Direct answer
Calculate the minimum from travel, setup, labor, equipment, overhead, and required margin rather than copying a competitor price.
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
- List Per Stop Cost. Record the decision and any exception before continuing.
- Include Travel and Setup. Record the decision and any exception before continuing.
- Add Overhead Allocation. Record the decision and any exception before continuing.
- Apply Target Margin. Record the decision and any exception before continuing.
- Test Against Representative Properties. Record the decision and any exception before continuing.
Completion check
| Check | Pass condition |
|---|---|
| List Per Stop Cost | The record shows what was reviewed, changed, approved, and handed forward |
| Include Travel and Setup | The record shows what was reviewed, changed, approved, and handed forward |
| Add Overhead Allocation | The record shows what was reviewed, changed, approved, and handed forward |
| Apply Target Margin | The record shows what was reviewed, changed, approved, and handed forward |
| Test Against Representative Properties | 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.