For more and better financial analysis of your estimates, check out our brand new Analysis tab on estimates. Now you can quickly analyze key numbers in your estimates, as well as compare these numbers to budgeted goals.
Articles in this section
- General - New and improved menu layout and user interface
- General - New dashboards give you more real-time information about your sales + estimating
- CRM - BRAND NEW - We've added CRM as part of your LMN Estimating package!
- Budgeting - Many upgrades to the budgeting screen.
- Estimating - Salesperson, Estimator and Confidence tracking now on estimates for better sales analysis
- Estimating - Now links to CRM for reduced data entry of customer names and addresses
- Estimating - New Analysis Tab Compares Estimate Data to Budget Goals
- Estimating - Better/easier access to customer notes and crew notes.
- Estimating - Assign estimates to divisions for better reporting and analysis.
- User Setup - New + easier screens to manage users and permissions.