Platform walkthrough · 18 October 2026

PeoplePro & ValetPro Walkthrough

One platform runs two services, each with its own website and brand. This walkthrough shows every kind of user, what they can do and what they see, on a computer and on a phone. All the screens come from the demonstration environment; every name, flat, venue and amount in them is invented.

PeoplePro

Monthly maid service for gated communities.

Public website with plans and call-back requests
Staff console for sales and field teams
Customer portal

ValetPro

Professional valet driver teams for events.

Public website with team requests
Customer app for bookings and proposals
Operations in the shared administration console

8 user types9 journeys, start to finish313 screensComputer at 1440 px, phone at 390 px, captured in HD (2×)

Who uses what

Each person signs in once. What they see depends on their role and on which service they have been given. Pick a row to jump to that user's screens.

User	Service	What they do	Where they work
Public visitor	PeoplePro	Reads about the service, browses plans and asks for a call back.	PeoplePro website
Customer	PeoplePro	Sees their plan and maid, reads the survey report and keeps details up to date.	Customer portal · /me
Field officer	PeoplePro	Works through the day's flat visits and files each survey report.	Staff console · /console/visits
Sales executive	PeoplePro	Works assigned leads from first call to a paid subscription.	Staff console · /console/my-leads
Sales head	PeoplePro	Owns communities, packages, prices, maids and the sales team.	Staff console · /console/dashboard
Platform administrator	Both	Runs both services: people and roles, both websites, pricing, payments and ValetPro operations.	Administration console · /admin
Public visitor	ValetPro	Reads about event valet teams and requests one for an event.	ValetPro website
Customer	ValetPro	Follows bookings, reviews and accepts proposals, then pays the deposit.	ValetPro app · /bookings

Access is limited by role

Every staff and customer account was also sent to screens above its role. Each was turned away.

User	Data they see	Staff console	Administration console
Customer	Own portal only	Refused	Refused
Field officer	Own visits	Visits and notifications	Refused
Sales executive	Own leads	Leads, reviews, onboarding	Refused
Sales head	Whole sales operation	Full staff console	Refused
Platform administrator	Both services	Full staff console	Full access

Journeys

Real tasks, followed from the first click to the result. Each one was carried out in the demonstration environment and the result was checked. Scroll each row sideways; select a screen to open it in HD.

A visitor asks for a call back

Public visitor, then the platform administrator · 7 steps

Visitor arrives on the home page
Picks their community
Picks tower and flat
Chooses a plan or asks for advice
Leaves a name, phone and call-back window
Gets a confirmation
The enquiry is a new website lead in admin

The lead goes to a sales executive

Platform administrator, then sales executive Priya Nair · 5 steps

Admin opens the new lead
Assigns it to Priya, with a reason
Adds a call note to the timeline
Priya finds it in My leads
Priya opens it and takes over

The visit is booked and the survey report is filed

Sales executive Priya Nair, then field officer Asha Menon at the flat · 10 steps

Priya opens the new lead
Chooses the package and how to invite the customer
Books today's visit with field officer Asha Menon
The lead moves to Visit scheduled
The visit appears in Asha's day
Asha starts the visit at the flat
Records flat, rooms, measured size and household
Submits it; the size tier is worked out
Adds a photo to the report
The report lands on the lead for Priya's review

A new team member is invited, then resets a password

Administrator invites a sales executive; the new person signs in · 9 steps

Administrator sends an invitation
The invitation is listed as sent
The invitation email (demo inbox)
The invitee opens the link
Sets a password
Later asks for a password reset
Chooses a new password
Signs in and lands on My leads
The old password no longer works

An event organiser requests a team

Public visitor on the ValetPro site, then the operations team · 4 steps

Organiser opens Request a team
Enters venue, times and three drivers
Gets a confirmation
The request arrives in Team requests

A customer accepts a proposal

ValetPro customer Arjun P. · 3 steps

Arjun sees his bookings
Opens a proposal with its price breakdown
Accepts; the deposit is the next step

A driver is added, then deleted

Platform administrator on the driver roster · 6 steps

Fills in the Add driver form
The driver joins the roster, pending checks
Delete asks for confirmation
Gone from the active roster
Kept under Archived drivers with history
A driver still in a batch cannot be deleted

Driver attendance is recorded at a live event

Platform administrator on the Music Festival booking, during the shift · 7 steps

The event is running and attendance is open
Checks a driver in, with an operator note
The driver is on record as checked in
Marks a driver as a no-show, with the reason
Check-ins and the no-show are closed
Checks the first driver out
Arrival and departure are both on record

A ValetPro customer is invited, then resets a password

Administrator invites a customer; the customer signs in to ValetPro · 9 steps

Administrator invites a ValetPro customer
The invitation is listed as sent
The invitation email (demo inbox)
The customer opens the link
Sets a password
Later asks for a password reset
Chooses a new password
Signs in and lands on My bookings
The old password no longer works

Every screen by user

Each user's screens on a computer, with the same screens on a phone one click below. The administrator's console is grouped by area.

