Onboarding overhaul: slim wizard, progress widget, guided activation UX
Setup Wizard: reduced from 10 steps to 5 (Company Info → QB Migration →
Pricing Defaults → Named Ovens → Notifications). Removed Doc Numbering,
Job Settings, Payment Terms, Pricing Tiers, and Team Members steps — these
all have sensible defaults and are accessible any time in Company Settings.
Wizard now completes in ~5 minutes instead of 15–20.
Dashboard progress widget (new): "Get the most out of your shop" checklist
appears for Company Admins after wizard completion. Tracks six post-setup
activation tasks with dynamic progress badge, motivating subtitle copy,
collapsed-state persistence via localStorage, and a full completion state
("Your shop is fully set up 🎉") that replaces the checklist at 100%.
The next recommended step is highlighted with a solid CTA button and a
subtle blue row tint. Completed steps show encouraging green subtext instead
of just "Done". Widget disappears from controller when AllDone would have
caused a silent vanish — now renders the completion state instead.
Guided activation (Daily Board): rewrote the BoardIntroStep callout to lead
with "This is your shop in real time" and a plain-English description of the
board's purpose. Added a separate InstructionText field to
GuidedActivationCalloutViewModel so the "Move this job to the next stage"
action prompt renders as a distinct bold line with an arrow icon rather than
being buried in the body copy. After the stage change, the confirmation
callout now reads "Nice — your workflow just updated" to reinforce what just
happened before prompting the invoice step.
All copy passes the "shop owner, not SaaS" test: no technical jargon,
benefit-driven descriptions, natural language throughout.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -3,6 +3,7 @@
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@{
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ViewData["Title"] = $"Job {Model.JobNumber}";
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ViewData["PageIcon"] = "bi-briefcase";
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var guidedActivationCallout = ViewBag.GuidedActivationCallout as PowderCoating.Web.ViewModels.GuidedActivation.GuidedActivationCalloutViewModel;
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}
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<div class="row justify-content-center">
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@@ -38,6 +39,34 @@
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</div>
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</div>
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@if (guidedActivationCallout?.Show == true)
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{
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<div class="alert alert-primary alert-permanent border-0 shadow-sm mb-4">
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<div class="d-flex flex-column flex-lg-row gap-3 align-items-lg-center justify-content-between">
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<div>
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<div class="fw-semibold mb-1">@guidedActivationCallout.Title</div>
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<div>@guidedActivationCallout.Message</div>
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</div>
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<div class="d-flex gap-2 flex-wrap">
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@if (!string.IsNullOrWhiteSpace(guidedActivationCallout.ActionText))
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{
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<a href="@Url.Action(guidedActivationCallout.ActionName, guidedActivationCallout.ActionController, guidedActivationCallout.ActionRouteValues)"
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class="btn btn-primary">
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@guidedActivationCallout.ActionText
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</a>
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}
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@if (!string.IsNullOrWhiteSpace(guidedActivationCallout.SecondaryActionText))
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{
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<a href="@Url.Action(guidedActivationCallout.SecondaryActionName, guidedActivationCallout.SecondaryActionController, guidedActivationCallout.SecondaryActionRouteValues)"
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class="btn btn-outline-primary">
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@guidedActivationCallout.SecondaryActionText
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</a>
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}
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</div>
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</div>
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</div>
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}
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<div class="row g-4">
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<!-- Left Column -->
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<div class="col-lg-8">
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