Introduction & Platform Navigation

Welcome to the WillowTwin™ for Real Estate!

The platform provides organizations the ability to consolidate and orchestrate the data from a number of disparate systems so users to make informed data-led decisions to help reduce expenses, grow profits and better manage risk. Users can ensure your buildings are operating at peak efficiency by watching for potential issues with equipment, watch for trends in equipment operation, generate tickets for repair and general maintenance, and much more. 

The accompanying articles on this support site will take a closer look at the various features and functionality of the platform. For now, we'll discuss what users can expect to see once logged and some basic navigation tips for moving around the platform. 

Home screen

Depending on the permissions enabled by your platform Administrator(s), once logged in users will land on one of two areas of the platform as their home screen, either:

  • Portfolio
  • Command Dashboard

Portfolio

Portfolio access is typically enabled for users who need a more holistic view, as this area provides users with the ability to view all buildings that have been added to their WillowTwin™ platform. From here users can see a list of buildings with basic information listed for each, view their location on a map, navigate to each specific building, or navigate to other areas of the platform.

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Command Dashboard

Command is the building specific area of the platform where users can use a number of different features to monitor the health of the assets within the building, initiate tickets for users in the field to respond to potential issues, access reports, and more.

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Command has a number of components to it, including: Insights, Tickets, Inspections, and Reports; but the landing page for users accessing Command is the Dashboard. This provides users with a basic summary of a selected building, from here a 3D representation of the building gives users the ability to see where potential issues may exist, they can navigate to the individual floors within the building to view floor plans and the location of assets, as well as have quick access to view open insights and tickets for the building's assets.

Platform Navigation

Menu Bar

The menu bar at the top of the screen is the primary general navigation point for users of the platform. There are components of the menu bar that are static and will be visible no matter where you are within the platform, and some which will only be visible when in certain areas of the platform.

Static Menu bar options

On the left side of the menu bar are a few of the static options mentioned above, these include:

  • Menu button
  • Willow icon 
    • This is a home button, clicking this will return you to your home screen
  • Customer name
    • Here you will see your company's name

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On the right side of the menu bar are a couple of other static options, these include:

  • Help
    • Clicking the question mark button will open a short form, allowing you to submit a ticket to the Willow support team, should you need assistance
  • User drop-down
    • Provides users access to:
      • Reset Profile
        • Clears any saved settings and searches
      • Help & Support
        • Will take you to the Willow support site
      • Privacy Policy
        • Allows users to view the Willow privacy policy
      • What's New
        • See announcements on new features and functionality
      • Change Region
        • Change regions if your organization has buildings in various places in the world
      • Log Out
        • Log out of the platform

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As mentioned earlier, additional options will appear in the menu bar when a users navigates to the other areas of the platform, these options will be discussed in more detail in the articles specific to those areas.

 

 

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