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RoundTrip Operations Manual

Welcome to the RoundTrip Operations Manual — the single source of truth for everything related to building, running, maintaining, and growing the RoundTrip platform.

This manual is maintained by the Traxs Group LLC team and is intended for all team members who work on or with RoundTrip in any capacity — whether you are writing code, managing infrastructure, designing the product, marketing to customers, or running the business.

:::info Keeping This Manual Current This manual is a living document. If you discover something is out of date, incorrect, or missing — update it. Every team member is responsible for keeping this documentation accurate. See the Contributing section below. :::


What is RoundTrip?

RoundTrip is a multi-tenant field service management SaaS platform built for the trades industry. It connects dispatchers, technicians, and business owners in a single platform — managing everything from job dispatch to invoicing, inventory, and reporting.


Who This Manual Is For

This manual serves everyone on the RoundTrip team. Use the table below to find your role and the sections most relevant to you.

RoleDescriptionStart Here
New Team MemberJust joined the team and getting orientedOnboarding Path
DeveloperWriting or reviewing code across the API or frontendDevelopment
DevOps / InfrastructureManaging deployments, Azure resources, pipelinesInfrastructure & Operations
DesignerWorking on the UI, brand, or design systemDesign
MarketingManaging brand, content, campaigns, and growthMarketing
LeadershipBusiness operations, compliance, and strategyBusiness
On-Call / Incident ResponseSomething is broken and you need answers fastRunbooks

What's in This Manual

🚀 Getting Started

Orientation for new team members, environment setup, and how to get up and running with RoundTrip quickly.

💻 Development

Everything developers need — frontend and backend architecture, coding standards, UI patterns, the Cyrus mediator pattern, and Azure CLI reference. This is the primary reference for day-to-day engineering work.

🧪 Testing

Testing strategy, tooling, and Playwright end-to-end testing guides. All tickets require tests before closing.

🎨 Design

The RoundTrip design system, component library, brand guidelines, and visual identity standards. All UI work should reference this section before implementation.

🏗 Infrastructure & Operations

Deployment architecture, Azure resource reference, Key Vault configuration, Cloudflare Pages setup, and pipeline documentation. If something is running in production, it's documented here.

⚙️ Services

Third-party service configuration and integration guides — SendGrid, Twilio, Stripe, and more.

📣 Marketing

Brand voice, content guidelines, social media, customer communications, and campaign documentation.

💼 Business

Business setup, legal structure, compliance, and operational processes for running Traxs Group LLC.

📝 Notes

Architecture reviews, decision records, and working notes that capture important decisions and their context.


New Team Member Onboarding

If you just joined the team, work through these steps in order:

Week 1 — Orientation

  1. Read this introduction in full
  2. Review the Design System and Brand Guidelines to understand the visual language
  3. Read the Development Introduction for an overview of the stack
  4. Set up your local development environment (see Development → Frontend / Backend coding guides)
  5. Get access to all required tools — ask your manager for Bitwarden vault access, Azure portal access, Linear, and ADO

Week 2 — Going Deeper

  1. Read the Frontend Structure and UI Patterns guides
  2. Read the Backend Coding guide — pay particular attention to the Mediator pattern and domain event architecture
  3. Review Infrastructure & Operations to understand how production is structured
  4. Make your first contribution — pick up a ticket in Linear, follow the branch/commit conventions, and open a PR

Tool Access Checklist

  • Bitwarden (team vault access)
  • Azure Portal (Traxs Group LLC account)
  • Azure DevOps (pipelines and repos)
  • Linear (issue tracking)
  • Cloudflare (DNS and Pages)
  • SendGrid
  • Stripe Dashboard
  • ops.roundtrips.app (this site — Cloudflare Access)

On-Call Quick Reference

If something is broken in production, start here:

SymptomGo To
Site won't start / SiteStartupCancelledApp Service Runbook
Emails not sendingCheck SendGrid__ApiKey App Service setting and Key Vault reference
User invitations failingCheck GraphApi__ClientSecret App Service setting — may need Key Vault stop/start
Hangfire jobs failingCheck Hangfire dashboard — requeue failed jobs after fixing root cause
Dev site serving stale contentCheck Cloudflare Pages branch mapping for roundtrip-dev project
Key Vault secret not resolvingFull stop → start App Service (not restart) after updating secrets

Contributing

This manual only stays useful if it stays current. Every team member is expected to update documentation when they discover something is wrong or missing.

To update a page:

  1. Clone the roundtrip-internal repository
  2. Create a branch: docs/description-of-change
  3. Make your changes in the relevant markdown file
  4. Open a PR against main — no approval required for documentation changes
  5. Merge and the ops site auto-deploys via ADO pipeline

Guidelines:

  • Write for someone who doesn't have your context — assume the reader is new
  • Prefer short sentences and tables over long paragraphs
  • Add runbook entries any time you solve a production incident
  • Never commit secrets, passwords, or API keys to this repo — those live in Bitwarden

Technology at a Glance

LayerTechnology
API.NET 10, FastEndpoints, EF Core, Dapper, Hangfire, SignalR
FrontendReact 19, Vite, TypeScript, Tailwind v4, TanStack Query, MSAL
AuthMicrosoft Entra External ID CIAM
DatabaseAzure SQL Server
InfrastructureAzure App Service, Azure Key Vault, Azure Blob Storage
Frontend HostingCloudflare Pages
CI/CDAzure DevOps, self-hosted agent
Issue TrackingLinear
Secrets ManagementBitwarden + Azure Key Vault

RoundTrip is a product of Traxs Group LLC. This manual is confidential and intended for internal use only.