The Systems Library has the same 700+ documents, but a new look and feel. Folders are on the left side and by clicking into a folder name, you can drill into sub-folders. When you get to a folder with documents, all the documents will populate on the right side of the screen.
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.