Welcome to AuServin
Your complete field operations platform.
Leads
Quotes & conversions
Calendar
Schedule jobs
Field Portal
Staff on site
Dashboard
Business overview
Financial
Reports & payroll
Staff
Team management
Settings
Customize your AuServin experience
COMPANY
COMMUNICATION
SYSTEM
🎁 Promotions
Turn each promotion on or off and change its values instantly \u2014 no deploy. Turning one off never changes a quote already sent.
Commercial deadlines
Every clock the system runs on, grouped by topic — lead escalation watchdogs, quote & contract validity (48-hour rule) and crew alarms. Numbers here drive the emails, kanban badges, bells and the hourly watchdog.
Connected services
↻ Refresh
🔒 Security: API keys and tokens live only on the server (encrypted secrets) and are used exclusively by Edge Functions. No credentials are stored or typed in this browser. Provider setup is managed by your administrator.
🔔 Notifications
Choose who receives each notification. Assigned seller = only the lead's own salesperson · Job roster = only the crew rostered on that job · Category columns = everyone with that role type (a new role added to a category inherits its ticks automatically; click a category title to fine-tune per role). Salespeople don't need a column: every lead has its assigned seller.
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Rules apply instantly to notifications created by the system (leads, signatures, payments, calendar, crew). Chat "new message" alerts from incoming emails follow the rules after the next server update.
🗄️ Data retention
How long each type of file is kept. Legal minimums are locked — you can keep longer, never shorter. Jobs and chats are never deleted. Days count from the job date.
📖 System rules
Read-only reference: what each internal rule does. These are built into the system and don't need any action — this page just explains them.
🔐 Permissions
Who can do what. Switch on or off per role — changes take effect immediately for everyone. Columns come from the roles that exist, so a new role shows up here on its own.
🎓 Induction & onboarding
What every new staff member goes through before their first job. Edit the modules, videos and questions below — nothing changes for staff until you press Publish. The onboarding page itself stays hidden from the menu — staff reach it only by the link.
📚 Course
👥 Staff status
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Company details
Shown on quotes, invoices and contracts.
Company name
ABN
Phone
Email
Address
Logo
No logo
PNG, JPG or WebP. Square works best. Appears on invoices and contracts.
Bank Details (for invoices)
BSB
Account Number
Account Name
📨 Lead audit emails
Every lead created via the public booking form sends one audit copy per active recipient below, filtered by service. Turn everything off (or empty the list) and no audit email is sent — leads still arrive in the pipeline normally.
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Message templates
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Service types
These are the services available across the whole app (contracts, calendar, leads). Only types in this list can be selected. Add a new one if it's missing.
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