Add staff-presented SMS consent flow on customer record

- New GET/POST Customers/SmsConsent/{id}: full-screen kiosk-layout page staff
  opens and hands to the customer to read TCPA consent language and tap I Agree
- On agreement: sets Customer.NotifyBySms, SmsConsentedAt (UTC), SmsConsentMethod
  = "InPerson", clears SmsOptedOutAt
- Redirects back if customer has already consented (no double-consent)
- Customer Details: "Get SMS Consent" badge link shown when NotifyBySms is false;
  SMS on badge shows consent date on hover when consented

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

src/PowderCoating.Application/DTOs/Company/CompanyPreferencesDtos.cs

@@ -59,6 +59,9 @@ public class CompanyPreferencesDto
     // Blank Work Order PDF Template
     public string WoAccentColor { get; set; } = "#374151";
     public string? WoTerms { get; set; }
+
+    // Kiosk settings
+    public string KioskIntakeOutput { get; set; } = "Quote";
 }
 
 public class UpdateAppDefaultsDto
@@ -136,3 +139,11 @@ public class UpdateWorkOrderTemplateDto
     public string WoAccentColor { get; set; } = "#374151";
     [StringLength(2000)] public string? WoTerms { get; set; }
 }
+
+
+public class UpdateKioskSettingsDto
+{
+    /// <summary>"Quote" (default) or "Job" — what the kiosk creates on submission.</summary>
+    [Required]
+    public string KioskIntakeOutput { get; set; } = "Quote";
+}

src/PowderCoating.Application/DTOs/Kiosk/KioskDtos.cs

@@ -76,12 +76,13 @@ public class KioskSessionListDto
     public DateTime         ExpiresAt          { get; set; }
     public int?             LinkedCustomerId   { get; set; }
     public int?             LinkedJobId        { get; set; }
+    public int?             LinkedQuoteId      { get; set; }
     public string?          RemoteLinkEmail    { get; set; }
 
     public string CustomerFullName => $"{CustomerFirstName} {CustomerLastName}".Trim();
     public string JobDescriptionSnippet =>
         JobDescription.Length > 80 ? JobDescription[..80] + "…" : JobDescription;
-    public bool IsConverted => LinkedJobId.HasValue;
+    public bool IsConverted => LinkedJobId.HasValue || LinkedQuoteId.HasValue;
     public bool IsExpired   => Status == KioskSessionStatus.Expired ||
                                (Status == KioskSessionStatus.Active && DateTime.UtcNow > ExpiresAt);
 }

src/PowderCoating.Application/Mappings/CompanyProfile.cs

@@ -54,5 +54,6 @@ public class CompanyProfile : Profile
         CreateMap<UpdateQuoteTemplateDto, CompanyPreferences>();
         CreateMap<UpdateInvoiceTemplateDto, CompanyPreferences>();
         CreateMap<UpdateWorkOrderTemplateDto, CompanyPreferences>();
+        CreateMap<UpdateKioskSettingsDto, CompanyPreferences>();
     }
 }

src/PowderCoating.Core/Entities/CompanyPreferences.cs

@@ -86,6 +86,14 @@ public class CompanyPreferences : BaseEntity
     /// <summary>JSON blob persisting QB Migration Wizard step state across sessions.</summary>
     public string? QbMigrationStateJson { get; set; }
 
+    // Kiosk settings
+    /// <summary>
+    /// Controls what the kiosk creates on submission: "Quote" (default) or "Job".
+    /// Quote aligns with the default Terms text ("subject to a formal quote").
+    /// Job is for shops that price on the spot and want the work order ready immediately.
+    /// </summary>
+    public string KioskIntakeOutput { get; set; } = "Quote";
+
     // Guided activation / first-workflow onboarding
     /// <summary>Selected first-workflow path: quote_first or job_first. Null until chosen.</summary>
     public string? OnboardingPath { get; set; }

src/PowderCoating.Core/Entities/KioskSession.cs

@@ -36,7 +36,10 @@ public class KioskSession : BaseEntity
 
     // ── Outcome ───────────────────────────────────────────────────────────────
     public int?      LinkedCustomerId { get; set; }
+    /// <summary>Set when KioskIntakeOutput = "Job". Null when a Quote was created instead.</summary>
     public int?      LinkedJobId      { get; set; }
+    /// <summary>Set when KioskIntakeOutput = "Quote". Null when a Job was created instead.</summary>
+    public int?      LinkedQuoteId    { get; set; }
     public DateTime? SubmittedAt      { get; set; }
     /// <summary>Sessions auto-expire 2 h after creation (InPerson) or 48 h (Remote). ExpiresAt is set at creation.</summary>
     public DateTime  ExpiresAt        { get; set; }

src/PowderCoating.Infrastructure/Migrations/20260514022731_AddKioskIntakeOutputSetting.cs

