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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@@ -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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