USING LMN
From building estimates to invoicing clients, learn how LMN works from top to bottom.
Budget
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materials budget Building Your Material Budget
Creating Your Material Budget The purpose of this article is just to give you a quick overview of the Materials tab within your LMN Budget. Material Information Most companies can leave the Materials Tax se...
Chris Davies -
budget overhead recovery express budgeting LMN Express Budget
Create a Budget in under 5 minutes! The purpose of the Express Budget is to save you time and allow you to do what you love faster - estimate. You'll notice when creating an LMN Budget, there are two optio...
Holly from LMN -
budget new budget preparing budget guide operating budget company budget Creating an Operating Budget for your Company.
The budget might be the most important thing you setup in LMN. Your budget will guide how every estimate is priced, to ensure your estimates cover all of the costs of doing business and are profitable. To c...
Steve Kovacs -
budget info work breakdown averages industry benchmarks guide The Budget Information Page
The purpose of this article is just to give you a quick overview of the Budget Info tab in LMN Budget. Budget Info Add your Budget Name and select your Budget Year to begin. The Budget Status will be ...
Kristen Kiely -
sales revenue sales budget budget sales forecast guide video Building Your Sales Budget
Sales Forecast Information The key number in the sales budget is the Forecast which will indicate your Forecast Sales for the budget year. Your Previous numbers would be from the year prior. We recommend bre...
LMN Admin -
field labor budget labor burden labor wages budget field labor guide video Building Your Field Labor Budget
Creating Your Field Labor Budget The purpose of this guide is just to give you a quick overview of the field labor tab within your LMN Budget. Field Labor Information Make sure you've added Field Labo...
LMN Admin
CRM
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import crm customers guide leads excel csv import file video customer import client import Importing Clients/Leads into CRM from a Spreadsheet, Excel or CSV File
Importing Clients/Leads (CSV File) You can import a list of client/leads to make it faster to setup your CRM! LMN handles the importing of .CSV files - a popular format for importing/exporting data between ...
LMN Admin -
crm guide general CRM Screen - General tab
The General Information tab will give you a quick overview of your customer and will display all Billing and Tracking Information. Total Estimates will be displayed on this page. The This Year number is b...
Kristen Kiely -
crm guide contacts CRM Contacts Tab
The Contacts tab will allow you to see all contacts for your customer. You will be able to edit, add new and assign a new Primary Contact here. If you wish to edit your Contact's information, click on thei...
Kristen Kiely -
crm guide jobsite CRM Jobsite Tab
The Jobsites tab of LMN will display all Jobsites for your customer. You will be able to edit and add new Jobsites here. If you wish to edit a Jobsite, click on it's name. If you want to add a new Jobsite...
Kristen Kiely -
crm guide estimates CRM Estimates Tab
The Estimates tab of LMN will display all Estimates created in LMN for your customer. You can access an estimate by clicking on the Estimate Name. You can create a new estimate by clicking either + New S...
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
Price List
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labor burden labor hourly rate crew price crew cost labor cost overtime unbillable time labor catalog guide video Setting Up Your Labor Catalog
Setting up the Labor Catalog The purpose of this article is just to give you a quick overview of the Labor Catalog within your Item Catalog. Labor Catalog Information The labor catalog is used to calculate...
LMN Admin -
equipment equipment pricing equipment costs equipment catalog guide video equipment items Setting up Your Equipment Catalog
Setting up the Equipment Catalog The purpose of this article is just to give you a quick overview of the Equipment Catalog within your Item Catalog. Equipment Catalog Information The equipment catalog is u...
LMN Admin -
materials material catalog import materials import vendors import vendor price list catalog guide video Setting Up Your Material Catalog
Setting up the Material Catalog The purpose of this article is just to give you a quick overview of the Material Catalog within your Item Catalog. Material Catalog Information You will enter all of your ma...
LMN Admin -
import materials excel materials csv file vendor list vendor materials faq can I import materials can I import plants how do I import materials How Can I Import Materials from a List or Spreadsheet
Step One: Create the import file You can import materials into the LMN estimating catalog for two purposes: Adding New Materials to your Catalog Before you begin creating your own list of materials, ask your...
LMN Admin -
subcontractor subs subs catalog catalog guide video subcontractor catalog subcontract items Setting Up Your Subcontractor Catalog
Setting up the Subcontracting Catalog The purpose of this article is just to give you a quick overview of the Material Catalog within your Item Catalog. Subcontracting Catalog Information Enter your Subco...