@@ -0,0 +1,82 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddKioskIntakeOutputSetting : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<int>(
+                name: "LinkedQuoteId",
+                table: "KioskSessions",
+                type: "int",
+                nullable: true);
+
+            migrationBuilder.AddColumn<string>(
+                name: "KioskIntakeOutput",
+                table: "CompanyPreferences",
+                type: "nvarchar(max)",
+                nullable: false,
+                defaultValue: "");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2349));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2366));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2367));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "LinkedQuoteId",
+                table: "KioskSessions");
+
+            migrationBuilder.DropColumn(
+                name: "KioskIntakeOutput",
+                table: "CompanyPreferences");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4259));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4264));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4266));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -2253,6 +2253,10 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<int>("JobRetentionYears")
                         .HasColumnType("int");
 
+                    b.Property<string>("KioskIntakeOutput")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int>("LogRetentionDays")
                         .HasColumnType("int");
 
@@ -5637,6 +5641,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<int?>("LinkedJobId")
                         .HasColumnType("int");
 
+                    b.Property<int?>("LinkedQuoteId")
+                        .HasColumnType("int");
+
                     b.Property<string>("RemoteLinkEmail")
                         .HasColumnType("nvarchar(max)");
 
@@ -6692,7 +6699,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 1,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4259),
+                            CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2349),
                             Description = "Standard pricing for regular customers",
                             DiscountPercent = 0m,
                             IsActive = true,
@@ -6703,7 +6710,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 2,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4264),
+                            CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2366),
                             Description = "5% discount for preferred customers",
                             DiscountPercent = 5m,
                             IsActive = true,
@@ -6714,7 +6721,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 3,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4266),
+                            CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2367),
                             Description = "10% discount for premium customers",
                             DiscountPercent = 10m,
                             IsActive = true,

src/PowderCoating.Web/Controllers/CompanySettingsController.cs

@@ -543,6 +543,15 @@ public class CompanySettingsController : Controller
     public Task<IActionResult> UpdateWorkOrderTemplate([FromBody] UpdateWorkOrderTemplateDto dto) =>
         UpdatePreferences(dto, "Work order settings saved successfully.");
 
+    /// <summary>
+    /// Saves kiosk intake output preference ("Quote" or "Job") to <see cref="CompanyPreferences"/>.
+    /// Delegates to <see cref="UpdatePreferences{TDto}"/>.
+    /// </summary>
+    // POST: CompanySettings/UpdateKioskSettings
+    [HttpPost]
+    public Task<IActionResult> UpdateKioskSettings([FromBody] UpdateKioskSettingsDto dto) =>
+        UpdatePreferences(dto, "Kiosk settings saved successfully.");
+
     /// <summary>
     /// Persists the company's pricing model parameters — labor rates, sandblasting/masking multipliers,
     /// oven cost per hour, overhead admin/facility percentages, profit margin, and default tax rate —

src/PowderCoating.Web/Controllers/CustomersController.cs

@@ -877,6 +877,74 @@ public class CustomersController : Controller
         }
     }
 
+    /// <summary>
+    /// Displays a full-screen SMS consent form for the customer to read and agree to.
+    /// Staff opens this page on a tablet and hands it to the customer; no staff account
+    /// interaction is required — the page is scoped to the customer by ID only.
+    /// Redirects back to Details if the customer has already consented.
+    /// </summary>
+    // GET: Customers/SmsConsent/5
+    public async Task<IActionResult> SmsConsent(int id)
+    {
+        var customer = await _unitOfWork.Customers.GetByIdAsync(id);
+        if (customer == null) return NotFound();
+
+        if (customer.NotifyBySms)
+        {
+            this.ToastInfo("This customer has already given SMS consent.");
+            return RedirectToAction(nameof(Details), new { id });
+        }
+
+        var companyId = _tenantContext.GetCurrentCompanyId();
+        if (companyId.HasValue)
+        {
+            var company = await _unitOfWork.Companies.GetByIdAsync(companyId.Value);
+            ViewBag.CompanyName    = company?.CompanyName;
+            ViewBag.CompanyLogoUrl = !string.IsNullOrEmpty(company?.LogoFilePath)
+                ? Url.Action("Logo", "Kiosk")
+                : null;
+        }
+
+        ViewBag.ShowInactivityTimer = false;
+        ViewBag.CustomerName = $"{customer.ContactFirstName} {customer.ContactLastName}".Trim();
+        if (string.IsNullOrWhiteSpace(ViewBag.CustomerName as string) && !string.IsNullOrEmpty(customer.CompanyName))
+            ViewBag.CustomerName = customer.CompanyName;
+
+        return View(customer.Id);
+    }
+
+    /// <summary>
+    /// Records the customer's SMS consent: sets NotifyBySms, SmsConsentedAt (UTC now),
+    /// and SmsConsentMethod = "InPerson". Called when the customer taps "I Agree" on the
+    /// consent form presented by staff.
+    /// </summary>
+    // POST: Customers/SmsConsent/5
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> SmsConsent(int id, bool agreed)
+    {
+        var customer = await _unitOfWork.Customers.GetByIdAsync(id);
+        if (customer == null) return NotFound();
+
+        if (!agreed)
+        {
+            this.ToastError("Customer did not agree to SMS consent.");
+            return RedirectToAction(nameof(Details), new { id });
+        }
+
+        customer.NotifyBySms      = true;
+        customer.SmsConsentedAt   = DateTime.UtcNow;
+        customer.SmsConsentMethod = "InPerson";
+        customer.SmsOptedOutAt    = null;
+
+        await _unitOfWork.Customers.UpdateAsync(customer);
+        await _unitOfWork.CompleteAsync();
+
+        _logger.LogInformation("SMS consent recorded for customer {CustomerId} via staff-presented form", id);
+
+        this.ToastSuccess($"SMS consent recorded for {customer.ContactFirstName} {customer.ContactLastName}.");
+        return RedirectToAction(nameof(Details), new { id });
+    }
+
     /// <summary>
     /// Issues a standalone credit memo and increments the customer's CreditBalance.
     /// Restricted to CompanyAdmin because credits affect the financial ledger. The memo

