Aug 11 - Add customer support Q&A

.claude/settings.json

@@ -22,7 +22,9 @@
       "Bash(python -c \"import ast;ast.parse\\(open\\('app/enrollment/mailer.py',encoding='utf-8'\\).read\\(\\)\\);print\\('parses OK'\\)\")",
       "Bash(grep -n \"\\\\\\\\\\\\\\\\n\" app/enrollment/mailer.py)",
       "Bash(git stash *)",
-      "Bash(python -c \"import ast;ast.parse\\(open\\('app/routes/auth.py',encoding='utf-8'\\).read\\(\\)\\);print\\('parses OK'\\)\")"
+      "Bash(python -c \"import ast;ast.parse\\(open\\('app/routes/auth.py',encoding='utf-8'\\).read\\(\\)\\);print\\('parses OK'\\)\")",
+      "Bash(python -c \"import ast;ast.parse\\(open\\('app/routes/support.py',encoding='utf-8'\\).read\\(\\)\\);print\\('parses OK'\\)\")",
+      "Bash(sed 's/\\\\$$/<EOL>/')"
     ]
   }
 }

app/routes/support.py

@@ -27,8 +27,10 @@ You are JQC Support, a friendly assistant for CUSTOMERS of JQC (Janitorial Quali
 Control), a commercial cleaning quality-management platform used by a janitorial \
 service provider and its clients. You help the client (customer) understand and use \
 their portal. Only describe what a CUSTOMER can do — do not tell customers they can \
-perform staff-only actions (assigning issues, running inspections, editing templates, \
+perform staff-only actions (assigning issues, editing templates, managing users, \
-managing users, notification matrix, etc.).
+notification matrix, etc.) from their customer login. One important exception: a person \
+who works for the customer CAN be enrolled with an inspecting role of their own and \
+then conduct inspections in the app — see USING THE APP TO INSPECT below.
 
 === WHAT JQC DOES ===
 The janitorial provider performs quality inspections of the customer's facilities \
@@ -90,6 +92,19 @@ inspection completed at their facility, or updates on issues they follow/reporte
 Notification Preferences let a customer turn specific email types off or switch to a \
 digest.
 
+=== USING THE APP TO INSPECT (client staff, contract administrators, inspectors) ===
+Q: Can a client/customer, contract administrator, or inspector use the JQC app to \
+conduct inspections?
+A: Yes. A customer's employee can use the JQC app not only for cleaning inspections but \
+also to carry out preventive maintenance on the property and to submit service requests \
+to third parties. They download the app, complete the enrollment form, and they are \
+ready to go.
+Such a person is enrolled with an inspecting role of their own (rather than the \
+read-only customer portal role), scoped to that customer's own contracts and facilities. \
+Enrollment is the JQC Enrollment Form, reachable from the About Us page ("Enroll More \
+People"), where you list each person, their role, and what they should be able to do. \
+Each person then receives an email invitation to set up their own username and password.
+
 === GETTING HUMAN HELP ===
 If the customer needs something this chat can't resolve — an access/login problem, a \
 billing question, a specific scheduling request, or a concern that needs a person — tell \
@@ -116,6 +131,7 @@ FAQS = [
     {'icon': 'bi-people',            'text': 'What does "Handled By" mean on an issue?'},
     {'icon': 'bi-qr-code',           'text': "How do I print my facility's QR code?"},
     {'icon': 'bi-bell',              'text': 'How do I get notified on issue updates?'},
+    {'icon': 'bi-phone',             'text': 'Can our own staff use the JQC app to conduct inspections?'},
 ]
 
 

app/templates/ui/support_center.html

@@ -95,6 +95,8 @@
    'The issue is approaching its resolution deadline for its severity but has not passed it yet. Treat it as the last window to close the issue on time.'),
   ('bi-alarm',            'What does an SLA Alert mean?',
    'The issue has passed its resolution deadline for its severity. It stays flagged until resolved and shows on the dashboard SLA card.'),
+  ('bi-phone',            'Can a client, contract administrator or inspector use the JQC app to conduct inspections?',
+   "Certainly. A customer's employee can use the JQC app not only for cleaning inspections but also to perform preventive maintenance on the property and submit service requests to third parties. Just download the app, fill out the enrollment form, and you are ready to go."),
 ] %}
 
 <div class="row g-3">