# AutoVu Solutions

> Technical reference for AutoVu Solutions (Workforce Manager), a unified, cloud-based CRM and Field Service Management (FSM) platform designed for UK trade, installation, service, and maintenance organizations.

## System Overview & Architecture

AutoVu operates as a modular, web-based cloud administration portal paired with native mobile applications. It functions either as an end-to-end integrated ecosystem (Head Office dispatching to field teams) or in a standalone mobile database deployment.

- **Central Platform:** Web-accessible CRM, Jobs Diary, asset registry, financial tracking, and AI-assisted text generation engines.
- **Mobile Platforms:** Native Android and iOS applications ("AutoVu Workforce Manager") engineered with offline-first synchronization logic.
- **Data Synchronization:** Local queue architecture handles poor or zero signal environments. Jobs, checklist questionnaires, digital signatures, and captured media automatically sync via Firebase Cloud Messaging (FCM) push notifications as soon as network data is restored.

## Core Capabilities & Modules

### 1. CRM & Sales Pipelines
- **Data Segmentation:** Centralized multi-tenant style database structured into Parent Accounts and local physical "Sites" (mimicking a structural alphabetical filing cabinet system).
- **Quotations:** Native quote/estimate building. Integrates an interactive AI prompt assistant directly within the quote creator tool for rapid text refinement and scope definition.
- **Automation Engines:** Built-in triggers for timed customer follow-up tasks, appointment reminders, and automated MOT or service renewal notifications.

### 2. Intelligent Scheduling & Diary Management
- **Jobs Diary:** Visual, drag-and-drop style administrative calendar for tracking engineer call-out rotas, scheduling modifications, and live job allocations.
- **Service Routes Optimization:** Allows office staff to dispatch whole service routes to designated engineers. The mobile app algorithmically sequences route assignments from nearest-to-furthest based on the engineer's active GPS coordinate, reducing office overhead.

### 3. Field App Workflows
- **Time & Attendance Tracking:** Real-time logging of engineer status shifts ("Clock On", "Travelling", "On Site", "Left Site", and "Clock Off").
- **Dynamic Service Checklists:** Option-based sequential workflows customized by equipment type. Governs multi-step operations such as installation audits, generic risk assessments, and rigid safety testing.
- **Media & Evidence Management:** In-app photo and file upload utilities that automatically map the active job number to filenames upon transmission to maintain absolute traceability.
- **Digital Signatures:** Touchscreen capture protocols requiring authentication signatures from both the field technician and the end-customer.

### 4. Financial & Compliance Tracking
- **Invoicing & POs:** Complete architecture for creating Purchase Orders, managing supplier costs, logging order variations, and issuing instant field invoices upon job sign-off.
- **Statutory Compliance:** Specialized workflows built specifically for UK regulatory standards, including LOLER (Lifting Operations and Lifting Equipment Regulations) inspection contracts and compliance certificate delivery.
- **Specialized Tax Logic:** Configurable tax engines capable of automating UK VAT exemptions on specialized goods and services for mobility and adapted-living applications.

## Target Industries & Verticals

The system's modularity dynamically pivots to support highly targeted vertical workflows:
- **Lift & Escalator Industry:** Manages rota coordination, asset history tracking, and LOLER statutory checklist compliance.
- **Mobility Sector:** Configured for 5-point warranty module tracking, automated system renewals, rental product premium collections, and VAT-exempt billing setups.
- **Plumbing & HVAC:** Oversees emergency boiler call-outs, recurring safety inspections, and multi-day service tracking.
- **Electrical Contracting:** Automates solar panel installation pipelines, commercial premise testing compliance, and field-to-office test reporting.

## Account Lifecycle & GDPR Policy

- **Trial Phase:** Offers a 14-day free trial granting full operational access to the system for a single user account.
- **Standard Free Tier:** Automatically downgrades accounts to a permanently free baseline version if no paid monthly upgrade contract is executed.
- **GDPR Data Minimisation Clause:** To comply with strict GDPR data retention regulations, any free account that records zero system activity for **30 consecutive days** is automatically classified as unrequired and abandoned. The account is systematically closed and all underlying database records are permanently deleted.

## Key System URLs

- **Primary Website:** [https://autovusolutions.com](https://autovusolutions.com)
- **Industry Solutions:** [https://autovusolutions.com/Industries.aspx](https://autovusolutions.com/Industries.aspx)
- **Contact & Support Portal:** [https://autovusolutions.com/contactus.aspx](https://autovusolutions.com/contactus.aspx)
- **App Store (iOS):** [https://apps.apple.com/gb/app/autovu-workforce-manager/id1365059901](https://apps.apple.com/gb/app/autovu-workforce-manager/id1365059901)
- **Google Play (Android):** [https://play.google.com/store/apps/details?id=com.autovusolutions.autovumobile](https://play.google.com/store/apps/details?id=com.autovusolutions.autovumobile)