Question 1

Messaging & Communication

Accepted Answer

Messaging & Communication

Q: Messaging & Communication

<h1 id="messagingcommunication">Messaging &amp; Communication</h1> <p><strong>Short:</strong> SMS/Email messaging, Twilio setup, AI receptionist, and templates.</p> <h2 id="smstwilio">SMS (Twilio)</h2> <p><strong>Setup</strong></p> <ul> <li>Settings → Messaging → Enter Twilio Account SID and Auth Token and phone number.</li> </ul> <p><strong>Use</strong></p> <ul> <li>Send SMS from client page or Messages page. </li> <li>Two-way messaging with history logged to client events.</li> </ul> <h2 id="email">Email</h2> <p><strong>Send from</strong></p> <ul> <li>Client/job/estimate/invoice pages.<br /> <strong>Features</strong></li> <li>Templates, tracking (delivered/opened/clicks), PDF attachments.</li> </ul> <h2 id="aireceptionist">AI Receptionist</h2> <p><strong>Location:</strong> Settings → AI <strong>Setup</strong></p> <ul> <li>Connect Twilio, configure greeting, business hours, booking rules.<br /> <strong>Features</strong></li> <li>24/7 call handling, appointment booking, lead creation, transcripts and recordings.</li> </ul>

Q: Operations - Troubleshooting

<h1 id="troubleshooting">Troubleshooting</h1> <p><strong>Short:</strong> Common problems and step-by-step remedies.</p> <h2 id="loginissues">Login Issues</h2> <ul> <li>Use <strong>Forgot Password</strong> link. Clear browser cache or try private mode. Contact support if still blocked.</li> </ul> <h2 id="clientnotreceivingemails">Client not receiving emails</h2> <ul> <li>Verify client email, check spam, ask to whitelist your domain, resend or download PDFs and email manually.</li> </ul> <h2 id="gpsnotworkingonmobile">GPS not working on mobile</h2> <ul> <li>Ensure location permissions enabled and GPS is on. For iOS: Settings → Privacy → Location Services. For Android: Settings → Apps → Permissions → Location.</li> </ul> <h2 id="photosnotuploading">Photos not uploading</h2> <ul> <li>Check connectivity. Prefer Wi-Fi for bulk uploads. Verify camera permission. Photos taken offline sync when connection restores.</li> </ul> <h2 id="stripelinkissues">Stripe link issues</h2> <ul> <li>Verify Stripe onboarding completed, invoice amount &gt; $0.50, regenerate payment link if needed.</li> </ul> <h2 id="jobnotonmap">Job not on map</h2> <ul> <li>Confirm property has a complete address and geocoding succeeded; re-save property to trigger geocode. Check map filters and zoom level.</li> </ul> <p>/</p>

Short: SMS/Email messaging, Twilio setup, AI receptionist, and templates.

SMS (Twilio)

Setup

Settings → Messaging → Enter Twilio Account SID and Auth Token and phone number.

Use

Send SMS from client page or Messages page.
Two-way messaging with history logged to client events.

Email

Send from

Client/job/estimate/invoice pages.
Features
Templates, tracking (delivered/opened/clicks), PDF attachments.

AI Receptionist

Location: Settings → AI Setup

Connect Twilio, configure greeting, business hours, booking rules.
Features
24/7 call handling, appointment booking, lead creation, transcripts and recordings.

Question 2

Property Management

Accepted Answer

Property Management

Short: Create and manage properties (service locations) for clients. Covers property fields, photos, mapping, inspection status, recurring maintenance, and troubleshooting.

Overview

Properties represent service locations (addresses) tied to a client. Treat properties as first-class records — jobs, invoices, inspections, and photos are associated with a property so location, history and recurring work remain organized.

Where to find it: Properties → Add Property / Properties list

Creating a Property

Location: Properties → Add Property

Steps

Go to Properties and click Add Property.
Select the client (owner) from the dropdown.
Enter address fields:

Address 1 (street)
Address 2 (optional)
City, State, ZIP / Postal code

Add property metadata (optional but recommended):

Property type: rental, owner_occupied, commercial, other
Bedrooms, bathrooms, square footage
Equipment / asset notes (e.g., furnace ID)

Add property-level notes (gate codes, security, access instructions).
Upload one or more reference photos (before/after, equipment locations).
Save property.

What happens on save

The system attempts to geocode the address to obtain lat/lng for maps/routing.
If geocoding fails the property is still saved; re-save or trigger geocode again after correcting the address.

