Tutorial/Guide

We utilize the sharing links quite a bit — we include them when sending estimates out to subs and vendors for review. Since ZZTakeoff is still a relatively new platform and many recipients have never encountered it before, I'd like to suggest adding a simple first-time tutorial experience tied to the sharing link.

The concept would be similar to the onboarding flow Microsoft uses in their web apps (Teams, Azure Portal, etc.) — when you open the app for the first time, you're greeted with a brief welcome overlay featuring 3–4 cards that highlight key features with a simple title, short description, and a "Next / Got it" button to step through them. It's non-intrusive, dismissible, and only appears once.

For the sharing link experience, something this lightweight would go a long way. I'm thinking just 3–4 steps covering the basics: navigating between plan sheets, interacting with takeoff items, and expanding/collapsing the item tree. Nothing deep, just enough to orient someone who has never seen the interface before.

Ideally this would be opt-in, either toggled on by default for shared links or as a checkbox option when generating the link, so it doesn't interfere with experienced users.