Open the accepted property scope
Keep the site, baseline tasks, access, customer instruction, crew plan and reserved materials together.
Workflow blueprint
Landscaping accounting starts with defensible site evidence
A property-to-finance envelope where labour, materials, changes and customer billing retain their own authority.
Prepare landscaping finance sources without performing job costing, payroll, tax, mileage substantiation, pesticide records, safety management, revenue recognition or automatic posting.
TL;DR — Prepare landscaping finance sources without performing job costing, payroll, tax, mileage substantiation, pesticide records, safety management, revenue recognition or automatic posting.
Preserve field facts independently
Record crew observations, issued and returned materials, equipment use, travel and weather or access exceptions.
Authorise changes before billing
Separate discovered work, priced proposal, customer response, approved version and completion evidence.
Prepare a finance review envelope
Join supplier sources, invoice instruction, receipt and disputed allocations without deciding the accounting treatment.
Page-specific decision aid
A property-scope, crew, material, variation, invoice and finance-review envelope
The envelope follows a maintenance visit from accepted property scope through crew arrival, weather delay, material issue and return, equipment observation, customer-approved extra work, completion evidence, supplier invoice, customer invoice instruction, receipt and one disputed finance allocation.
- ✓Crew time is an observation until reviewed.
- ✓Material issue does not prove consumption.
- ✓A paid invoice does not settle accounting treatment.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Observed effort is not automatically billable effort
- ✓Issued materials remain open until use or return is recorded
- ✓Variations need customer authority before invoice instruction
- ✓Job cost payroll tax mileage regulated work and posting excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow