Direct answer
Use last year's quote as a reference, then recheck scope, measurement, rates, frequency, terms, and property conditions before sending.
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
- Open Prior Record. Record the decision and any exception before continuing.
- Verify Current Property. Record the decision and any exception before continuing.
- Update Scope and Rates. Record the decision and any exception before continuing.
- Review Options. Record the decision and any exception before continuing.
- Send As a New Dated Quote. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Open Prior Record | The record shows what was reviewed, changed, approved, and handed forward |
| Verify Current Property | The record shows what was reviewed, changed, approved, and handed forward |
| Update Scope and Rates | The record shows what was reviewed, changed, approved, and handed forward |
| Review Options | The record shows what was reviewed, changed, approved, and handed forward |
| Send As a New Dated Quote | 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.