diff --git a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs index c0c8281..8fe8c3b 100644 --- a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs +++ b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs @@ -1270,7 +1270,11 @@ public static class HelpKnowledgeBase **Where:** Kiosk Setup → [/Kiosk/Activate](/Kiosk/Activate) | Intake Sessions → [/Kiosk/Intakes](/Kiosk/Intakes) - **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. + **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. + + **Kiosk Output Setting (Company Settings → Kiosk tab):** + - "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. + - "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. **Setup (one-time per device):** 1. Go to Settings → Kiosk Setup (or /Kiosk/Activate) @@ -1293,23 +1297,24 @@ public static class HelpKnowledgeBase **What happens on submission:** - Customer is matched by email (first), then phone; if no match, a new non-commercial customer is created - - A Pending job (Normal priority) is created with the customer's description as the Job Description + - A Draft Quote or Pending Job is created depending on the Kiosk Output Setting (see above) - SMS opt-in updates the customer record with NotifyBySms = true and a TCPA-compliant consent timestamp - - In-app notification fires: "Walk-in Intake Submitted" with link to /Kiosk/Intakes + - In-app notification fires: "Walk-in Intake Submitted" (in-person) or "Remote Intake Submitted" (remote link) with a link to /Kiosk/Intakes **Reviewing submissions (Intake Sessions page):** - Filter tabs: All / Submitted / Pending / Expired - Each row shows customer name, phone, email, job description snippet, session type badge, SMS opt-in icon - - "View Job" button → opens the auto-created Pending job so staff can quote, assign, and move it through the workflow + - "View Quote" button → appears in Quote mode; opens the auto-created Draft quote for pricing and review + - "View Job" button → appears in Job mode; opens the auto-created Pending job so staff can assign and progress it - "Customer" button → opens the matched/created customer record - - 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 + - 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 **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. **Troubleshooting:** - "Connection issue — retrying…" on tablet: Wi-Fi problem; dot auto-recovers when connectivity returns - Tablet doesn't respond to Start Intake: waits up to 3 s; reload Welcome page if still stuck - - No View Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data + - No View Quote/Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data - Signature pad not working: requires capacitive touch (finger or stylus); ensure "Request Desktop Site" is off in browser settings - AI quote times out on mobile: photos are auto-compressed; "Still analyzing…" message appears after 30 s; retry on stronger connection @@ -1329,11 +1334,14 @@ public static class HelpKnowledgeBase **Prospect to customer:** Create Quote for prospect → Quote Approved → Convert Prospect to Customer → Convert Quote to Job - **Walk-in customer intake (kiosk):** - 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 + **Walk-in customer intake (kiosk — Quote mode):** + 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 + + **Walk-in customer intake (kiosk — Job mode):** + 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 **Remote intake (customer fills out before arriving):** - 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 + 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" **Walk-in / phone quote (quick estimate):** 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 diff --git a/src/PowderCoating.Web/Views/Help/CustomerIntakeKiosk.cshtml b/src/PowderCoating.Web/Views/Help/CustomerIntakeKiosk.cshtml index 9ad361d..79f386e 100644 --- a/src/PowderCoating.Web/Views/Help/CustomerIntakeKiosk.cshtml +++ b/src/PowderCoating.Web/Views/Help/CustomerIntakeKiosk.cshtml @@ -21,9 +21,9 @@

The Customer Intake Kiosk lets walk-in customers fill out their own intake form on a front-desk tablet - — no staff assistance required. When they're done, a Pending job and a - customer record are automatically created, and your team receives an in-app - notification so they know someone is waiting. + — no staff assistance required. When they're done, a customer record is automatically + created (or matched to an existing one), a Draft Quote or Pending Job is created + depending on your setting, and your team receives an in-app notification.

The kiosk runs as a browser page (optimised for iPad and Android tablets) and can also send a @@ -89,6 +89,28 @@ +

+

+ Kiosk Output Setting +

+

+ You can control what gets created when a customer submits the intake form. + Go to Company Settings → Kiosk and choose: +

+ +
+

What Happens on Submission @@ -96,9 +118,18 @@

When a customer submits their intake form, the system automatically:

@@ -116,14 +147,15 @@
  • Job description snippet
  • Session type (In-Person or Remote) and status badge
  • SMS opt-in indicator
    • -
  • View Job button — opens the auto-created job directly so you can add a quote, assign a worker, or update status
    • +
  • View Quote button — appears when the kiosk is set to Quote mode; opens the auto-created draft quote
    • +
  • View Job button — appears when the kiosk is set to Job mode; opens the auto-created job
  • Customer button — opens the matched or created customer record
    • If submission failed (e.g. a configuration issue), the session is still marked Submitted but the - View Job / Customer buttons won't appear. The raw intake data (name, phone, description) is still - visible so staff can create the job manually. + action buttons won't appear. The raw intake data (name, phone, description) is still + visible so staff can create the record manually.
    @@ -166,6 +198,7 @@ Overview Setting Up the Kiosk Starting an Intake + Kiosk Output Setting What Happens on Submission Reviewing Submissions Troubleshooting