Customer Journey

The Vulcan platform follows the complete craftsman workflow from first customer contact to project completion and ongoing maintenance.

Phase 1: Lead to Contract (Etna Module)

From first contact to signed agreement.

Lead Capture → Site Assessment → Quotation → Contract Signing

Stages

Stage	Description	AI Features
Lead Capture	Receive inquiries from website, phone, email, social, marketplaces	Lead scoring, Smart routing
Site Assessment	Schedule visit, navigate to site, assess work, document floor plan	Room measurement assist, Voice transcription
Quotation	Estimate work packages, get subcontractor bids, add markup, set price	Quote evaluation, Risk assessment, Price suggestion
Contract Signing	Draft contract, review checklist, digital signing, archive	Contract risk analysis, Missing clause detection

Key Features

• Lead Forms - Capture inquiries from multiple channels
• Customer Registry - Central contact database
• Booking & Calendar - Schedule site visits
• Lightweight Floorplanner - Mobile-first site documentation
• Quote Builder - Work packages, price lists, markup models
• E-Sign Integration - Digital contract signing
• Customer Portal - Share quotes and contracts

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Phase 2: Plan to Handover (Vesuvius Module)

From project start to customer sign-off.

Planning → Execution → Invoicing → Handover

Stages

Stage	Description	AI Features
Planning	Import from quote, create budget, resource planning, payment plan	Workflow generation, Resource optimization
Execution	Execute work packages, track progress, manage deviations, control plan	-
Invoicing	Generate invoices, track payments, manage supplier invoices	-
Handover	Final documentation, customer sign-off, warranty start	-

Key Features

• Project Dashboard - Overview of all active projects
• Timeline/Gantt - Visual project scheduling
• Budget Tracking - Compare planned vs. actual
• Deviation Management - Change order workflow
• Invoice Generation - Professional PDF invoices
• Payment Tracking - ROT deduction calculations
• Customer Sign-off - Digital acceptance

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Phase 3: Warranty & Maintenance

Ongoing customer relationship.

Warranty Tracking → Claim Handling → Scheduled Maintenance → Asset Management

Stages

Stage	Description
Warranty Tracking	Monitor warranty periods for completed projects
Claim Handling	Process and resolve warranty claims
Scheduled Maintenance	Recurring service appointments
Asset Management	Track customer assets and installations

Key Features

• Warranty Register - Track warranty periods
• Claim Workflow - Structured claim resolution
• Service Scheduling - Recurring appointment booking
• Asset Database - Customer installation history

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Implementation Roadmap

Phase 0: Foundation (Current)

Core platform infrastructure.

• [x] React 19 + TypeScript frontend
• [x] .NET 10 Microservices
• [x] PostgreSQL per capability
• [x] Azure infrastructure
• [ ] Authentication (OAuth 2.0 JWT)
• [ ] API Gateway

Phase 1: Etna - AI Quotation (Next)

Priority: Must-Have for market entry

Module	Features	Priority
Lead (CRM)	Customer registry, Lead forms, Qualification, Booking	Must-Have
Quotation	Quote builder, Site tool, Work packages, Price lists	Must-Have
Contract	E-Sign, Drafting, Version control, Archive	Must-Have
AI Core	Transcription, Quote evaluation	Should-Have

Phase 2: Vesuvius - Project Execution (Future)

Priority: Second wave

Module	Features	Priority
Project	Dashboard, Timeline, Deviations, Control plan	Must-Have
Planning	Budget, Resource planning, Payment plans	Must-Have
Invoice	Generation, Payment tracking, ROT	Must-Have
AI Enhancements	Workflow generator, Contract guide	Should-Have