src/PowderCoating.Web/Controllers/KioskController.cs

@@ -483,6 +483,7 @@ public class KioskController : Controller
                 ExpiresAt        = s.ExpiresAt,
                 LinkedCustomerId = s.LinkedCustomerId,
                 LinkedJobId      = s.LinkedJobId,
+                LinkedQuoteId    = s.LinkedQuoteId,
                 RemoteLinkEmail  = s.RemoteLinkEmail
             })
             .ToList();
@@ -590,55 +591,117 @@ public class KioskController : Controller
                                             : "RemoteIntake";
         }
 
-        // 3. Create Job in Pending status with Normal priority
+        // 3. Resolve company preference: create a Quote (default) or a Job
-        var statuses      = await _lookupCache.GetJobStatusLookupsAsync(companyId);
+        var prefs          = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
-        var pendingStatus = statuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.Pending);
+            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
-        if (pendingStatus == null)
+        var intakeOutput   = prefs?.KioskIntakeOutput ?? "Quote";
-            throw new InvalidOperationException($"No Pending job status found for company {companyId}. Run Seed Data from Platform Management.");
+        var createQuote    = !string.Equals(intakeOutput, "Job", StringComparison.OrdinalIgnoreCase);
 
-        var priorities     = await _lookupCache.GetJobPriorityLookupsAsync(companyId);
+        session.LinkedCustomerId = customer!.Id;
-        var normalPriority = priorities.FirstOrDefault(p => p.PriorityCode == "NORMAL")
-                          ?? priorities.FirstOrDefault();
-        if (normalPriority == null)
-            throw new InvalidOperationException($"No job priority rows found for company {companyId}. Run Seed Data from Platform Management.");
 
-        var jobNumber = await GenerateJobNumberAsync(companyId);
+        if (createQuote)
-        var job = new Job
         {
-            CompanyId           = companyId,
+            // 3a. Create a Draft Quote so staff can price and send for approval
-            CustomerId          = customer!.Id,
+            var quoteStatuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
-            JobNumber           = jobNumber,
+            var draftStatus   = quoteStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Quote.Draft);
-            JobStatusId         = pendingStatus.Id,
+            if (draftStatus == null)
-            JobPriorityId       = normalPriority.Id,
+                throw new InvalidOperationException($"No Draft quote status found for company {companyId}. Run Seed Data from Platform Management.");
-            Description         = session.JobDescription,
-            SpecialInstructions = $"Source: {session.SessionType} kiosk intake"
-        };
 
-        await _unitOfWork.Jobs.AddAsync(job);
+            var quoteNumber = await GenerateQuoteNumberAsync(companyId);
+            var quote = new Quote
+            {
+                CompanyId       = companyId,
+                CustomerId      = customer.Id,
+                QuoteNumber     = quoteNumber,
+                QuoteStatusId   = draftStatus.Id,
+                Description     = session.JobDescription,
+                Notes           = $"Source: {session.SessionType} kiosk intake",
+                QuoteDate       = DateTime.UtcNow,
+                ExpirationDate  = DateTime.UtcNow.AddDays(prefs?.DefaultQuoteValidityDays ?? 30)
+            };
 
