Direct answer
Preserve the raw export, clean duplicates, map customers separately from properties, test a sample, and reconcile counts.
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
- Export and Archive. Record the decision and any exception before continuing.
- Normalize Fields. Record the decision and any exception before continuing.
- Separate Customer and Property. Record the decision and any exception before continuing.
- Test Representative Rows. Record the decision and any exception before continuing.
- Reconcile Exceptions. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Export and Archive | The record shows what was reviewed, changed, approved, and handed forward |
| Normalize Fields | The record shows what was reviewed, changed, approved, and handed forward |
| Separate Customer and Property | The record shows what was reviewed, changed, approved, and handed forward |
| Test Representative Rows | The record shows what was reviewed, changed, approved, and handed forward |
| Reconcile 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.