Update kiosk help article and AI knowledge base for output setting
- Help article: new "Kiosk Output Setting" section explaining Quote vs Job modes and the Company Settings → Kiosk tab; Overview updated; Reviewing Submissions now lists "View Quote" and "View Job" separately; notification label corrected (Remote vs Walk-in) - AI knowledge base: CUSTOMER INTAKE KIOSK section updated — output setting documented, submission outcome reflects Quote/Job branch, notification labels corrected, workflow entries split into Quote-mode and Job-mode variants, troubleshooting updated Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -1270,7 +1270,11 @@ public static class HelpKnowledgeBase
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**Where:** Kiosk Setup → [/Kiosk/Activate](/Kiosk/Activate) | Intake Sessions → [/Kiosk/Intakes](/Kiosk/Intakes)
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**What it does:** Lets walk-in customers fill out their own intake form on a front-desk tablet. On submission, a Pending Job and Customer record are auto-created and staff receive an in-app notification. Also supports remote intake via email link so customers fill out the form on their own phone before arriving.
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**What it does:** Lets walk-in customers fill out their own intake form on a front-desk tablet. On submission, a Customer record and either a Draft Quote or a Pending Job are auto-created (controlled by the Kiosk Output Setting), and staff receive an in-app notification. Also supports remote intake via email link so customers fill out the form on their own phone before arriving.
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**Kiosk Output Setting (Company Settings → Kiosk tab):**
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- "Create a Quote" (default) — creates a Draft quote on submission; terms shown to customer say "subject to a formal quote." Best for shops that price after seeing the parts.
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- "Create a Job" — creates a Pending job on submission; terms say "team member will reach out about pricing." Best for shops that price on the spot.
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**Setup (one-time per device):**
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1. Go to Settings → Kiosk Setup (or /Kiosk/Activate)
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@@ -1293,23 +1297,24 @@ public static class HelpKnowledgeBase
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**What happens on submission:**
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- Customer is matched by email (first), then phone; if no match, a new non-commercial customer is created
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- A Pending job (Normal priority) is created with the customer's description as the Job Description
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- A Draft Quote or Pending Job is created depending on the Kiosk Output Setting (see above)
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- SMS opt-in updates the customer record with NotifyBySms = true and a TCPA-compliant consent timestamp
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- In-app notification fires: "Walk-in Intake Submitted" with link to /Kiosk/Intakes
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- In-app notification fires: "Walk-in Intake Submitted" (in-person) or "Remote Intake Submitted" (remote link) with a link to /Kiosk/Intakes
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**Reviewing submissions (Intake Sessions page):**
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- Filter tabs: All / Submitted / Pending / Expired
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- Each row shows customer name, phone, email, job description snippet, session type badge, SMS opt-in icon
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- "View Job" button → opens the auto-created Pending job so staff can quote, assign, and move it through the workflow
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- "View Quote" button → appears in Quote mode; opens the auto-created Draft quote for pricing and review
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- "View Job" button → appears in Job mode; opens the auto-created Pending job so staff can assign and progress it
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- "Customer" button → opens the matched/created customer record
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- If job creation failed (e.g. seed data not run), the session is still marked Submitted but the buttons won't appear — the raw intake data is still visible so staff can create manually
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- If submission failed (e.g. seed data not run), the session is still marked Submitted but buttons won't appear — raw intake data is still visible so staff can create manually
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**Dashboard Kiosk card:** Shows whether the kiosk is activated. Contains "Start Intake" (triggers in-person session) and "Send Intake Link" (opens email dialog) buttons. Both are disabled if the kiosk is not activated.
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**Troubleshooting:**
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- "Connection issue — retrying…" on tablet: Wi-Fi problem; dot auto-recovers when connectivity returns
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- Tablet doesn't respond to Start Intake: waits up to 3 s; reload Welcome page if still stuck
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- No View Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data
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- No View Quote/Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data
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- Signature pad not working: requires capacitive touch (finger or stylus); ensure "Request Desktop Site" is off in browser settings
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- AI quote times out on mobile: photos are auto-compressed; "Still analyzing…" message appears after 30 s; retry on stronger connection
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@@ -1329,11 +1334,14 @@ public static class HelpKnowledgeBase
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**Prospect to customer:**
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Create Quote for prospect → Quote Approved → Convert Prospect to Customer → Convert Quote to Job
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**Walk-in customer intake (kiosk):**
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Staff clicks "Start Intake" on Dashboard → tablet Welcome screen navigates to intake form within 3 s → customer fills out 3 steps (contact, job description, terms + signature) → system creates Customer + Pending Job automatically → staff notification fires → staff reviews at /Kiosk/Intakes → clicks "View Job" to open the job and continue the workflow
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**Walk-in customer intake (kiosk — Quote mode):**
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Staff clicks "Start Intake" on Dashboard → tablet navigates to intake form within 3 s → customer fills out 3 steps (contact, job description, terms + signature) → system creates Customer + Draft Quote → "Walk-in Intake Submitted" notification fires → staff reviews at /Kiosk/Intakes → clicks "View Quote" to price and send the quote
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**Walk-in customer intake (kiosk — Job mode):**
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Same flow as above, but system creates a Pending Job instead of a Quote → staff clicks "View Job" to assign a worker and progress the job through the workflow
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**Remote intake (customer fills out before arriving):**
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Staff clicks "Send Intake Link" on Dashboard or Intakes page → enters customer email → customer receives link and completes form on their own device → same auto-create flow as in-person
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Staff clicks "Send Intake Link" on Dashboard or Intakes page → enters customer email → customer receives link and completes form on their own device → same auto-create flow as in-person; notification reads "Remote Intake Submitted"
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**Walk-in / phone quote (quick estimate):**
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Click the AI Quick Quote button (dark-blue floating button, bottom-right) → type description → AI returns price estimate → Save as draft under "Walk-In / Phone" → open the quote → reassign the Customer dropdown on Quote Details to the real customer record once you have their info
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@@ -21,9 +21,9 @@
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</h2>
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<p>
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The Customer Intake Kiosk lets walk-in customers fill out their own intake form on a front-desk tablet
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— no staff assistance required. When they're done, a <strong>Pending job</strong> and a
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<strong>customer record</strong> are automatically created, and your team receives an in-app
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notification so they know someone is waiting.
