Find practical answers for setting up LawnVex, measuring a lawn from an address, reviewing property boundaries, creating a quote, scheduling recurring work, collecting payment, and importing supported customer records. Start with the frequently asked questions below. If your situation is different, send the support team the customer or workflow details needed to reproduce it; never include passwords or full payment-card information.
New account setup
Begin with company settings, add or import customers, confirm each service property, then create the first quote. Review names, addresses, pricing rules, taxes, and payment settings before sending customer-facing documents.
Check a satellite measurement before relying on it, add the services and pricing that match the property, and preview the quote. After approval, connect the work to the schedule, route, invoice, and payment workflow so the record stays traceable.
Start with the record where the workflow changed rather than recreating the work from scratch. Confirm that you are signed into the intended company, that the customer and service-property address are correct, and that the page has finished loading. Refresh once after saving. If the result is still unexpected, note the record name, the action you took, what you expected, what appeared instead, and the approximate time. That context lets support trace the workflow without asking you to share a password.
Measurement and quote checks
Verify the street address and map location before measuring. Review the proposed turf boundary and edit exclusions when driveways, buildings, beds, water, heavy canopy, or imagery quality make the automatic outline incomplete. Then confirm the measured area, service quantities, minimum price, taxes, package choices, optional services, customer contact details, and payment terms in the quote preview. A measurement supports an estimate; the operator remains responsible for reviewing the scope and price before sending it.
Scheduling and route checks
Confirm that the quote has reached the required approval state before expecting work on the schedule. Check the service cadence, first service date, crew assignment, property access notes, weather changes, and skipped visits. A schedule answers when work should occur; a route organizes the order and travel for assigned stops. Review both after moving work between days so the crew sees the intended job and the office retains a clear record of the change.
Invoice and payment checks
Compare the completed work, invoice line items, customer, due date, taxes, discounts, and balance before sending. If online payment should be available, verify the business payment connection and use the invoice or approved-quote link created for that record. Never send full card details to LawnVex support. For reconciliation, record the invoice number, payment status, processor reference, and time so support can distinguish an unpaid invoice, an incomplete checkout, and a completed payment awaiting display refresh.
Import and accounting checks
Keep an untouched copy of the source export. Review column mapping, required fields, duplicate customers, property addresses, rejected rows, and the import summary before using imported records in live work. For QuickBooks Online, confirm the connected company, account mappings, tax treatment, customer match, and sync status. Resolve exceptions deliberately instead of repeatedly importing or syncing the same file, which can make duplicate investigation harder.
Ready to see LawnVex answer a real lawn care workflow?
Start with a property, build the quote, and carry it through scheduling and payment in one system.