34283683467156", "cove-34283636660116", "cove-34283671962900", "cove-37787209484948" ], "asset_id": "ui-0510", "thumbnail": "ui-thumbs/ui-0510.jpg", "video_urls": [ "https://www.loom.com/share/10db1d7e7d734779bf98a4de3193108a" ] }, { "flow_id": "cove-inspections", "surface": "Inspections → Create → Assign → Complete", "handoff": "Inspection evidence and status are recorded.", "title": "Create, assign and complete inspections", "area": "Inspections", "role": "Operations manager and engineer", "documented_stages": [ "Create an inspection", "Manage assignments", "Open the inspection", "Record completion" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283690377492-Creating-Inspections", "https://support.cove.is/hc/en-us/articles/34283661703316-Managing-Inspections", "https://support.cove.is/hc/en-us/articles/34283739735188-Viewing-and-Completing-Inspections", "https://support.cove.is/hc/en-us/articles/34283721941012-Inspections-Webinar" ], "source_page_ids": [ "cove-34283690377492", "cove-34283661703316", "cove-34283739735188", "cove-34283721941012" ], "asset_id": "ui-0366", "thumbnail": "ui-thumbs/ui-0366.jpg", "video_urls": [ "https://www.loom.com/share/3596616a375e4050af517ce5e6324852" ] }, { "flow_id": "cove-network-work", "surface": "Network Maintenance → Site switcher", "handoff": "Regional staff can review work across sites.", "title": "Manage maintenance across a network", "area": "Property & portfolio setup", "role": "Regional manager and engineer", "documented_stages": [ "Select network scope", "Review maintenance", "Switch sites on mobile", "Review personal and group work" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/49406066828180-Maintenance-at-the-Network-Level", "https://support.cove.is/hc/en-us/articles/49404229005588-Mobile-Engineer-Experience" ], "source_page_ids": [ "cove-49406066828180", "cove-49404229005588" ], "asset_id": "ui-0154", "thumbnail": "ui-thumbs/ui-0154.jpg", "video_urls": [] }, { "flow_id": "cove-analytics", "surface": "Reports / Insight Boards", "handoff": "Manager reviews completion and exception patterns.", "title": "Build views, reports and insight boards", "area": "Analytics", "role": "Property and regional manager", "documented_stages": [ "Select the data and metric", "Configure filters and grouping", "Arrange report cards", "Review records or export" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/52326436838420-Insights-Dashboard", "https://support.cove.is/hc/en-us/articles/44898819174804-Reporting-Overview", "https://support.cove.is/hc/en-us/articles/34283857524884-Custom-Reporting", "https://support.cove.is/hc/en-us/articles/34283814826004-Custom-Table-Views" ], "source_page_ids": [ 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"https://www.loom.com/share/0d97ff8bbf99490e8db34f5c6067e4a0" ], "edges": [ { "from_step": 1, "to_step": 2, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 2, "to_step": 3, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 3, "to_step": 4, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 4, "to_step": 5, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 5, "to_step": 6, "status": "analytical cross-flow handoff; validate in product" } ], "screen_storyboard": [] }, { "id": "cove-amenity-reservation", "company": "Cove", "title": "Reserve a room from the tenant app", "goal": "Configure a reservable space, let a tenant choose a slot, then handle approval and charges.", "trigger": "A tenant needs a conference room or other amenity.", "outcome": "A requested or confirmed reservation is visible to tenant and property team.", "kind": "screen-level example", "segments": 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"https://support.cove.is/hc/en-us/articles/34283781221524-App-Screens-and-Spotlights-Webinar" ], "source_page_ids": [ "cove-34283735758228", "cove-34283742573844", "cove-34283742679060", "cove-38737910615700", "cove-34283781221524" ], "asset_id": "ui-0314", "thumbnail": "ui-thumbs/ui-0314.jpg", "video_urls": [ "https://www.loom.com/share/f375cc3aa4df488097d5692b32e74d49" ] }, { "flow_id": "cove-amenity-booking", "surface": "Reserve Amenities → Availability → Space → Reservation Time → Complete Request", "handoff": "Each selected date becomes an individual reservation record.", "title": "Reserve, approve and bill amenities", "area": "Amenities", "role": "Tenant and property team", "documented_stages": [ "Choose a space and time", "Review the reservation", "Handle approval", "Review charges and reminders", "View tablet entry points" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins", 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"https://support.cove.is/hc/en-us/articles/34283788854932-Reserve-Tablets", "https://support.cove.is/hc/en-us/articles/34283805406356-Amenity-Reservations-Webinar" ], "source_page_ids": [ "cove-49442451819412", "cove-41316202327316", "cove-34283721439124", "cove-34283776157204", "cove-51868287479316", "cove-34283788854932", "cove-34283805406356" ], "asset_id": "ui-0620", "thumbnail": "ui-thumbs/ui-0620.jpg", "video_urls": [ "https://www.loom.com/share/657549c916cc4980841aad194dc8bf91", "https://www.canva.com/design/DAGeQFMtmw4/8PWfo0Qrb3TplSHZvHq-_w/watch", "ui/cove-expanded-c94096cd6e2c8e7e.gif" ] }, { "flow_id": "cove-amenity-booking", "surface": "Amenity Reservations → Billing / Reminders", "handoff": "Team reviews fees, reminders and any linked work orders.", "title": "Reserve, approve and bill amenities", "area": "Amenities", "role": "Tenant and property team", "documented_stages": [ "Choose a space and time", "Review the reservation", "Handle approval", "Review charges and 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"analytical cross-flow handoff; validate in product" }, { "from_step": 5, "to_step": 6, "status": "analytical cross-flow handoff; validate in product" } ], "screen_storyboard": [ { "step": 1, "title": "Entry and availability", "actor": "Tenant", "action": "Tenant home → Reserve Amenities quick action or Highlight → date, start and duration → available spaces.", "asset_id": "ui-0620", "asset_file": "ui/cove-expanded-df7d3a70a6e4495d.png", "source_url": "https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins", "evidence_limit": "Composite screen 1 shows availability and a room choice; the home-screen entry is documented rather than pictured here." }, { "step": 2, "title": "Space and time", "actor": "Tenant", "action": "Open space → review room details and availability → edit date/time; optional multi-date selection.", "asset_id": "ui-0620", "asset_file": "ui/cove-expanded-df7d3a70a6e4495d.png", "source_url": "https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins", "evidence_limit": "Composite screens 2–4 show room details, date editing and multiple dates." }, { "step": 3, "title": "Review and submit", "actor": "Tenant", "action": "Review the selected dates, then tap Complete Request (composite screen 5).", "asset_id": "ui-0620", "asset_file": "ui/cove-expanded-df7d3a70a6e4495d.png", "source_url": "https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins", "evidence_limit": "The composite does not show a questionnaire or waiver. Any conditional requirements need their own guide or live demonstration." }, { "step": 4, "title": "Result", "actor": "Tenant", "action": "View Requested or Confirmed reservation; each selected date is a separate record.", "asset_id": "ui-0620", "asset_file": "ui/cove-expanded-df7d3a70a6e4495d.png", "source_url": "https://support.cove.is/hc/en-us/articles/49442451819412-Reserving-Amenities-Tenant-Admins", "evidence_limit": "Composite screen 6 visibly shows Requested. A Confirmed result and the approval rules require the linked guide or a live demonstration." }, { "step": 5, "title": "Approval branch", "actor": "Property team", "action": "Requested Reservations → Reservation Details → approve or deny, with optional reason.", "asset_id": "ui-0636", "asset_file": "ui/cove-expanded-c94096cd6e2c8e7e.gif", "source_url": "https://support.cove.is/hc/en-us/articles/34283721439124-Reservation-Approvals", "evidence_limit": "Animated official help-center sequence; current layout may differ." }, { "step": 6, "title": "After booking", "actor": "Property team", "action": "Amenity Reservations → open record → review charge, reminder and linked work orders when configured.", "asset_id": "ui-0655", "asset_file": "ui/cove-expanded-e9fefd3faffa0519.png", "source_url": "https://support.cove.is/hc/en-us/articles/34283776157204-Amenity-Reservation-Billing", "evidence_limit": "Final payment/accounting posting is not established by the public UI evidence." } ] }, { "id": "cove-arrival-and-access", "company": "Cove", "title": "Register arrivals and manage access", "goal": "Prepare individual or group guests, handle check-in and connect related access and package tasks.", "trigger": "A tenant expects visitors or a delivery.", "outcome": "The arrival and any package handoff have a visible status.", "kind": "related task branches", "segments": [ { "flow_id": "cove-visitors", "surface": "Visitor Management → Register → Check-in", "handoff": "Guest is expected and front desk can process arrival.", "title": "Register and check in visitors", "area": "Visitors", "role": "Tenant administrator and front desk", "documented_stages": [ "Configure visitor rules", "Register an individual or recurring visit", "Check in the visitor", "Review a watchlist match" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283728982164-Visitor-Management-Setup", "https://support.cove.is/hc/en-us/articles/49478033778580-Visitor-Registration-Tenant-Admins", "https://support.cove.is/hc/en-us/articles/34283849742228-Visitor-Registration-Property-Teams", "https://support.cove.is/hc/en-us/articles/44364133582484-Checking-Visitors-In", "https://support.cove.is/hc/en-us/articles/40189401394964-Watch-List" ], "source_page_ids": [ "cove-34283728982164", "cove-49478033778580", "cove-34283849742228", "cove-44364133582484", "cove-40189401394964" ], "asset_id": "ui-0323", "thumbnail": "ui-thumbs/ui-0323.jpg", "video_urls": [ "https://www.canva.com/design/DAGeQEG3Lgg/VlpfGBLGpM8upbGBSqKN7g/watch" ] }, { "flow_id": "cove-group-visitors", "surface": "Groups → Bulk Visitor Upload", "handoff": "For events or larger visits, import multiple attendees.", "title": "Manage group visits and bulk uploads", "area": "Visitors", "role": "Tenant administrator and front desk", "documented_stages": [ "Set up a group", "Prepare visitor rows", "Upload the list", "Review imported visitors" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/34283818099476-Group-Visits", "https://support.cove.is/hc/en-us/articles/34283832087444-Bulk-Visitor-Uploads" ], "source_page_ids": [ "cove-34283818099476", "cove-34283832087444" ], "asset_id": "ui-0274", "thumbnail": "ui-thumbs/ui-0274.jpg", "video_urls": [ "https://www.loom.com/share/b6977399796d40b380be6c0f6fef1f2b", "https://www.loom.com/share/250843837e264552bd696f5b92390fa2", "https://www.loom.com/share/ab7da30f146e4f05992d8fd64e849752" ] }, { "flow_id": "cove-mobile-access", "surface": "Mobile Credential Setup → Issue / Revoke", "handoff": "Tenant access credential is a separate related path.", "title": "Set up and revoke mobile credentials", "area": "Access & device setup", "role": "Tenant and property administrator", "documented_stages": [ "Enable the applicable access integration", "Add the mobile credential", "Review device setup", "Revoke a credential" ], "source_urls": [ "https://support.cove.is/hc/en-us/articles/45785657215508-HID-Bluetooth-Apple-Google", "https://support.cove.is/hc/en-us/articles/45785890514068-HID-Wallet-Apple", "https://support.cove.is/hc/en-us/articles/45786685251988-HID-Wallet-Google", "https://support.cove.is/hc/en-us/articles/45786892769044-Kastle-Wallet-Apple", "https://support.cove.is/hc/en-us/articles/45787060737044-Swiftconnect-Apple", "https://support.cove.is/hc/en-us/articles/45787159107348-Swiftconnect-Google", "https://support.cove.is/hc/en-us/articles/51944966190740-Revoking-a-User-s-Wallet-Credentials" ], "source_page_ids": [ "cove-45785657215508", "cove-45785890514068", "cove-45786685251988", "cove-45786892769044", "cove-45787060737044", "cove-45787159107348", "cove-51944966190740" ], "asset_id": "ui-0204", "thumbnail": "ui-thumbs/ui-0204.jpg", "video_urls": [] }, { "flow_id": "cove-packages", "surface": "Packages → Register → Notify → Collect", "handoff": "Delivery reception and pickup run as a parallel front-desk 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"title": "Complete work from the field", "area": "Work orders", "role": "Engineer", "documented_stages": [ "Find assigned work", "Open request context", "Record updates", "Complete the work", "Review visibility troubleshooting" ], "source_urls": [ "https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח", "https://help.visitt.io/he/articles/9503089-איך-לטפל-בקריאות-שירות-מדריך-למנהלים-ואנשי-שטח", "https://help.visitt.io/en/articles/12086538-how-can-i-troubleshoot-work-order-visibility-issues-in-the-visitt-app" ], "source_page_ids": [ "visitt-9842720", "visitt-9503089", "visitt-12086538" ], "asset_id": "ui-1086", "thumbnail": "ui-thumbs/ui-1086.jpg", "video_urls": [] }, { "flow_id": "visitt-billing", "surface": "Billable Items → Tenant Approval → Sync / Export", "handoff": "Manager and accounting review eligible charges and transfer state.", "title": "Approve charges and verify accounting transfer", "area": "Billing & accounting", "role": "Property manager, tenant approver and accounting", "documented_stages": [ "Add billable items", "Request tenant approval", "Verify completed work", "Queue eligible charges for synchronization", "Inspect export and synchronization states" ], "source_urls": [ "https://help.visitt.io/en/articles/9357580-billing-management", "https://help.visitt.io/en/articles/9730300-how-to-view-and-export-charges" ], "source_page_ids": [ "visitt-9357580", "visitt-9730300" ], "asset_id": "ui-0961", "thumbnail": "ui-thumbs/ui-0961.jpg", "video_urls": [] }, { "flow_id": "visitt-reporting", "surface": "Reports → Views → Export", "handoff": "Portfolio team examines completion and cost patterns.", "title": "Use portfolio status, reports and shared views", "area": "Analytics", "role": "Property and regional manager", "documented_stages": [ "Review status metrics", "Inspect operational reports", "Define a saved view", "Configure sharing and export" ], "source_urls": [ "https://help.visitt.io/en/articles/9352401-status-page-explained", "https://help.visitt.io/en/articles/8940479-how-to-view-and-export-reports", "https://help.visitt.io/en/articles/14817636-create-and-manage-views", "https://help.visitt.io/he/articles/11333068-עמוד-סטאטוס-ציון-תפעולי" ], "source_page_ids": [ "visitt-9352401", "visitt-8940479", "visitt-14817636", "visitt-11333068" ], "asset_id": "ui-0958", "thumbnail": "ui-thumbs/ui-0958.jpg", "video_urls": [] }, { "flow_id": "visitt-ai-surfaces", "surface": "Work-order AI assistance", "handoff": "Related-request, title, category or writing assistance is reviewed in context.", "title": "Inspect AI assistance in operational workflows", "area": "AI assistance", "role": "Property team and engineer", "documented_stages": [ "Review related-request suggestions", "Inspect title and