LMN Admin -
other catalog other equipment rentals guide discount video rentals rounding factor disposal fee Setting Up Your Other Catalog
Setting up the Other Catalog The purpose of this article is just to give you a quick overview of the Other Catalog within your Item Catalog. The other catalog is for anything that doesn't fit well into the...
LMN Admin
Estimating Marketplace
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invite vendor invite supplier invite missing vendor no results empty search Invite Your Local Suppliers to the Estimating Marketplace
Fast & efficient estimates with the LMN Estimating Marketplace Missing a Vendor? If your preferred Vendor is not in the Estimating Marketplace, click Invite Vendor to ask them to join. The Vendor will recei...
Holly from LMN -
vendor catalog vendor directory invite vendors invite suppliers How to search for Vendors Vendors Estimating marketplace vendor lists How to Search for Vendors in the Estimating Marketplace
Fast & efficient estimates with the LMN Estimating Marketplace Streamline your estimating and build estimates with up-to-date material costs. Add Material items from the Estimating Marketplace to your Mater...
Holly from LMN -
material catalog item catalog default profit defaults category defaults default shipping default warranty Material Category Defaults
Fast & efficient estimates with the LMN Estimating Marketplace Category Defaults will assist with pricing consistency among categorized items added to your Material Catalog from the Estimating Marketplace. ...
Holly from LMN -
estimating marketplace add items search vendor Add Items to Your Material Catalog
Fast & efficient estimates with the LMN Estimating Marketplace Add Material Items from the Estimating Marketplace or Vendor Directory, directly to your Material Catalog. To add a Material Item to your Materi...
Holly from LMN -
estimating marketplace marketplace marketplace in estimate estimate marketplace Add Materials from the Marketplace to an Estimate
Fast & efficient estimates with the LMN Estimating Marketplace As you are building an Estimate, you have the ability to search our Marketplace and add Material Item directly to Estimate. From within the Work...
Holly from LMN
Design Build Estimates
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standard estimate Design Installation Creating New Design/Build or Installation Estimates (Standard Estimates)
This article will help you get started using Standard estimates for your design/build or installation estimates and proposals It's important to understand why LMN suggests using Standard estimates for any in...
Chris Davies -
Standard Estimates & Payment Milestones
Contracts for Standard Estimates We have now introduced Contracts for Standard Estimates! With Contracts for Standard Estimates, you can set up Milestone payments for your Standard jobs. With those Mileston...
Holly from LMN
Maintenance Estimates
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estimate service estimate service estimates Creating New Maintenance Estimates (Service Estimates)
This article will help guide you through creating service estimates for Maintenance work. It's important to understand why LMN suggests using Service estimates for any repeatable or recurring work that you ...
Chris Davies -
guide import estimate import contract invoice setup Importing Estimates for Invoicing
When you import an Estimate into LMN Time, you will see some new information displayed in the job. Please see a summary of this information, below. For more information on importing jobs, click HERE. Contra...
Jenn Frey -
contract service estimate guide payments monthly payments monthly contracts Setting up Contracts & Payments for Service Estimates.
Please note: this is an LMNPro feature. You will only be able to move forward with the below if your company is subscribed to LMNPro. For more information on LMNPro, please click HERE. Options for Creating...
Kristen Kiely -
service estimate services service type maintenance estimate invoicing hourly faq reporting import rates billed per visit What are Service Types Used For on Service Estimates?
If you have any existing estimates in LMN, you will notice that there is now a Service Type field available for selection. You will need to add a Service Type for each Service Area in your Estimates in orde...
Kristen Kiely
Timesheets
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guide timesheet Review timesheets approving timesheets audit review time How To Review Timesheets
As a LMN Time Admin, you have the ability to review all timesheets and the information associated to them for your company. To do so, follow the instructions below. You have multiple options for reviewing t...
Jenn Frey -
guide create timesheet edit timesheet office admin manual manually create Manually Create a Timesheet from the Office (Admin)
If a Timesheet needs to be created manually, this can be achieved from the Administrator login via a browser. Click Timesheets | Timesheet List Click + New on the top-right corner of the screen Change the D...
Jenn Frey -
guide edit timesheet office admin editing timesheets Manually Edit a Timesheet from the Office (Admin)
Click Timesheets > Timesheet List Select the Timesheet you wish to edit. On the Timesheet page, ensure that the Status is listed as IN PROGRESS. NOTE: If the status is In Review, Submitted, or Approved, o...
