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 <noreply@anthropic.com>
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@@ -25,9 +25,13 @@
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a priority level, a due date, and one or more line items describing the work to be performed.
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</p>
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<p>
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You can find Jobs under <strong>Operations › Jobs</strong> in the left sidebar. The list is
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searchable and sortable by job number, status, priority, scheduled date, due date, and price. Jobs
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can be created manually or converted automatically from an approved quote — no need to re-enter
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You can find Jobs under <strong>Operations › Jobs</strong> in the left sidebar. The list
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opens on the <strong>On Floor</strong> filter by default, showing only active in-progress work
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so completed jobs don’t clutter the screen. Use the filter pills at the top to switch
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views: <strong>All</strong>, <strong>On Floor</strong>, <strong>Overdue</strong>,
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<strong>Ready</strong> (awaiting pickup), and <strong>Completed</strong>. The list is sortable
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and searchable by job number, status, priority, scheduled date, due date, and price. Jobs can be
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created manually or converted automatically from an approved quote — no need to re-enter
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information that is already in the system.
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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@@ -54,6 +58,11 @@
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<li class="mb-2">Enter the customer's <strong>PO Number</strong> if they require one for their own records.</li>
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<li class="mb-2">Add any <strong>Special Instructions</strong> your team needs to know before starting work.</li>
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<li class="mb-2">Add one or more <strong>Line Items</strong> describing each piece being coated. See the Job Items section below.</li>
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<li class="mb-2">
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Optionally expand <strong>Oven & Batch Settings</strong> to assign a named oven, set the
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number of batches, and enter the cure cycle time. These values feed directly into the oven cost
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calculation so the job’s pricing reflects the actual oven run.
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</li>
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<li class="mb-2">Click <strong>Save Job</strong>.</li>
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</ol>
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<p>
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@@ -353,7 +362,7 @@
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<li>If an invoice already exists, you will see a link to open it.</li>
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</ul>
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</li>
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<li class="mb-2">Click <strong>Create Invoice</strong>. The system generates a new invoice pre-filled with all the job's line items and the final pricing.</li>
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<li class="mb-2">Click <strong>Create Invoice</strong>. The system generates a new invoice pre-filled with all the job’s line items and the final pricing. Line item descriptions include the coat color(s) for each item (e.g., <em>Gloss Black / Satin Clear</em>), which helps customers distinguish repeated items such as multiple sets of calipers.</li>
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<li class="mb-2">Review the invoice, confirm the due date, and save it.</li>
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</ol>
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<p>
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@@ -370,6 +379,40 @@
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</div>
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</section>
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<section id="completing-a-job" 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-check-circle text-primary me-2"></i>Completing a Job
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</h2>
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<p>
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When work is done and the parts have passed quality check, click the <strong>Complete Job</strong>
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button on the Job Details page. A modal opens where you confirm:
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</p>
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<ul class="mb-3">
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<li><strong>Completion date</strong> — defaults to today.</li>
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<li><strong>Actual hours spent</strong> on the job.</li>
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<li><strong>Final price</strong> — pre-filled from the job; adjust if needed.</li>
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<li>
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<strong>Powder usage</strong> — if the job used powder from inventory, you are asked
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to enter actual lbs used. The modal groups all coats by <em>unique powder color</em> and
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shows one input row per powder, regardless of how many items or coats used that color.
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This avoids entering the same number repeatedly. Any lbs already scanned via QR code on
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the shop floor are credited automatically — you only enter the remaining amount.
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</li>
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</ul>
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<p>
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Once confirmed, the job advances to <span class="badge bg-success">Completed</span> status,
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inventory is updated, and you are prompted to create an invoice if one does not already exist.
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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Shop floor workers who complete a job via QR scan bypass the modal — the SMS
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notification is sent immediately using the configured template. Managers and admins
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get the full modal with a compose step before the SMS goes out.
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</div>
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</div>
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</section>
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<section id="photos-notes" 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-camera text-primary me-2"></i>Photos and Notes
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@@ -699,6 +742,7 @@
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<a class="nav-link py-1 px-3 small text-body" href="#job-items">Job Items</a>
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<a class="nav-link py-1 px-3 small text-body" href="#converting-from-quote">Converting from a Quote</a>
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<a class="nav-link py-1 px-3 small text-body" href="#creating-an-invoice">Creating an Invoice</a>
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<a class="nav-link py-1 px-3 small text-body" href="#completing-a-job">Completing a Job</a>
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<a class="nav-link py-1 px-3 small text-body" href="#photos-notes">Photos and Notes</a>
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<a class="nav-link py-1 px-3 small text-body" href="#time-and-rework">Time Entries and Rework</a>
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<a class="nav-link py-1 px-3 small text-body" href="#job-templates">Job Templates</a>
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