Records kept for service

CRM leads, work orders, service logs, invoice drafts, customer lookup records, and advisory notes are stored to provide service history, scheduling, billing support, and follow-up.

Photos and attachments

Uploaded yard, equipment, wiring, or service photos may be watermarked and stored locally. Photos should be tied to the relevant work order or customer record and should not include unnecessary private information. The documented local-alpha default is 730 days; the owner-only retention workflow previews eligible files and removes them only when the explicit purge gate is enabled.

Chat and form requests

Helpdesk messages and intake forms may be saved as CRM records so staff can follow up. Customers should avoid sending passwords, payment credentials, social security numbers, or unrelated sensitive personal information.

Backups

Operational backups are maintained for continuity and recovery. The current durable-store defaults are 730 days for intake requests, 2,555 days for audit records, and 2,555 days for consent records. These are policy defaults, not a substitute for owner, legal, insurance, storage-capacity, and off-server-backup approval.

Deletion and correction requests

Customers may ask Tri-Lutions to review, correct, or delete records when deletion does not conflict with billing, legal, security, warranty, or operational requirements.