snow copy template save as new job copy job faq snow contract snow template expedite per push per inch Can I Create New Jobs in LMN Time by Copying a Job or Template?

If you are going to be setting up multiple jobs in LMN Time, we would recommend creating Template jobs.

These jobs can hold all relevant tasks, rates, services and activities/materials.

      • To begin, we recommend creating a "Template" customer to hold all templates. More information on creating a customer can be found HERE.
      • Next, go to LMN Time and create your Template job by following the steps HERE.
      • Once your job is created in Time, you can use the Copy button to copy the job (including all tasks, rates, services and activities in that job) to a new customer.  The copy button is located on the Job Info tab of your LMN Time Job.


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.

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.

Comments

0 comments
Article is closed for comments.