Property ButlersTM — App Testing Guide

A walkthrough of the key user journeys you can test.

There are three roles: Client (homeowner), Technician (field worker), and Manager (admin/owner). Use one browser session for one role at a time.

1. Public Website (no login)

  • •Open the home page (/).
  • •Browse sections: hero, how it works, plans, token system, testimonials, FAQ, footer CTA.
  • •Visit About (/about) and Who Is This For (/who-is-this-for).
  • •Open Contact (/contact) and submit the contact form.
  • •Click a plan to start the Schedule flow (/schedule): pick preferred dates + time blocks, fill in details, and submit. This creates a Scheduling Request in the Manager's Pending Requests queue.
  • •(Optional) Join the waitlist at the bottom of the home page.

2. Client Portal

    Register: /register → email + password (or Google) → OTP verification → redirected to /portal.

    Login: /login → routed by role.

  • •Overview / Dashboard — KPIs, active jobs, upcoming visits, home intelligence.
  • •Properties — add/edit a property (address, type, year built, home intelligence notes).
  • •Appointments — view scheduled visits, reschedule a visit.
  • •Reports — view service reports and invoices sent by technicians/managers.
  • •Messages — chat with your assigned technician/butler.
  • •Account — view subscription plan, token balance, billing, edit profile, log out.
  • •Tokens — purchase additional butler tokens via checkout (Stripe). Success lands on /checkout-success.

    • Subscription / checkout: Start a subscription checkout (Monthly Butler or Seasonal Care) → complete payment → /checkout-success → plan + token allocation activated.

3. Manager Portal

    Login as an admin user → sent to /worker in Manager view. Use the Manager/Technician toggle in the top bar to switch views.

  • •Dashboard — KPIs (today's visits, active subscriptions, pending requests, reports awaiting review). Click quick-action cards to jump to sections.
  • •Schedule — list of all jobs. Click to expand details inline. Change a job's status (Scheduled → In Progress → Completed).
  • •Pending Requests — approve/decline requests, assign a technician, schedule the initial visit, view onboarding details. Declined/cancelled requests can be soft-deleted and restored.
  • •Company Calendar — month grid of all appointments. Click a day for visits; click a visit for details.
  • •Subscriptions — unified clients + subscriptions list: click Total/Active/Paused/Cancelled to filter; search and filter by plan; expand a subscriber to see contact info, plan, tokens, onboarding, and properties; Move to category (Active/Paused/Cancelled); Edit Subscription, Manage Tokens, Resend Intro/Welcome, Remove; Add Client (enroll or invite).
  • •Reports — review technician-submitted reports, edit notes/concerns/invoice, send report to client.
  • •Manage Website — edit content of public home page sections (text, visibility, sort order). Changes reflect live.
  • •Messages — chat with any client.
  • •Team — invite new technicians (email + skills), view pending invitations, resend/cancel invites, remove team members.

4. Technician Portal

    Login as a worker user (or switch a manager account to Technician view) → /worker in technician view.

  • •Schedule — your assigned jobs. Click a job to open the Current Visit.
  • •My Appointment Calendar — your personal calendar of visits.
  • •My Availability — block out dates/time blocks you're unavailable.
  • •Current Visit — run the on-site workflow: Checklist (mark items, add custom items, group toggles); Photos & Media (upload site photos); Time & Notes (log time and notes). Complete the visit → fill out the Report Card → Submit Report to Manager → success screen.
  • •Messages — chat with your assigned clients.
  • •Pending Requests — view requests assigned to you; approve as needed.
  • •Settings — view your profile, sign out.

5. Onboarding Flow (subscription client)

  • •Manager approves a subscription request and assigns a technician.
  • •Client receives an onboarding email with a link.
  • •Client opens Welcome → selects preferred slots + fills access details (gate code, door code, pets, parking, areas of concern).
  • •Manager sees "Onboarding Submitted — Schedule Visit" and schedules the initial visit.
  • •Client confirms the appointment; a calendar entry is created (and a Google Calendar event if connected).

Quick smoke-test checklist

    • Submit a scheduling request from the public site.
    • Approve + assign it as a manager; schedule the visit.
    • Add a property and buy tokens as a client.
    • Move a subscriber between Active/Paused/Cancelled as a manager.
    • Open a visit as a technician, complete the checklist + report, submit.
    • Review + send the report to the client as a manager.
    • Edit a home page section in Manage Website and confirm it updates live.
    • Invite a new technician via Team and complete registration.
    • Send a message between client and technician.

If anything errors during testing, note the role, the page, and the action — that's enough to trace the issue.