First-login welcome

A short, role-aware welcome the first time someone signs in, with extra cards for crew leaders and admins.

What it is

A four-card intro — this is your home base, your schedule, photos from your phone, marking milestones complete — plus one extra card for crew leaders (assign tasks, invite workers, track your team) and one for admins (manage crews, invite anyone, edit pipelines, configure permissions). Dot indicators, Back / Next, and Skip at any point.

Also called: welcome screen · first time setup · getting started popup

See it
First-login welcome
New lead 3
Marlin Hoover
$28k
Delia Yoder
$22k
Contacted 2
Sutter Kline
$58k
Ronan Petsch
$30k
Estimate 4
Ivy Brubaker
$67k
Gideon Alt
$53k
Marlin Hoover
$66k
Sold 4
Marlin Hoover
$71k
Delia Yoder
$42k
Sutter Kline
$77k
The welcome card mid-sequence with its emoji, dot indicators and Get Started button on the final card. Sample data — no customer information appears here.
How it works
  1. 1Opens from an invite link's ?welcome=true parameter or a first-login flag on the user
  2. 2Dismissing clears the flag on the account and strips the parameter from the URL
  3. 3Card set is chosen by role, so a worker isn't shown admin tooling
Why we built it

The first person into a crew account is usually a framer standing in a yard on a phone, invited by his boss, who has never seen the software and was told 'download this'. A welcome screen written for an owner at a desk gets closed in two seconds and teaches him nothing. The first sign-in shows a short welcome built for whoever is actually holding the phone — photos straight from the camera and ticking off milestones for the field, crews and invitations for a crew leader, setup and permissions for an admin — and then gets out of the way for good.

The problem
  • Invited workers landing in an unfamiliar app with no orientation
  • Owners fielding the same four questions from every new hire
Sound familiar?
What you get
Every invited person gets the same short orientation on their first sign-in
Crew leaders and admins are told about their extra controls

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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