-        // Save the job first so EF generates its Id, then link the session.
+            await _unitOfWork.Quotes.AddAsync(quote);
-        // Setting session.LinkedJobId = job.Id before CompleteAsync would write 0
+            await _unitOfWork.CompleteAsync();  // quote.Id now valid
-        // to the FK column because the DB hasn't assigned the Id yet.
-        await _unitOfWork.CompleteAsync();  // job.Id is now valid
 
-        // 4. Update session links now that both Ids exist
+            session.LinkedQuoteId = quote.Id;
-        session.LinkedCustomerId = customer.Id;
+        }
-        session.LinkedJobId      = job.Id;
+        else
+        {
+            // 3b. Create a Pending Job directly (for shops that price on the spot)
+            var jobStatuses   = await _lookupCache.GetJobStatusLookupsAsync(companyId);
+            var pendingStatus = jobStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.Pending);
+            if (pendingStatus == null)
+                throw new InvalidOperationException($"No Pending job status found for company {companyId}. Run Seed Data from Platform Management.");
+
+            var priorities     = await _lookupCache.GetJobPriorityLookupsAsync(companyId);
+            var normalPriority = priorities.FirstOrDefault(p => p.PriorityCode == "NORMAL")
+                              ?? priorities.FirstOrDefault();
+            if (normalPriority == null)
+                throw new InvalidOperationException($"No job priority rows found for company {companyId}. Run Seed Data from Platform Management.");
+
+            var jobNumber = await GenerateJobNumberAsync(companyId);
+            var job = new Job
+            {
+                CompanyId           = companyId,
+                CustomerId          = customer.Id,
+                JobNumber           = jobNumber,
+                JobStatusId         = pendingStatus.Id,
+                JobPriorityId       = normalPriority.Id,
+                Description         = session.JobDescription,
+                SpecialInstructions = $"Source: {session.SessionType} kiosk intake"
+            };
+
+            await _unitOfWork.Jobs.AddAsync(job);
+            await _unitOfWork.CompleteAsync();  // job.Id now valid
+
+            session.LinkedJobId = job.Id;
+        }
+
+        // 4. Persist session links
         await _unitOfWork.CompleteAsync();
 
         // 5. Fire staff notification
-        var jobDesc  = session.JobDescription ?? "";
+        var jobDesc   = session.JobDescription ?? "";
-        var snippet  = jobDesc.Length > 60 ? jobDesc[..60] + "…" : jobDesc;
+        var snippet   = jobDesc.Length > 60 ? jobDesc[..60] + "…" : jobDesc;
-        var fullName = $"{session.CustomerFirstName} {session.CustomerLastName}".Trim();
+        var fullName  = $"{session.CustomerFirstName} {session.CustomerLastName}".Trim();
+        var intakeLabel = session.SessionType == KioskSessionType.Remote ? "Remote Intake" : "Walk-in Intake";
         await _inApp.CreateAsync(
             companyId,
-            "Walk-in Intake Submitted",
+            $"{intakeLabel} Submitted",
             $"{fullName} completed their intake form — {snippet}",
             "KioskIntake",
             link: $"/Kiosk/Intakes",
             customerId: customer.Id);
     }
 
+    /// <summary>
+    /// Generates the next sequential quote number using the company's configured prefix.
+    /// Mirrors GenerateQuoteNumberAsync in QuotesController — same format: PREFIX-YYMM-####.
+    /// Implemented here because KioskController processes anonymous requests and cannot
+    /// rely on ITenantContext to resolve the company ID.
+    /// </summary>
+    private async Task<string> GenerateQuoteNumberAsync(int companyId)
+    {
+        var now = DateTime.UtcNow;
+
+        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
+
+        var quotePrefix = !string.IsNullOrWhiteSpace(prefs?.QuoteNumberPrefix) ? prefs.QuoteNumberPrefix : "QT";
+        var prefix      = $"{quotePrefix}-{now:yy}{now:MM}";
+
+        var lastQuoteNumber = await _unitOfWork.Quotes.GetLastQuoteNumberByPrefixAsync(companyId, prefix);
+
+        if (lastQuoteNumber != null)
+        {
+            var lastNumberStr = lastQuoteNumber[(prefix.Length + 1)..];
+            if (int.TryParse(lastNumberStr, out int lastNumber))
+                return $"{prefix}-{(lastNumber + 1):D4}";
+        }
+
+        return $"{prefix}-0001";
+    }
+
     /// <summary>
     /// Generates the next sequential job number using the company's configured prefix.
     /// Mirrors the logic in JobsController.GenerateJobNumber() — same format: PREFIX-YYMM-####.
@@ -716,7 +779,11 @@ public class KioskController : Controller
             ? Url.Action("Logo", "Kiosk")
             : null;
         ViewBag.WelcomeUrl = "/Kiosk/Welcome";
-        await Task.CompletedTask;
+
+        // Pass the intake output setting so Terms.cshtml can show matching wording
+        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == company.Id && !p.IsDeleted, ignoreQueryFilters: true);
+        ViewBag.KioskIntakeOutput = prefs?.KioskIntakeOutput ?? "Quote";
     }
 
