This guide provides a high-level overview of the main areas of the Visitt platform and their purpose. Use it as a quick reference to understand where key features are located and how each section supports your day-to-day building operations. For detailed instructions on specific features, refer to the related articles at the bottom of this page.
📌 Note: Some features described in this guide may not be visible in your account. Access to specific tools and menu options depends on your user role, permissions, and your organization's enabled features.
Navigation Overview
The Visitt navigation menu provides access to all operational, property, and communication tools discussed in this guide.
Status Page
The Status Page provides a real-time overview of your property's operational health, helping you quickly identify important trends, priorities, and areas that may require attention.
Purpose: Monitor key metrics and activity across your property from a single dashboard.
Key Actions: Review work order performance, maintenance activity, inspection progress, document deadlines, tenant feedback, and compliance metrics. You can also filter dashboard data, switch between properties, customize displayed widgets, and create new work orders directly from the page.
💡 Note: The widgets displayed on the Status Page may vary depending on your organization's enabled features and account configuration. Some accounts may also have access to a Portfolio View for monitoring multiple properties from a single dashboard.
My Work
The My Work section provides a personalized view of the work orders and routines assigned directly to you.
Purpose: Help you quickly access and manage your assigned tasks without having to search through property-wide work order and inspection lists.
Key Actions: View assigned work orders and routines, search and filter tasks by status, building, category, or due date, create new work orders, and open assigned items to review updates or complete required actions.
💡 Note: The My Work section includes dedicated areas for My Work Orders and My Assignments. Only tasks assigned to your user account will appear in this view.
Notifications
The Notifications section serves as your personal activity feed, keeping you informed about important updates and events across the platform.
Purpose: Stay informed about changes and activity related to work orders, inspections, tenant interactions, compliance documents, amenity bookings, and other operational activities.
Key Actions: Review recent notifications, filter between all and unread alerts, navigate directly to related items, mark notifications as read or unread, and manage your notification preferences for email, SMS, and push notifications.
💡 Note: Notifications are personalized based on your role, assignments, and activity within Visitt. You can customize which alerts you receive and how they are delivered from your Notification Settings.
Reports
The Reports section provides insights into property performance, operational trends, and key metrics across your portfolio.
Purpose: Analyze operational data and measure performance across work orders, inspections, tenant satisfaction, amenities, and compliance.
Key Actions: View report dashboards, filter data by property, building, category, tenant, or date range, compare performance across periods or properties, review SLA and trend metrics, access AI-powered Discovery insights for recurring issues, and export reports as PDFs.
💡 Note: Available reports may vary depending on your organization's enabled features and account configuration. Some report categories are only visible when the related functionality is enabled for your account.
Views
The Views section allows you to create and save customized reports for Work Orders and Inspections, making it easier to focus on the information most relevant to you and your team.
Purpose: Build personalized dashboards and reports using filters, sorting, and custom column selections to quickly monitor operational data.
Key Actions: Create and save Views based on Work Order or Inspection data, customize filters and displayed columns, share Views with eligible teammates, and export results for reporting purposes. You can also edit or delete Views as your reporting needs evolve.
💡 Note: Access to Views depends on your user role and enabled account features. The ability to create and share Views is generally available to Managers and above. Inspection-based Views may also require the Inspections module to be enabled for your organization.
Work Orders
The Work Orders section is the central hub for creating, tracking, and managing maintenance and service requests across your property.
Purpose: Monitor and manage the full lifecycle of work orders, from creation and assignment to completion and reporting.
Key Actions: View active and historical work orders, search and filter requests, create new work orders, manage assignments and priorities, view work orders in a calendar format, configure automations, create reusable templates, and manage recurring work order schedules.
💡 Note: The Work Orders section includes dedicated areas for Open Work Orders, All Work Orders, Calendar, Automations, Templates, and Recurring Schedules.
Inspections
The Inspections section allows you to create, assign, and track recurring property checks, walkthroughs, and maintenance routines.
Purpose: Ensure recurring inspections and operational tasks are completed on schedule while maintaining visibility into property conditions and compliance.
Key Actions: Create and manage inspection routines, assign tasks to team members, complete digital checklists, capture notes, photos, readings, and signatures, track completion status, and create work orders directly from inspection findings.
💡 Note: Completion data is automatically tracked and can be viewed in reports and dashboards to help monitor overdue, completed, and missed inspections.
Documents
The Documents section serves as a centralized repository for property records, contracts, compliance documents, and other important files.
Purpose: Store, organize, and manage documents related to your properties, tenants, vendors, and operational processes.
Key Actions: Upload and manage documents, organize files with tags, link documents to tenants or vendors, set expiration dates and automated reminders, search and filter records, track document version history, and export files or document data as needed.
💡 Note: If your organization has Certificate of Insurance (COI) tracking enabled, this section may appear as Documents & COIs and include additional compliance monitoring and expiration tracking for insurance certificates.
