feat: create comprehensive demo plan for Milestone 3 with detailed flows and setup instructions

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Achintha Isuru
2026-02-02 15:02:50 -05:00
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# 🎬 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
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---
### 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
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---
### 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
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- 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:**
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---
### Demo 8: Staff Views Home Dashboard
### Demo 9: Staff Views Home Dashboard
**Purpose:** Show worker's personalized dashboard
**What to Notice:**
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---
### 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
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- 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.
---
## 8⃣ 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.
---
## 9⃣ 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)