03 — WEB APPLICATIONS & DIGITAL PRODUCTS
Homecare Connect / Site Task Manager
Service Design · Web Applications · Mobile UX
Introduction
Homecare Connect / Site Task Manager is a connected digital-service concept developed and presented to Beechcroft Developments.
Homecare Connect is the central platform. Customers use its web application to report property issues and receive updates, while office teams use the back-office interface to review reports, create tasks, assign operatives and monitor progress.
Site Task Manager is the connected mobile application used by site operatives to receive work, view instructions, record progress and report completion.
My role covered concept development, service design, user flows, information architecture, UX/UI design, interface prototyping and presentation of the proposed solution.
Project Snapshot
Project type | Connected web and mobile application concept |
Presented to | Beechcroft Developments |
Primary users | Customers, office teams and site operatives |
Central platform | Homecare Connect |
Mobile application | Site Task Manager |
My role | Product concept, service design, UX/UI and prototyping |
Project status | Concept proposal; not presented as an implemented Beechcroft product |
Proposal Objectives
No. | Objective |
01 | Give customers a simple way to report property issues. |
02 | Provide clear updates after an issue has been submitted. |
03 | Give office teams a central view of issues and tasks. |
04 | Allow work to be assigned to the appropriate operative. |
05 | Give operatives access to the information required on site. |
06 | Create a shared task and status workflow. |
07 | Improve visibility between customers, office teams and operatives. |
08 | Present a scalable digital-service concept. |
Connected Product Ecosystem
Experience | Primary user | Purpose |
Customer web application | Customer | Report an issue, provide evidence and receive updates. |
Homecare Connect back office | Office team | Review reports, create tasks, assign work and monitor progress. |
Site Task Manager | Site operative | Receive tasks, access instructions and submit updates. |
Homecare Connect acts as the central source of information.
CUSTOMER → HOMECARE CONNECT → OFFICE TEAM → SITE TASK MANAGER → HOMECARE CONNECT → CUSTOMER UPDATE
Service Journey
Stage | Customer | Office team | Operative |
01 — Report | Submits the issue and supporting information. | Receives the report. | — |
02 — Review | Receives confirmation. | Assesses priority and requirements. | — |
03 — Assign | Receives an update. | Creates and assigns a task. | Receives the task. |
04 — Progress | Follows the status. | Monitors the work. | Adds notes, evidence and status updates. |
05 — Complete | Receives completion information. | Reviews the operative’s update. | Reports completion. |
06 — Close | Sees the final outcome. | Confirms and closes the issue. | — |
Homecare Connect
Customer Experience
Function | Customer value |
Issue reporting | Provides a structured way to explain the problem. |
Image uploads | Allows supporting evidence to be submitted. |
Reference number | Confirms that the report has been recorded. |
Status updates | Shows what is happening without requiring repeated contact. |
Information requests | Allows missing details to be supplied. |
Completion notification | Confirms when the reported work has been completed. |
Issue history | Provides a record of current and previous reports. |
Office Management
Function | Operational purpose |
Dashboard | Provides a central view of reported issues and active tasks. |
Customer and property records | Connects the issue to the relevant people and location. |
Priority assessment | Helps office teams identify urgency and next actions. |
Task creation | Converts the customer report into operational work. |
Operative assignment | Allocates the task to an appropriate person. |
Progress monitoring | Shows updates submitted through Site Task Manager. |
Customer communication | Supports accurate and timely status information. |
Site Task Manager
The mobile application presents essential task information in a format designed for use away from a desk.
Task information | Operative action |
Task title and reference | Acknowledge the task |
Property address | Open location or access details |
Issue description | Review the reported problem |
Supporting photographs | Examine available evidence |
Priority and date | Plan the order of work |
Office instructions | Follow task requirements |
Status controls | Report progress |
Notes and uploads | Add evidence or further information |
Completion action | Submit the completed task for review |
Updates entered in Site Task Manager return to Homecare Connect, allowing the office team to monitor progress and keep the customer informed.
