Overview

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 customer record is automatically created (or matched to an existing one), a Draft Quote or Pending Job is created depending on your setting, and your team receives an in-app notification.

The kiosk runs as a browser page (optimised for iPad and Android tablets) and can also send a remote link so customers fill out the form on their own phone before they arrive.

Setting Up the Kiosk

Go to Settings → Kiosk Setup (or /Kiosk/Activate).
Click Activate Kiosk. This generates a unique activation token for your company and sets a secure cookie on the current device.
On the tablet, open a browser and navigate to /Kiosk/Welcome. You'll see your company logo and a "Ready" indicator — the tablet is now in kiosk mode.
Add to Home Screen on iOS/Android for a full-screen, app-like experience that also preserves camera permissions between sessions.

The kiosk cookie is device-specific and lasts 365 days. If you swap tablets or clear the browser, go back to Kiosk Setup and activate again.

Starting an Intake Session

There are two ways to start an intake:

In-Person (tablet at front desk)

The tablet sits on the Welcome screen — the customer sees your logo and a "Ready" status dot.
A staff member clicks Start Intake on the Dashboard (in the Kiosk card).
The tablet detects the new session within 3 seconds and automatically navigates to the intake form.
The customer fills out 3 steps: Contact info → Job description → Terms & signature.
On Submit, the kiosk shows a thank-you screen and returns to Welcome after 30 seconds.

If the customer leaves the form untouched for 45 seconds, it automatically resets to the Welcome screen.

Remote Link (customer fills out on their phone)

Go to Kiosk → Customer Intakes and click Send Intake Link.
Or use the Send Intake Link button on the Dashboard Kiosk card.
Enter the customer's email address and send.
The customer receives an email with a secure link and completes the same 3-step form on their own device.
Remote sessions don't require a drawn signature — a checkbox agreement is used instead.

Kiosk Output Setting

You can control what gets created when a customer submits the intake form. Go to Company Settings → Kiosk and choose:

Create a Quote (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.
Create a Job — 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.

What Happens on Submission

When a customer submits their intake form, the system automatically:

Matches or creates a Customer — searches by email first, then phone. If no match, a new non-commercial customer record is created.
Creates a Draft Quote or Pending Job — depending on your Kiosk Output Setting. 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.
Applies SMS consent — if the customer opted in, their customer record is updated with NotifyBySms = true and the consent timestamp (TCPA-compliant).
Fires an in-app notification — your team's notification bell shows "Walk-in Intake Submitted" (or "Remote Intake Submitted" for remote sessions) with a link to the Intakes page.

Reviewing Submissions (Staff)

Go to Operations → Intake Sessions to see all sessions. Filter by Submitted, Pending, or Expired.

Each row shows:

Customer name, phone, and email
Job description snippet
Session type (In-Person or Remote) and status badge
SMS opt-in indicator
View Quote button — appears when the kiosk is set to Quote mode; opens the auto-created draft quote
View Job button — appears when the kiosk is set to Job mode; opens the auto-created job
Customer button — opens the matched or created customer record

If submission failed (e.g. a configuration issue), the session is still marked Submitted but the action buttons won't appear. The raw intake data (name, phone, description) is still visible so staff can create the record manually.

Troubleshooting

Kiosk Welcome screen shows "Connection issue — retrying…": The tablet can't reach the server. Check the tablet's Wi-Fi connection. Once connectivity is restored the status dot automatically turns green — no refresh needed.
Kiosk doesn't respond when staff clicks Start Intake: The tablet polls every 3 seconds. Wait up to 3 seconds after clicking Start Intake. If it still doesn't respond, reload the Welcome page on the tablet. Make sure the tablet is on the same domain as the server (use HTTPS).
The tablet shows the wrong company logo or no logo: Upload your company logo at Settings → Company Settings → Logo. The kiosk reads your logo directly — no separate kiosk logo setting is needed.
Signature pad doesn't work on the tablet: Use a capacitive stylus or fingertip — the signature pad requires touch input. Make sure the browser isn't in desktop mode (check "Request Desktop Site" is off). The signature is only required for In-Person sessions.
Submission fails — no job or customer created: This usually means Seed Data hasn't been run for your company. Ask your administrator to go to Platform Management → Seed Data and run the seed. This creates the required job status and priority lookup rows.
AI quote on the quote wizard times out on mobile: Photos are automatically compressed before upload. If it still times out, your connection may be slow — the spinner will say "Still analyzing…" if it's taking longer than 30 seconds. Try again on a stronger connection.