diff --git a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs index aae9a06..222144c 100644 --- a/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs +++ b/src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs @@ -97,6 +97,7 @@ public static class HelpKnowledgeBase **Dashboard** → /Dashboard The main landing page after login. Shows KPIs (open jobs, pending quotes, outstanding invoices), low-stock powder alerts, equipment needing maintenance, recent activity, and rotating tips. If your company has setup gaps — missing chart of accounts, unconfigured operating costs, incomplete setup wizard, no inventory items, etc. — a color-coded alert card appears at the top of the Dashboard. Each issue badge is a clickable link that takes you directly to the page where you can fix it. Critical issues (red) affect core features like pricing and invoicing; warnings (amber) affect specific workflows; informational items are optional but recommended. The card disappears once all issues are resolved. + After the Setup Wizard is complete, a "Get the most out of your shop" progress widget appears on the Dashboard for Company Admins. It tracks six post-setup activation steps: creating a first job or quote, moving a job through the workflow, sending a first invoice, inviting the team, customizing the workflow labels, and setting payment terms. Each incomplete step shows a description and a button to the relevant page. The next recommended step is highlighted. The widget disappears automatically once all six steps are done. It can be collapsed using the chevron button in the top-right corner — the collapsed state is remembered per browser. **Operations section:** - Customers → /Customers @@ -579,7 +580,7 @@ public static class HelpKnowledgeBase If you are setting up Powder Coating Logix for the first time, follow this order. Each step builds on the previous one — skipping steps will cause quotes and pricing calculations to produce $0 or incorrect results. **Step 1 — Run the Setup Wizard first** - The Setup Wizard at [/SetupWizard/Step?step=1](/SetupWizard/Step?step=1) (or click the "Start Setup Wizard" button on the Dashboard) walks you through the 10 most important configuration steps in the right order. It takes about 15–20 minutes. Start here. + The Setup Wizard at [/SetupWizard/Step?step=1](/SetupWizard/Step?step=1) (or click the "Start Setup Wizard" button on the Dashboard) walks you through the 5 essential configuration steps in the right order. It takes about 5–10 minutes. Start here. **Step 2 — Add your inventory items (powders)** After the wizard, go to [Inventory](/Inventory) and add your powder coating colors as inventory items. Each item needs a cost per unit, coverage rate (sq ft/lb, default 30), and efficiency % (default 65). Items must belong to a category that has "Is Coating" checked (the wizard seeds this category for you) for them to appear in quote/job powder dropdowns. @@ -602,7 +603,7 @@ public static class HelpKnowledgeBase **Where:** [/SetupWizard](/SetupWizard/Step?step=1) — launched from the Dashboard "Start Setup Wizard" button, or directly from the URL. Only Company Admins can run it. - The Setup Wizard is a 10-step guided setup that configures every setting needed for quotes, jobs, and pricing to work correctly. It auto-seeds your chart of accounts, inventory categories, and default vendors (Prismatic Powders, Columbia Coatings) on first launch. You can skip any step and return later — progress is saved automatically. + The Setup Wizard is a 5-step guided setup that configures the essentials needed for quotes, jobs, and pricing to work correctly. It auto-seeds your chart of accounts, inventory categories, and default vendors (Prismatic Powders, Columbia Coatings) on first launch. You can skip any step and return later — progress is saved automatically. Settings not covered by the wizard (numbering prefixes, payment terms, pricing tiers, team members) can be configured any time in Company Settings. **Step 1 — Company Info** Sets your company name, address, phone, time zone, currency (USD default), and whether to use metric units. This information appears on all PDFs (quotes, invoices, work orders). Make sure the address is correct — it prints on every customer-facing document. @@ -623,31 +624,22 @@ public static class HelpKnowledgeBase **Step 4 — Named Ovens** Configure each physical oven in your shop: give it a name (e.g., "Main Oven", "Small Batch Oven"), set its cost per hour, max load capacity in sq ft, and default cure cycle in minutes. The first oven's cost per hour automatically becomes the default oven rate used in pricing calculations. You can have multiple ovens — they appear as options in the Oven Scheduler. - **Step 5 — Numbering & Branding** - Set your quote and job number prefixes (default: QT and JOB). Also set the accent color for your quote PDFs — this becomes the color of table headers and section bars on customer-facing quote documents. - - **Step 6 — Job Defaults** - - *Default Job Priority* — what priority new jobs get (Normal recommended) - - *Require Customer PO* — whether a purchase order number is required before creating a job (useful for commercial customers) - - *Allow Customer Online Approval* — whether customers can approve/reject quotes via an online link (recommended: on) - - **Step 7 — Quote Settings** - - *Default Payment Terms* — e.g., "Due on Receipt", "Net 30" — appears on quotes and invoices - - *Default Quote Validity Days* — how long quotes stay valid before expiring (30 days is typical) - - *Default Turnaround Days* — your standard lead time shown on quotes - - *Quote Terms & Conditions* — legal/policy text printed at the bottom of every quote PDF - - *Quote Footer Note* — a short footer line (e.g., "Thank you for your business!") - - **Step 8 — Pricing Tiers** - Create named discount tiers for volume or preferred customers (e.g., "Gold — 10% off", "Silver — 5% off"). These can be assigned to individual customers and are automatically applied when building quotes. You can add more tiers later at [Pricing Tiers](/PricingTiers). - - **Step 9 — Notifications** + **Step 5 — Notifications** Configure email alerts: which events trigger emails (new job, job status changes, quote approvals, payments received), how many days before due dates to send warnings, and whether to enable automatic payment reminders. Set the "From" email address and display name for outgoing emails. - **Step 10 — Team Members** - Invite your staff. Enter their name, email, password, and role (CompanyAdmin, Manager, Worker, or Viewer). They receive an invitation and can log in immediately. You can add more users later at [Company Users](/CompanyUsers). + After completing all steps, the wizard marks your setup as complete. The Dashboard will then show the "Get the most out of your shop" progress widget to guide you through your first live workflow steps. - After completing all steps, the wizard marks your setup as complete and removes the setup banner from the Dashboard. + ## GUIDED ACTIVATION — FIRST WORKFLOW + + After the Setup Wizard completes, Company Admins are guided through their first real workflow via a banner and the Daily Board. The guided activation flow: + + 1. Choose a starting path: Quote First (create a quote → approve it → convert to job) or Job First (create a job directly). + 2. The system creates a sample customer ("Sample Customer") to use during the walkthrough. You can use this record or swap it for a real customer. + 3. After the job is created, you are taken to the **Daily Board** ("This is your shop in real time") showing every active job by stage. The new job is highlighted with a glow border. + 4. Drag the highlighted job to its next stage. The board updates in real time and shows a confirmation: "Nice — your workflow just updated." + 5. The next prompt is to create an invoice when the work is done. + + The guided activation banner appears only for Company Admins and only until the first workflow is complete. It can be dismissed at any time. --- @@ -1197,7 +1189,7 @@ public static class HelpKnowledgeBase ## COMMON WORKFLOWS **New company first-time setup:** - Run Setup Wizard (Dashboard → Start Setup Wizard) → Add powder inventory items → Mark inventory category as "Is Coating" → Add customers → Build first quote + Run Setup Wizard (5 steps: Company Info → QB Migration → Pricing → Named Ovens → Notifications) → Complete guided activation first workflow on the Daily Board → Use the Dashboard progress widget to finish remaining setup steps (invite team, customize workflow labels, set payment terms) → Add powder inventory items → Add customers → Build first real quote **Standard job flow (most common):** Quote (Draft → Sent → Approved) → Convert to Job → Job progresses through statuses → Create Invoice → Record Payment → Mark Delivered diff --git a/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml b/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml index 0bc5b24..40902f0 100644 --- a/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml +++ b/src/PowderCoating.Web/Views/Help/GettingStarted.cshtml @@ -247,8 +247,9 @@
New to the system? Use the Setup Wizard to - configure your company, operating costs, named ovens, and initial inventory in a guided - 10-step walkthrough. The wizard is the fastest way to get your shop configured and ready. + configure your company profile, operating costs, named ovens, and notifications in a guided + 5-step walkthrough — takes about 5–10 minutes. After the wizard, the Dashboard will show + a progress checklist to guide you through your first live workflow.

