guide job groups jobs group Creating Job Groups

The purpose of this article is to give you a quick guide to creating Job Groups in LMN Time. For a complete tutorial, we strongly recommend you watch our video on Job Groups. Click the button below to and go to Step #7 for our Job Groups video.

Job Groups are used to link jobs together, we have two types of Job Groups:

1. Standard Job Groups - Are a list of jobs together for Tracking or Reporting purposes.

  • Tracking - Jobs can be added to a group to monitor last visit status using our Live Map.  For more information on our Live Map, click HERE!
  • Reporting - Most LMN reports offer the option to report by Job Group.  That way, you can pull reports on the group of jobs specifically (ie. "Monthly Billing Customers" or "Monday Mowing Jobs").

2. Ordered/Route Job Groups - Are a list of jobs together, which can be optimized  in the most efficient driving route.

  • Routing - Ordered/Route Job Groups are great for snow routes since they do not need to be scheduled.
  • Tracking - Jobs can be added to a group to monitor last visit status using our Live Map.  For more information on our Live Map, click HERE!
  • Reporting - Most LMN reports offer the option to report by Job Group.  That way, you can pull reports on the group of jobs specifically. 

To create a Job Group:

  1. Login to LMN Time.
  2. Click on Jobs.
  3. Click on Job Groups on the left-hand menu.
  4. Click +New Group on the bottom-right corner.
  5. Give the group a Name (i.e. Maint-Mon-CrewA) and choose whether you want to enter a Standard Job Group or an Ordered/Route Job Group. 
  6. Click OK.
  7. You will then select/checkmark each Job on the left-window (Jobsite Search Results) and then press the Add> button to add it to this Job Group. NOTE: you can also enter Key Terms in the Search field to filter down the list of jobs on the left window.

  8. Click Save.
  9. If your Job Group is a Standard Job Group, your job group is now complete.
  10. If your Job Group in an Ordered/Route job, You can now optimize your route:
  • To re-organize the order of the Jobsites MANUALLY, within the Jobsites in the Group window, select a Job (a checkmark will appear next to the Job) and then toggle the UP/DOWN arrows to move this Job within the list.
  • Now you can sort the jobs by Optimizing.  To re-organize the order of the Jobsites using our Optimization Tool, select .
  1. The Optimize Routes screen will appear. Based on the Start/End addresses, the tool will find the most efficient route for all of your Jobsites entered on the screen before. Select Optmize Route to run the tool. 
    NOTE: all of your jobsite addresses have to be 100% accurate in order for the Optimize Tool to work. If even one jobsite address is incorrect or missing data, the Tool will not optimize at all.
  2. Once the Optimize Tool has completed, you can view the Route within Google Maps by selecting the Map/Directions link on the left-hand side.
  3. When you are done, press OK.
  4. If you wish to make any manual changes to the order, you can still do so after the fact as described in step 9.

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