01
Scope
Who needs the workflow, what is visible, and what stays out.
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Use case · Centralized intake and triage
Bring owner texts, emails, voicemails, forms, and vendor updates into one triage board.
Route SMS, voicemail, email, forms, vendor updates, and internal notes into a reviewed property operations inbox with kanban triage.
Use-case proof path
Every use case should show the route from trigger to reviewed outcome.
Centralized intake and triage is framed with personas, trigger, preset workflow, proof, related modules, and a screenshot destination when one is available.
Inspect proof Open demo02
Proof
Screenshot, proof card, or demo path that makes the claim inspectable.
03
Boundary
What requires human review or source evidence.
Personas
Who opens this workflow.
property managerexecutive assistantestate managerfield lead
Trigger
The operating moment.
A request arrives from any channel, or an operator needs to merge duplicate updates before work is assigned.
Preset
The concrete product starting point.
Unified intake preset with source channel, property, party, urgency, privacy level, suggested workflow, duplicate detection, and kanban lane.
Workflow proof
Centralized intake and triage
multi-channel intake, kanban triage, privacy routing.
Open screenshot boardProblem
property manager need one reliable intake path.
A request arrives from any channel, or an operator needs to merge duplicate updates before work is assigned.
Solution
A preset workflow that can be launched without a heavy rollout.
Unified intake preset with source channel, property, party, urgency, privacy level, suggested workflow, duplicate detection, and kanban lane.
Outcome
Unified inbox and climate-service triage fixtures.
Route SMS, voicemail, email, forms, vendor updates, and internal notes into a reviewed property operations inbox with kanban triage.
Workflow
From trigger to reviewed outcome.
- 01
Capture the message, voicemail summary, form, email, or vendor update.
- 02
Attach source, consent, property, requester, urgency, and privacy posture.
- 03
Group duplicates and route into request, maintenance, delivery, concierge, finance, or exception lanes.
- 04
Assign owner-visible, operator-review, vendor-visible, or field action state.
- 05
Publish the next safe update or create a scoped work packet.
Proof
What a buyer can inspect in demo or docs.
- Unified inbox and climate-service triage fixtures.
- Kanban lane model with source and privacy tags.
- Owner-safe summary derived from reviewed source records.
Related product areas
Where the workflow lives.
Product proof
Use-case workflow proof
A buyer can see the operating moment become a reviewed, owner-safe next step.
Blocked outputslive dispatch · owner approval writeback · provider writeback · customer screenshot publication
- Embed supports desktop and 390px mobile layout without horizontal scrolling.
- Copy names fixture-backed proof and avoids promises of live automation.
- Every frame has an explicit reviewed or local-only posture.
property_manager viewStatic view
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Trigger
Service preset or owner request opens a synthetic workflow.
A buyer can see the operating moment become a reviewed, owner-safe next step.
Safe sample scenario · illustrative operational state only.
Boundary
Use cases explain workflows; they do not bypass governed operations.
Use-case pages describe controlled product workflows, presets, and reviewed proof paths. They do not dispatch vendors, send legal notices, approve payments, change reservations, monitor alarms, or create accounting records without the governed product surface and account entitlements.
Pilot access
Show the platform through one real operating story.
The best demo is not a feature checklist. It follows a request from owner intake to manager triage, vendor packet, field evidence, reviewed closeout, and owner-safe reporting.
Recommended demo path
- Owner submits a winter maintenance concern.
- Manager reviews urgency, access, and authority.
- Vendor receives only the package-local scope.
- Field evidence becomes a reviewed owner update.
We respond with the recommended demo route, who should attend, and what production access would require.