Amenities
The Amenities section allows you to manage shared spaces and resources that tenants and staff can reserve, such as conference rooms, fitness centers, rooftop lounges, pools, or freight elevators.
Purpose: Create and manage bookable amenities, define reservation rules, and oversee bookings across your property.
Key Actions: Configure amenity details, availability schedules, booking requirements, pricing, and custom reservation forms. You can review, approve, decline, or cancel booking requests, track amenity usage, and manage billing for paid reservations. Amenities can also be archived when they are no longer in use.
💡 Note: Amenities is an optional feature and may not be available for all organizations. Depending on your configuration, bookings may be approved automatically or require manager review before being confirmed.
Visitors
The Visitors section helps you manage guest access and track visitor activity across your property.
Purpose: Register visitors in advance, streamline check-ins, and maintain a record of guest activity.
Key Actions: Create visitor registrations, send guest invitations, monitor upcoming visits, check visitors in upon arrival, print visitor badges, and cancel or revoke visitor access when needed.
💡 Note: Visitors is an optional feature and may not be available for all organizations. Some properties may also have visitor invitations, badge printing, and access-control integrations enabled.
Billing
The Billing section helps you manage billable work orders, tenant charges, and accounting synchronization.
Purpose: Convert completed work orders into billable charges, track their status, and prepare them for invoicing through your accounting system.
Key Actions: Review completed work orders in the Billing Inbox, verify and manage charges, synchronize charges with your accounting platform, export billing records, and maintain your catalog of billable items and service fees.
💡 Note: The Billing section includes separate tabs for Billing Inbox, Charges, and Billable Items. Access to billing features may vary depending on your organization's configuration and integrations.
Packages
The Packages section helps property staff track and manage deliveries received on behalf of tenants.
Purpose: Maintain a digital record of incoming packages and notify tenants when deliveries arrive.
Key Actions: Log new package arrivals, search and filter packages by tenant or status, view package details, mark packages as picked up, delete packages logged in error, and export package reports.
💡 Note: When a package is logged, the recipient is automatically notified. Some organizations may also have package pickup tracking enabled, allowing staff to capture pickup details and signatures when a package is collected.
Building
The Building section allows you to manage the physical structure of your properties, including buildings, floors, spaces, and equipment.
Purpose: Maintain an organized view of your property's hierarchy and physical assets in a single location.
Key Actions: Add and manage buildings, floors, spaces, and equipment, update location details, generate QR portals, and initiate work orders directly from specific areas within a property.
💡 Note: Available actions within the Building section may vary based on your user role and permissions. Some administrative functions may be restricted to higher-level administrators.
Tenants
The Tenants section is the central hub for managing tenant organizations and their associated contacts across your properties.
Purpose: Maintain tenant records, manage space assignments, and keep occupant information organized and up to date.
Key Actions: Add and manage tenants, assign leased spaces, search and filter tenant records, import or export tenant data, manage tenant contacts, view tenant documents and COI information, and archive or restore tenant records as needed.
💡 Note: The Tenants section includes separate tabs for Tenants and Contacts, allowing you to manage both organizations and the individuals associated with them.
Vendors
The Vendors section allows you to manage the contractors and service providers that support your properties, such as electricians, plumbers, cleaning companies, and other third-party partners.
Purpose: Maintain a centralized directory of vendors, their contact information, and compliance documentation.
Key Actions: Add and manage vendors, import or export vendor records, search and filter vendor lists, access the Global Vendor Directory, and view vendor profiles containing contact details, documents, and Certificate of Insurance (COI) information.
💡 Note: Some organizations may have Certificate of Insurance (COI) tracking enabled, allowing staff to monitor vendor insurance compliance directly within Visitt.
Broadcasts
The Broadcasts section allows you to send announcements and updates to tenants and contacts across your property.
Purpose: Communicate important information to large groups of tenants through a single message.
Key Actions: Create and send broadcasts, select recipients by tenant, building, contact, or group, choose delivery channels such as email, SMS, or push notifications, attach files, preview messages before sending, and track delivery and engagement results.
💡 Note: Broadcasts is an optional feature and may not be available for all organizations. Broadcast Groups and templates can help streamline recurring communications.
Content
The Content section allows you to create and manage custom pages that appear in the Visitt+ app for tenants and occupants.
Purpose: Share building information, announcements, documents, and other resources with tenants through the Visitt+ app.
Key Actions: Create and manage custom content pages, add cover images and call-to-action buttons, publish announcements and documents, choose where content appears within the tenant app, save pages as drafts, and edit or remove existing content.
💡 Note: Content is only available for organizations with the Portal and Custom Pages features enabled. Depending on your permissions, you may need administrator access to create or manage content.
Related Articles
Now that you're familiar with the main areas of the Visitt platform, explore the related articles above for step-by-step instructions on common tasks such as creating work orders, managing inspections, configuring automations, and updating user permissions.
If you need additional assistance, our Support Team is always happy to help. 😊