Customer Work Requests

  • Work Requests - LMN Customer Portal

    In this article, we are going to show you how your customers can make Work Requests through the Customer Portal. This exciting new feature is going to will help create upsell opportunities you might have mis...

    Kristen Kiely
  • Work Requests - LMN To-Do's

    In this article, we are going to show you how you can manage your customer's Work Requests through LMN. This exciting new feature is going to will help create upsell opportunities you might have missed in th...

    Kristen Kiely

Proposal E-signatures & Approvals

  • Emailing Proposals - LMN Estimate

    This one’s BIG... Send an emailed Estimate to your lead or customer directly from the LMN Estimate Print Report tab! Emailing your proposals directly from LMN will save you a ton of time and allow you to get...

    Kristen Kiely
  • Bulk Emailing Proposals - LMN Estimate Screen

    This one’s BIG... Send an emailed Estimate to multiple leads or customers directly from the LMN Estimate Standard or Service screens! Emailing your proposals directly from LMN will save you a ton of time and...

    Kristen Kiely
  • Proposal Approvals - LMN Customer Portal

    In this article, we are going to show you how your customers can review and approve their proposals through the Customer Portal. This exciting new feature is going to help you communicate better with your cu...

    Kristen Kiely
  • Proposal Management - LMN Estimate

    In this article, we are going to show you how to manage your customer's proposals through your LMN Estimates. This exciting new feature is going to help you communicate better with your customers as they can...

    Kristen Kiely
  • Bulk Proposal Management - LMN Proposal

    In this article, we are going to show you how to manage your customer's proposals in bulk through your LMN Proposal tab. This exciting new feature is going to help you communicate better with your customers ...

    Kristen Kiely
  • CRM Contacts - Mass invites to Portal

    With all these new features, you’ll want to invite all of your Customers to the portal quickly - we get it! Send invites to multiple customers’ Primary Contact at once from your Contact screen in the CRM. To...

    Kristen Kiely

Estimating

  • Estimate Dashboard

    Changes to the Estimating Dashboard are going to give you better insight into how your estimates stack up.  Tips on how you might use this section: The idea when we built this section was to help our contra...

    Kristen Kiely

Time

  • Update Jobs

    Updating jobs has never been easier! Make adjustments to multiple jobs at once by Adding or Editing Tasks, Services and Materials in bulk.   Updating your jobs in bulk will save you a ton of time when you ne...

    Kristen Kiely
  • Invoice Payment Options from Email

    Making it easier for your customers to pay (sounds like a win/win to us)! Moving forward, customers will receive an email notifying them of their invoice in the portal and will have two options to pay: Logi...

    Kristen Kiely