Direct answer
Use the same customer-property model but separate contract terms, service windows, reporting, billing, and approval controls.
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
- Classify Account. Record the decision and any exception before continuing.
- Record Terms. Record the decision and any exception before continuing.
- Configure Service Windows. Record the decision and any exception before continuing.
- Set Billing Owner. Record the decision and any exception before continuing.
- Review Reporting and Renewal. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Classify Account | The record shows what was reviewed, changed, approved, and handed forward |
| Record Terms | The record shows what was reviewed, changed, approved, and handed forward |
| Configure Service Windows | The record shows what was reviewed, changed, approved, and handed forward |
| Set Billing Owner | The record shows what was reviewed, changed, approved, and handed forward |
| Review Reporting and Renewal | 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.