Direct answer
Build the route from accepted and scheduled work, then review density, service windows, crew capacity, and weather before release.
Before you begin
- Use the correct customer and property record.
- Confirm permission, scope, and the current operating policy.
- Keep the original source record before making a bulk or financial change.
- Stop when an assumption requires customer, manager, accountant, legal, safety, or onsite review.
Steps
- Load Scheduled Stops. Record the decision and any exception before continuing.
- Group Compatible Work. Record the decision and any exception before continuing.
- Assign Crew and Start Point. Record the decision and any exception before continuing.
- Review Order and Slack. Record the decision and any exception before continuing.
- Release and Monitor Exceptions. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Load Scheduled Stops. | The record shows what was reviewed, changed, approved, and handed forward. |
| Group Compatible Work. | The record shows what was reviewed, changed, approved, and handed forward. |
| Assign Crew and Start Point. | The record shows what was reviewed, changed, approved, and handed forward. |
| Review Order and Slack. | The record shows what was reviewed, changed, approved, and handed forward. |
| Release and Monitor Exceptions. | The record shows what was reviewed, changed, approved, and handed forward. |
Common mistakes
- Starting from a duplicate customer or property.
- Treating a previous price, schedule, or scope as automatically current.
- Changing customer-facing terms without recording approval.
- Completing the software step without checking the operational result.
- Losing the source identifier needed for later reconciliation.
Where LawnVex fits
LawnVex connects an operator-reviewed property measurement to three-tier quoting, scheduling, routing, invoicing, Stripe payments, and supported QuickBooks Online synchronization. The operator remains responsible for boundaries, scope, rates, job conditions, completion, payment exceptions, and accounting reconciliation.
Each handoff should retain the source record, the person who approved the change, unresolved exceptions, and the next accountable owner so another team member can continue without guessing.