Helvetic Home Digital SA

Admin Command Center

Your operational dashboard for tenant issues, damage triage, insurance workflows, provider quotes, owner approvals, and property management.

Language

Next best action

Start with issues

Start with open issues, classify each one, and only then move provider quotes forward.

Review issues

Pilot statuses

Pilot Control Center

Live demo workload for the controlled private pilot: critical overrides, approvals, quote blockers, evidence gaps, and manual follow-up.

Emergency override activeOwner approval requiredProvider report requiredInsurance pendingQuote-onlyManual review

Emergency cases

Emergency override active

Burst pipe under kitchen sink · provider intervention requested · post-emergency review required

Owner approvals pending

Owner decision needed

Repair approvals, quote confirmations, and post-emergency cost review

Provider quotes pending

Quotes / reports needed

Quote-only requests, emergency provider report, and completed job evidence

Insurance / cost responsibility pending

Responsibility unclear

Tenant damage, insurance check, owner/régie approval, or disputed responsibility

Tenant evidence missing

Photos / details required

Request missing tenant photos, timeline, or insurance information

Manual follow-up needed

Human action required

Owner notification, provider chasing, insurance follow-up, or case escalation

Next actions

ISS-1000EmergencyAdmin/Owner

Notify owner about emergency intervention and post-emergency review.

Q-2000EmergencyProvider

Request provider report and before/after photos.

ISS-1001HighInsurance/Admin

Clarify insurance/cost responsibility for kitchen leak.

Q-2001MediumProvider

Chase quote response for open provider request.

ISS-1003MediumTenant/Admin

Request missing tenant photos before allowing non-emergency booking.

Demo workflow only

Pilot Access & Onboarding Automation

Controlled signup, documents, approval, and login access workflow for owners, providers, and tenants.

Signup form → record created → document pack sent → e-signature → admin review → portal invite → account active.

Demo workflow onlyManual approval gateNo live credentials sent yetReady for future automation

Onboarding status badges

RequestedDocuments preparedDocuments sentSignature pendingSignedVerification pendingAdmin reviewApprovedPortal invite readyInvite sentActiveBlocked

Owner pilot onboarding

Demo record

Jean Keller · Rhône Apartment · Geneva

Admin review

Pilot request received

Property details collected

Owner mandate sent

Emergency override consent sent

Repair approval threshold selected

Signature pending

Admin review

Portal invite ready

Owner active

Status

Admin review

Next step

Approve pilot access and send owner portal invite

Automation notes

Confirmation email prepared
Owner mandate pack prepared
Emergency override consent included
Portal invite waits for admin approval

Provider pilot onboarding

Demo record

Geneva Home Services SA · Plumbing / urgent repairs · Geneva

Verification pending

Provider application received

UID/company details collected

Insurance document requested

Provider pilot terms sent

Emergency availability collected

Verification pending

Admin approved

Provider portal invite sent

Provider active

Status

Verification pending

Next step

Verify insurance and approve for pilot emergency requests

Automation notes

Provider agreement prepared
Insurance/UID verification required
No guaranteed work clause included
Provider responsible for own work
Emergency report requirement included

Tenant invite onboarding

Demo record

Sophie Martin · Rue du Rhône 10 · Geneva

Invite ready

Property onboarded

Tenant details added

Tenant invite prepared

Tenant portal invite sent

Tenant profile active

Issue reporting enabled

Status

Invite ready

Next step

Send tenant portal invite after owner property approval

Automation notes

Tenants should not self-register publicly
Tenant invite is linked to approved owner/property
Tenant can submit issues, upload photos, and track repair cases after activation

Pilot Automation Queue

Move owners, providers, and tenants through signup request, document pack, signature, admin review, approval, portal invite readiness, and controlled activation without sending live access automatically.

OWNER-001OwnerAdmin review

Jean Keller

Rhône Apartment, Rue du Rhône 10, Geneva

Next automation step

Send owner portal invite after mandate approval

Current stage

Mandate pack prepared

Status

Admin review

Required documents

Owner mandate
Emergency override consent
Repair approval threshold form
Property information form
Data/privacy acknowledgement

Automation actions

Generated email/message preview

Owner document pack email

Subject

Helvetic Home Digital – Private Pilot Owner Onboarding

Dear Jean,

Thank you for joining the Helvetic Home Digital private pilot.

Your owner pilot document pack is ready for review:
- Owner mandate
- Emergency override consent
- Repair approval threshold form
- Property information form
- Data/privacy acknowledgement

The pilot is a controlled private beta. Portal access will only be activated after documents are completed and reviewed by Helvetic Home.

