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>
2026-05-13 22:39:39 -04:00
parent d5ad9fa073
commit 66231822af
2 changed files with 58 additions and 17 deletions
@@ -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