Company Onboarding Wizard

Overview

The onboarding wizard guides you through essential company setup when you first create your contractor company account. Complete your company information, configure customer types for your business, and set up work types you offer - all in one streamlined flow.

Accessing the Wizard

The wizard appears automatically when:

• You create a new contractor company account
• Your company hasn't completed onboarding yet

You can also access it manually:

1. Go to /contractor-company/onboarding
2. Click "Start Onboarding" to begin

Wizard Steps

Step 1: Company Information

Set up your basic company details:

1. Enter company name - Your business name as it appears to customers
2. Add company address - Your primary business location
3. Upload logo (optional) - Your company branding for invoices and profiles
4. Add contact information - Phone, email, website
5. Click "Next" to continue

Step 2: Customer Types

Configure which types of customers you work with:

1. Review available customer types:
   • Homeowner - Residential customers
   • Business - Commercial customers
   • Light Commercial - Small commercial properties
   • Industrial - Industrial facilities
   • Builder - Home builders and developers
2. Toggle ON the customer types you serve
3. Click "Next" to continue

Why this matters: Selecting customer types helps BlueClerk show you relevant features and organize your customer list appropriately.

Step 3: Work Types

Define the services you offer:

1. Select work types from common categories:
   • HVAC
   • Plumbing
   • Electrical
   • Carpentry
   • Roofing
   • And more...
2. Choose all that apply to your business
3. Add custom work types if your specialty isn't listed
4. Click "Finish" to complete onboarding

Step 4: Complete

Your onboarding is done! You'll see:

• Confirmation message that setup is complete
• "Go to Dashboard" button to start using BlueClerk
• Your account is now marked as onboardingComplete: true

After Onboarding

Once complete:

• You won't see the wizard again (unless you reset onboarding)
• All features are unlocked
• Your company profile is ready for customers
• You can start creating tickets, scheduling jobs, and sending invoices

Skipping or Returning Later

• The wizard must be completed before accessing main features
• You can't skip required fields in each step
• If you navigate away, the wizard will prompt you to complete it next time you log in

Questions

Q: Can I change my customer types or work types later? A: Yes! Go to Settings > Company Profile to modify customer types and work types at any time.

Q: What if I don't know all my work types yet? A: Select the ones you're certain about. You can always add more later in your company settings.

Q: Do I have to complete all steps at once? A: Yes, the wizard is designed to be completed in one session to ensure your account is properly configured before you start using BlueClerk.

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ACTION: UPDATE FILENAME: getting-started/global-search.md CONTENT:

title: "Global Search" category: "Getting Started" description: "Quickly find tickets, jobs, invoices, estimates, and customers from anywhere in BlueClerk"

Overview

Global search lets you instantly find any record in BlueClerk without navigating through menus. BlueClerk now has two search experiences: a navigation-focused sidebar search and a comprehensive header search that finds everything across your account.

Sidebar Search (Navigation Only)

Accessing Sidebar Search

1. Look for the search box in the sidebar on the left side of any page
2. Click inside or use the keyboard shortcut (Cmd+K on Mac, Ctrl+K on Windows)
3. Start typing to filter navigation items

What Sidebar Search Does

The sidebar search is designed for quick navigation:

• White background for clean, focused appearance
• Filters sidebar menu items as you type
• Helps you find the right page or section quickly
• No database results - navigation only

Using Sidebar Search

1. Click the search box in the sidebar
2. Type a menu name like "Customers" or "Invoices"
3. See matching navigation items highlighted
4. Click any item to navigate there

Header Search (Full Global Search)

Accessing Header Search

1. Look for the search icon in the top header bar
2. Click the search icon to open the global search modal
3. Start typing your search term

What You Can Search

Header search finds records across your entire account:

• Tickets - Search by ticket number, customer name, or description
• Jobs - Find by job number, worker name, or status
• Invoices - Search invoice numbers, amounts, or customer names
• Estimates - Find by estimate number or customer
• Customers - Search by name, email, phone, or company name

Search Tips

• Type ticket numbers directly: "T-1234"
• Search invoice numbers: "INV-5678"
• Find customers by name: "John Smith"
• Use partial matches: "Smi" finds "Smith"
• Search updates as you type - results appear instantly

Navigating Results

1. Results are grouped by type - Tickets, Jobs, Invoices, etc.
2. Click any result to jump directly to that record
3. Recent items appear first when search is empty
4. Press Escape to close the search modal

Which Search Should I Use?

Use Sidebar Search When:

• You want to navigate to a page or section
• You're looking for a menu item
• You want to access a feature quickly

Use Header Search When:

• You need to find a specific record
• You're looking for a customer, ticket, job, or invoice
• You want to jump directly to a record's detail page

Keyboard Shortcuts

• Cmd+K (Mac) or Ctrl+K (Windows) - Opens sidebar search
• Click search icon in header - Opens global search
• Escape - Closes any open search modal

Questions

Q: Why are there two different searches? A: The sidebar search is optimized for navigation (finding pages), while the header search is optimized for finding your data (records like tickets and invoices). This separation keeps each search focused and fast.

Q: Can I search for properties? A: Properties are found through customers or tickets. Search for the customer name or ticket associated with a property.

Q: Does search work offline? A: No, both searches require an active internet connection to query your data.

Q: Can other team members see my search history? A: No, search is not saved and is private to your session.

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ACTION: NEW FILENAME: jobs/ai-note-enhancer.md CONTENT:

title: "AI Note Enhancer" category: "Jobs" description: "Enhance job notes with AI to sound more professional, business-like, or casual"

Overview

The AI Note Enhancer rewrites your job notes in different tones - Professional, Business, or Casual - to help you communicate more effectively with customers. Whether you need a polished summary for an invoice or a friendly update for a regular client, the AI adapts your notes to match the situation.

Accessing the Note Enhancer

From Worker Job Details

1. Open a job from your "My Jobs" list
2. Click the job to view details
3. Look for the AI sparkle icon next to the notes field
4. Click "Enhance with AI" to open the enhancer

How It Works

Enhancing Your Notes

1. Write your original note in your own words (can be rough or informal)
2. Click "Enhance with AI"
3. Select a tone:
   • Professional - Polished, formal language for