category assistance", "Review writing assistance", "Inspect certificate analysis" ], "source_urls": [ "https://help.visitt.io/en/articles/9697354-visitt-ai-capabilities", "https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements", "https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח" ], "source_page_ids": [ "visitt-9697354", "visitt-14456467", "visitt-9842720" ], "asset_id": "ui-068", "thumbnail": "ui-thumbs/ui-068.jpg", "video_urls": [] } ], "decisions": [ "Awaiting acceptance or auto-assigned?", "On-call coverage needed?", "Tenant approval required?", "Did the accounting system acknowledge the export?" ], "demo_checks": [ "Use a billable tenant request and trace IDs from tenant chat through posted accounting entry; public evidence stops at export/sync state." ], "video_urls": [], "edges": [ { "from_step": 1, "to_step": 2, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 2, "to_step": 3, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 3, "to_step": 4, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 4, "to_step": 5, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 5, "to_step": 6, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 6, "to_step": 7, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 7, "to_step": 8, "status": "analytical cross-flow handoff; validate in product" } ], "screen_storyboard": [] }, { "id": "visitt-inspection-correction", "company": "Visitt", "title": "Complete an inspection and correct a missed task", "goal": "Set up assets and a scheduled inspection, verify field presence and deal with exceptions.", "trigger": "A scheduled inspection is due.", "outcome": "A completed or reopened inspection has an auditable reason and any corrective work is tracked.", "kind": "connected task map", "segments": [ { "flow_id": "visitt-assets", "surface": "Spaces / Equipment → QR context", "handoff": "Define the location and equipment being checked.", "title": "Manage spaces, equipment and lifecycle information", "area": "Maintenance & equipment", "role": "Property manager and engineer", "documented_stages": [ "Manage floors and spaces", "Add equipment", "Record lifecycle fields", "Open QR-linked context" ], "source_urls": [ "https://help.visitt.io/en/articles/10054955-my-property-floors", "https://help.visitt.io/en/articles/10055528-my-property-spaces", "https://help.visitt.io/en/articles/10055618-managing-equipment-in-visitt", "https://help.visitt.io/en/articles/11406807-asset-lifecycle-management", "https://help.visitt.io/en/articles/11479876-qr-codes-for-spaces-and-equipment" ], "source_page_ids": [ "visitt-10054955", "visitt-10055528", "visitt-10055618", "visitt-11406807", "visitt-11479876" ], "asset_id": "ui-0743", "thumbnail": "ui-thumbs/ui-0743.jpg", "video_urls": [] }, { "flow_id": "visitt-inspection-setup", "surface": "Inspections → Template → Tasks / Locations / QR requirement", "handoff": "Design the route and verification rules.", "title": "Design inspections and require on-site verification", "area": "Inspections", "role": "Operations manager", "documented_stages": [ "Define the inspection", "Add tasks and locations", "Set order and schedule", "Require a QR scan where appropriate" ], "source_urls": [ "https://help.visitt.io/en/articles/8799107-how-to-create-and-edit-inspections", "https://help.visitt.io/en/articles/9173074-how-to-edit-inspections", "https://help.visitt.io/en/articles/11758404-require-on-site-qr-code-scan-before-task-completion" ], "source_page_ids": [ "visitt-8799107", "visitt-9173074", "visitt-11758404" ], "asset_id": "ui-0885", "thumbnail": "ui-thumbs/ui-0885.jpg", "video_urls": [ "https://www.loom.com/share/773c96cf43ed401f84d2688f2e243935", "https://www.loom.com/share/bc93fb4144dc46469ab639ddaba6a240" ] }, { "flow_id": "visitt-inspection-execution", "surface": "Open Inspections → Task detail → Complete / Reopen", "handoff": "Engineer completes tasks; manager may reopen an eligible missed item.", "title": "Complete, review and reopen inspections", "area": "Inspections", "role": "Engineer and operations manager", "documented_stages": [ "Open scheduled inspections", "Record task completion", "Inspect closed records", "Reopen an eligible missed task; record a late-completion reason when finishing" ], "source_urls": [ "https://help.visitt.io/en/articles/9097482-how-to-view-and-complete-open-inspections", "https://help.visitt.io/en/articles/9097888-actions-on-closed-inspections", "https://help.visitt.io/en/articles/11718693-how-to-reopen-a-missed-inspection", "https://help.visitt.io/he/articles/11640168-השלמת-משימות-שפוספסו" ], "source_page_ids": [ "visitt-9097482", "visitt-9097888", "visitt-11718693", "visitt-11640168" ], "asset_id": "ui-0907", "thumbnail": "ui-thumbs/ui-0907.jpg", "video_urls": [ "https://www.loom.com/share/b6607444367e4f64bb8680afccddd726", "https://www.loom.com/share/f29fb2e28abd43cd811200ca37d9332e" ] }, { "flow_id": "visitt-work-orders", "surface": "Inspection → New Work Order → Finish inspection → Work Orders", "handoff": "The Visitt inspection guide says a work order started during an inspection is