From 9b34ff564e6368a212ef1f1cdabc56004d4be55c Mon Sep 17 00:00:00 2001 From: Scott Pouliot Date: Tue, 19 May 2026 20:15:58 -0400 Subject: [PATCH] Update AI assistant and help docs for recent changes HelpKnowledgeBase: - Jobs list: document On Floor default view and 5 filter pills (All/On Floor/Overdue/Ready/Completed) with global counts - Creating a job: add Oven & Batch Settings step - Completing a job: new entry explaining Complete Job modal, per-color powder grouping, QR scan credit - Invoice from job: note that coat colors appear in line item descriptions Help/Jobs.cshtml: - Overview: mention On Floor default and filter pills - Creating a job: add oven/batch settings step in the numbered list - New "Completing a Job" section: modal fields, powder grouping by color, QR credit, SMS behavior - Invoice from job step: mention coat color in line item descriptions - Add "Completing a Job" to page nav Co-Authored-By: Claude Sonnet 4.6 --- .../Helpers/HelpKnowledgeBase.cs | 9 +++- src/PowderCoating.Web/Views/Help/Jobs.cshtml | 52 +++++++++++++++++-- 2 files changed, 55 insertions(+), 6 deletions(-) diff --git a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs index 409baec..79d09c2 100644 --- a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs +++ b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs @@ -265,12 +265,15 @@ public static class HelpKnowledgeBase **Job Priorities (color-coded):** - Low (grey), Normal (blue), High (orange), Urgent (red), Rush (purple) + **Jobs list default view:** The Jobs list opens on the **On Floor** filter by default — showing only active jobs (excludes Completed, Ready for Pickup, Delivered, Cancelled). Use the filter pills at the top to switch views: **All** shows every job regardless of status; **On Floor** shows active work; **Overdue** shows past-due active jobs; **Ready** shows jobs awaiting customer pickup; **Completed** shows all finished jobs (Completed + Ready for Pickup + Delivered). Each pill shows a live global count. + **How to create a job:** 1. Go to [Jobs](/Jobs) → "New Job" 2. Select customer 3. Add line items (same wizard as quotes: Calculated, Custom Work, or AI Photo) 4. Set priority, due date, assigned worker, special instructions - 5. Save + 5. Optionally set Oven & Batch Settings — select a named oven, number of batches, and cycle time. These affect the oven cost in pricing. + 6. Save **Job Priority Board:** [/JobsPriority](/JobsPriority) — Kanban-style view of all active jobs sorted by priority and status. @@ -302,7 +305,9 @@ public static class HelpKnowledgeBase **Changing the customer on a job:** On the Job Details page, the Customer field is an always-visible dropdown. Select a different customer — a confirmation banner appears. Click **Save** to apply or **Cancel** to revert. Use this to correct a misassigned job or to move a walk-in job to a customer's proper record after they've been added to the system. - **Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Review the Totals panel on the right — if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save. + **Completing a job:** When a job is ready to mark complete, click the **Complete Job** button on the Job Details page. A modal appears asking you to confirm the completion date, actual hours spent, and final price. If the job used powder from inventory, you will be asked to enter the actual lbs used — the modal groups all coats by unique powder color (not per coat or per item) so you fill in one quantity per powder. The system deducts the entered amounts from inventory, crediting any quantities already logged via QR scan. Once confirmed, the job advances to Completed status, and you are prompted to create the invoice if one does not exist. + + **Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Line item descriptions include the coat color(s) for each item (e.g., "Color1 / Color2" if multiple coats), helping customers distinguish repeated items on the invoice. Review the Totals panel on the right — if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save. **Work Order QR Codes:** Every printed job work order includes two tiers of QR codes — one for viewing the job, and a separate set for taking action on it. All QR codes require the worker to be logged in. diff --git a/src/PowderCoating.Web/Views/Help/Jobs.cshtml b/src/PowderCoating.Web/Views/Help/Jobs.cshtml index 3dbe603..fb66bd8 100644 --- a/src/PowderCoating.Web/Views/Help/Jobs.cshtml +++ b/src/PowderCoating.Web/Views/Help/Jobs.cshtml @@ -25,9 +25,13 @@ a priority level, a due date, and one or more line items describing the work to be performed.

- You can find Jobs under Operations › Jobs in the left sidebar. The list is - searchable and sortable by job number, status, priority, scheduled date, due date, and price. Jobs - can be created manually or converted automatically from an approved quote — no need to re-enter + You can find Jobs under Operations › Jobs in the left sidebar. The list + opens on the On Floor filter by default, showing only active in-progress work + so completed jobs don’t clutter the screen. Use the filter pills at the top to switch + views: All, On Floor, Overdue, + Ready (awaiting pickup), and Completed. The list is sortable + and searchable by job number, status, priority, scheduled date, due date, and price. Jobs can be + created manually or converted automatically from an approved quote — no need to re-enter information that is already in the system.

+
+

+ Completing a Job +

+

+ When work is done and the parts have passed quality check, click the Complete Job + button on the Job Details page. A modal opens where you confirm: +

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  • Completion date — defaults to today.
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  • Actual hours spent on the job.
    • +
  • Final price — pre-filled from the job; adjust if needed.
    • +
  • + Powder usage — if the job used powder from inventory, you are asked + to enter actual lbs used. The modal groups all coats by unique powder color and + shows one input row per powder, regardless of how many items or coats used that color. + This avoids entering the same number repeatedly. Any lbs already scanned via QR code on + the shop floor are credited automatically — you only enter the remaining amount. +
    • +
+

+ Once confirmed, the job advances to Completed status, + inventory is updated, and you are prompted to create an invoice if one does not already exist. +

+ +
+

Photos and Notes @@ -699,6 +742,7 @@ Job Items Converting from a Quote Creating an Invoice + Completing a Job Photos and Notes Time Entries and Rework Job Templates