PeoplePro

Public visitor

Reads about the service, browses plans and asks for a call back.

Signs in at: PeoplePro website

**Home page**What the service is, the plans on offer and the way to request a visit.

**How it works**The steps from enquiry to a maid starting work.

**Packages**Published plans per community and flat size, with prices.

**Services**The catalogue: monthly cleaning, deep cleaning and add-ons.

**Request a visit, step 1**Pick the community.

**Call-back details**Name, phone and a preferred call-back window.

**Request received**The visitor is told when to expect a call.

**Sign in**One sign-in for staff and customers; each lands on their own home.

**Forgot password**Request a reset link by email.

**Accept an invitation**An invited person sets their password here.

**Choose a new password**Opened from the reset email.

Same screens on a phone · 8

PeoplePro

Customer

Sees their plan and maid, reads the survey report and keeps details up to date.

Signs in at: Customer portal · /me
Demo login: [email protected]

**My service**The customer's plan, maid, schedule and payments.

**Survey report**What the field officer recorded at the flat.

**My details**Contact details and flat information.

**Notifications**Messages about visits, payments and changes.

Same screens on a phone · 4

PeoplePro

Field officer

Works through the day's flat visits and files each survey report.

Signs in at: Staff console · /console/visits
Demo login: [email protected], [email protected]

**Field visits**The day's visits, in order, with their status.

Same screens on a phone · 2

PeoplePro

Sales executive

Works assigned leads from first call to a paid subscription.

Signs in at: Staff console · /console/my-leads
Demo login: priya.nair@, ravi.kumar@, [email protected]

**My leads**Every lead assigned to this executive, by stage.

**Lead**Contact, flat, history and the next action.

**Inventory reviews**Flats reported by the field that need checking.

**Community onboarding**Bring a new community live, step by step.

Same screens on a phone · 5

PeoplePro

Sales head

Owns communities, packages, prices, maids and the sales team.

Signs in at: Staff console · /console/dashboard
Demo login: [email protected]

**Overview**Pipeline, conversions and the team's workload at a glance.

**Communities**Gated communities served, with towers, flat sizes and units.

**Community**Towers, flat-size bands and unit mix.

**Package**Tier, prices per flat size and included services.

**Services & list prices**The service catalogue and its standard prices.

**Maids & batches**Maids, their skills, batches and transport.

**Sales executives**The team, their leads and their performance.

Same screens on a phone · 12

PeoplePro + ValetPro

Platform administrator

Runs both services: people and roles, both websites, pricing, payments and ValetPro operations.

Signs in at: Administration console · /admin
Demo login: [email protected]

Platform & people

**Dashboard**PeoplePro cards and, for ValetPro staff, a separate ValetPro section.

**Users**Every account, its roles and services; filter by service.

**User**Roles, service access, sessions and history for one account.

**Invitations**Staff to the console with service access; clients to the ValetPro app.

**Roles & permissions**What each role is allowed to do.

**Role matrix**All roles against all permissions, with ValetPro as its own domain.

**Sign-in history & security**Sign-ins, failed attempts and active sessions.

Same screens on a phone · 8

Sales & customers

**Leads**All enquiries across the team, with owner and stage.

**Customers**Customers of both services in one list, filterable by service.

**Customer**Services, subscriptions, ValetPro bookings, payments and app login.

Same screens on a phone · 7

Plans, people & money

**Business administration**Entry point to pricing, customers and slots.

**Packages & price versions**Prices are versioned; changes keep history.

**Coupons & discounts**Discount codes and their limits.

**Service slots**The daily time windows maids work in.

**Subscriptions**Every plan a customer is on, by status.

**Subscription**Agreed price, lines, renewals and changes.

**Payments**Payments for both services; ValetPro rows name their booking.

**Payment**Amount, status, provider reference and refunds.

Same screens on a phone · 9

PeoplePro website

**Website content**Edit and publish the site's words.

**Content block**Draft, publish and see where it appears.

Brand & identityLogo, colours, title and contact details.

