01
Scope
Who needs the workflow, what is visible, and what stays out.
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Use case · Property handover and sale package
Turn property history into a clean handover packet for sale, staffing, or manager transition.
Assemble manuals, warranties, vendor roster, service history, permits, assets, photos, maintenance records, and readiness notes for property handover.
Use-case proof path
Every use case should show the route from trigger to reviewed outcome.
Property handover and sale package 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.
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Boundary
What requires human review or source evidence.
Personas
Who opens this workflow.
owner teamfamily officeproperty managerestate manager
Trigger
The operating moment.
Sale prep, new owner onboarding, manager transition, insurance review, or annual property binder refresh.
Preset
The concrete product starting point.
Handover packet preset with assets, manuals, warranties, permits, vendors, maintenance history, photo galleries, utility notes, and open exceptions.
Workflow proof
Property handover and sale package
binder completeness, service history, missing document queue.
Open screenshot boardProblem
owner team need one reliable intake path.
Sale prep, new owner onboarding, manager transition, insurance review, or annual property binder refresh.
Solution
A preset workflow that can be launched without a heavy rollout.
Handover packet preset with assets, manuals, warranties, permits, vendors, maintenance history, photo galleries, utility notes, and open exceptions.
Outcome
Property binder route.
Assemble manuals, warranties, vendor roster, service history, permits, assets, photos, maintenance records, and readiness notes for property handover.
Workflow
From trigger to reviewed outcome.
- 01
Select property and target handover purpose.
- 02
Collect binder documents, asset records, warranties, service history, photos, and vendor contacts.
- 03
Flag missing documents, stale records, open work, and private context that should be withheld.
- 04
Review public, owner-only, buyer-facing, and internal sections.
- 05
Export or share a polished handover package with source links preserved.
Proof
What a buyer can inspect in demo or docs.
- Property binder route.
- Asset tracking history.
- Owner reporting and reviewed evidence posture.
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.