diff --git a/docs/DEMO_PLAN.md b/apps/demo plans/MILESTONE 3_DEMO_PLAN.md similarity index 58% rename from docs/DEMO_PLAN.md rename to apps/demo plans/MILESTONE 3_DEMO_PLAN.md index 809cddf4..fbd9d8c7 100644 --- a/docs/DEMO_PLAN.md +++ b/apps/demo plans/MILESTONE 3_DEMO_PLAN.md @@ -1,6 +1,6 @@ -# 🎬 KROW Workforce Platform — Feature Demo Plan +# KROW Workforce Platform — Feature Demo Plan for Milestone 3 -**Version:** 1.0 +**Version:** Milestone 3 (v3.0) **Date:** February 2, 2026 **Audience:** Business Stakeholders, Customer Engineers, Sales Teams **Duration:** 25-30 minutes @@ -116,6 +116,19 @@ Tracked in : --- +### Demo 5: Client Creates a New Hub +**Screen:** Hubs Tab → "Add Hub" button +**Steps:** +1. Navigate to Hubs tab in bottom navigation +2. Tap the "+" or "Add Hub" button +3. Fill in hub details: + - Hub name: "Downtown Convention Center" + - Address: Start typing and select from Google Places autocomplete +4. Tap "Create Hub" +5. See the new hub appear in the hubs list + +--- + > **EXPLAIN**: The main demo flow which is the order creation and acceptance flow. > ``` >Client Posts Shift [O1] @@ -131,13 +144,11 @@ Tracked in : >Worker Checks In [O6] > ↓ >Shift Completed [O7] -> ↓ ->Payment [O8] >``` --- -### Demo 5: Client Creates New Order - [O1] +### Demo 6: Client Creates New Order - [O1] **Purpose:** Walk through the shift creation process **Screen:** Orders Tab → "Post" button **Action:** Create a new shift for upcoming event @@ -150,7 +161,7 @@ Tracked in : --- -### Demo 6: Client Views Order Details +### Demo 7: Client Views Order Details **Purpose:** Show detailed shift information and worker assignments **Screen:** Orders Tab → Tap on any order card **Action:** Expand order to see full details @@ -161,11 +172,10 @@ Tracked in : - Clock in/out times - Estimated cost - Coverage percentage bar -**Why It Matters:** Complete transparency on staffing status before the event --- -### Demo 7: Staff Logs In with Existing Account +### Demo 8: Staff Logs In with Existing Account **Purpose:** Show the worker sign-in experience **Screen:** Get Started → Sign In with Phone **Steps:** @@ -176,7 +186,7 @@ Tracked in : --- -### Demo 8: Staff Views Home Dashboard +### Demo 9: Staff Views Home Dashboard **Purpose:** Show worker's personalized dashboard **What to Notice:** @@ -185,7 +195,7 @@ Tracked in : --- -### Demo 9: Staff Browses Available Shifts - [O3] +### Demo 10: Staff Browses Available Shifts - [O3] **Purpose:** Show how workers discover and view available work **Screen:** Shifts → "Find Work" **Action:** Browse the list of available shifts @@ -198,7 +208,7 @@ Tracked in : --- -### Demo 10: Staff Applies for Shift - [O4] +### Demo 11: Staff Applies for Shift - [O4] **Purpose:** Show the application process from worker side **Screen:** Shift Details → "Apply Now" button **Steps:** @@ -209,7 +219,7 @@ Tracked in : --- -### Demo 11: Staff Views Confirmed Shifts - [O5] +### Demo 12: Staff Views Confirmed Shifts - [O5] **Purpose:** Show worker's shift management interface **Screen:** Shifts Tab → "My Shifts" **Action:** Review calendar view of confirmed shifts @@ -221,7 +231,7 @@ Tracked in : --- -### Demo 12: Client Monitors Coverage Dashboard +### Demo 13: Client Monitors Coverage Dashboard - [O5] **Purpose:** Show real-time worker tracking capabilities **Screen:** Client App → Coverage Tab **Action:** Navigate to Coverage, select today's date @@ -232,11 +242,9 @@ Tracked in : - Worker contact information - Real-time updates as workers check in -**Why It Matters:** Know exactly who's on-site and who's missing before event starts - --- -### Demo 13: Staff Checks In to Shift (Day of Event) - [O6] +### Demo 14: Staff Checks In to Shift (Day of Event) - [O6] **Purpose:** Demonstrate the check-in process **Screen:** Home or My Shifts → Shift Card → "Check In" button **Action:** Simulate checking in to an active shift @@ -247,101 +255,66 @@ Tracked in : --- -### Demo 14: Client Sees Check-In Update - [O6] +### Demo 15: Client Sees Check-In Update - [O6] **Purpose:** Show cross-app interaction and real-time updates **Screen:** Client App → Coverage Tab -**Action:** Show the worker's status updating from "Not Arrived" to "Checked In" +**Action:** Press the update button on the top right to refresh worker statuses **What to Notice:** - Status update - Green "Checked In" badge appears - Check-in time displayed -- Coverage percentage updates automatically - -> Go to the home page and come back to the coverage page to update the data. ---- - -## 8️⃣ Common Questions & Talking Points - -### **Q: How do you handle background checks and compliance?** -**A:** Workers upload required documents (certifications, IDs) during onboarding. The system flags expired or missing documents and prevents booking until resolved. Businesses can configure required certifications per role. --- -### **Q: What if a worker no-shows?