December 2017 Release Notes

LMN Budgeting & Estimating

CRM

  • NEW FEATURE! CRM - Import customers + job data from Quickbooks
    • You can now import your Customers using the LMN Quickbooks Sync!
    • More information on importing customers can be found HERE.
  • NEW FEATURE! Create LMN Time jobs from a list of selected CRM leads
    • You can now import your jobs from the CRM to LMN Time, making for quick and easy job creation!
    • More information on importing jobs to LMN Time can be found HERE.
  • NEW FEATURE! CRM Jobsites - ability to assign a primary contact person.
    • Link your jobsites to primary contacts for easier association on projects.
    • More information on this feature can be found HERE.
  • NEW FEATURE! Mass Delete in CRM
    • Use check boxes to delete clients/leads, then use the Delete button to remove them.
    • More information on mass deletion in the CRM, including who has the ability to delete within your account, can be found HERE.

Item Catalog

  • NEW FEATURE! Request quotes on rental equipment while estimating
    • Get quick quotes on rental equipment while you're estimating a job!
    • More information on this feature can be found HERE

Estimates

  • UPDATE! More streamlined reporting when using rounding in Service Estimates
    • We've updated the system to eliminate rounding issues on Service Estimate Proposals 
  • NEW FEATURE! Estimate Settings
    • Originally known as Default Budgets tab under the Estimating menu, this section has been renamed and updated to allow for further customization within your account! 
    • Users can now setup the default way they want estimates to be named (e.g. Job Address | EstimateID | 2018)
    • More information on using this feature can be found HERE.
  • NEW FEATURE! Estimate Costs to Quickbooks Desktop
    • Estimate Costs can now be exported to Quickbooks Desktop Estimates
    • More information on setting up and using this feature can be found HERE.

LMN Time

Jobsite Watch

  • NEW FEATURE! Show Timesheet Photos
    • Jobsite Watch web app - customers can now view photos
    • For more information on setting this up for your Jobsite Watch customers and for information using this feature, click HERE.
  • NEW FEATURE! Show Scheduled dates and allow printing
    • Jobsite Watch web app - customers can now view/print schedules.
    • For more information on setting this up for your Jobsite Watch customers and for information using this feature, click HERE.

Scheduling

  • UPDATE! Ability to save UNASSIGNED Crew as default on Calendar View
    • Schedule Calendar View now includes saving the UNASSIGNED crew when saving default crews

Invoicing

  • NEW FEATURE! Show Date + Time of Service on Invoices
    • Services + activities can now show the date and time of a service on LMN invoices
    • For more information on displaying time, click HERE.
  • NEW FEATURE! Show Average Cost on Activities/Materials
    • You can now add an average cost to your Activities/Materials in LMN Time.  
    • More information on setting this up can be found HERE.
  • UPDATE! Display Average Cost for Activities/Materials on LMN Time reports
    • LMN Time - Activities/Materials - now include an average unit cost - so you can view estimated job costs in reports:
      • Job History
      • Job Summary (Tasks + Activities) 
      • Service/Activity summary

Staff

  • NEW FEATURE! Hide Job Groups from Staff
    • Using the Hide Jobs feature, you can now show/hide jobs by Job Group 
    • More information on this feature can be found HERE.

Jobs

  • UPDATE! Inactive Job History
    • Added Job History functionality for Jobs that are Inactive. 
    • Click on an inactive job and then click on the history tab.

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