Direct answer
Compare contracted scope with actual production, extras, complaints, costs, payment history, and requested changes before renewal.
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
- Collect Contract and Service History. Record the decision and any exception before continuing.
- Review Production and Exceptions. Record the decision and any exception before continuing.
- Reprice Changed Scope. Record the decision and any exception before continuing.
- Prepare Alternatives. Record the decision and any exception before continuing.
- Document Approval. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Collect Contract and Service History | The record shows what was reviewed, changed, approved, and handed forward |
| Review Production and Exceptions | The record shows what was reviewed, changed, approved, and handed forward |
| Reprice Changed Scope | The record shows what was reviewed, changed, approved, and handed forward |
| Prepare Alternatives | The record shows what was reviewed, changed, approved, and handed forward |
| Document Approval | 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.