Product manual · Updated September 2026

Use your home’s memory.

Potomac Lux turns a property into a living record: what the home is, what has happened, what matters now, and what comes next. This guide shows where each meaningful homeowner action lives.

Start Your Home Record Go to the quick start

36 documented homeowner actions. Admin and internal operations are intentionally excluded.

Actual Potomac Lux product

The Home Record organizes the important parts of the property before you add deeper history.

Ten-minute quick start

Do only enough to make the next visit useful.

01
Start with the address.
Confirm the property, create an account, and save the home.
02
Open the Home Record.
Add one important system—often HVAC, roof, water heater, or electrical.
03
Attach one piece of evidence.
A model number, photo, receipt, warranty, or service invoice is enough.
04
Check My Next Steps.
Use the home’s context to decide what deserves attention and what can wait.

The operating model

Four destinations answer four different questions.

Home Overview

Where am I, and what is active?

My Next Steps

What deserves a decision now?

Home Record

What do we know about the property?

Timeline & completed work

What happened, when, and with what evidence?

Complete homeowner action index

What you can do, when to do it, and where to begin

Begin with the property

Start with a real home, preserve only what you choose, and return to the right property later.

Discover a home by address

What it does: Looks for available property context before you build a record.
Use it when: When you are starting with Potomac Lux for the first time.
Start here: Start Your Home Record → address discovery

Review preliminary property context

What it does: Lets you confirm that the discovered home is the one you intend to organize.
Use it when: Before creating an account or saving the home.
Start here: Discovery results

Create your account

What it does: Saves your progress and gives the Home Record an owner.
Use it when: When the discovered home is correct and you want to continue.
Start here: Discovery → Create account

Sign in

What it does: Returns you to homes and records already connected to your account.
Use it when: Whenever you come back on a new or signed-out browser.
Start here: Sign in

Choose or switch homes

What it does: Changes the active home without mixing one property’s information with another.
Use it when: When your account includes more than one home.
Start here: Home selector / Choose Your Home

Add another home

What it does: Starts a separate record for another property.
Use it when: After a move, a second-home purchase, or when managing more than one residence.
Start here: Profile → Add a home

Understand what matters now

Use the overview and Next Steps to move from scattered facts to a calmer decision.

Open Home Overview

What it does: Brings the active home, current context, and primary destinations into one starting view.
Use it when: At the beginning of a check-in.
Start here: Home

Read the home’s current context

What it does: Surfaces what is known and where attention may be useful.
Use it when: Before opening a record item or starting work.
Start here: Home Overview

Open My Next Steps

What it does: Collects recommended or active items that deserve a decision.
Use it when: When you want to know what to look at next.
Start here: Home Overview → My Next Steps

Open a recommended item

What it does: Moves from a summary into the system, record item, or decision behind it.
Use it when: When a Next Step needs more context.
Start here: My Next Steps → select an item

Ask Potomac Lux for guidance

What it does: Sends context about a concern when the right next move is not obvious.
Use it when: When information alone is not enough to decide.
Start here: My Next Steps → Ask for guidance

Build the Home Record

Attach facts and evidence to the part of the home they describe so they remain useful later.

Open the Home Record

What it does: Shows the organized account of the home’s systems, structures, and supporting details.
Use it when: When you need to find, add, or verify home information.
Start here: Home Overview → View My Home Record

Browse record categories

What it does: Groups equipment and home areas into familiar categories.
Use it when: When you know the kind of item but not its exact record.
Start here: Home Record

Add a system

What it does: Creates a place for equipment such as HVAC, plumbing, electrical, or appliances.
Use it when: When an important system is missing from the record.
Start here: Home Record → Manage systems

Add a structure or area

What it does: Creates a record for a physical part of the property.
Use it when: When an area needs its own details or history.
Start here: Home Record → Manage systems and structures

Open a system or structure

What it does: Shows the details, evidence, and actions tied to that part of the home.
Use it when: When researching a repair, replacement, or past event.
Start here: Home Record → select an item

Review or update details

What it does: Records the facts you know and leaves uncertain fields to be completed later.
Use it when: After learning a model, age, condition, or other useful detail.
Start here: System or structure → Review / Update

Continue a guided review

What it does: Walks through record categories without requiring the whole home to be completed at once.
Use it when: When you want a structured way to fill gaps.
Start here: Home Record → Review My Home

Preserve evidence and history

Keep proof close to the system or work it explains instead of losing it in an inbox or camera roll.

