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August 2017 Release Notes

LMN Budgeting & Estimating

CRM Updates

  • CRM Export - Tag Toggle - Created a toggle to allow the selection and de-selection of all tags at once in the crm export.
  • CRM Export - Date Created Column - Added the date created column to the CRM Export to allow filtering by date added.
  • Todo's Deletion - Todo's can now only be deleted by the creator preventing assigned users from simply deleting them. Improves accountability.
  • NEW FEATURE! CRM Google Address Lookup - Added google address lookup when typing in an address for a new contact/lead or jobsite. This will suggest and populate all applicable fields.

File Importing

  • Suspicious File Blocking - Implemented the blocking of suspicious file types when uploading files in LMN Pro.

 

LMN Time

Job Groups

  • NEW FEATURE! Optimized Job Groups - Export To Excel - Added the ability to export an Optimized job group to excel for easier external data manipulation.
  • NEW FEATURE! Optimized Job Groups - Select Start Time - Added the option to choose a start time for your optimized Job Group's route. 
  • NEW FEATURE! Optimized Job Groups - Invalid Address Error - If an address comes back invalid it will display a specific error for your optimized Job Group's route. 
  • NEW FEATURE! Optimized Job Groups - Map route view via LMN - Users can now see a map of your optimized Job Group's route. Users can now route up to 50 jobs.
  • NEW FEATURE! Optimized Job Groups - Print Feature - Users can now print their optimized Job Group. Users can now route up to 50 jobs.
  • NEW FEATURE! Optimized Job Groups - Ability to optimize up to 50 jobs - Users can now optimize up to 50 jobs.

Scheduling/Optimizing

  • Unscheduled Route - Save as Job Group Button - Added the ability to save an unscheduled route as a job group from the unscheduled route screen.

Invoicing

  • Blocking duplicate Invoice numbers - When manually changing invoice numbers user is now prevented from using an invoice number already in use.
  • Create Ad-Hoc Invoices - Added the ability to create ad-hoc invoices. This allows a user to create an invoice without the need to create an entire payment schedule.
  • Negative invoice Line Item Quantity - Allowed the use of negative quantities for line items in invoices.
  • Merge Invoices - Added the ability to merge multiple invoices together. This allows for greater billing flexibility and will give users the ability to push one invoice to Quickbooks for multiple LMN jobs. 

Reports

  • Added Staff Group Filters - Added the staff group filters to Employee hours (By job) and Job Hours (Employee Summary)
  • Job History Report Column - Added the cost code column to the Job History Report.
  • Crew Daily Report Add-on - Changed the task field to show task name and visit type.
  • Crew Daily Changes - Added Task Notes to the crew daily for recurring scheduled jobs. Added the ability to generate report from the unscheduled reports section. Resolved bug that skewed order of jobs.
  • Job Progress (Est vs Actual Hours) Excel Report - Added an excel estimated vs actual report.
  • NEW REPORT! Foreman Scorecard Report - Under LMN Time>Reports>Payroll/Staff, this report will show progress by foreman for accountability and project tracking.
  • NEW REPORT! Job Billing Setting Review - Under LMN Time>Reports>Billing, this report will show you all Services, Activities/Materials and Hourly Rates set up for a job.
  • NEW REPORT! Invoice Summary Report - Under LMN Time>Reports>Billing, this report will show a summary of all invoices generated.
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