Direct answer
Send one public quote containing all three options and a clear way to ask questions or accept a tier.
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
- Verify Recipient. Record the decision and any exception before continuing.
- Preview Options. Record the decision and any exception before continuing.
- Explain Differences. Record the decision and any exception before continuing.
- Send Public Link. Record the decision and any exception before continuing.
- Track Acceptance Or Requested Changes. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| Verify Recipient | The record shows what was reviewed, changed, approved, and handed forward |
| Preview Options | The record shows what was reviewed, changed, approved, and handed forward |
| Explain Differences | The record shows what was reviewed, changed, approved, and handed forward |
| Send Public Link | The record shows what was reviewed, changed, approved, and handed forward |
| Track Acceptance Or Requested Changes | 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.