@@ -327,6 +328,57 @@ +

+

+ After the Wizard — Your First Workflow +

+

+ Once the Setup Wizard is complete, two things appear on your Dashboard to guide you through your + first live workflow: +

+ +
Guided Activation
+

+ A banner prompts you to run a short first-workflow walkthrough. Choose a starting path — either + Quote First (create a quote, get it approved, convert it to a job) or + Job First (create a job directly). The system creates a sample customer + record for you to use during the walkthrough. +

+

+ After the job is created you are taken to the Daily Board — your shop in real + time. Every active job appears on the board by stage. The new job is highlighted so you can + find it easily. Drag it to its next stage to see how your workflow updates live. Once you have + moved the job, the board prompts you to create the invoice when the work is done. +

+ +
Progress Widget
+

+ Below the guided activation banner you will see a "Get the most out of your shop" + widget. It tracks six steps that unlock the full day-to-day workflow: +

+
    +
  1. Create your first job or quote
    2. +
  2. Move a job through your workflow
    3. +
  3. Send your first invoice
    4. +
  4. Bring your crew in (invite team members)
    5. +
  5. Customize your workflow labels (job stages, priorities, prep services)
    6. +
  6. Set how you get paid (payment terms and quote defaults)
    7. +
+

+ Each incomplete step shows a description and a button that takes you directly to the right place. + The next recommended step is highlighted. The widget disappears once all six steps are done. + You can collapse it using the chevron button — the collapsed state is saved in your browser. +

+ + +
+
@@ -340,6 +392,7 @@ Navigating the System Roles and Permissions Your First Steps + After the Wizard