guide import estimate import contract invoice setup Importing Estimates for Invoicing

When you import an Estimate into LMN Time, you will see some new information displayed in the job.  Please see a summary of this information, below.  For more information on importing jobs, click HERE.

Contract

  • Your contract from the Estimate will come over into LMN Time under the Invoicing Tab

Estimate

LMN Time

  • Once imported, any changes to the contract will need to be done in the LMN Time Invoicing Tab, the contract in the Estimate will be frozen (see below).

 

Services

  • Any Service Types indicated in your Estimate will come over as Services in your job.  

Estimate

LMN Time

  • The Est Visits, Invoice Type and Price (if applicable) associated in the Estimate will be the same in your Job.
  • Anything that comes over as Included was marked as Billing Type: Per Season in the estimate.  Since it is included in the monthly billing, you will not see a Price indicated here.
  • Anything that comes over as Hourly was marked as Billing Type: Per Hour/Unit in the estimate.  The price for these items will indicate Hourly Rates since the rate was determined in the estimate.  More information on Hourly Rates can be found below.
  • Anything that comes over as Billed Per Visit was marked as Billing Type: Per Visit in the estimate.  The price for these items will indicate the pricing from the estimate (see below).

Estimate

LMN Time

Hourly Rates

  • Once imported, any rates in the job will be automatically added into the Job in Time under Hourly Rates.

Estimate

LMN Time

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