     /// <summary>Loads the company from a session's CompanyId and populates ViewBag.</summary>

src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs

@@ -1270,7 +1270,11 @@ public static class HelpKnowledgeBase
 
         **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.
+        **What it does:** Lets walk-in customers fill out their own intake form on a front-desk tablet. On submission, a Customer record and either a Draft Quote or a Pending Job are auto-created (controlled by the Kiosk Output Setting), 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.
+
+        **Kiosk Output Setting (Company Settings → Kiosk tab):**
+        - "Create a Quote" (default) — creates a Draft quote on submission; terms shown to customer say "subject to a formal quote." Best for shops that price after seeing the parts.
+        - "Create a Job" — creates a Pending job on submission; terms say "team member will reach out about pricing." Best for shops that price on the spot.
 
         **Setup (one-time per device):**
         1. Go to Settings → Kiosk Setup (or /Kiosk/Activate)
@@ -1293,23 +1297,24 @@ public static class HelpKnowledgeBase
 
         **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
+        - A Draft Quote or Pending Job is created depending on the Kiosk Output Setting (see above)
         - 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
+        - In-app notification fires: "Walk-in Intake Submitted" (in-person) or "Remote Intake Submitted" (remote link) with a 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
+        - "View Quote" button → appears in Quote mode; opens the auto-created Draft quote for pricing and review
+        - "View Job" button → appears in Job mode; opens the auto-created Pending job so staff can assign and progress it
         - "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
+        - If submission failed (e.g. seed data not run), the session is still marked Submitted but buttons won't appear — 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
+        - No View Quote/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
 
@@ -1329,11 +1334,14 @@ 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):**
+        **Walk-in customer intake (kiosk — Quote mode):**
-        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
+        Staff clicks "Start Intake" on Dashboard → tablet navigates to intake form within 3 s → customer fills out 3 steps (contact, job description, terms + signature) → system creates Customer + Draft Quote → "Walk-in Intake Submitted" notification fires → staff reviews at /Kiosk/Intakes → clicks "View Quote" to price and send the quote
+
+        **Walk-in customer intake (kiosk — Job mode):**
+        Same flow as above, but system creates a Pending Job instead of a Quote → staff clicks "View Job" to assign a worker and progress the job through 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
+        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; notification reads "Remote Intake Submitted"
 
         **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

src/PowderCoating.Web/Views/CompanySettings/Index.cshtml

@@ -34,6 +34,7 @@
             <option value="data-retention">Data Retention</option>
             <option value="data-lookups">Data Lookups</option>
             <option value="pdf-templates">PDF Templates</option>
+            <option value="kiosk">Kiosk</option>
         </select>
     </div>
 
@@ -100,6 +101,11 @@
                 </button>
             </li>
         }
+        <li class="nav-item" role="presentation">
+            <button class="nav-link" id="kiosk-tab" data-bs-toggle="tab" data-bs-target="#kiosk" type="button" role="tab">
+                <i class="bi bi-tablet"></i> Kiosk
+            </button>
+        </li>
     </ul>
 
