YND OS Help

Welcome to the help center for YND OS, the internal sales operations app for YourNewDoor.com. This is where the whole team — sales, CSR, dispatch, project managers, installers, managers, and admins — runs the business day to day, from the first website lead to a finished install.

What YND OS does

YND OS follows a customer from the moment they show interest through to a completed project:

• Capturing leads (from the website, phone calls, or manual entry) as Customers and Opportunities
• Booking and running sales appointments (Appointments, /bookings/new)
• Building estimates and proposals (/estimate, /workbench, Proposals)
• Collecting payments, including the SAD (Site Assessment Deposit) that marks a job sold
• Scheduling site assessments and installs (Schedule, Dispatch, Routing, Field Portal)
• Managing projects through manufacturing and installation (Projects)
• Supporting design work (Configurator, Imagine, Inspirations, Price Book, Catalog)
• Admin functions like user management and integrations (Admin section)

If you're brand new, start with Welcome to YND OS.

How to sign in

YND OS uses your company account to sign in. See Signing In for step-by-step instructions and what to do if you're denied access.

How these docs are organized

• Getting Started — orientation for new users: what YND OS is, how to sign in, how to navigate, and what to do on day one.
• Onboarding — checklists and requests for getting a new teammate fully set up, including role and permission assignment.
• FAQ — short, scannable answers to common questions, organized by topic (general, sales pipeline, site assessments), with links to deeper pages.

As more topics are added, they'll follow the same pattern: a short answer up top, more detail in a linked page.

Ask the Assistant

Every help page has an Ask the Assistant panel at the bottom of the article. Ask a question in plain English and it answers from these docs only, with links to the pages it used. It never sees customer or CRM data. See Help Assistant.

Maintaining these docs

These pages are the single source of truth for how the team uses YND OS, and they are expected to change whenever the app does. Any change to a screen, workflow, role gate, label, or integration must ship with an update to the matching page here — that rule is recorded in the project's agent memory (.lovable/memory/features/team-help-docs.md), so Lovable keeps docs/team/ in sync as features change.

If you spot a page that no longer matches the app, tell your manager or an admin so it gets corrected.

How to get help

• Search first. Use the sidebar or the app's search to find a page, customer, or opportunity — see Navigation.
• Check the FAQ. Many day-to-day questions ("what does SAD mean?", "why can't I see Payments?") are answered in General FAQ, Sales Pipeline FAQ, and Site Assessments FAQ.
• Ask your manager or admin. Role and access issues (like landing on /access-denied) usually need an admin to fix — see Role Assignment Request.
• Report a bug or gap. If something in the app looks broken or a page isn't gated the way you'd expect, tell your manager or an admin so it can be tracked.