The Complete User Guide

Where everyone starts

Login uses your Client Code + email + password. Forgot it? The "Forgot password" link emails you a reset.

Super Admin (the owner)

Everything below, plus the owner-only controls:

• Special Access — publish pricing & FAQ changes (drafts stay invisible until you publish), the inquiries inbox, and App Links
• R&D Lab — an isolated sandbox to experiment with content and flag test users; the live site only changes when you press Promote
• Client Access & Directory — onboard clients and workspaces
• Master Reference & Registries — the data backbone (assets are created here)
• User Management, System Settings, and the full Audit Log

Property / Client Admin

Your daily command center:

• Property Dashboard — property health at a glance
• Job Command Center & Maintenance Board — every request end-to-end: triage → quote → tenant approval → schedule → assign tech → completion → invoice
• Quotes & Invoices — tenants approve, decline, or negotiate with a counter-offer; approved work converts to invoices and payments are recorded
• Assets & HVAC — inventory, the QR Tag Editor, condition scores and watchlists
• Tenants & Units — directories, registries, tenant and asset tags
• Contractors & Schedule, Water Orders & Delivery Management, Reports

Dispatcher (water delivery)

The water side of operations:

• Water Dispatch board — incoming orders by unit, dispatch deliveries, confirm completion
• Confirming a delivery moves the tenant's tracker to Delivered

Auditor

Read-only, and complete:

• Audit Logs & reports — who, when, what, old → new values for every sensitive change
• Exportable for compliance reviews and owner reporting

Technician / Contractor — the field app (/tech)

Install to your phone's home screen; works offline:

• Jobs — tap a job: Confirm Ocular Inspection (photo + findings), START WORK (photo required, flags Work In Progress), COMPLETE (unit-in-perfect-shape photo required), notes anytime
• Scan — scan any asset QR to open its full file: records, job orders, scheduled PM, special notes; scan a room QR for that unit's jobs and assets
• Sync — offline actions save with GPS + timestamp and sync automatically when signal returns
• Contractor portal (/contractor) — the desktop view; Owners and Supervisors see their crews' work

Tenant — the resident app (/t)

Install to your phone's home screen; works offline:

• REQUESTS — tap any request to follow up with a message + photo
• Quotes — approve (with your preferred schedule), decline with a reason, or negotiate a counter-offer
• Water — order by brand and quantity, then track delivery: Ordered → Out for delivery → Delivered
• Bills — invoice totals, balances, and Paid status
• REPORT & SCAN — report an issue (photo required) or scan an appliance/room QR to pre-fill the form

Public visitors (no account)

The marketing site — open to everyone:

• Home, Features, Pricing, Use Cases, About, Resources (maintenance-interval guide), FAQ, Contact, Privacy, Terms
• Scanning any asset QR opens that asset's public service history

The golden paths

What's where — quick keys