**Media library**PeoplePro's images, kept apart from ValetPro's.

**Communities on the site**Which communities show, and in what order.

**Packages on the site**Which plans are featured.

**Service slots on the site**Which time windows are advertised.

**Call-back windows**Times visitors can ask to be called.

**Sections & order**Turn home-page sections on or off and reorder them.

**Preview**See the site before visitors do.

Same screens on a phone · 11

Brand & identity

ValetPro website

ValetPro brand & identityLogo, tab icon, colours and contact details.

**ValetPro media library**ValetPro's images, kept apart from PeoplePro's.

**Preview: home**The real ValetPro pages, rendered inside the console.

**Preview: request a team**The request form as visitors see it.

**Preview: sign in**The customer sign-in page.

Same screens on a phone · 8

ValetPro brand & identity

ValetPro operations

**Team requests**Requests from the ValetPro site, ready to review.

**Team request**Review, convert to a booking or decline.

**Bookings**Search, filter, sort and page through every event.

**New booking**Book a team for a client who called, with one or more shifts.

**Booking**Who and where, shifts, proposal, staffing, attendance, payouts, history; cancel before a deposit.

**Proposals**Every quote across bookings: open, accepted or expired.

**Invoices**Issued invoices across bookings, with balance due and overdue.

**Attendance**Driver check-in and check-out for every staffed shift.

**Driver payouts**Approved payouts per driver; record a payment made elsewhere.

**Payments recorded**Driver payments with their transfer reference.

**Reconciliations**Approved financial reviews and their corrections.

**Rate cards**Approved price versions used in proposals.

**Venues**Reviewed event venues: search, edit, archive or restore.

**Driver roster**Search, filter, sort; qualify, edit or delete drivers.

**Driver**Licence, qualification and every shift with attendance and pay.

**Add driver**A separate, validated form for a new driver.

**Driver batches**Groups of drivers and their members.

**New batch**Create a batch on a pickup route.

**Zones & stops**Pickup areas and stops.

**Routes**Transport routes shared across services.

**Venue arrivals**Which venues a route serves, and when.

Same screens on a phone · 21

System & records

**Background jobs**Scheduled work such as renewals and reminders.

**Journey measurements**Transport routes and timing for both services.

**Feature flags**Switch features on or off without a release.

**Data retention**How long each record is kept; ValetPro evidence is protected.

**Audit log**Who changed what, and when; filter by service.

**System logs**Technical events for support.

**Audit exports**Download the audit trail, for one service if needed.

**Data & exports**Export and import records, including ValetPro datasets.

**Import data**Bring records in from a spreadsheet.

**Records & bulk actions**Find records and act on many at once.

**API keys**Access for connected systems; the key form marks the scopes the API accepts.

**Webhooks**Send events from both services to other systems as they happen.

Same screens on a phone · 13

Settings

**Notification settings**Email, SMS and WhatsApp channels.

**Message templates**The wording of every message sent.

**Storage**Where uploaded files are kept.

**Zoho CRM**Sync leads and customers with Zoho.

**Security & sign-in**Password rules, sessions and two-step sign-in.

**Settings history**Every settings change, with its reason.

Same screens on a phone · 8

ValetPro

Public visitor

Reads about event valet teams and requests one for an event.

Signs in at: ValetPro website

**Request a team**Event details, venue, times and how many drivers.

Same screens on a phone · 6

ValetPro

Customer

Follows bookings, reviews and accepts proposals, then pays the deposit.

Signs in at: ValetPro app · /bookings
Demo login: [email protected]

**My bookings**Every event booking and its status.

**Booking: Quarterly Townhall**Shifts, proposal, price breakdown and next step.

**Booking: Valet team at Radisson Blu Plaza**Shifts, proposal, price breakdown and next step.

Same screens on a phone · 3

Next steps

Online payments

Payment links and the ValetPro deposit are built and create a test-mode payment. A full test checkout through Razorpay runs once you approve it.

Email delivery

In the demonstration, emails such as invitations and password resets land in an inbox inside the console. Live delivery starts once the email account has sending credit.

Going live on the server

Everything shown here ran in the demonstration environment. Moving it to the hosted server is the next release step.