** -**A:** The platform tracks reliability scores based on check-ins and cancellations. Businesses can filter workers by reliability when posting shifts. Repeated no-shows result in account warnings. +### Demo 16: Staff Checks Out of Shift - [O7] +**Purpose:** Demonstrate the check-out process and shift completion +**Screen:** Home or My Shifts → Shift Card → "Check Out" button + +**What to Notice:** +- Check-out timestamp automatically recorded +- Status changes to "Completed" +- Total hours worked calculated automatically +- Shift moves from active to history --- -### **Q: Can we message workers before or during shifts?** -**A:** *(Current State: Not yet implemented in demo)* Messaging is on the roadmap. Currently, workers can access business contact info from shift details. +### Demo 17: Client Views Completed Shift in Coverage - [O7] +**Purpose:** Show how completed shifts appear in the client app +**Screen:** Client App → Coverage Tab +**Action:** Press the refresh button to update worker statuses + +**What to Notice:** +- Worker status changes to "Completed" +- Check-out time displayed alongside check-in time +- Total hours worked visible +- Shift marked as complete in orders list +- Cost finalized based on actual hours --- -### **Q: How does payment work?** -**A:** Workers link bank accounts during onboarding. Hours are automatically calculated from check-in/check-out times. Payment is processed weekly via ACH transfer. *(Note: Payment processing integration is in progress)* - +### Demo 18: Staff Profile Management +**Purpose:** Demonstrate worker profile features and compliance management +**Screen:** Staff App → Profile Tab +**Steps:** +1. Navigate to Profile tab in bottom navigation +2. Review profile sections: + - **Profile Info:** Name, photo, contact details, date of birth + - **Statistics:** Total shifts worked, average rating, reliability score + - **Bank Account:** Linked payment account for direct deposit + - **Certificates:** Food Handler, ServSafe, Background Check status + - **Documents:** ID verification, work authorization + - **Tax Forms:** W-9, I-9 compliance documents + - **Time Card:** Historical shift records with hours and earnings --- -### **Q: What happens if we need to cancel a shift?** -**A:** Businesses can cancel shifts from the Orders screen. Workers receive cancellation notifications. The system tracks cancellation history for both businesses and workers. - ---- - -### **Q: Can workers see their upcoming schedule?** -**A:** Yes, the "My Shifts" tab shows a week-by-week calendar view of all confirmed shifts. Workers can export to phone calendar. - ---- - -### **Q: Do you support recurring shifts or long-term placements?** -**A:** *(Current State: One-time shifts implemented)* Recurring and permanent shifts are on the roadmap. Current demo focuses on one-time event staffing. - ---- - -### **Q: How do you verify worker skills?** -**A:** During onboarding, workers select their experience levels and upload relevant certificates (ServSafe, TIPS, etc.). Businesses can require certifications per role. - ---- - -### **Q: What if GPS check-in doesn't work (indoor venue)?** -**A:** *(Current State: GPS-based check-in)* Backup QR code check-in is in development. Businesses can also manually verify check-ins from Coverage dashboard. - ---- - -### **Q: Can we integrate with our existing payroll system?** -**A:** *(Future Feature)* API integration with payroll systems like ADP, Gusto is planned. Current export options include CSV for manual import. - ---- - -### **Q: What data do businesses see about workers?** -**A:** Businesses see worker name, photo, ratings, reliability score, certifications, and shift history. Personal details (address, SSN) remain private. - ---- - -### **Q: Is there a web dashboard for businesses?** -**A:** *(Current State: Mobile-first)* Web admin dashboard is in development. Current demo shows mobile apps for both businesses and workers. - ---- - -### **Q: What's the pricing model?** -**A:** *(Sales Team Question)* Refer to sales team for pricing. Platform fee is typically percentage of labor cost or flat per-worker rate. - ---- - -## 9️⃣ Current Limitations (Be Transparent) - -1. **Messaging:** In-app chat between businesses and workers is not yet available -2. **Payment Processing:** ACH/payment gateway integration is in progress -3. **Recurring Shifts:** Only one-time shifts are currently implemented -4. **Web Dashboard:** Admin web interface is under development -5. **Shift Swapping:** Workers cannot yet swap shifts with each other -6. **Push Notifications:** Some real-time notifications may have delays -7. **Offline Mode:** Apps require internet connection for most features - ---- - -**Document Version:** 1.0 -**Last Updated:** February 2, 2026 -**Maintained By:** Product & Solutions Engineering Team -**Feedback:** Submit updates via GitHub Issues or Slack #demo-playbook +## Things we need to handover to the customer +- Android apps of the client and staff. +- Demo accounts credentials: + - Client Account: + - Email: `legendary@krowd.com` + - Password: `Demo2026!` + - Staff Account: + - Phone: `+15557654321` + - OTP Code: `123456` (demo mode)