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
💡 Pro Tip: Start with the Quick Reference for daily use, then dive deeper into specific sections when you need them.
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.
📅 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