Update help docs and AI knowledge base for onboarding overhaul
GettingStarted.cshtml: updated Setup Wizard description from 10-step to 5-step, revised time estimate (5–10 min), added new "After the Wizard" section explaining the guided activation first-workflow flow and the progress widget (what it tracks, how the highlight works, when it disappears, Admin-only visibility). HelpKnowledgeBase.cs (AI assistant): updated Setup Wizard entry to 5 steps, replaced old step list (removed steps 5–8, 10), updated new company quick-start checklist to reference the 5-step wizard and the post-wizard progress widget. Added new GUIDED ACTIVATION section covering the two onboarding paths (Quote First / Job First), the Daily Board intro experience, and how the banner auto-dismisses. Updated Common Workflows to reflect the new onboarding order. Dashboard section now describes the progress widget and its six tracked steps. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -247,8 +247,9 @@
|
||||
<i class="bi bi-magic flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>New to the system?</strong> Use the <a href="/SetupWizard">Setup Wizard</a> 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.
|
||||
</div>
|
||||
</div>
|
||||
<p>
|
||||
@@ -327,6 +328,57 @@
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="after-the-wizard" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-rocket-takeoff text-primary me-2"></i>After the Wizard — Your First Workflow
|
||||
</h2>
|
||||
<p>
|
||||
Once the Setup Wizard is complete, two things appear on your Dashboard to guide you through your
|
||||
first live workflow:
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold">Guided Activation</h5>
|
||||
<p>
|
||||
A banner prompts you to run a short first-workflow walkthrough. Choose a starting path — either
|
||||
<strong>Quote First</strong> (create a quote, get it approved, convert it to a job) or
|
||||
<strong>Job First</strong> (create a job directly). The system creates a sample customer
|
||||
record for you to use during the walkthrough.
|
||||
</p>
|
||||
<p>
|
||||
After the job is created you are taken to the <strong>Daily Board</strong> — 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.
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold">Progress Widget</h5>
|
||||
<p>
|
||||
Below the guided activation banner you will see a <strong>"Get the most out of your shop"</strong>
|
||||
widget. It tracks six steps that unlock the full day-to-day workflow:
|
||||
</p>
|
||||
<ol>
|
||||
<li>Create your first job or quote</li>
|
||||
<li>Move a job through your workflow</li>
|
||||
<li>Send your first invoice</li>
|
||||
<li>Bring your crew in (invite team members)</li>
|
||||
<li>Customize your workflow labels (job stages, priorities, prep services)</li>
|
||||
<li>Set how you get paid (payment terms and quote defaults)</li>
|
||||
</ol>
|
||||
<p>
|
||||
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.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The progress widget and guided activation banner are visible to <strong>Company Admins only</strong>.
|
||||
Other roles land directly on the standard Dashboard.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@@ -340,6 +392,7 @@
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#navigating">Navigating the System</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#roles-and-permissions">Roles and Permissions</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#your-first-steps">Your First Steps</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#after-the-wizard">After the Wizard</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user