officially created after the inspection is finished.", "title": "Create, accept and manage work requests", "area": "Work orders", "role": "Property team", "documented_stages": [ "Create a work order", "Review and accept it", "Manage subscribers", "Inspect removal controls" ], "source_urls": [ "https://help.visitt.io/he/articles/9881125-כיצד-ליצור-קריאת-עבודה-תהליך-חדש-ומשופר", "https://help.visitt.io/he/articles/9184327-מבט-כולל-על-עמוד-קריאות", "https://help.visitt.io/en/articles/13618786-work-order-acceptance", "https://help.visitt.io/en/articles/13844622-work-order-subscribers", "https://help.visitt.io/en/articles/15080037-how-to-delete-work-orders" ], "source_page_ids": [ "visitt-9881125", "visitt-9184327", "visitt-13618786", "visitt-13844622", "visitt-15080037" ], "asset_id": "ui-1094", "thumbnail": "ui-thumbs/ui-1094.jpg", "video_urls": [] }, { "flow_id": "visitt-field-work", "surface": "My Work → Updates → Complete", "handoff": "Engineer closes any related corrective ticket.", "title": "Complete work from the field", "area": "Work orders", "role": "Engineer", "documented_stages": [ "Find assigned work", "Open request context", "Record updates", "Complete the work", "Review visibility troubleshooting" ], "source_urls": [ "https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח", "https://help.visitt.io/he/articles/9503089-איך-לטפל-בקריאות-שירות-מדריך-למנהלים-ואנשי-שטח", "https://help.visitt.io/en/articles/12086538-how-can-i-troubleshoot-work-order-visibility-issues-in-the-visitt-app" ], "source_page_ids": [ "visitt-9842720", "visitt-9503089", "visitt-12086538" ], "asset_id": "ui-1086", "thumbnail": "ui-thumbs/ui-1086.jpg", "video_urls": [] }, { "flow_id": "visitt-reporting", "surface": "Reports / Shared Views", "handoff": "Manager reviews missed and late work.", "title": "Use portfolio status, reports and shared views", "area": "Analytics", "role": "Property and regional manager", "documented_stages": [ "Review status metrics", "Inspect operational reports", "Define a saved view", "Configure sharing and export" ], "source_urls": [ "https://help.visitt.io/en/articles/9352401-status-page-explained", "https://help.visitt.io/en/articles/8940479-how-to-view-and-export-reports", "https://help.visitt.io/en/articles/14817636-create-and-manage-views", "https://help.visitt.io/he/articles/11333068-עמוד-סטאטוס-ציון-תפעולי" ], "source_page_ids": [ "visitt-9352401", "visitt-8940479", "visitt-14817636", "visitt-11333068" ], "asset_id": "ui-0958", "thumbnail": "ui-thumbs/ui-0958.jpg", "video_urls": [] } ], "decisions": [ "QR scan required?", "What happens when the inspection is missed?", "Does the corrective work order appear only after Finish inspection?" ], "demo_checks": [ "Run one on-time and one missed inspection; show reopen reason and the corrective work-order linkage after completion." ], "video_urls": [ "https://www.loom.com/share/773c96cf43ed401f84d2688f2e243935", "https://www.loom.com/share/bc93fb4144dc46469ab639ddaba6a240", "https://www.loom.com/share/b6607444367e4f64bb8680afccddd726", "https://www.loom.com/share/f29fb2e28abd43cd811200ca37d9332e" ], "edges": [ { "from_step": 1, "to_step": 2, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 2, "to_step": 3, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 3, "to_step": 4, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 4, "to_step": 5, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 5, "to_step": 6, "status": "analytical cross-flow handoff; validate in product" } ], "screen_storyboard": [] }, { "id": "visitt-amenity-reservation", "company": "Visitt", "title": "Book a room and prepare it for use", "goal": "Configure an amenity, let the tenant book it, and show the manager's approval, work-order and billing paths.", "trigger": "A tenant wants a reservable room or resource.", "outcome": "Tenant sees booking state, property team handles it, and preparation work is completed.", "kind": "screen-level example", "segments": [ { "flow_id": "visitt-amenities", "surface": "Amenities → Manage Amenities → Rules / Pricing", "handoff": "Property manager sets capacity, slots, cost, hours and booking questions.", "title": "Configure and reserve amenities", "area": "Amenities", "role": "Tenant and property team", "documented_stages": [ "Review amenity settings", "Select the space and time", "Submit a booking", "Inspect booking details and communication" ], "source_urls": [ "https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers", "https://help.visitt.io/en/articles/16288920-amenities-visitt" ], "source_page_ids": [ "visitt-9414363", "visitt-16288920" ], "asset_id": "ui-0977", "thumbnail": "ui-thumbs/ui-0977.jpg", "video_urls": [ "ui/visitt-expanded-90a36f8b8d969cea.gif" ] }, { "flow_id": "visitt-tenant-start", "surface": "Visitt+ home → + → Book amenity", "handoff": "Tenant opens the creation path.", "title": "Tenant login, property switching and preferences", "area": "Login & onboarding", "role": "Tenant", "documented_stages": [ "Enter the login code", "Review the home screen", "Switch property context", "Set profile and notification