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Importing Estimates to create jobs

The purpose of this article is just to give you a quick guide of importing an estimate into LMN Time. For a complete tutorial, we strongly recommend you watch our videos. Click the link below to watch the video on Importing a Job to LMN Time.

 

  1. Please ensure you are logged into LMN Time.
  2. Click on Jobs at the top of the page
  3. Click on + Import located at the bottom of the page


  4. You will now be redirected to a page titled "Import LMN Estimates for Timekeeping"
  5. Ensure you have the appropriate filters selected (Type: ALL, Standard, Service, Date Range, etc.) and your Estimates will automatically populate in the field below for selection


  6. Click on the Import button on the far-right of the Estimate you wish to Import


  7. Your Work Areas/Services in your Estimate will appear as "Tasks" automatically. Click on Import Now to complete the process (NOTE: ensure you have the correct Job Type selected for this type of estimate)
  8. The TRACK TIME BY allows you to create your Tasks in LMN Time as per the Work Area/Service or the Cost Codes listed in the Estimate (click HERE to see the difference between selecting one of these options).
  9. The HOURLY? checkboxes are only pertaining to Jobs that are being billed-by-the-hour. If you are NOT billing this Task by-the-hour, do NOT checkmark this option.
  10. The CREW NOTES? checkboxes are pertaining to whether or not you would like to copy your Crew Notes on the estimate over as Task Notes.

 

 
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