     <!-- Tabs Content -->
@@ -1978,6 +1984,67 @@
                 </div>
             </div>
         }
+
+        <!-- Kiosk Tab -->
+        <div class="tab-pane fade" id="kiosk" role="tabpanel">
+            <div class="card mt-3">
+                <div class="card-header">
+                    <h5 class="mb-0"><i class="bi bi-tablet me-2"></i>Customer Intake Kiosk</h5>
+                </div>
+                <div class="card-body">
+
+                    <h6 class="fw-semibold mb-1">Intake Output</h6>
+                    <p class="text-muted small mb-3">
+                        When a customer completes the intake form, what should be created in the system?
+                    </p>
+
+                    <div class="row g-3 mb-4">
+                        <div class="col-md-6">
+                            <div class="card h-100 border @(Model.Preferences?.KioskIntakeOutput == "Job" ? "" : "border-primary bg-primary-subtle")"
+                                 id="kioskOutputQuoteCard" style="cursor:pointer;" onclick="selectKioskOutput('Quote')">
+                                <div class="card-body">
+                                    <div class="d-flex align-items-center gap-2 mb-2">
+                                        <div class="form-check mb-0">
+                                            <input class="form-check-input" type="radio" name="kioskOutput" id="kioskOutputQuote"
+                                                   value="Quote" @(Model.Preferences?.KioskIntakeOutput != "Job" ? "checked" : "") />
+                                        </div>
+                                        <h6 class="mb-0 fw-semibold"><i class="bi bi-file-earmark-text me-1 text-primary"></i>Create a Quote</h6>
+                                    </div>
+                                    <p class="text-muted small mb-0">
+                                        A draft quote is created and reviewed by staff before work begins.
+                                        Best for shops that price after seeing the parts.
+                                    </p>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-md-6">
+                            <div class="card h-100 border @(Model.Preferences?.KioskIntakeOutput == "Job" ? "border-success bg-success-subtle" : "")"
+                                 id="kioskOutputJobCard" style="cursor:pointer;" onclick="selectKioskOutput('Job')">
+                                <div class="card-body">
+                                    <div class="d-flex align-items-center gap-2 mb-2">
+                                        <div class="form-check mb-0">
+                                            <input class="form-check-input" type="radio" name="kioskOutput" id="kioskOutputJob"
+                                                   value="Job" @(Model.Preferences?.KioskIntakeOutput == "Job" ? "checked" : "") />
+                                        </div>
+                                        <h6 class="mb-0 fw-semibold"><i class="bi bi-briefcase me-1 text-success"></i>Create a Job</h6>
+                                    </div>
+                                    <p class="text-muted small mb-0">
+                                        A job is created immediately on submission.
+                                        Best for shops that price on the spot and want the work order ready right away.
+                                    </p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <button type="button" class="btn btn-primary" onclick="saveKioskSettings()">
+                        <i class="bi bi-floppy me-1"></i> Save Kiosk Settings
+                    </button>
+
+                </div>
+            </div>
+        </div>
+
     </div>
 </div>
 
@@ -3248,12 +3315,41 @@
             else showError(data.message);
         }
 
+        function selectKioskOutput(value) {
+            document.getElementById('kioskOutputQuote').checked = value === 'Quote';
+            document.getElementById('kioskOutputJob').checked   = value === 'Job';
+
+            document.getElementById('kioskOutputQuoteCard').classList.toggle('border-primary',  value === 'Quote');
+            document.getElementById('kioskOutputQuoteCard').classList.toggle('bg-primary-subtle', value === 'Quote');
+            document.getElementById('kioskOutputJobCard').classList.toggle('border-success',    value === 'Job');
+            document.getElementById('kioskOutputJobCard').classList.toggle('bg-success-subtle', value === 'Job');
+        }
+
+        async function saveKioskSettings() {
+            const value = document.querySelector('input[name="kioskOutput"]:checked')?.value ?? 'Quote';
+            const resp = await fetch('/CompanySettings/UpdateKioskSettings', {
+                method: 'POST',
+                headers: {
+                    'Content-Type': 'application/json',
+                    'RequestVerificationToken': $('input[name="__RequestVerificationToken"]').val()
+                },
+                body: JSON.stringify({ kioskIntakeOutput: value })
+            });
+            const data = await resp.json();
+            if (data.success) showSuccess(data.message);
+            else showError(data.message);
+        }
+
         // Auto-open online-payments tab if redirected with ?tab=online-payments
         const urlParams = new URLSearchParams(window.location.search);
         if (urlParams.get('tab') === 'online-payments') {
             const btn = document.querySelector('[data-bs-target="#online-payments"]');
             if (btn) new bootstrap.Tab(btn).show();
         }
+        if (urlParams.get('tab') === 'kiosk') {
+            const btn = document.querySelector('[data-bs-target="#kiosk"]');
+            if (btn) new bootstrap.Tab(btn).show();
+        }
     </script>
 
 }

src/PowderCoating.Web/Views/Customers/Details.cshtml

@@ -175,7 +175,8 @@
                                     }
                                     @if (Model.NotifyBySms)
                                     {
-                                        <span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25">
+                                        <span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25"
+                                              title="@(Model.SmsConsentedAt.HasValue ? "Consented " + Model.SmsConsentedAt.Value.ToLocalTime().ToString("MM/dd/yyyy") : "")">
                                             <i class="bi bi-chat-fill me-1"></i>SMS on
                                         </span>
                                     }
@@ -184,6 +185,11 @@
                                         <span class="badge bg-secondary bg-opacity-10 text-secondary border border-secondary border-opacity-25">
                                             <i class="bi bi-chat-slash me-1"></i>SMS off
                                         </span>
+                                        <a href="/Customers/SmsConsent/@Model.Id"
+                                           class="badge bg-primary bg-opacity-10 text-primary border border-primary border-opacity-25 text-decoration-none"
+                                           title="Present SMS consent form to customer">
+                                            <i class="bi bi-chat-dots me-1"></i>Get SMS Consent
+                                        </a>
                                     }
                                 </div>
                             </div>