preferences" ], "source_urls": [ "https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants", "https://help.visitt.io/he/articles/16288180-כיצד-להתחבר-לאפליקציית-הדיירים-visitt", "https://help.visitt.io/en/articles/16302746-visitt-settings", "https://help.visitt.io/he/articles/9556404-ניהול-ההתראות-שלי" ], "source_page_ids": [ "visitt-16891940", "visitt-16288180", "visitt-16302746", "visitt-9556404" ], "asset_id": "ui-0880", "thumbnail": "ui-thumbs/ui-0880.jpg", "video_urls": [] }, { "flow_id": "visitt-amenities", "surface": "Book amenity → Space → Date and time → Notes → Book", "handoff": "Booking appears under Amenities with its status.", "title": "Configure and reserve amenities", "area": "Amenities", "role": "Tenant and property team", "documented_stages": [ "Review amenity settings", "Select the space and time", "Submit a booking", "Inspect booking details and communication" ], "source_urls": [ "https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers", "https://help.visitt.io/en/articles/16288920-amenities-visitt" ], "source_page_ids": [ "visitt-9414363", "visitt-16288920" ], "asset_id": "ui-0977", "thumbnail": "ui-thumbs/ui-0977.jpg", "video_urls": [ "ui/visitt-expanded-90a36f8b8d969cea.gif" ] }, { "flow_id": "visitt-amenities", "surface": "Amenities → Bookings → Approve / Reject / Edit", "handoff": "Manager handles the pending request; the animated UI illustrates later booking views.", "title": "Configure and reserve amenities", "area": "Amenities", "role": "Tenant and property team", "documented_stages": [ "Review amenity settings", "Select the space and time", "Submit a booking", "Inspect booking details and communication" ], "source_urls": [ "https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers", "https://help.visitt.io/en/articles/16288920-amenities-visitt" ], "source_page_ids": [ "visitt-9414363", "visitt-16288920" ], "asset_id": "ui-0977", "thumbnail": "ui-thumbs/ui-0977.jpg", "video_urls": [ "ui/visitt-expanded-90a36f8b8d969cea.gif" ] }, { "flow_id": "visitt-work-orders", "surface": "Work Orders → Amenity preparation record", "handoff": "Official manager guide says a booking creates a work order for preparation.", "title": "Create, accept and manage work requests", "area": "Work orders", "role": "Property team", "documented_stages": [ "Create a work order", "Review and accept it", "Manage subscribers", "Inspect removal controls" ], "source_urls": [ "https://help.visitt.io/he/articles/9881125-כיצד-ליצור-קריאת-עבודה-תהליך-חדש-ומשופר", "https://help.visitt.io/he/articles/9184327-מבט-כולל-על-עמוד-קריאות", "https://help.visitt.io/en/articles/13618786-work-order-acceptance", "https://help.visitt.io/en/articles/13844622-work-order-subscribers", "https://help.visitt.io/en/articles/15080037-how-to-delete-work-orders" ], "source_page_ids": [ "visitt-9881125", "visitt-9184327", "visitt-13618786", "visitt-13844622", "visitt-15080037" ], "asset_id": "ui-1094", "thumbnail": "ui-thumbs/ui-1094.jpg", "video_urls": [] }, { "flow_id": "visitt-billing", "surface": "Billable item / export state", "handoff": "Vendor marketing says bookings flow to billing; exact ledger handoff needs a live demonstration.", "title": "Approve charges and verify accounting transfer", "area": "Billing & accounting", "role": "Property manager, tenant approver and accounting", "documented_stages": [ "Add billable items", "Request tenant approval", "Verify completed work", "Queue eligible charges for synchronization", "Inspect export and synchronization states" ], "source_urls": [ "https://help.visitt.io/en/articles/9357580-billing-management", "https://help.visitt.io/en/articles/9730300-how-to-view-and-export-charges" ], "source_page_ids": [ "visitt-9357580", "visitt-9730300" ], "asset_id": "ui-0961", "thumbnail": "ui-thumbs/ui-0961.jpg", "video_urls": [] } ], "decisions": [ "Is the slot available?", "Is approval needed?", "Does a charge appear before or after approval?", "Who completes the setup work order?" ], "demo_checks": [ "Book a paid room in a sandbox account; follow the same booking ID through approval, preparation work and accounting export." ], "video_urls": [ "ui/visitt-expanded-90a36f8b8d969cea.gif" ], "edges": [ { "from_step": 1, "to_step": 2, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 2, "to_step": 3, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 3, "to_step": 4, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 4, "to_step": 5, "status": "analytical cross-flow handoff; validate in product" }, { "from_step": 5, "to_step": 6, "status": "analytical cross-flow handoff; validate in product" } ], "screen_storyboard": [ { "step": 1, "title": "Entry", "actor": "Tenant", "action": "Visitt+ home → yellow + → Book amenity.", "asset_id": "ui-0855", "asset_file": "ui/visitt-expanded-8b0efc241ad24a3e.png", "source_url": "https://help.visitt.io/en/articles/16288920-amenities-visitt", "evidence_limit": "Official help-center screenshot." }, { "step": 2, "title": "Space and form", "actor": "Tenant", "action": "Choose a space → review image, capacity and price → select date/time and