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Creating Job Groups for Easier Billing/Reporting

If there are a group of jobs that you need to bill at the first or end of the month, this is how you can set that up with job groups:

  1. Login to LMN Time.
  2. Click on Jobs.
  3. Click on Job Groups on the left-hand menu.
  4. Click +New Group on the bottom-right corner.
  5. Give the group a Name (i.e. MAINT-1stOfMonth) and choose Standard as the group type (as we won't need an ordered route because we don't need to optimize the route for billing purposes).
  6. Click OK.
  7. You will then select/checkmark each Job on the left-window (Jobsite Search Results) and then press the Add> button to add it to this Job Group. NOTE: you can also enter Key Terms in the Search field to filter down the list of jobs on the left window.
  8. Click Save on the bottom-right corner when you are done adding all Jobs.


REPORTS

When you are ready to do Billing, you can generate a Billing Report in LMN Time to get all of the necessary info.

Recommended report:

  1. Click on Reports.
  2. Click on Billing.
  3. Click on Job Billing - Detailed.

Click here to view the training video on Learn LMN pertaining to Job Groups in LMN Time.

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