Welcome to Your Operations Manual
This manual contains everything you need to run Luxy Clean efficiently. It's designed to help you:
- Understand the system - How all your tools work together
- Stay organized - Using Kanban boards to track exceptions and tasks
- Work the happy path - Normal job workflows that run smoothly
- Handle exceptions - Insurance claims, vehicle service, customer issues
- Save time & money - Automation and efficiency improvements
System Architecture
How all your tools work together: HousecallPro, Quo, QuickBooks, Google Sheets, Fizzy, and more.
Kanban Guide
Master your Fizzy boards: TODAY, THIS WEEK, and BUSINESS OPS. Track exceptions and stay organized.
Standard Workflows
Step-by-step guides for normal operations: scheduling jobs, handling calls, completing work, invoicing.
Quick Reference
Fast lookup guide: which system for what task, daily checklists, common actions.
Real Examples
Common scenarios with step-by-step solutions: damage claims, cost issues, scheduling problems.
Project Proposals
Review and approve automation opportunities. Interactive proposals that flow directly into Fizzy for implementation.
Systems Config
Configuration guides for HousecallPro and other systems. Custom per-customer pricing setup, recurring jobs, checklists.
📅 Your Daily Rhythm
Morning (15 min):
- Open Fizzy TODAY board - see your 3-5 priority tasks
- Check HousecallPro schedule - crew assignments for the day
- Quick scan Quo inbox - any urgent customer messages
During Day:
- Work jobs through HousecallPro (happy path)
- Handle exceptions via Fizzy cards
- Log supply usage in Google Sheets (2 min/day)
- Mark Fizzy cards done as you complete them
Evening (10 min):
- Review TODAY board - anything left?
- Drag unfinished cards to tomorrow
- Close laptop by 5:30pm - work stays in the system