Direct answer
Define the period and accounting basis, then export or synchronize customers, invoices, payments, refunds, fees, and exceptions with source identifiers.
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
- Freeze Period. Record the decision and any exception before continuing.
- Review Completeness. Record the decision and any exception before continuing.
- Export Supported Records. Record the decision and any exception before continuing.
- Document Exceptions. Record the decision and any exception before continuing.
- Reconcile with Accountant. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Freeze Period | The record shows what was reviewed, changed, approved, and handed forward |
| Review Completeness | The record shows what was reviewed, changed, approved, and handed forward |
| Export Supported Records | The record shows what was reviewed, changed, approved, and handed forward |
| Document Exceptions | The record shows what was reviewed, changed, approved, and handed forward |
| Reconcile with Accountant | 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.