Best regards,
Helvetic Home Digital SA

Automation activity log

1OWNER-001 document pack prepared

2OWNER-001 signature marked pending

3PROV-001 insurance verification requested

4PROV-001 approved for pilot requests

5TEN-001 tenant invite prepared

6ACCESS-001 portal invite ready, waiting for admin approval

Controlled access rule

No owner, provider, or tenant should receive active portal access until required documents, verification, property linkage, and admin approval are complete. The pilot can automate intake, document preparation, and invite generation while keeping final activation under Helvetic Home control.

Future real automation

Forms: Tally or native platform forms
Database: Supabase or Airtable during pilot
Email: Gmail / Resend / transactional email provider
E-signature: Skribble
Login: magic link / password setup email
CRM: HubSpot or Airtable
Payments: later only after legal/payment setup is approved

Current state: demo automation controls only

Next state: connect intake forms, document generation, email sending, and admin-approved portal invites

Admin-only scale plan

Scalable Automation Architecture

Designed for real operational volume while keeping sensitive actions controlled. Intake, document preparation, email generation, status tracking, and portal invite workflows can be automated, while owner activation, provider approval, emergency dispatch, legal/payment steps, and access control remain subject to Helvetic Home admin approval.

Static demo UINo live sendingFinal admin gates

System of Record

Recommended setup

Supabase as the long-term core database.
Airtable can be used during the pilot as an operations mirror or lightweight CRM.

Core tables

owners
properties
tenants
providers
issues
documents
approvals
quotes
emergency_events
portal_invites
automation_logs
audit_trails

Rules

Supabase becomes the source of truth for production.
Airtable can mirror records for operations.
Every action creates an audit log.
No record becomes active without required approvals.

Automated Intake

Channels

Owner pilot request
Provider application
Tenant invite
Tenant issue report
Provider quote response
Emergency issue report

Automation

create record
assign status
generate internal task
notify admin
prepare email/document template
add next action
block unsafe actions until approval

Rules

No open public registration.
Owner/provider/tenant accounts are invite-only.
Tenants are linked to approved properties.
Providers must be verified before receiving real work.

Documents & E-Signature

Document packs

owner mandate
emergency override consent
repair approval threshold
provider pilot agreement
provider responsibility acknowledgement
privacy/data acknowledgement
tenant invite terms

Future integrations

Google Drive for pilot document storage
Skribble for signature
generated PDF/document pack later

Rules

owner access blocked until mandate and emergency consent are approved
provider access blocked until agreement, UID, and insurance are verified
document versions must be tracked
signed documents must be attached to the owner/provider record

Email & Portal Invites

Future email provider

Resend / Gmail / transactional email provider

Automated email types

owner document pack ready
owner signature reminder
owner portal invite
provider verification request
provider approval invite
tenant portal invite
emergency owner notification
provider quote request
provider report reminder
insurance/cost responsibility follow-up

Rules

emails can be generated automatically
live sending stays disabled until configured
portal invite emails require admin approval
emergency owner notification can be automated once legal wording is approved
all outbound emails are logged

Issue & Emergency Workflow Engine

Classifications

normal maintenance
tenant damage
insurance-related
urgent issue
emergency override
manual review

Automation

classify issue
collect evidence
suggest workflow
block provider booking when approval/cost responsibility is missing
allow emergency override only for genuine safety, security, habitability, or property damage risk
require provider report after emergency
notify owner
create post-emergency review task

Rules

non-emergency work requires approval/cost responsibility clarification
tenant-caused damage remains quote-only until responsibility is clarified
emergency override creates mandatory post-review
admin can override, approve, block, or escalate

Volume Operations Dashboard

Operational queues

new owner requests
provider applications
pending documents
signature pending
owner approvals
emergency cases
provider reports pending
quote-only requests
insurance/cost responsibility pending
tenant evidence missing
overdue actions

KPIs

open issues
emergency cases
pending owner approvals
provider SLA
documents pending
invite conversion
average response time
issue closure time
manual follow-up load

Rules

high-risk queues must be visible first
overdue actions should be highlighted
admin should see next best action for every record

Automation Maturity Roadmap

Stage 1: Controlled Pilot

Airtable + Google Drive + manual email
admin approval gates
no rent collection
manually supervised provider coordination

Stage 2: Semi-Automated Operations

Supabase records
generated email templates
automated internal notifications
Airtable mirror for operations
document status tracking
admin-approved portal invites

Stage 3: Automated Workflow Engine

real transactional email
e-signature integration
automated portal invite after approval
provider quote/report reminders
issue SLA tracking
emergency owner notification automation

Stage 4: Production Scale

native database as source of truth
role-based auth
automated reporting
provider marketplace workflows
owner billing/subscriptions
payments/rent collection only after legal/payment approval
full audit trail and compliance reporting