Shared Status Model
Status | Meaning |
Submitted | The customer has reported an issue. |
Under Review | The office team is assessing the report. |
Assigned | A task has been created and allocated. |
In Progress | The operative has started or is managing the work. |
Further Information Required | Additional information, access or approval is needed. |
Completed | The operative has submitted a completion update. |
Closed | The office team has reviewed and closed the issue. |
Each interface presents the detail appropriate to its user while retaining a shared operational status.
Information Architecture
Record | Relationship |
Customer | The person reporting or affected by the issue |
Property | The location associated with the customer |
Issue | The original report submitted through Homecare Connect |
Task | The operational work created in response |
Operative | The person assigned to the task |
Update | A note, status change, image or completion record |
UX & Interface Approach
Homecare Connect | Site Task Manager |
Dashboard visibility | Mobile readability |
Customer and property records | Fast access to assigned tasks |
Search and filtering | Clear task priorities |
Issue and task management | Large, accessible controls |
Assignment and prioritisation | Minimal data entry |
Progress monitoring | Quick status updates |
Communication history | Photograph and evidence capture |
Shared labels, statuses and interface patterns make both applications feel like parts of the same system.
Accessibility & Trust
Requirement | Design response |
Clear language | Use direct labels and understandable status descriptions. |
Action confirmation | Confirm important submissions and changes. |
Visible references | Display issue and task identifiers consistently. |
Readable interfaces | Use appropriate type sizes, contrast and spacing. |
Error recovery | Explain problems and how users can correct them. |
Update history | Show when information was added or changed. |
Information control | Separate internal notes from customer-facing updates. |
Tools & Methods
Area | Tools and methods |
Service design | User groups, journeys and service blueprint |
Product structure | Information architecture and record relationships |
UX | User flows, task analysis and interface hierarchy |
UI | Responsive desktop and mobile interface design |
Prototype | Interactive screen flows |
Documentation | Status model, requirements and concept presentation |
Tools | Figma, Miro and assisted-development tools |
Challenges & Solutions
Challenge | Response |
Three user groups needed different information. | Designed separate interfaces connected through one service model. |
Customer reports had to become actionable work. | Connected issues directly to office-managed operative tasks. |
Operatives needed a focused mobile experience. | Prioritised task details, status controls and evidence capture. |
Customers required understandable progress updates. | Created a shared status journey with simplified customer-facing language. |
Information could become fragmented. | Positioned Homecare Connect as the central source of truth. |
Proposal Outcome
Demonstrated outcome | Value |
Customer reporting route | Simplifies the submission and tracking of issues. |
Central office platform | Connects customer, property, issue and task information. |
Operative mobile workflow | Supports task delivery and on-site updates. |
Shared status structure | Improves visibility across the service. |
Connected communications | Links operational progress to customer updates. |
Scalable product concept | Provides a foundation for future reporting and notifications. |
The completed concept is presented as a proposed approach to connecting customer reporting, office management and operative task delivery.
Key Deliverables
Product Design | Service & Documentation |
Customer-reporting interfaces | Service blueprint |
Office dashboard designs | Product-ecosystem diagram |
Issue-management screens | User-flow diagrams |
Operative mobile task list | Information architecture |
Mobile task-detail screens | Shared task and status model |
Responsive interface concepts | Concept presentation |
Interactive prototypes | Accessibility recommendations |
Skills Demonstrated
Product design · Service design · UX/UI design · Web-application design · Mobile-application design · Information architecture · User flows · Customer journeys · Task management · Responsive design · Prototyping · Accessibility · Stakeholder presentation
Project Status
This was a concept proposal developed and presented to Beechcroft Developments. It should not be interpreted as a commissioned, adopted or implemented Beechcroft Developments product.
Conclusion
Homecare Connect / Site Task Manager demonstrates how one connected product ecosystem can support customers, office teams and site operatives through different interfaces.
The proposal connects customer communication with operational task delivery while maintaining a clear source of information within Homecare Connect.