enter required details → Book.", "asset_id": "ui-0856", "asset_file": "ui/visitt-expanded-76a0ea13c54b9828.png", "source_url": "https://help.visitt.io/en/articles/16288920-amenities-visitt", "evidence_limit": "Official help-center screenshot; specific fields vary by property." }, { "step": 3, "title": "Booking status", "actor": "Tenant", "action": "Amenities → booking list → open booking; see status and chat with the building team.", "asset_id": "ui-0857", "asset_file": "ui/visitt-expanded-90a36f8b8d969cea.gif", "source_url": "https://help.visitt.io/en/articles/16288920-amenities-visitt", "evidence_limit": "Official animated help-center UI shows later booking views, not the creation tap sequence." }, { "step": 4, "title": "Approval branch", "actor": "Property team", "action": "Amenities → Bookings → approve, reject, edit or cancel; switch to calendar if needed.", "asset_id": "ui-0977", "asset_file": "ui/visitt-expanded-b3f7806e33940d21.png", "source_url": "https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers", "evidence_limit": "Documented manager guide; exact tenant notification handoff should be checked." }, { "step": 5, "title": "Preparation and charge", "actor": "Property team", "action": "Open the work order triggered by the booking → complete preparation; inspect billable charge/export state where configured.", "asset_id": "ui-0978", "asset_file": "ui/visitt-expanded-9ee2559d0c0dd870.png", "source_url": "https://help.visitt.io/en/articles/9414363-visitt-amenities-for-property-managers", "evidence_limit": "Work-order trigger is documented; complete accounting handoff is vendor claim plus analytical join." } ] }, { "id": "visitt-tenant-day", "company": "Visitt", "title": "Handle a tenant's visitors, packages and building updates", "goal": "Show parallel tenant-app tasks around a typical on-site day.", "trigger": "A visitor, package or building notice needs handling.", "outcome": "Tenant receives the relevant invite, pickup alert or broadcast.", "kind": "related task branches", "segments": [ { "flow_id": "visitt-visitors", "surface": "Visitt+ → New visitor → Scheduled visitors", "handoff": "Tenant pre-registers a visitor; front desk manages arrival.", "title": "Invite visitors and review entry controls", "area": "Visitors", "role": "Tenant and front desk", "documented_stages": [ "Create a visitor invitation", "Inspect scheduled visitors", "Manage arrival records", "Review watchlist controls" ], "source_urls": [ "https://help.visitt.io/en/articles/16297178-visitors-overview", "https://help.visitt.io/en/articles/9753729-managing-visitors-a-complete-guide", "https://help.visitt.io/en/articles/9414566-visitors-overview", "https://help.visitt.io/en/articles/12855965-visitors-watchlist" ], "source_page_ids": [ "visitt-16297178", "visitt-9753729", "visitt-9414566", "visitt-12855965" ], "asset_id": "ui-0858", "thumbnail": "ui-thumbs/ui-0858.jpg", "video_urls": [ "https://www.loom.com/share/d3a8c300cfb34d80b2dd3b4f31054ebc", "https://www.loom.com/share/1b30613e44814a54b127822125102690" ] }, { "flow_id": "visitt-packages", "surface": "Packages → Record → Notify → Collect", "handoff": "Front desk records delivery and tenant confirms pickup.", "title": "Track package delivery and collection", "area": "Packages", "role": "Front desk and tenant", "documented_stages": [ "Record a package", "Associate the tenant or contact", "Review collection status" ], "source_urls": [ "https://help.visitt.io/en/articles/9448312-managing-packages" ], "source_page_ids": [ "visitt-9448312" ], "asset_id": "ui-0984", "thumbnail": "ui-thumbs/ui-0984.jpg", "video_urls": [] }, { "flow_id": "visitt-broadcast", "surface": "Broadcasts → Audience / Channel → Preview / Send", "handoff": "Property team publishes a building update.", "title": "Send broadcast messages to tenants", "area": "Communication", "role": "Property team", "documented_stages": [ "Create the broadcast", "Select recipients and channels", "Preview and send", "Review the tenant message entry point" ], "source_urls": [ "https://help.visitt.io/en/articles/9383612-how-to-use-visitt-s-broadcast-messaging", "https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants" ], "source_page_ids": [ "visitt-9383612", "visitt-16891940" ], "asset_id": "ui-0964", "thumbnail": "ui-thumbs/ui-0964.jpg", "video_urls": [] }, { "flow_id": "visitt-tenant-start", "surface": "Visitt+ home → Messages / Preferences", "handoff": "Tenant receives content in the chosen property context.", "title": "Tenant login, property switching and preferences", "area": "Login & onboarding", "role": "Tenant", "documented_stages": [ "Enter the login code", "Review the home screen", "Switch property context", "Set profile and notification preferences" ], "source_urls": [ "https://help.visitt.io/en/articles/16891940-getting-started-with-visitt-a-guide-for-tenants", "https://help.visitt.io/he/articles/16288180-כיצד-להתחבר-לאפליקציית-הדיירים-visitt", "https://help.visitt.io/en/articles/16302746-visitt-settings", "https://help.visitt.io/he/articles/9556404-ניהול-ההתראות-שלי" ], "source_page_ids": [ "visitt-16891940", "visitt-16288180", "visitt-16302746", "visitt-9556404" ], "asset_id": "ui-0880", "thumbnail": "ui-thumbs/ui-0880.jpg", "video_urls": [] } ], "decisions": [ "Does a watchlist match require manual review?", "Which channel actually delivered the broadcast?" ], "demo_checks": [ "Demonstrate visitor QR arrival, package e-signature and one targeted broadcast in the same tenant account." ], "video_urls": [ "https://www.loom.com/share/d3a8c300cfb34d80b2dd3b4f31054ebc", "https://www.loom.com/share/1b30613e44814a54b127822125102690" ], "edges": [], "screen_storyboard": [] }, { "id": "visitt-compliance-desk", "company": "Visitt", "title": "Manage vendor insurance and operational documents", "goal": "Track vendor scope, certificate requirements and document expiry as related compliance tasks.", "trigger": "A vendor is engaged or a certificate nears expiry.", "outcome": "Compliance reviewer sees the current evidence and outstanding exceptions.", "kind": "related task branches", "segments": [ { "flow_id": "visitt-vendors", "surface": "Vendors → Property links → Verification", "handoff": "Identify the vendor and affected properties.", "title": "Manage property and global vendor records", "area": "Vendors", "role": "Property and global administrator", "documented_stages": [ "Create or find a vendor", "Link properties", "Upgrade or merge records", "Review verification and property-specific compliance" ], "source_urls": [ "https://help.visitt.io/en/articles/16579477-manage-global-vendors-across-your-portfolio", "https://help.visitt.io/en/articles/9529819-managing-vendors" ], "source_page_ids": [ "visitt-16579477", "visitt-9529819" ], "asset_id": "ui-0872", "thumbnail": "ui-thumbs/ui-0872.jpg", "video_urls": [] }, { "flow_id": "visitt-coi", "surface": "COI → Requirements → Analysis → Exceptions", "handoff": "Review tenant or vendor coverage and reminders.", "title": "Set requirements and review tenant or vendor COIs", "area": "COI", "role": "Compliance administrator", "documented_stages": [ "Configure tracking and requirements", "Upload certificate evidence", "Review analysis", "Configure reminders and exceptions" ], "source_urls": [ "https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements", "https://help.visitt.io/he/articles/11813819-אישורים-ביטוחיים-לדיירים-ולקבלני-משנה" ], "source_page_ids": [ "visitt-14456467", "visitt-11813819" ], "asset_id": "ui-089", "thumbnail": "ui-thumbs/ui-089.jpg", "video_urls": [] }, { "flow_id": "visitt-documents", "surface": "Documents → Upload → Context / Expiry", "handoff": "Maintain related operational evidence.", "title": "Manage operational documents", "area": "Documents", "role": "Property team", "documented_stages": [ "Upload a document", "Set its context and expiry", "Validate its status", "Remove a document when appropriate" ], "source_urls": [ "https://help.visitt.io/en/articles/9491071-documents-in-visitt" ], "source_page_ids": [ "visitt-9491071" ], "asset_id": "ui-0987", "thumbnail": "ui-thumbs/ui-0987.jpg", "video_urls": [] }, { "flow_id": "visitt-reporting", "surface": "Reports / Shared Views", "handoff": "Review status across the portfolio.", "title": "Use portfolio status, reports and shared views", "area": "Analytics", "role": "Property and regional manager", "documented_stages": [ "Review status metrics", "Inspect operational reports", "Define a saved view", "Configure sharing and export" ], "source_urls": [ "https://help.visitt.io/en/articles/9352401-status-page-explained", "https://help.visitt.io/en/articles/8940479-how-to-view-and-export-reports", "https://help.visitt.io/en/articles/14817636-create-and-manage-views", "https://help.visitt.io/he/articles/11333068-עמוד-סטאטוס-ציון-תפעולי" ], "source_page_ids": [ "visitt-9352401", "visitt-8940479", "visitt-14817636", "visitt-11333068" ], "asset_id": "ui-0958", "thumbnail": "ui-thumbs/ui-0958.jpg", "video_urls": [] }, { "flow_id": "visitt-ai-surfaces", "surface": "COI analysis assistance", "handoff": "AI-supported analysis is a claimed control; exception resolution remains to validate.", "title": "Inspect AI assistance in operational workflows", "area": "AI assistance", "role": "Property team and engineer", "documented_stages": [ "Review related-request suggestions", "Inspect title and category assistance", "Review writing assistance", "Inspect certificate analysis" ], "source_urls": [ "https://help.visitt.io/en/articles/9697354-visitt-ai-capabilities", "https://help.visitt.io/en/articles/14456467-set-up-and-validate-tenant-coi-requirements", "https://help.visitt.io/he/articles/9842720-ניהול-וביצוע-קריאות-שבר-אנשי-שטח" ], "source_page_ids": [ "visitt-9697354", "visitt-14456467", "visitt-9842720" ], "asset_id": "ui-068", "thumbnail": "ui-thumbs/ui-068.jpg", "video_urls": [] } ], "decisions": [ "Which documents are required for each vendor?", "Can an expired COI block dispatch?", "Who approves an AI exception?" ], "demo_checks": [ "Create an expiring certificate and show reminders, exception review, access rules and audit history." ], "video_urls": [], "edges": [], "screen_storyboard": [] } ] }