src/PowderCoating.Web/Views/Customers/SmsConsent.cshtml

@@ -0,0 +1,45 @@
+@model int
+@{
+    Layout = "~/Views/Shared/_KioskLayout.cshtml";
+    ViewData["Title"] = "SMS Consent";
+    string customerName = ViewBag.CustomerName as string ?? "Customer";
+}
+
+<div class="kiosk-card">
+    <h2 class="fw-bold mb-1" style="font-size:1.6rem;">SMS Notifications</h2>
+    <p class="text-muted mb-4">Please read the following and tap <strong>I Agree</strong> to opt in.</p>
+
+    <form method="post" action="/Customers/SmsConsent/@Model">
+        @Html.AntiForgeryToken()
+        <input type="hidden" name="agreed" value="true" />
+
+        <div class="kiosk-terms-scroll mb-4">
+            <strong>SMS Consent &amp; Opt-In</strong>
+            <p class="mt-2">
+                By tapping <em>I Agree</em> below, <strong>@customerName</strong> consents to receive
+                SMS text messages from @(ViewBag.CompanyName ?? "this shop") regarding order status
+                updates, pickup notifications, and other information related to your powder coating
+                services.
+            </p>
+            <p>
+                Message frequency varies. Message and data rates may apply.
+                You may opt out at any time by replying <strong>STOP</strong> to any message.
+                Reply <strong>HELP</strong> for assistance.
+            </p>
+            <p class="mb-0">
+                Your mobile number will not be shared with third parties or used for marketing
+                unrelated to your orders.
+            </p>
+        </div>
+
+        <div class="d-flex gap-3">
+            <a href="/Customers/Details/@Model" class="btn btn-outline-secondary"
+               style="min-height:64px;border-radius:12px;font-size:1.1rem;flex:0 0 auto;padding:0 2rem;">
+                <i class="bi bi-x-lg me-1"></i> No Thanks
+            </a>
+            <button type="submit" class="btn btn-success kiosk-btn">
+                <i class="bi bi-check-circle me-2"></i> I Agree
+            </button>
+        </div>
+    </form>
+</div>

src/PowderCoating.Web/Views/Help/CustomerIntakeKiosk.cshtml

@@ -21,9 +21,9 @@
             </h2>
             <p>
                 The Customer Intake Kiosk lets walk-in customers fill out their own intake form on a front-desk tablet
-                — no staff assistance required. When they're done, a <strong>Pending job</strong> and a
+                — no staff assistance required. When they're done, a <strong>customer record</strong> is automatically
-                <strong>customer record</strong> are automatically created, and your team receives an in-app
+                created (or matched to an existing one), a <strong>Draft Quote or Pending Job</strong> is created
-                notification so they know someone is waiting.
+                depending on your setting, and your team receives an in-app notification.
             </p>
             <p>
                 The kiosk runs as a browser page (optimised for iPad and Android tablets) and can also send a
@@ -89,6 +89,28 @@
             </ol>
         </section>
 
+        <section id="output-setting" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-sliders text-primary me-2"></i>Kiosk Output Setting
+            </h2>
+            <p>
+                You can control what gets created when a customer submits the intake form.
+                Go to <a href="/CompanySettings?tab=kiosk">Company Settings → Kiosk</a> and choose:
+            </p>
+            <ul>
+                <li>
+                    <strong>Create a Quote</strong> (default) — a Draft quote is created for staff to review and price
+                    before work begins. The terms shown to the customer will say "subject to a formal quote." Use this
+                    if you price after seeing the parts.
+                </li>
+                <li>
+                    <strong>Create a Job</strong> — a Pending job is created immediately. The terms will say "a team
+                    member will reach out about pricing." Use this if you price on the spot and want the work order
+                    ready right away.
+                </li>
+            </ul>
+        </section>
+
         <section id="what-happens" class="mb-5">
             <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
                 <i class="bi bi-arrow-right-circle text-primary me-2"></i>What Happens on Submission
@@ -96,9 +118,18 @@
             <p>When a customer submits their intake form, the system automatically:</p>
             <ul>
                 <li><strong>Matches or creates a Customer</strong> — searches by email first, then phone. If no match, a new non-commercial customer record is created.</li>
-                <li><strong>Creates a Pending Job</strong> — Normal priority, with the customer's description as the job description and the intake source noted in Special Instructions.</li>
+                <li>
+                    <strong>Creates a Draft Quote or Pending Job</strong> — depending on your
+                    <a href="/CompanySettings?tab=kiosk">Kiosk Output Setting</a>. Quote mode creates a Draft quote
+                    (Normal priority); Job mode creates a Pending job with the customer's description and intake source
+                    in Special Instructions.
+                </li>
                 <li><strong>Applies SMS consent</strong> — if the customer opted in, their customer record is updated with <code>NotifyBySms = true</code> and the consent timestamp (TCPA-compliant).</li>
-                <li><strong>Fires an in-app notification</strong> — your team's notification bell shows "Walk-in Intake Submitted" with a link to the Intakes page.</li>
+                <li>
+                    <strong>Fires an in-app notification</strong> — your team's notification bell shows
+                    "Walk-in Intake Submitted" (or "Remote Intake Submitted" for remote sessions) with a link to
+                    the Intakes page.
+                </li>
             </ul>
         </section>
 
