Sitemap

Every page in this help site, organized by section. Each links to its in-app help path.

Getting Started

Welcome — /help/getting-started/welcome — Intro to YND OS and this help site.
Signing In — /help/getting-started/signing-in — How to log in and what to do if you can't.
Navigation — /help/getting-started/navigation — How the sidebar, top nav, and role-based visibility work.
Your First Day — /help/getting-started/your-first-day — What to do in your first hours in the app.

Overview — /help/roles/overview — Summary of all 10 roles and how they map to jobs.
Door Expert — /help/roles/door-expert — Field sales role running consultations and proposals.
CSR — /help/roles/csr — Customer Service Rep handling intake, booking, and dispatch support.
Project Manager — /help/roles/project-manager — Runs field capture, scope, and manufacturing release.
Dispatcher — /help/roles/dispatcher — Schedules and routes appointments.
Design Concierge — /help/roles/design-concierge — Helps customers select products and finishes.
Reconciler — /help/roles/reconciler — Validates scope against what was sold.
Manager — /help/roles/manager — Team oversight and approvals.
Installer — /help/roles/installer — Read-only field installer access.
Admin — /help/roles/admin — Runs users, permission sets, and integrations.

Lead to Booking — /help/workflows/lead-to-booking — How a website lead becomes a scheduled consultation.
CSR Booking Intake — /help/workflows/csr-booking-intake — The 4-box /bookings/new intake flow.
Consultation to Estimate — /help/workflows/consultation-to-estimate — Turning a consultation into an estimate.
Estimate to Proposal — /help/workflows/estimate-to-proposal — Building a proposal from an estimate.
Proposal to SAD — /help/workflows/proposal-to-sad — How a sent proposal becomes a sold deal via SAD payment.
Site Assessment Scheduling — /help/workflows/site-assessment-scheduling — Booking the site assessment within the 48-hour SLA.
Field Capture — /help/workflows/field-capture — Capturing measurements and details on-site.
Post-Field Routing — /help/workflows/post-field-routing — What happens after field capture is complete.
Scope Validation — /help/workflows/scope-validation — Reconciling captured scope against what was sold.
Project Deposit to Manufacturing — /help/workflows/project-deposit-to-manufacturing — Moving from deposit to manufacturing release.
Communications — /help/workflows/communications — How team and customer communication flows.

Mission Control — /help/features/mission-control — The home dashboard for all users.
Customers — /help/features/customers — Customer records and property lookup.
Opportunities — /help/features/opportunities — Pipeline stages and deal tracking.
Bookings — /help/features/bookings — The /bookings/new CSR intake tool.
Appointments & Schedule — /help/features/appointments-schedule — Managing appointments and schedules.
Dispatch & Routing — /help/features/dispatch-routing — Assigning and routing field visits.
Field Portal — /help/features/field-portal — On-site tools for project managers.
Estimates & Price Book — /help/features/estimates-pricebook — Building estimates and browsing pricing.
Proposals & Workbench — /help/features/proposals-workbench — Assembling and sending proposals.
Payments & SAD — /help/features/payments-sad — Payment options and the Site Assessment Deposit.
Configurator & Imagine — /help/features/configurator-imagine — Product configuration and visualization tools.
Recordings & Note Taker — /help/features/recordings-note-taker — Call recording, transcription, and ADD coaching.
Projects & Openings — /help/features/projects-openings — Tracking projects and individual openings.
Communications Inbox — /help/features/communications-inbox — The shared communications tool.
Help Assistant — /help/features/help-assistant — The Ask the Assistant chat panel on every help page.

How Access Works — /help/permissions/how-access-works — Roles, permission sets, and the page registry explained.
Page Access Matrix — /help/permissions/page-access-matrix — Every nav item × every role.
Known Gaps — /help/permissions/known-gaps — Ungated routes and unresolved access questions.

New User Checklist — /help/onboarding/new-user-checklist — Steps to get a new hire set up.
Role Assignment Request — /help/onboarding/role-assignment-request — How to request a role or permission-set change.

Common Issues — /help/troubleshooting/common-issues — Quick fixes for frequent problems.
Access Denied — /help/troubleshooting/access-denied — What to do when you hit /access-denied.
Payments Not Showing — /help/troubleshooting/payments-not-showing — Diagnosing missing payment records.
Property Lookup Missing — /help/troubleshooting/property-lookup-missing — Why RentCast data may not appear on a customer.
ServiceTitan Sync — /help/troubleshooting/servicetitan-sync — Push failures, including the Door/slab block.

General — /help/faq/general — Common general questions about YND OS.
Sales Pipeline — /help/faq/sales-pipeline — Questions about stages, estimates, and proposals.
Site Assessments — /help/faq/site-assessments — Questions about scheduling and running site assessments.

Pre-Launch Checklist — /help/rollout/pre-launch-checklist — Open items before wider rollout.
Training Plan — /help/rollout/training-plan — How the team gets trained by role.
Naming Conventions — /help/rollout/naming-conventions — Standard vocabulary across the app.
Open Decisions — /help/rollout/open-decisions — Unresolved access, naming, and role questions.