LMN Update - May 2018

December 2017 New Features + Updates

  • December 2017 Release Notes

    LMN Budgeting & Estimating CRM NEW FEATURE! CRM - Import customers + job data from Quickbooks You can now import your Customers using the LMN Quickbooks Sync! More information on importing customers ca...

    Kristen Kiely
  • NEW FEATURE! CRM Jobsites - ability to assign a primary contact person.

    You can now assign a Primary contact to your jobsites in LMN!  Follow the steps below to set this up. From the Budgeting & Estimating end of the program, click CRM>Contacts Select the customer you wi...

    Kristen Kiely
  • NEW FEATURE! Mass Delete in CRM

    You can now delete one full page of clients/leads at one time from the CRM. Please note: this feature will only be available to users with Full Access as a Security Admin.  For more information on user permi...

    Kristen Kiely
  • NEW FEATURE! Request quotes on rental equipment while estimating

    You can now request rental quotes on CAT equipment directly from LMN Estimates! Under Item Catalog > Rentals, we have imported a database of CAT rental equipment.  You can request quotes on this equipme...

    Kristen Kiely
  • NEW FEATURE! Custom Estimate Naming Convention

    Originally known as Default Budgets tab under the Estimating menu, this section has been renamed and updated to allow for further customization within your account! To access Estimate Settings, go to the Bud...

    Kristen Kiely
  • NEW FEATURE! Jobsite Watch - Show Timesheet Photos

    You can now grant your customers with access to timesheet photos from Jobsite Watch!  To set this up for your existing Jobsite Watch customers go to LMN Time>Jobs>Jobsite Watch.  Click on the customer ...

    Kristen Kiely
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October 2017 New Features + Updates

  • 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 Commerci...

    Kristen Kiely
  • UPDATE! Time - Jobs - Live Map

    Colors on the Live Map 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). The icons on the map will also indicate wh...

    Kristen Kiely
  • 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.  

    Kristen Kiely
  • 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.  Extras would be Per Visit, Per Hour or Activity/Material charges and will be included on the Invoice for your Per Sea...

    Kristen Kiely
  • NEW FEATURE! Export Negative Invoices

    Create negative invoices to import to Quickbooks as a credit memo. To create a negative invoice, go to LMN Time>Jobs>click on the job you wish to update and click on Invoicing  Once you generate/run i...

    Kristen Kiely
  • 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. To see this option, please see the instructions ...

    Kristen Kiely
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August 2017 Release Notes

  • August 2017 Release Notes

    LMN Budgeting & Estimating CRM Updates CRM Export - Tag Toggle - Created a toggle to allow the selection and de-selection of all tags at once in the crm export. CRM Export - Date Created Column - Added ...

    Megan Macaulay

May 2017 Release Notes

  • May 2017 Update Notes

    LMN has completed another major update! As per user request, we have updated the following features: General Updates Upgraded site security – site and SLL updates encrypt and protect your data from the lat...

    Megan Macaulay
  • LMN Time Job Menu

    LMN Time JOBS side menu has had a facelift so that you are able to navigate through your Job details more easily. To access the new Job Menu: 1. Login to your LMN Time Account. 2. Select JOBS along the top m...

    Megan Macaulay
  • CRM Link to LMN Time Jobs

    Jobs in LMN Time will now have a hard-link to a Contact in your CRM; this allows for faster job setup/changes and maintain data consistency across your account. You will notice some fields are now unable to...

    Pete from LMN
  • Streamlined Reporting in LMN Time

    LMN Time offers many different types of reports - Payroll, Jobs, Billing, Scheduling, Dashboard, Exports. As per user request, we have combined multiple reports into one! You will not longer have to pull mul...

    Megan Macaulay
  • Change your LMN Subscription Package

    To upgrade or downgrade your subscription: LOGIN to an LMN account (you must be logged into an account that has SecurityAdmin permissions set to ON) Click ACCOUNTS > Subscription.                       ...

    Jordan Stevenson-Smith
  • Toggle Between Per Season or Per Visit Pricing

    You asked, we listened - As per user request we have made looking at a Service Estimates even easier. You will no longer see Per Visit and Per Season Pricing on the same screen. Instead, you will have the ab...

    Megan Macaulay
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October 2016 Release Notes

  • Create LMN Time jobs using customers/jobs in your CRM

    Now you can quickly create jobs in LMN Time, using all the information you entered for a lead/customer in LMN's CRM tool. In LMN Time, select the Jobs menu In the bottom right corner, select Add Job The Add...

    LMN Admin
  • Live Job Status Map

    It's 3am and its snowing... and you need to quickly see what sites have been hit, and which ones are still waiting.   With the new Live Map screen, now you can view the statuses of all your jobs on a map, li...

    LMN Admin
  • Timesheet Notes Review + Print Screen.

    LMN Timesheets allow crews to leave notes on any job or task they work on... and sometimes these notes are important.  We've made it easier to review crew notes each day with our Timesheet Notes Review scree...

    LMN Admin
  • Improvement! Filter Timesheet Reviews/Approvals and Crew Locations by Staff Group

    If you have a lot of staff, or subcontractors, we're striving to make it simpler for managers to drill down to the information that's important to them.  To that end, we've built a Staff Group filter onto a ...

