Follow

Setting Up Services

Services are a very important feature in LMN Time as they allow you to track what was completed on a job. For example - when a crew clocks out of a job, services are going to pop-up and ask if they completed them or not. Services are also very useful for billing and reporting purposes.

Examples of Services: 

  • Mow Complete
  • Fert-Spring
  • Fert-Summer-Early
  • Fert-Summer-Late
  • Plow Complete
  • Walks Deiced
  • Site Inspection

Services are different then materials as they don't ask you how much of a material was used but instead it asks you yes or no questions, was the job done or not?

Service Setup

*Note that these need to be setup in settings first before adding them to a job. This creates a standard list to use for each job and eliminates creating the same Service more than once.

  1. Login to LMN Time
  2. Click on SETTINGS
  3. Click on SERVICES on the left side menu
  4. Click + Add SERVICE icon in the bottom right corner.

Snip20170425_16.png

Screen_Shot_2017-04-25_at_2.22.05_PM.pngService Name: This would be specific to the type of work that is being completed.  

Examples include: Spring Clean Up Completed, Mowing Completed, Fertilization Spring Completed, etc.  

It is important to include the word Completed in your service names so your staff can mark off when it is in fact complete.  Depending on your Invoice Type, certain Services may trigger additional billing.

*Make sure to mark the service as active - if it isn't then you won't be able to attach it to a Job.

Invoice Type:

  • Included - If a Service is included in a contract (ie. Billing Type: Per Season in the Estimate), it will not trigger additional billing since the cost for this service as it is included in your monthly invoicing.
  • Billed Per Visit - This option will bill when the Service is completed (ie. Billing Type: Per Visit in the Estimate).
  • Hourly - This option will bill when the Service is selected for the exact amount of time someone is clocked into the Service (ie. Billing Type: Per Hour/Unit in the Estimate).

Show Service Date: If this is selected, then all service dates will appear on your invoices. This is important for billable work so that you can show your client the dates that you serviced their property.

Invoice Description: This is the description that is going to show up on client's invoice. 

Taxable: Is this work taxable? If yes, select this checkbox. 

Flag for Review: Feature that will put an extra flag on the invoice to notify your approver that they need to pay special attention to that invoice. Check this box off if you want the flag notification to appear on the invoice.

Linking Activites/Materials to Services

  1. Click on your Service in SETTINGS
  2. Click on Linked Activities/Materials
  3. Click Add

*When you add this service to a job, the activities will be linked by default.

Snip20170425_20.png

 

How To Add a Service to a Job

  1. Click on JOBS
  2. Click into a JOB
  3. Click on SERVICES on the left side menu
  4. Click + Add SERVICE 

Snip20170425_17.png

Snip20170425_18.png

From this screen you can pick and choose which Services that you would like to add to this specific job for tracking.

 

 

What do your crews see on the LMN Time App?

When your crews clock out of a job or into another job, the App will ask them if they completed the setup services for that job, along with activities if linked.

 

IMG_2116.PNG

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk