We've expanded the search criteria of the CRM section so that you can now search by jobsite information. If you enter a jobsite name or address, the returned results will include any clients with Jobsites that match the search criteria.
Articles in this section
- LMN now integrates with Quickbooks Online!
- LMN supports Quickbooks Classes!
- Site Measure tool does Linear Measurements
- Reports - Jobsite and Contact info export
- Reports - ToDo Export, Communication History Export
- Improvement! Default names for new estimates.
- Improvement! CRM searches now include Jobsite Name + Address information.
- Improvement! New warning prompt when deleting an estimate