OWNER OVERVIEW
Run on accountability.
Let the team handle the day. See the exceptions that matter.
Leander, Texas2 techs · 1 CSR · 1 manager
Office hours: Monday–Friday, 7:30 a.m.–5:00 p.m. Central. Financial source: QuickBooks Online, reviewed by your bookkeeping company. Unreviewed periods remain provisional.
EXCEPTION QUEUE · SAMPLE
3 openThe next right actions
Customer recovery
A repeat visit needs a service lead
Customer Care routes the callback to Quality, then holds the collection reminder.
Collections
A $1,280 invoice is past due
Cash Agent asks the office to verify the balance before a reminder.
Dispatch
A parts delay puts the next arrival at risk
Dispatch proposes a slot change; the dispatcher owns the decision.
A weekly review.
A clear exception path.
Routine work goes to the office lead. Only policy exceptions and unacknowledged critical issues reach you.
ImmediatelySafety escalation · suspected fraud · cash risk
After a missed deadlineOffice lead → backup manager → owner
Weekly, 30 minutesMargin · cash · quality · capacity · actions
Proposed operating policy. A named on-duty human is required.ONE SHARED CASE
How the team closes the loop
01DetectSource event + evidence
02AssignOne person + due time
03ActWithin approved policy
04VerifyRe-read source result
05Close or escalateOutcome in the audit trail
Illustrative connection checklistServiceTitan See separate billing workspaceRanqly See separate billing workspaceFieldOps Not connectedQuickBooks Online Not connected