Navigate the Website

Step 1 — Open the app

1. 1
   Go to the app URL

   Local development is usually http://localhost:3000 (or the port you use with npm run dev).
2. 2
   Check the welcome screen

   You should see “Storm Response Platform” with buttons for documentation and login.

Step 2 — Landing page

1. 1
   Read Documentation

   Opens /docs — full platform feature reference (routing, dispatch, admin).
2. 2
   Site Guide (this page)

   Opens /docs/guide — step-by-step clicks through every screen.
3. 3
   Continue to Login

   Opens the sign-in form when you are ready to work.

Step 3 — Login screen

1. 1
   Enter email and password

   Use the account created in your database users table.
2. 2
   Sign In

   The app stores a JWT token in your browser and loads the main workspace.
3. 3
   New user?

   Switch to Create account, choose role (Tech, Office, Admin), then register. First-time setup often uses Office or Admin.

Main layout (after login)

Once signed in, the screen splits into three areas:

• Left sidebar — switch tabs and toggle Xcel / Connexus data sources.
• Top bar — current section name, refresh, and mobile menu.
• Center panel — dashboard, map, lists, or admin tools.

Your name at the bottom opens Profile and Log out.

Dashboard

1. 1
   Click Dashboard

   First item in the sidebar.
2. 2
   Read the stat cards

   Totals for unvisited dots, opportunities, jobs in queue, and customers affected.
3. 3
   Use before dispatch

   Office staff checks this at storm start to see workload shape.

Live Map

1. 1
   Open Live Map

   Map loads centered on the Twin Cities area by default.
2. 2
   Click any dot

   Detail panel shows address, status, customers, and actions.
3. 3
   Investigate

   Opens the field form — pick outcome, power status, notes; submit in seconds.
4. 4
   Marker updates

   Color and shape change based on status (e.g. square = door hanger).

Outages list

1. 1
   Open Outages

   Badge shows how many dots are on the map.
2. 2
   Filter by status

   Narrow to unvisited, investigating, etc.
3. 3
   Search

   Find by street, city, or outage ID.

Opportunities

1. 1
   Open Opportunities

   Confirmed damage with customer contact — not yet sold or dispatched.
2. 2
   Follow up here

   Door hangers, thinking customers, verbal quotes stay out of Job Queue until sold.

Job Queue

1. 1
   Open Job Queue

   Dispatch-ready jobs only.
2. 2
   Change sort

   Priority, Distance, Value, or Smart.
3. 3
   Assign

   See recommended tech, score, and reasons → confirm dispatch.
4. 4
   Optimize Route

   Build stop order from tech GPS.
5. 5
   Find Clusters

   Target dense hotspot areas.

Techs (office roles)

1. 1
   Open Techs

   Visible to office, admin, and owner roles.
2. 2
   Monitor crews

   Status, load, and last GPS position update every ~30 seconds when app is open.

Territories (office roles)

1. 1
   Open Territories

   Manage ZIP lists or polygon zones.
2. 2
   Affects dispatch

   Assignment scoring prefers techs matching job ZIP territory.

Admin (office roles)

1. 1
   Open Admin

   Storm settings, integrations, simulation, exports.
2. 2
   Set Storm Phase

   Phase 1 hunt → Phase 2 dispatch → Phase 3 cleanup.
3. 3
   Temp-Out mode

   Prioritize temp power workflow when enabled.
4. 4
   Guardrails

   Max jobs per tech and overtime limits for assign scoring.

Guide tab

1. 1
   Click Guide

   Step-by-step navigation and login/database help inside the app.
2. 2
   Open platform docs

   Use the link to /docs for full feature reference (routing, dispatch, admin).

Profile & logout

1. 1
   Click your name

   Bottom of sidebar → Profile.
2. 2
   Update details

   Change name, phone, or password.
3. 3
   Log out

   Clears token and returns to public landing page.