Direct answer
Apply the operator's rate to reviewed square footage, then account for minimums, frequency, access, obstacles, travel, and margin.
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
- Review Boundary. Record the decision and any exception before continuing.
- Choose Rate Basis. Record the decision and any exception before continuing.
- Apply Minimum. Record the decision and any exception before continuing.
- Adjust Documented Service Factors. Record the decision and any exception before continuing.
- Review Final Scope Before Sending. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Review Boundary | The record shows what was reviewed, changed, approved, and handed forward |
| Choose Rate Basis | The record shows what was reviewed, changed, approved, and handed forward |
| Apply Minimum | The record shows what was reviewed, changed, approved, and handed forward |
| Adjust Documented Service Factors | The record shows what was reviewed, changed, approved, and handed forward |
| Review Final Scope Before Sending | 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.