Property Details (what you can do)

From a property record you can:

See full add

Question 3

Sync Architecture

Accepted Answer

Sync Architecture — How offline-first works

Creative Job Hub (CJH) uses an offline-first model so technicians can keep working when network connectivity is poor or unavailable. This article explains the high-level architecture and lifecycle of offline operations.

High-level flow

Client-side action — A technician performs an action (job update, photo capture, payment, etc.). The app immediately records the action locally so the UI can remain responsive.
Local queue & storage — The client stores queued operations locally (the project uses IndexedDB for offline queueing). Queued items persist across app restarts so users do not lose work. :contentReference[oaicite:0]{index=0} :contentReference[oaicite:1]{index=1}
Background sync — When the device regains network connectivity, the client automatically attempts to upload queued operations to the server and reconcile state.
Server processing & acknowledgement — The server processes each item and returns status. On success the client removes the item from the local queue; on error the client retains the item and surfaces the error for retry or support.

Refresh cadence & related real-time behavior

For map and technician visibility CJH updates locations frequently (technician locations update ~every 15 seconds; jobs refresh every ~30 seconds) to support real-time workflows. Short connectivity gaps are tolerated by the sync architecture. :contentReference[oaicite:2]{index=2}

Goals

Question 4

Developer Notes

Accepted Answer

Mobile & PWA — Developer Notes

This page collects developer-focused notes for working with CJH’s PWA and native mobile apps.

Tech stack & key libraries

Frontend: Vite + React + TypeScript + Tailwind.
UI: shadcn-ui components.
PWA: vite-plugin-pwa is included for PWA support.
Offline storage: IndexedDB is used to maintain an offline queue for job updates, photos and other operations. :contentReference[oaicite:19]{index=19} :contentReference[oaicite:20]{index=20} :contentReference[oaicite:21]{index=21}

Capacitor & native plugins

Capacitor is used for native features. Capacitor-related packages are included in package.json and the repo uses @capacitor/* plugins such as @capacitor/camera, @capacitor/geolocation, @capacitor/push-notifications, and @capacitor/filesystem. Confirm plugin versions in package.json before adding platforms. :contentReference[oaicite:22]{index=22}

Live reload during native development

Capacitor can be configured to use a Lovable or local preview URL for live reload. Typical flow:

Run the web dev server (npm run dev or use the Lovable preview URL).
Configure Capacitor to point to the dev server.
Sync: npx cap sync.
Open the native project (npx cap open ios or use Android Studio). The repo README has a short live-reload section and recommended steps for native development. :contentReference[oaicite:23]{index=23}

Offline queue & IndexedDB

The client stores queued operations in Ind

Question 5

Mobile App Setup

Accepted Answer

Mobile App Setup — Technician Guide

This page explains how technicians should install and set up Creative Job Hub (CJH) on their phones, what permissions are required, and how to use critical mobile features (clocking in, location tracking, camera photos, and working offline).

1) Which app to use: PWA vs. native

PWA (recommended for most technicians): Install CJH from the browser using Add to Home Screen. The PWA behaves like an app, works offline, and supports camera, geolocation and many native features. See PWA Install for exact steps. :contentReference[oaicite:0]{index=0}
Native app (if your organization distributes one): If your tenant provides a native iOS/Android app, install it from the App Store or Play Store. Native builds may offer slightly more consistent push/background-location behavior.

2) Sign in and first run

Open the installed app (or the web app and add it to home screen).
Sign in with the credentials provided by your admin (email + password or SSO if enabled).
Accept any permissions prompts that appear — the app will request location, camera and notification permissions as needed (details below).

3) Clock in / technician presence

Technician locations appear on the Jobs Map only when the technician is clocked in (or otherwise set active). Make sure to clock in at the start of your shift so dispatchers can see your live location. :contentReference[oaicite:1]{index=1}

4) Location & permissions

Question 6

Operations - Troubleshooting

Accepted Answer

Troubleshooting

Short: Common problems and step-by-step remedies.

Login Issues

Use Forgot Password link. Clear browser cache or try private mode. Contact support if still blocked.

Client not receiving emails

Verify client email, check spam, ask to whitelist your domain, resend or download PDFs and email manually.

GPS not working on mobile

Ensure location permissions enabled and GPS is on. For iOS: Settings → Privacy → Location Services. For Android: Settings → Apps → Permissions → Location.

Photos not uploading

Check connectivity. Prefer Wi-Fi for bulk uploads. Verify camera permission. Photos taken offline sync when connection restores.

Stripe link issues

Verify Stripe onboarding completed, invoice amount > $0.50, regenerate payment link if needed.

Job not on map

Confirm property has a complete address and geocoding succeeded; re-save property to trigger geocode. Check map filters and zoom level.

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