snow contract template jobs faq How Can I Setup a Job Template for Snow Contracts?

If you're setting up multiple customers in LMN Time for the snow season, we recommend setting up Templates, which can then be copied for your customers based on their billing type (ie. Contract, Per inch, Per Visit, etc).  Include all relevant Tasks, Rates, Services and Activities which might apply to that customer type.

More information on Job Templates can be found HERE.

 

Contract

If your customer is on a contract where everything is included, you will want to ensure you have the following:

1. Tasks would not be marked for Hourly Billing:

2. Services would be set up with an Invoice Type of Included:

3. Activities/Materials would be set up accordingly (whether they are linked to Services, are included in contract pricing [Not Billable], or not included in the contract pricing [Billed As: Per App or Per Unit]):

4. If you are using LMNPro, you would also include your payment contract so automatic billing can be generated using Invoicing.  

Please note: this is an LMNPro feature.  You will only be able to move forward with the below if your company is subscribed to LMNPro.  For more information on LMNPro, please click HERE

More information on creating Contracts can be found HERE.

 

Per Inch

If your customer is on a contract where they will be billed by the amount of inches plowed, you will want to ensure you have the following:

1. Tasks would not be marked for Hourly Billing:

2. Services would be set up with an Invoice Type of Included:

3. Different Inch thresholds would be set up as Linked Activities for your Plow Service:  

Note: If you set up per Inch activities, it is recommended to mark them as Flag for Review so one of your admin staff can confirm the size of the event prior to invoicing.

4. If you are using LMNPro, you would also include a payment contract so automatic billing can be generated using Invoicing.  

Please note: this is an LMNPro feature.  You will only be able to move forward with the below if your company is subscribed to LMNPro.  For more information on LMNPro, please click HERE

More information on creating Contracts can be found HERE.

 

Per Push

If your customer is on a contract where they will be billed by the visit, you will want to ensure you have the following:

1. Tasks would not be marked for Hourly Billing:

2. Services would be set with Invoice Type Per Visit:

3. If you are using LMNPro, you would also include a payment contract so automatic billing can be generated using Invoicing.  

Please note: this is an LMNPro feature.  You will only be able to move forward with the below if your company is subscribed to LMNPro.  For more information on LMNPro, please click HERE

More information on creating Contracts can be found HERE.

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