Before you begin
- Open the official demo and choose the appropriate preset account and role.
- Review existing records before considering a change.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Find the relevant record and understand its current state.
What the workflow coordinates
The current interface connects the relevant records and shows their status.
What people review
People verify context and decide whether to submit a change.
Review existing visits
Open Housekeeping and choose Visits. The reviewed demo shows an empty visit board; use All visits/My visits and Board/List to inspect the relevant work without assuming a visit has occurred.
Existing visits are reviewed before a new schedule is considered.
Existing visits are reviewed before a new schedule is considered.
Choose the unit and recurrence
Open New schedule. Select the unit, name, frequency, visit length, first/last dates and optional time. The form says visits are planned four weeks ahead.
The proposed unit, recurrence and visit window are understood.
The proposed unit, recurrence and visit window are understood.
Set responsibility and checklist
Review the Not yet, Staff member and Contractor choices. Check payment arrangement, one checklist item per line and the optional note shown to the tenant. This documentation example remains unsaved.
Responsibility, charging arrangement and tenant-facing wording are reviewed.
Responsibility, charging arrangement and tenant-facing wording are reviewed.
Follow the resulting visits in normal operation
Use Schedules and Visits to follow the arrangement and its individual checklist copies after an authorised schedule is saved. No schedule or completion notification was created during capture.
A saved schedule and an actually completed visit are treated as separate states.
A saved schedule and an actually completed visit are treated as separate states.
What you should have at the end
The current record, responsible role and next review point are clear.
Demonstration notes and availability
- Native 3× screenshots from the official English, light-mode demo. The review did not submit payments, messages, invitations, signatures or irreversible record changes.
Useful answers
Why can a control be unavailable in my workspace?+
The selected role, record status and enabled services affect the available controls. Check the current company and role, and read disabled-state or provider messages before continuing.