First-login welcome, written for the role

A short first-run card deck that tells a new user what their job looks like in the app — different slides for a worker, a crew leader and an admin.

What it is

On first login a small modal walks through four common slides (home base, your schedule, photos from your phone, marking milestones complete) and then adds role-specific slides: crew controls for a crew leader, admin tools for an admin. It is short by design and does not gate access.

Also called: welcome screen · first login · getting started · new user intro

See it
First-login welcome, written for the role
New lead 4
Marlin Hoover
$32k
Delia Yoder
$22k
Contacted 2
Sutter Kline
$45k
Ronan Petsch
$40k
Estimate 4
Ivy Brubaker
$71k
Gideon Alt
$48k
Sold 2
Marlin Hoover
$48k
Delia Yoder
$51k
Sutter Kline
$75k
The card deck on a phone, showing the worker slides then the crew-lead extra — WelcomeModal.tsx. Sample data — no customer information appears here.
How it works
  1. 1The user's role selects the slide list
  2. 2Common slides cover schedule, jobsite photos and milestone toggles
  3. 3Crew leaders get an extra slide on assigning work and inviting crew; admins get one on crews, pipelines and permissions
Why we built it

A framer and an owner open the same app on day one and need completely different first sentences. Telling the framer about permissions and pipeline settings burns the one screen of attention a new user gives you, and he ends up asking a foreman how to upload a photo anyway. The first-run cards branch on the job: a worker gets his schedule, his stages and his camera; a crew leader also gets assigning and inviting; an admin gets the setup he actually owns.

The problem
  • One-size welcome screens waste the first impression on irrelevant features
  • Field users abandon an app that opens on an owner's dashboard
Sound familiar?
What you get
A worker's first screen talks about photos and milestones, not billing
Crew leaders learn their extra powers immediately

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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