    LMN Admin
  • Improvement! Schedule Calendar - View by Crew Color

    One of our most popular requests was to view the monthly/weekly schedule calendar by crew color instead of job-type color.  Now you can. First you'll need to go to the schedule menu in LMN Time Next, click ...

    LMN Admin
  • New Report: Task and Activity Totals

    This new report is useful for reconciling invoicing at a high level.  It will show you the number of man hours worked, the activities that need to be billed (and the total), and the total hours and billable ...

    LMN Admin
See all 7 articles

August 2016 Release Notes

  • LMN now integrates with Quickbooks Online!

    Our development team has been hard at work developing some great, time-saving integration with Quickbooks Online.  Now you can: Auto-create customers Auto-create jobs (called sub-customers in Quickbooks Onl...

    LMN Admin
  • LMN supports Quickbooks Classes!

    LMN now supports exporting estimates and timesheets using Quickbooks Classes, so you assign revenues and labor costs to specific 'divisions' (classes) within your company. Setup of the classes couldn't be si...

    LMN Admin
  • Site Measure tool does Linear Measurements

    Now you can use LMN's site measure tool when estimating to do linear measurements.  Here's how to do it.. Start or open an estimate for a site you want to measure On the Customer Info tab of your estimate s...

    LMN Admin
  • Reports - Jobsite and Contact info export

    Now you can download all your Jobsite and/or Contact information to an excel spreadsheet as well.   To find these reports: Click the CRM | Reports menu Scroll down to find either the Jobsites Export or the ...

    LMN Admin
  • Reports - ToDo Export, Communication History Export

    Now you can export all your ToDos and Communication History to an Excel spreadsheet for your own reporting and analysis.  Once they are in Excel, you can use Excel filters/searches/sorts to do your own analy...

    LMN Admin
  • Improvement! Default names for new estimates.

    To help improve naming of estimates and to reduce confusion when copying (Save As New) an estimate, we've defaulted estimate names for you.  You can change the estimate name to anything, just like you've alw...

    LMN Admin
See all 8 articles

June 2016 Release Notes

  • CRM E-mail Notifications

    There is a new feature in the CRM to get e-mail notifications when leads and To-Dos are assigned to you.  You can set this up by clicking the section under your User Icon at the top left corner of LMN shown ...

    Jason Drews
  • Estimate Item Forecasting Report

    This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others.  Using this report, you can look at Qty Estimated vs. Qty Won, Cost Estim...

    LMN Admin
  • Estimate Items Closing Report.

    This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others.  This report can help you: review how much much work is pending, won and...

    LMN Admin
  • Estimate Cost Code Summary Report

    This new report will enable you to review pending/won/lost man hours, costs and revenue for each cost code.  This report can help: Ensure you're on track to hit your goals and identify work types that are e...

    LMN Admin
  • Estimate Cost Code Detail Report

    This new report will enable you all kinds of good information, by estimate, by cost code.  Even better, it automatically exports to an Excel file so you can do all kinds of your own data manipulation like so...

    LMN Admin
  • To-Do Priorities

    You can now assign a To-Do a priority of either Low, Normal, High or Urgent. Click on the CRM menu Click on To-Dos  Click on the +New button or select existing To-Do Enter To-Do information Select Priority ...

    Jason Drews
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April 2016 Release Notes

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March 2016 Release Notes

  • Production Rate calculator to standardize labor time calculations for tasks/materials.

    We're pretty excited about this one, as we've had a lot of users ask "How can I setup installation times for tasks or materials?" In the past, Work Area Templates have always been the answer to sta...

    LMN Admin
  • Automatically sync your emails to LMN's CRM communication history.

    LMN's CRM leads have a Communication History section for tracking communication history between your company and your contacts/leads.  Here you can enter notes, phone conversations or email transcripts to do...

    LMN Admin
  • CRM/Sales Closing reports.

    We've just added a whole bunch of new reports for LMN's CRM module.  Under the CRM menu, you'll find a new sub-menu called Reports.  Here, you can generate sales closing reports by Division, by Estimator, by...

    LMN Admin
  • Merge multiple CRM leads into one.

    Many users chose the option to let LMN setup leads for them by automatically converting estimates to new leads.  And LMN did its best... but if there was a single customer on multiple estimates (and spelled ...

    LMN Admin
  • Include/Exclude Estimate From Showing In Dashboard Statistics + Sales Reports

    You have the option to hide/prevent an Estimate from being included in your dashboard statistics or your sales/CRM closing reports. This is really handy if you create multiple versions of estimates for 1 job...

    Pete from LMN
  • Purchase Order Report for estimates

    Another popular request, we added a new report to LMN estimating called the Purchase Order report. This report looks to each estimate item's Internal Description field to find a Vendor Name, then produces a ...

    LMN Admin
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December 2015 Release Notes

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June 2015 Release Notes

  • Updates: June 15, 2015

    New updates for LMN + LMN Time: LMN Time | New Feature | Import Crew Notes from Estimates LMN Time | New Feature | Groups tab on Jobs Screen LMN Time | New Feature | Map View of Crew Progress LMN Time | Impr...

    Megan Macaulay