HOS/Learn
End UserInternal Team

Step-by-Step Guide

Workflows · End User

5 workflows

Download DOCX

  1. Workflow 1

    Find a vendor with the Concierge

    1. Open Concierge Demo.
    2. Type your address or task.
    3. Wait for property lookup to confirm.
    4. Review the ranked vendor list.
    5. Tap a vendor to see availability.
    6. Confirm to book a callback.

  2. Workflow 2

    Check the status of your category in Pipeline

    1. Open Pipeline.
    2. Filter by your category.
    3. Note your row's stage.
    4. Hover for last activity.
    5. Message your account lead if stale.

  3. Workflow 3

    Download the latest pitch deck

    1. Open Documents.
    2. Find 'Pitch Deck'.
    3. Confirm version date.
    4. Click download.
    5. Verify file opens locally.

  4. Workflow 4

    Install HOS on iPhone

    1. Open hos.equiforge.ai in Safari.
    2. Tap Share.
    3. Tap 'Add to Home Screen'.
    4. Confirm name.
    5. Launch from the new icon.

  5. Workflow 5

    Report a bug

    1. Reproduce the issue.
    2. Capture a screenshot.
    3. Email support@equiforge.ai with steps.
    4. Include browser and device.
    5. Watch for a ticket reply.