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October 2017 Release Notes

LMN Budgeting & Estimating

CRM Updates

  • NEW FEATURE! CRM – Classification 
    • You can now add a classification to each of your customers and leads!
    • Options for classification include:
      • Residential
      • Commercial
      • Government
      • Other
    • More information on Classification can be found HERE
  • NEW FEATURE! CRM – Do not contact options
    • You can now add three options to each of your contacts for your customers.
      • Do not Email
      • Do not Mail
      • Do not Call
    • More information on this feature can be found HERE
  • NEW FEATURE! CRM – Position
    • Position
    • More information on Position can be found HERE
  • NEW FEATURE! CRM – Add To-Dos to your Outlook, Gmail or Apple Mail Calendar
    • You can now send a calendar event to Outlook, Gmail or Apple Mail calendars when assigning To-Dos
    • More information on this feature can be found HERE

LMN Time

Jobs

  • UPDATE! Live Map
    • Colors have been updated to signify potential necessity for visit (ie. sites which have not been visited in over 24 hours will be indicated as red).
    • For more information on this update, click HERE

Scheduling/Optimizing

  • NEW FEATURE! Time – Calendar - Selection Saved
    • The calendar view under schedule will now save your selections for Calendars, crews, managers, Crew vs Calendar Color.
    • More information on this feature can be found HERE

Invoicing

  • NEW FEATURE! Invoice - Export to Letterhead
    • You can now use the Print feature in LMN Invoicing to print to company letterhead.  This option will leave space at the top of the invoice for a company logo.
    • More information on this feature can be found HERE
  • NEW FEATURE! Export negative invoices
    • Create negative invoices to import to Quickbooks as a credit memo
    • More information on this feature can be found HERE
  • NEW FEATURE! Per Visit/ Per Hour Billing to be included with Monthly billing
    • Extras billing will now automatically default to your next scheduled Per Season payment.
    • More information on this feature can be found HERE
  • NEW FEATURE! Time – Import estimate pricing for Standard estimates
    • You can now import your estimate pricing from your estimate into LMN Time during your LMN Time Job Import!
    • More information on this feature can be found HERE
  • NEW FEATURE! E-mail or Print Options Honored from LMN to Quickbooks
    • If you have set invoice preferences in your Quickbooks for your jobs, your LMN Invoices will now honor this selection once imported to Quickbooks.
    • More information on this feature can be found HERE
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