Training Course
Mastery Curriculum · End User
10 modules · 0 complete (0%)
Module 1
Orientation
What HOS is, who it serves, and how to log in.
Lessons
- What the Homeowner Operating System is in one sentence.
- The three audiences: homeowners, advertisers, partner agents.
- Navigating the eight views from the left rail.
Exercise
Open HOS and identify which two views are most relevant to your role.
Knowledge check
Which view should a homeowner open first?
Answer: Concierge Demo.
Where do advertisers see their lead status?
Answer: Pipeline.
Where are pitch and legal docs kept?
Answer: Documents.
Module 2
Mission Brief at a glance
Read the snapshot without needing financial training.
Lessons
- The four hero stats: Market, Stack, Team, Timeline.
- Workstream progress bars: green = on track.
- When to ask for an update vs. trust the dashboard.
Exercise
Note today's Mission Brief stats and compare next week.
Knowledge check
What does the Timeline stat show?
Answer: Days remaining to pilot launch.
What color signals a workstream needs attention?
Answer: Amber or red.
Module 3
Using the Concierge
Ask the AI homeowner concierge to find vendors and get answers.
Lessons
- Starting a chat with an address or task.
- How property lookup auto-fills your home.
- How vendor matches are ranked.
- Reading the intent score (0–100).
Exercise
Ask the concierge for a pool-service vendor near a Bexar County address.
Knowledge check
What number indicates a buying-ready homeowner?
Answer: Intent score 80+.
Module 4
Reading the Pipeline
Track where you (or your category) sit in the funnel.
Lessons
- Five stages: Prospect, Contacted, Demo, Verbal, Signed.
- Filtering by category.
- Asking the right question for each stage.
Exercise
Find your company in the pipeline and note your current stage.
Knowledge check
Which stage means a signed contract?
Answer: Signed.
Module 5
Documents library
Find the canonical version of any shared file.
Lessons
- How versions are labeled.
- When to download vs. link.
- What to do if a doc looks stale.
Exercise
Download the latest pitch deck and confirm version number.
Knowledge check
Where do you flag an outdated doc?
Answer: Comment to the Documents owner.
Module 6
Privacy & data
What HOS stores about you and what it doesn't.
Lessons
- Public property data via BCAD.
- Chat retention policy.
- How to delete your data.
Exercise
Read the privacy section of the Documents library.
Knowledge check
Are chat transcripts shared with advertisers?
Answer: No — only matched leads.
Module 7
Mobile & PWA install
Install HOS as an app on your phone.
Lessons
- Install on iOS Safari.
- Install on Android Chrome.
- Offline behavior.
Exercise
Install the PWA on your primary device.
Knowledge check
What's the menu item to install on iOS?
Answer: Share → Add to Home Screen.
Module 8
Getting help
Where to ask questions and report bugs.
Lessons
- In-app chat for product questions.
- Email support for account issues.
- Status page for outages.
Exercise
Bookmark the support email.
Knowledge check
Where do you check for outages?
Answer: Status page link in footer.
Module 9
Common workflows
Quick recipes for the things you'll do most.
Lessons
- Find a vendor in under 60 seconds.
- Track a lead from concierge to booked appointment.
- Share a vendor recommendation with a neighbor.
Exercise
Run all three recipes end-to-end.
Knowledge check
How long should a vendor match take?
Answer: Under one minute.
Module 10
Certification
Confirm mastery and become a HOS power user.
Lessons
- Recap of all eight views.
- Self-assessment checklist.
- Where to suggest improvements.
Exercise
Complete the self-assessment and submit one improvement idea.
Knowledge check
How many views does HOS ship with?
Answer: Eight.