Direct answer
Record service zones, access, hazards, customer requests, exclusions, photos, and unresolved questions before work begins.
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
- Identify Property and Contact. Record the decision and any exception before continuing.
- Walk Zones. Record the decision and any exception before continuing.
- Record Access and Hazards. Record the decision and any exception before continuing.
- Capture Approved Photos. Record the decision and any exception before continuing.
- Resolve Open Scope Questions. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Identify Property and Contact | The record shows what was reviewed, changed, approved, and handed forward |
| Walk Zones | The record shows what was reviewed, changed, approved, and handed forward |
| Record Access and Hazards | The record shows what was reviewed, changed, approved, and handed forward |
| Capture Approved Photos | The record shows what was reviewed, changed, approved, and handed forward |
| Resolve Open Scope Questions | 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.