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Add Customer Intake Kiosk help article and knowledge base entry

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- New Help article at /Help/CustomerIntakeKiosk covering setup, in-person
  and remote intake flows, what happens on submission, reviewing intakes,
  and troubleshooting (signature pad, connection issues, seed data)
- Add kiosk entry to _HelpNav under Operations
- Update HelpKnowledgeBase: nav overview, full kiosk section, two new
  common workflow entries (walk-in kiosk and remote intake)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-05-13 22:02:34 -04:00
parent 1df7c13abd
commit d134dd51e5
4 changed files with 244 additions and 0 deletions
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src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs
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@@ -109,6 +109,7 @@ public static class HelpKnowledgeBase
- Job Priority Board → /JobsPriority
- Online Payments → /Invoices/OnlinePayments
- Gift Certificates → /GiftCertificates
- Intake Sessions → /Kiosk/Intakes (walk-in and remote intake sessions submitted via the kiosk tablet)
**Inventory section:**
- Catalog Items → /CatalogItems
@@ -1265,6 +1266,55 @@ public static class HelpKnowledgeBase
---
## CUSTOMER INTAKE KIOSK
**Where:** Kiosk Setup → [/Kiosk/Activate](/Kiosk/Activate) | Intake Sessions → [/Kiosk/Intakes](/Kiosk/Intakes)
**What it does:** Lets walk-in customers fill out their own intake form on a front-desk tablet. On submission, a Pending Job and Customer record are auto-created and staff receive an in-app notification. Also supports remote intake via email link so customers fill out the form on their own phone before arriving.
**Setup (one-time per device):**
1. Go to Settings → Kiosk Setup (or /Kiosk/Activate)
2. Click Activate Kiosk — generates a secure activation token and sets a device cookie (365-day lifespan)
3. On the tablet browser, navigate to /Kiosk/Welcome — the tablet is now in kiosk mode
4. Add to Home Screen on iOS/Android for a full-screen PWA experience that preserves camera permissions
**Starting an in-person intake:**
1. Customer approaches the tablet — it shows the Welcome screen with company logo and a green "Ready" dot
2. Staff member clicks "Start Intake" on the Dashboard (Kiosk card)
3. Tablet picks up the new session within 3 seconds and auto-navigates to the intake form
4. Customer completes 3 steps: Contact info → Job description → Terms & drawn signature
5. On submit: thank-you screen shown, kiosk returns to Welcome after 30 seconds
6. If idle for 45 seconds during any intake step, the form resets to the Welcome screen automatically
**Sending a remote intake link:**
- Click "Send Intake Link" on the Dashboard Kiosk card OR from /Kiosk/Intakes → Send Intake Link
- Enter the customer's email → they receive a link to complete the form on their own device
- Remote sessions use a checkbox agreement instead of a drawn signature
**What happens on submission:**
- Customer is matched by email (first), then phone; if no match, a new non-commercial customer is created
- A Pending job (Normal priority) is created with the customer's description as the Job Description
- SMS opt-in updates the customer record with NotifyBySms = true and a TCPA-compliant consent timestamp
- In-app notification fires: "Walk-in Intake Submitted" with link to /Kiosk/Intakes
**Reviewing submissions (Intake Sessions page):**
- Filter tabs: All / Submitted / Pending / Expired
- Each row shows customer name, phone, email, job description snippet, session type badge, SMS opt-in icon
- "View Job" button → opens the auto-created Pending job so staff can quote, assign, and move it through the workflow
- "Customer" button → opens the matched/created customer record
- If job creation failed (e.g. seed data not run), the session is still marked Submitted but the buttons won't appear — the raw intake data is still visible so staff can create manually
**Dashboard Kiosk card:** Shows whether the kiosk is activated. Contains "Start Intake" (triggers in-person session) and "Send Intake Link" (opens email dialog) buttons. Both are disabled if the kiosk is not activated.
**Troubleshooting:**
- "Connection issue — retrying…" on tablet: Wi-Fi problem; dot auto-recovers when connectivity returns
- Tablet doesn't respond to Start Intake: waits up to 3 s; reload Welcome page if still stuck
- No View Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data
- Signature pad not working: requires capacitive touch (finger or stylus); ensure "Request Desktop Site" is off in browser settings
- AI quote times out on mobile: photos are auto-compressed; "Still analyzing…" message appears after 30 s; retry on stronger connection
---
## COMMON WORKFLOWS
**New company first-time setup:**
@@ -1279,6 +1329,12 @@ public static class HelpKnowledgeBase
**Prospect to customer:**
Create Quote for prospect → Quote Approved → Convert Prospect to Customer → Convert Quote to Job
**Walk-in customer intake (kiosk):**
Staff clicks "Start Intake" on Dashboard → tablet Welcome screen navigates to intake form within 3 s → customer fills out 3 steps (contact, job description, terms + signature) → system creates Customer + Pending Job automatically → staff notification fires → staff reviews at /Kiosk/Intakes → clicks "View Job" to open the job and continue the workflow
**Remote intake (customer fills out before arriving):**
Staff clicks "Send Intake Link" on Dashboard or Intakes page → enters customer email → customer receives link and completes form on their own device → same auto-create flow as in-person
**Walk-in / phone quote (quick estimate):**
Click the AI Quick Quote button (dark-blue floating button, bottom-right) → type description → AI returns price estimate → Save as draft under "Walk-In / Phone" → open the quote → reassign the Customer dropdown on Quote Details to the real customer record once you have their info