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Case study

Putting a live Turn platform to the test.

AMH · Property maintenance operations · Field research · 2024

AMH Turn Discovery — Greensboro

Evaluative field research on AMH's deployed Turn-management platform — built and shipped with little user testing. Four days of contextual inquiry across two roles, turned into a prioritised roadmap and a field-validated technician persona the wider team could build from.

Role
Sole researcher — led, conducted and analysed the research end to end
Users
Field turn technicians and field managers running the Turn
Method
Contextual inquiry · thematic analysis · persona validation
Outcome
Research recommendations adopted into the product roadmap
The full Turn lifecycle the platform was meant to support — every role, system and handoff in one view. Click to inspect.

01 Context & stakes

AMH manages single-family rental homes at national scale. Every tenancy that ends triggers a Turn: a move-out inspection, a condition assessment, vendor work, multi-level cost approval, and a final make-ready before the home goes back on the market. The business runs this against a hard target — market-ready within ten days of the move-out inspection.

That clock runs across at least six tools: the core platform (4Services and 4Enterprise), the Primo field app and Primo Web for inspections, Power BI for property status, and a legacy CRM — with vendor communication happening entirely outside all of them, by phone, text and email. Data is carried between systems by hand.

The platform was already live. What it had largely skipped was validation with the people using it. This research was that validation, done after the fact.

The question behind the work

A platform had shipped to the field with little user testing. What did that cost in the day-to-day work — and what should be fixed first?

02 Four days watching the real work

Raw research observations mapped into key findings and outcomes. Click to inspect.

I spent four days on the ground in Greensboro doing contextual inquiry — watching real work rather than asking people to describe it from memory. Two days shadowing two field turn technicians in vacant properties, and two days alongside two field managers in the back office.

The aim was to understand the perfect scope and how it is really carried out, how technicians use the Primo field app, the challenges they hit during inspection, how they coordinate with vendors, and how field managers operate across their stack of tools. I clustered what I gathered with thematic analysis — grouping observations into themes, summarising each, and translating them into candidate actions.

Contextual inquiry in the back office: a scheduler working at a monitor from a handwritten work-order list, and a field manager at a laptop. On-screen content is redacted.
Contextual inquiry in the back office — a field managers desk and a field manager’s laptop. On-screen content is redacted.

03 Five themes — and one that mattered more

The problems sorted into five themes:

  • User-experience gaps and missing functionality
  • Performance and connectivity issues in the field
  • Training gaps around how the platform is used
  • Time-consuming manual tasks that should be supported by the system
  • A lack of integration between the tools the Turn relies on
Greensboro

Five themes, surfaced from four days with technicians and managers in one market.

And already in Orlando

The same themes had surfaced in earlier Orlando research, months before. Two markets, the same structural problems.

That distinction changes what the work is for. A single-market bug list invites a round of fixes. A cross-market pattern invites a roadmap — and it gives a small, single-market sample more weight than its size alone would earn. The same problems in a second market are worth more than more interviews in one.

04 Deep dive: the Field Manager’s day

A Field Manager’s job is to move properties through the Turn and protect the ten-day clock. That means deciding what can move next, which technician should take it, whether the property is actually ready, and whether the resident, vendor, inspection and approval context is clear enough to commit the work.

That decision was spread across systems. Field Managers moved between Power BI for property status, 4Enterprise for scheduling, Primo Web for inspections and cost approval, and email or text for vendor and resident coordination. To build a single day’s plan, they needed condition issues, work order notes, resident contact details, preferred visit times, technician availability and market-specific recurring tasks — but that context lived across different tabs, tools and conversations.

The friction I watchedExpandCollapse

Field Managers had to piece together scheduling context across multiple tabs because the General tab did not show enough to act confidently. Resident communication happened outside the platform, with contact details copied manually into third-party email and text tools, and confirmations never flowing back into the core workflow.

Recurring technician tasks added more overhead, with meetings, vehicle checks and repeated assignments rebuilt manually for each technician across different market patterns.

The same fragmentation affected inspections and vendor work. Technicians completed inspections in Primo, but Primo was disconnected from the core platform. Vendors had no system access, so approvals, coordination and photo validation happened off-platform, making work harder to trace and slowing progress against the ten-day Turn target.

One finding that landed.

One detail made the problem especially visible: the resident’s preferred visit time was present on the Work Order screen, but hidden behind a hover state. It was technically available, but not visible at the moment the Field Manager needed to commit the work. That made it easy to miss the preferred window and schedule against the wrong resident expectation.

I surfaced this during the contextual enquiry, and it directly informed the final screen design.

05 Validating the persona

Before any of this field work, I had built a provisional field turn technician persona from institutional knowledge — what the business believed a technician's day looked like.

Provisional Field Turn Technician persona card: profile, jobs to be done, current-state systems, pain points and success criteria.
The provisional persona — an assumption documented before it was tested.

Greensboro was where I tested it against reality. The field work confirmed parts of it, corrected others, and surfaced things the provisional version never had — the connectivity workarounds, the lockbox-and-occupied-property escalations, and the “training task” used as a workaround to schedule work the system had no proper type for (quietly destroying the tracking metrics in the process). I turned what I learned into a validated Day-in-the-Life card, mapping the technician's real day system by system, need by need.

The validated Day-in-the-Life card — the same persona, corrected by the field. Click to inspect.

That is the honest arc of this section: an assumption I had documented, then went and tested, then corrected — so future stories and requirements start from how the work actually happens, not how we imagined it.

06 Primo End-to-end journey mapping

As part of the contextual enquiry, I mapped the Primo Web and Primo Mobile journey within the wider Turn lifecycle, showing how work moved between Field Managers, Field Turn Techs, In-House Maintenance and External Vendors.

The map made the handoffs visible: where inspections started, where approvals stalled, where vendor coordination left the system, and where mobile field activity failed to translate cleanly back into operational progress.

This journey mapping was later used by AMH’s internal design team to inform the redesign of an internal version of Primo, helping reframe the product from disconnected web and mobile screens into an end-to-end operational workflow across roles, tools and decision points.

Primo end-to-end journey map across roles, tools and decision points. Click to inspect.

07 Keeping the work alive past the readout

A discovery that ends with a deck is a discovery that gets forgotten. I recommended a continuous-discovery cadence: monthly engagement with business stakeholders to keep prioritising the medium- and longer-term roadmap against business direction, and ongoing technician and field manager interviews across markets to keep the picture current.

That second part wasn't only a recommendation — follow-on technician interviews across other markets did go ahead, which is the thread that carried this work past the readout.

08 What the research was actually for

What this work delivered wasn't a shipped feature or a number — it was a prioritised, evidence-backed roadmap across three horizons and a field-validated persona the wider team could build from. The recommendations from this research were integrated into the product.

What I'd hold honestly: the sample was small and single-market — four people over four days. What gives me confidence in it is the Orlando overlap; the same themes in a second market are worth more than a bigger sample in one. The largest recommendations — replacing Primo, consolidating the stack — are programmes that need breaking down before anyone could commit.

And the wider lesson sits one level up. This was research run after a platform had already shipped largely untested. It found real, fixable problems — but most were the kind earlier validation would have caught before they reached the field. The honest takeaway isn't about this build; it's about where validation belongs in the lifecycle.