Five roles. One platform story.
A home has a whole team.
Explore how HomeWell gives each person a focused workspace: a home record, a relationship, a portfolio, a resident experience and a service business.
Fictional data · no login needed
These are interactive previews. Each role has its own sample state; edits do not synchronize between roles or with iOS. Shared-data demonstrations require a separately verified connected backend.
Ready for another run
Choose Reset demo inside any preview to restore that role’s original samples. Refreshing also starts a fresh preview. This cannot reset an account, connected backend or production record.
Your presentation route
Allow 2–3 minutes per role. Open each workspace in a separate tab, then follow the steps below.
Step 1
Homeowner
Keep the home’s record together.
- Open Health from the home overview.
- Review a maintenance item, then open Appliances.
- Open More → Documents to see records in the context of the home.
Point out: Health, maintenance, equipment and records are accessible from one home workspace.
Open Homeowner Web demo
Step 2
Realtor
Turn relationships into a clear next action.
- Open Contacts and select a sample contact.
- Choose Jordan Demo; enter a fictional title under Relationship Timeline and choose Log activity.
- Explore Opportunities, then choose the HomeWell dashboard button to return to Today.
Point out: Relationships, opportunities and follow-up are organized in one CRM workspace.
Open Realtor Web demo
Step 3
Property Manager
Manage the portfolio with resident context.
- Open Properties and inspect a unit.
- Open Maintenance → Water heater losing hot water → Offer a visit → Offer this visit. Confirm it in the labeled resident simulation.
- Open Rent ledger to inspect recorded payments and sample balances.
Point out: Property, resident, maintenance and recorded finance information stay in context.
Open Property Manager Web demo
Step 4
Tenant
Give the resident a clear place to act.
- Open Maintenance and select the sample repair.
- Choose Hot water runs cold, select 10:30 AM–11:00 AM and choose Confirm visit.
- Open Documents and Messages to inspect the lease preview and property-team conversation.
Point out: Residents can find home records and take part in maintenance coordination.
Open Tenant Web demo
Step 5
Vendor
Carry a service request through the working day.
- Open Jobs → Incoming leads and accept a new sample lead.
- Choose Schedule this job with the prefilled sample times, enter a fictional Completion note, then choose Complete job.
- Open Business to inspect estimates and invoices; preview the field workspace.
Point out: One accepted lead becomes one job, with scheduling and service notes carried forward.
Open Vendor Web demo
Connect the story
Start with the home, explain the people around it, then show how each role gets the information and actions relevant to their work. Emphasize organized records, clearer coordination and less repeated entry. Present a connected maintenance handoff separately when its synthetic backend and clients have been verified.
The Phone app button shows a browser preview; it is not a running iOS app. Payments, messages and invoices shown in these previews are fictional demonstrations. Do not claim payment processing, external delivery, production readiness or a paid plan from this tour.