Add photos

What it does: Preserves visual context for a system, condition, or completed change.
Use it when: Before work, during an inspection, or after completion.
Start here: System or structure detail → Photos

Set a cover photo

What it does: Chooses the image that best identifies the home or record item at a glance.
Use it when: After adding several useful photos.
Start here: Photo gallery → Set as cover

Add or view a manual

What it does: Keeps operating instructions with the equipment they belong to.
Use it when: After an installation or when troubleshooting.
Start here: System detail → Documents

Add a warranty

What it does: Preserves coverage evidence with the relevant system.
Use it when: At purchase or installation, before paperwork disappears.
Start here: System detail → Documents

Add a receipt

What it does: Connects cost and purchase evidence to the item or work.
Use it when: After buying equipment, materials, or service.
Start here: System detail → Documents

Add a service record or other document

What it does: Keeps invoices, reports, and supporting files in context.
Use it when: After maintenance, inspection, repair, or replacement.
Start here: System detail → Documents

Review chronological activity

What it does: Uses dated events and completed work to understand what happened and when.
Use it when: Before a new decision or when reconstructing prior work.
Start here: Home Timeline / recent activity

Record a new observation

What it does: Adds current context without waiting for a full home review.
Use it when: When something changes or you notice a condition worth preserving.
Start here: Home → Update Home

Carry work through to completion

Let a question become a request, a project, and eventually part of the home’s durable history.

Request help or project guidance

What it does: Shares the issue, urgency, and useful context with Potomac Lux.
Use it when: When a concern may need interpretation, coordination, or professional work.
Start here: Ask for guidance / Concierge request

Confirm the request was received

What it does: Provides a clear handoff after the request is submitted.
Use it when: Immediately after sending a request.
Start here: Request confirmation

Follow an active request

What it does: Keeps current status visible while work is being coordinated.
Use it when: Between the first request and completion.
Start here: Home Overview → active request status

Review project context

What it does: Keeps scope, evidence, provider activity, and decisions associated with the home.
Use it when: While planning or following work.
Start here: Project / request detail

Return completed work to the record

What it does: Preserves the outcome so the next repair or homeowner starts with more context.
Use it when: At closeout, after documents and final details are available.
Start here: Completed work / Home Timeline

Manage the home and your account

Keep property identity, access, and account choices under homeowner control.

Edit the Home Profile

What it does: Updates the home’s nickname and core identifying details.
Use it when: When a label or property detail needs correction.
Start here: Home Settings → Home Profile

Manage home features

What it does: Keeps notable property features aligned with the actual home.
Use it when: After discovery or a material change.
Start here: Home Settings → Home Features

Share the home

What it does: Provides another person appropriate access to the home’s information.
Use it when: When a household member or collaborator needs continuity.
Start here: Home Settings or Profile → Share This Home

Archive or remove a home

What it does: Takes an inactive property out of the everyday account view.
Use it when: After a move or when the home no longer belongs in the account.
Start here: Home Settings / Profile

Manage profile and sign out

What it does: Maintains account-level details and securely ends the session.
Use it when: When contact details change or you are finished on a shared device.
Start here: Profile

The first session

From an address to an organized record.

These screens are from the product. The sequence is intentionally gradual: find the home, choose to create an account, then review only the categories you are ready to document.

Potomac Lux address discovery screen. — 1. Discover the property.

Potomac Lux account creation screen. — 2. Create an account when you are ready to save it.

Potomac Lux guided Home Record categories. — 3. Build the record category by category.