Sustainable Housing
Healthy, efficient homes people can afford to keep
Needs Check, ThriveAI, ThrivePlan and ThriveMatch turn housing and home-performance needs into clear next steps, resources and coordinated action.
Coordination
Coordinating Sarah Jenkins's case
One coordination case connects the resident, the property record, the plan, the matched resource and the people who need to act — so nothing stalls after a problem is identified.
Coordination case
COORD-3001
Case status
Sustainable Housing case / plan
SHC-2001 · THP-2001
Resident / home
Sarah Jenkins · Eastside Commons · Unit 304
Maintenance request
REQ-1041
Started from
Not started yet — open ThriveMatch and choose Start Coordination.
Reported need
ThriveHabitat workflow
- IDENTIFY
- UNDERSTAND
- MATCH
- COORDINATE (current)
- RESOLVE
- MEASURE
Resolution and measured outcomes appear once the demo case is completed.
Nothing here is approved or complete
Coordination tracks who is doing what next. No professional has accepted real work, no program has approved this household, no funding has been awarded, no assessment has taken place, and no repair is recorded as complete.
Demo control
Play the synthetic completed outcome for this walkthrough. Nothing real is recorded.
Resident view
What happens next
Your property manager is following up on the heating request. After that visit, ThriveHabitat and your property manager will look at whether a home-energy assessment makes sense for your home. Nothing has been decided or approved yet.
Shared action board
Every role below is looking at the same case (SHC-2001) — not separate copies.
ACT-1
Confirm access and availability, and share any information that is requested.
Owner
Sarah Jenkins (demo resident)
Due / next step
Keep the agreed access window open and reply if anything changes.
Evidence / context
- Resident reportedResident reported: "My house is freezing even though the heat is running, and my energy bill is high."
Documents
Nothing outstanding for this action.
ACT-2
Follow up on the active heating maintenance request (REQ-1041) and have the heating reviewed by a qualified professional.
Owner
Property manager (demo role)
Due / next step
Arrange the heating review and record what is found on the request.
Evidence / context
- DocumentedAn active maintenance request (REQ-1041) is open on this unit.
- DocumentedBuilding Systems — 2003 Gas-fired boiler with hydronic radiators, condition: Aging
Documents
- Heating review notes once the visit happens — still needed
ACT-3
Decide whether a qualified building-performance / home-energy assessment is appropriate for this home, then schedule it if it is.
Owner
Building-performance professional (BPI-type category)
Demo provider — fictional. No credential, licence or approval is asserted.
Due / next step
Sequenced after the heating concern is reviewed — repair before upgrade. No assessment has taken place.
Evidence / context
- Not assessedEnergy — Assessment status: No energy or building-performance assessment on file
- ThrivePlan — NextDetermine whether a qualified building-performance / home-energy assessment is appropriate for this home, after the active heating issue is addressed.
Documents
- Owner consent for an assessment visit — still needed
- Access arrangements for the unit — still needed
ACT-4
Help gather the documentation a resource or program would ask for, and keep the resident informed.
Owner
Case manager (demo role)
Due / next step
Confirm which documents apply once the resource status is verified.
Evidence / context
- Requires verificationResource statuses in ThriveMatch remain unverified — eligibility is not determined here.
Documents
- Owner consent documentation — still needed
- Confirmation of whether household screening applies — still needed
- Assessment report, once one exists — still needed
ACT-5
Track status, reminders and the next action across everyone involved.
Owner
ThriveHabitat
Due / next step
Move the case to RESOLVE once the heating review outcome is recorded.
Evidence / context
- DocumentedSustainable Housing case SHC-2001 and plan THP-2001
- ThrivePlan — ImmediateReview and resolve the currently open heating concern under REQ-1041.
Documents
Nothing outstanding for this action.
Case timeline
Need reported
REQ-1041 · resident statement recorded
Needs Check completed
SHC-2001 · categories identified, clarifying questions answered
ThriveAI reviewed
AI-assisted guidance produced — human review required
ThrivePlan created
THP-2001 · Immediate → Next → Then → Later
Resource matched — current
Potential resource attached from ThriveMatch
Coordination started
Start coordination from a ThriveMatch resource
Resolution and measured outcomes appear once the demo case is completed.
Case updates
Demo updates — synthetic content, not a live messaging system.
- Property manager (demo role)Landlord / Property ManagerYesterday
Property manager reviewing heating request.
- Sarah Jenkins (demo resident)ResidentYesterday
Resident confirmed Tuesday access window.
- ThriveHabitatCoordinationToday
Assessment step awaiting scheduling. Whether an assessment is appropriate is still a professional determination.
Documents
On file in the Property Passport
- Lease AgreementLeaseDocumented · Jan 12, 2026
- Move-in Inspection ChecklistInspectionDocumented · Jan 12, 2026
- Lead Paint DisclosureInspectionDocumented · Jan 12, 2026
- Boiler Service Invoice — Feb 2026InvoiceDocumented · Feb 18, 2026
- Roof Replacement Warranty (2016)WarrantyDocumented · Jun 4, 2016
- Electrical Permit 1997-4412PermitDocumented · Nov 3, 1997
- Living Room Window PhotosPhotoResident reported · Sep 8, 2026
- Energy Assessment ReportAssessmentNot assessed · Not on file
Still needed
- Heating review notes once the visit happens
- Owner consent for an assessment visit
- Access arrangements for the unit
- Owner consent documentation
- Confirmation of whether household screening applies
- Assessment report, once one exists
Documents live in the Property Passport — this case references them rather than storing a second copy.