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— no staff assistance required. When they're done, a <strong>customer record</strong> is automatically
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created (or matched to an existing one), a <strong>Draft Quote or Pending Job</strong> is created
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depending on your setting, and your team receives an in-app notification.
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</p>
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<p>
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The kiosk runs as a browser page (optimised for iPad and Android tablets) and can also send a
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@@ -89,6 +89,28 @@
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</ol>
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</section>
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<section id="output-setting" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-sliders text-primary me-2"></i>Kiosk Output Setting
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</h2>
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<p>
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You can control what gets created when a customer submits the intake form.
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Go to <a href="/CompanySettings?tab=kiosk">Company Settings → Kiosk</a> and choose:
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</p>
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<ul>
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<li>
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<strong>Create a Quote</strong> (default) — a Draft quote is created for staff to review and price
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before work begins. The terms shown to the customer will say "subject to a formal quote." Use this
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if you price after seeing the parts.
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</li>
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<li>
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<strong>Create a Job</strong> — a Pending job is created immediately. The terms will say "a team
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member will reach out about pricing." Use this if you price on the spot and want the work order
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ready right away.
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</li>
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</ul>
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</section>
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<section id="what-happens" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-arrow-right-circle text-primary me-2"></i>What Happens on Submission
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@@ -96,9 +118,18 @@
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<p>When a customer submits their intake form, the system automatically:</p>
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<ul>
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<li><strong>Matches or creates a Customer</strong> — searches by email first, then phone. If no match, a new non-commercial customer record is created.</li>
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<li><strong>Creates a Pending Job</strong> — Normal priority, with the customer's description as the job description and the intake source noted in Special Instructions.</li>
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<li>
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<strong>Creates a Draft Quote or Pending Job</strong> — depending on your
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<a href="/CompanySettings?tab=kiosk">Kiosk Output Setting</a>. Quote mode creates a Draft quote
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(Normal priority); Job mode creates a Pending job with the customer's description and intake source
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in Special Instructions.
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</li>
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<li><strong>Applies SMS consent</strong> — if the customer opted in, their customer record is updated with <code>NotifyBySms = true</code> and the consent timestamp (TCPA-compliant).</li>
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<li><strong>Fires an in-app notification</strong> — your team's notification bell shows "Walk-in Intake Submitted" with a link to the Intakes page.</li>
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<li>
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<strong>Fires an in-app notification</strong> — your team's notification bell shows
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"Walk-in Intake Submitted" (or "Remote Intake Submitted" for remote sessions) with a link to
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the Intakes page.
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</li>
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</ul>
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</section>
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@@ -116,14 +147,15 @@
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<li>Job description snippet</li>
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<li>Session type (In-Person or Remote) and status badge</li>
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<li>SMS opt-in indicator</li>
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<li><strong>View Job</strong> button — opens the auto-created job directly so you can add a quote, assign a worker, or update status</li>
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<li><strong>View Quote</strong> button — appears when the kiosk is set to Quote mode; opens the auto-created draft quote</li>
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<li><strong>View Job</strong> button — appears when the kiosk is set to Job mode; opens the auto-created job</li>
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<li><strong>Customer</strong> button — opens the matched or created customer record</li>
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</ul>
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<div class="alert alert-info alert-permanent">
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<i class="bi bi-info-circle me-2"></i>
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If submission failed (e.g. a configuration issue), the session is still marked Submitted but the
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View Job / Customer buttons won't appear. The raw intake data (name, phone, description) is still
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visible so staff can create the job manually.
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action buttons won't appear. The raw intake data (name, phone, description) is still
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visible so staff can create the record manually.
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</div>
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</section>
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@@ -166,6 +198,7 @@
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<a class="nav-link py-1 px-3" href="#overview">Overview</a>
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<a class="nav-link py-1 px-3" href="#setup">Setting Up the Kiosk</a>
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<a class="nav-link py-1 px-3" href="#starting">Starting an Intake</a>
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<a class="nav-link py-1 px-3" href="#output-setting">Kiosk Output Setting</a>
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<a class="nav-link py-1 px-3" href="#what-happens">What Happens on Submission</a>
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<a class="nav-link py-1 px-3" href="#reviewing">Reviewing Submissions</a>
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<a class="nav-link py-1 px-3" href="#troubleshooting">Troubleshooting</a>
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