Estates, visits, and the visit summary
Every estate broken down into the things that need looking after, a checklist for every visit, and a summary that goes to the owner once the work is done.
This is where the changelog starts. Steadwell now has the pieces a firm needs to run a visit end to end: a model of the estate, a checklist for the day, and a way to tell the owner what happened.
The estate, piece by piece
An estate is no longer one record. It is a tree of assets: the house, its systems, the equipment inside them, and the grounds around them. Tasks, schedules, photos, and contacts attach to the asset they belong to, so the checklist on a visit reads room by room instead of as one long list.
The visit
Each estate has a visit page with the checklist for the day. The concierge completes or skips each task, adds notes and photos, and closes the visit out when the work is done. Anything spotted along the way can be filed as a new task for this visit or the next one.
Tasks that belong to a person
Any task can be assigned to a specific member of the firm, not just the estate’s concierge. Each member has a My Tasks panel on their home screen, and admins have a Tasks page covering the whole firm with search, filters, and sorting.
The visit summary
Once a visit is closed out, the concierge or an admin curates what the owner should see: which completed tasks to include, how to word each one, which photos to attach, and a note. Send it and each owner on the estate receives their own copy. The summary locks once sent, so what the owner read is always what is on record.
Improvements13
- WebScheduled tasks can be attached to a specific asset, and created straight from an estate's Tasks tab.
- WebService schedules take a number of days on site. Multi-day visits show on the calendar as Day 1 of 3, Day 2 of 3, and so on.
- WebWork spotted during a visit can be added to the next visit instead of the current one. The confirmation names the date it landed on.
- WebUpcoming visits on the home screen say Prepared once their checklist is ready.
- WebThe home calendar panel shows the same visits as the calendar page.
- WebContacts on a visit show which of the estate's assets they are responsible for.
- WebThe trade field on contacts is searchable, and each company shows its people on one card along with its notes.
- WebPlatformVisit summaries can include hand-written line items for work that was not on the checklist, plus a contacts section and the firm's logo on the email.
- WebMembers can be added to the firm directly, without sending an invitation email.
- WebFirms can upload a logo directly, and the technical organization slug is no longer shown.
- WebAdding an asset opens it straight away, with an option to keep adding more.
- WebForgot your password? There is now a link for that on the login page.
- WebThe home screen and visit summary work properly on a phone.
Fixes6
- WebCompletion notes and photos are collected in one dialog instead of two.
- WebAn estate's contact list only shows the contacts assigned to that estate's assets.
- WebRecurring work no longer shows up twice when the previous occurrence is still open.
- WebA task left open when a visit is closed out carries onto the next visit.
- WebThe firm's owner can manage estate settings.
- WebDialogs and side panels animate closed instead of vanishing.