@@ -116,14 +147,15 @@
                 <li>Job description snippet</li>
                 <li>Session type (In-Person or Remote) and status badge</li>
                 <li>SMS opt-in indicator</li>
-                <li><strong>View Job</strong> button — opens the auto-created job directly so you can add a quote, assign a worker, or update status</li>
+                <li><strong>View Quote</strong> button — appears when the kiosk is set to Quote mode; opens the auto-created draft quote</li>
+                <li><strong>View Job</strong> button — appears when the kiosk is set to Job mode; opens the auto-created job</li>
                 <li><strong>Customer</strong> button — opens the matched or created customer record</li>
             </ul>
             <div class="alert alert-info alert-permanent">
                 <i class="bi bi-info-circle me-2"></i>
                 If submission failed (e.g. a configuration issue), the session is still marked Submitted but the
-                View Job / Customer buttons won't appear. The raw intake data (name, phone, description) is still
+                action buttons won't appear. The raw intake data (name, phone, description) is still
-                visible so staff can create the job manually.
+                visible so staff can create the record manually.
             </div>
         </section>
 
@@ -166,6 +198,7 @@
                     <a class="nav-link py-1 px-3" href="#overview">Overview</a>
                     <a class="nav-link py-1 px-3" href="#setup">Setting Up the Kiosk</a>
                     <a class="nav-link py-1 px-3" href="#starting">Starting an Intake</a>
+                    <a class="nav-link py-1 px-3" href="#output-setting">Kiosk Output Setting</a>
                     <a class="nav-link py-1 px-3" href="#what-happens">What Happens on Submission</a>
                     <a class="nav-link py-1 px-3" href="#reviewing">Reviewing Submissions</a>
                     <a class="nav-link py-1 px-3" href="#troubleshooting">Troubleshooting</a>

src/PowderCoating.Web/Views/Kiosk/Intake/Terms.cshtml

@@ -2,8 +2,9 @@
 @{
     Layout = "~/Views/Shared/_KioskLayout.cshtml";
     ViewData["Title"] = "Terms & Consent";
-    var token      = ViewBag.SessionToken as Guid? ?? Guid.Empty;
+    var token          = ViewBag.SessionToken as Guid? ?? Guid.Empty;
-    bool isInPerson = ViewBag.IsInPerson as bool? ?? false;
+    bool isInPerson    = ViewBag.IsInPerson as bool? ?? false;
+    bool quoteFirst    = !string.Equals(ViewBag.KioskIntakeOutput as string, "Job", StringComparison.OrdinalIgnoreCase);
 }
 
 <div class="kiosk-card">
@@ -25,10 +26,20 @@
                 have authority to authorize work on them. You release the shop from liability for
                 pre-existing damage, hidden defects, or items left unclaimed after 30 days.
             </p>
-            <p>
+            @if (quoteFirst)
-                Final pricing is subject to a formal quote. Work will not begin until you approve
+            {
-                the quoted amount. Payment is due upon pickup unless otherwise agreed in writing.
+                <p>
-            </p>
+                    Final pricing is subject to a formal quote. Work will not begin until you approve
+                    the quoted amount. Payment is due upon pickup unless otherwise agreed in writing.
+                </p>
+            }
+            else
+            {
+                <p>
+                    A team member will review your intake and reach out about pricing before work begins.
+                    Payment is due upon pickup unless otherwise agreed in writing.
+                </p>
+            }
             <p class="mb-0">
                 You agree to comply with all pickup and payment terms provided by the shop.
             </p>

src/PowderCoating.Web/Views/Kiosk/Intakes.cshtml

@@ -146,6 +146,12 @@
                                             <i class="bi bi-briefcase me-1"></i>View Job
                                         </a>
                                     }
+                                    @if (s.LinkedQuoteId.HasValue)
+                                    {
+                                        <a href="/Quotes/Details/@s.LinkedQuoteId" class="btn btn-sm btn-outline-info me-1">
+                                            <i class="bi bi-file-earmark-text me-1"></i>View Quote
+                                        </a>
+                                    }
                                     @if (s.LinkedCustomerId.HasValue)
                                     {
                                         <a href="/Customers/Details/@s.LinkedCustomerId" class="btn btn-sm btn-outline-primary">