STEP 1 OF 5

Start with four quick questions

Enough to create the project draft. Everything else can be completed later.
About 2 minutes
⌕
The setup assistant will verify both addresses.

The customer address and website help identify the correct company logo and business information. The project address helps find the building name, floors, approximate unit count, floor-plan patterns, property information, opening-page image, and building logo. Every finding must be approved before use.

Address suggestions © OpenStreetMap contributors, powered by Photon.

4. Who needs the information?

STEP 2 OF 5

Upload whatever you already have

Use drawings, a schedule, resident records—or any combination.
Skip anything unavailable

ONE RESIDENT IMPORT AREA

Import residents from your management system

Upload the spreadsheet you normally use. OccupantLink identifies the format, maps residents to verified units, and shows every issue before anything is imported.

Customer approval required
Example residents will be usedThese fictional records let every page, unit lookup, email, and text preview work before signup.
DEMO DATA
Alex MorganNorth Building · Unit 0311alex.morgan@example.com · (312) 555-0101 Jordan LeeNorth Building · Unit 0412jordan.lee@example.com · (312) 555-0102 Casey RiveraSouth Building · Unit 0806casey.rivera@example.com · (312) 555-0103

Actual resident information will be requested after signup, before resident communications are activated. Example phone numbers never receive messages.

Prefer a clean template? Fill it out yourself or use it to check the assistant’s work.
Schedule template Location template Resident template
No files selected Continue anyway and the assistant will ask for the missing information.

STEP 3 OF 5

Confirm the assistant’s findings

Only questions that could not be answered from the addresses and uploaded information appear here.
A few items need review
OL
Setup Assistant

I’m ready to research the customer and project addresses, organize the files, and prepare the project identity and location directory.

✓
Project basics Ready from your quick-start answers
READY
⌕
Public building and customer research Addresses are ready for online research and customer verification
READY TO CHECK
!
Schedule activities Upload a schedule now or add it later
OPTIONAL NOW
!
Floors and locations Use public findings, drawings, the template, or enter them later
NEEDS INPUT
!
Resident and unit records Upload a management-system export now or add it later
OPTIONAL NOW
◎
Building image and logos Find approved sources or upload replacements
NEEDS APPROVAL
○
Payment Not requested until project activation
LATER
Opening-page building image
PROJECT IDENTITY

Confirm the building and customer branding

Customer uploads take priority. Otherwise, OccupantLink will search official building, association, and customer-company websites for candidates. A branded rendering may only be generated from an approved source image.

Finish the details we could not determine

Which impacts should the assistant look for?
Someone else knows this section better? Prepare a link so a scheduler, property manager, or superintendent can complete only the missing information.

STEP 4 OF 5

Preview the occupant experience

Review what occupants will see before deciding whether to activate.
No payment yet
Your project Occupied building project
PROJECT INFORMATION

What affects you this week

!
Important project update

Your approved shutdown, access, noise, and schedule information will appear here.

⌖ Find my location ▦ Look ahead ☎ Who to contact ? Questions
Take this page with you ▣
Publish through
Project Question Assistant
Occupant:

Will my water be shut off this week?

Project Assistant:

Enter your building and unit or suite so I can check only the approved work affecting you.

The assistant does not guess. Missing answers are directed to the project contact.
✓
Your preview is free.

Continue to see the exact activation price. Nothing publishes and no equipment is ordered until payment is approved.

STEP 5 OF 5

Activate only when you’re ready

This is the first point where OccupantLink asks for a payment method.
Secure checkout follows

Choose the kiosk

Payment method

Proof-of-concept safeguard This demonstration cannot collect payment, create a subscription, order equipment, or transmit the uploaded files.