Jenn Frey -
payroll guide lmn time Review timesheets timesheets approve time audit review time Understanding the 'Approve' Screen In LMN Time
Before Approving Timesheets in LMN Time, you have the ability to Audit and Review your employee's timesheets. To do so: Login to LMN Time. Click Timesheets on the left-hand menu of the page. Click Approve o...
Jenn Frey -
guide timesheet approving approve time timesheet review approve Approving Timesheets
It is very important to keep track of your crews timesheet submission daily. This allows you to monitor whether timesheets are being submitted or not and if they are being filled out correctly. You can do al...
Jenn Frey -
guide timesheet notes review payroll warnings time warning time warnings review notes timesheet alerts payroll alerts staff alerts review time daily review Reviewing Notes and Time/Payroll Warnings
As a LMN Time Admin, you have the ability to review Notes and Time/Payroll Warnings attached to timesheets. To do so, follow the instructions below: Daily Review (Previously Notes Review) LMN Timesheets al...
Jenn Frey
Live Tracking
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live map intervals faq live tracking job tracking set intervals live map intervals Job Tracking: Set Custom Intervals on the Live Map
You can set your own time intervals on the Live Map. Jobs change color based on how long its been since you've serviced them. Now you can set precise intervals for jobs like snow (e.g. 3 hour intervals) or l...
Jenn Frey -
job history completed work completed services completed job completed history faq live tracking job complete job tracking job details Job Tracking
There are many reports that will show you exactly what's happened (or is happening!) on a job, but some are faster than others. The easiest on-screen report is the Live Tracking screen. If you got a call fr...
Jenn Frey -
live map intervals faq live tracking job tracking Job Tracking: Set Custom Intervals on the Live Map
You can set your own time intervals on the Live Map. Jobs change color based on how long its been since you've serviced them. Now you can set precise intervals for jobs like snow (e.g. 3 hour intervals) or l...
Jenn Frey -
job history live map intervals live tracking job tracking set intervals Job Tracking: Live Map & Job History
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 in...
Jenn Frey -
live map crew tracking live tracking where are they? live map intervals punched in distance from site Crew Tracking
Similar to the Job Tracking, you will also be able to track where your crews have last punched into a job by map view and list view. Under the Live Tracking tab on the left-hand menu, click the Crew Trackin...
Jenn Frey
Schedule
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guide add job whiteboard creating schedule Schedule how to schedule schedule a job add job to calendar schedule one by one whiteboard actions unsched work unsched jobs unscheduled jobs add work to schedule calendar options Different Methods to Schedule Jobs
The purpose of this article is just to give you a quick overview of the different areas in LMN Time where you can schedule an individual job from. You are also able to schedule weekly or irregular services i...
Jenn Frey -
wait list schedule wait lists schedule wait list promote to wait list Wait list schedule templates waitlist adding jobs to waitlist adding jobs to wait list scheduling from wait list promote to schedule Adding Jobs to the Schedule Wait List
Some types of work are hard to schedule. When you're adding a job at the beginning of the year that requires fertilization or fall cleanup - you don't know the exact date you're going to do the work... you ...
Jenn Frey -
guide map schedule bulk schedule bulk scheduling schedule multiple jobs schedule more than one job scheduling maintenance work bulk schedule install Bulk Scheduling - Weekly & Irregular Services
The fastest, easiest way to schedule weekly jobs is to do a group of jobs at once... and that's what you can do with Bulk Scheduling. It's as easy as: Mapping jobs with a specific service Selecting them (o...
Jenn Frey -
Edit Schedule Edit Sched Whiteboard whiteboard understanding whiteboard whiteboard actions re-order future route optimizer Understanding the Whiteboard
For day to day changes, the Daily Whiteboard is a drag-and-drop interface that allows you to quickly and easily organize today’s visits by crew. It also includes a Route Optimizer that will automatically cal...
Jenn Frey -
Edit Schedule Change crews Edit Sched Whiteboard reassign whiteboard actions edit whiteboard edit schedule edit crew schedule re-assign jobs reassign jobs delete scheduled visits Edit Schedule in the Whiteboard
From your LMN Time Whiteboard in the Schedule section, you can use the 'Edit Crew Schedule' button to make the following changes: Re-assign jobs from one crew to another Change a crews scheduled visits to a...
Jenn Frey -
guide calendar view calendar view filters monthly view week view day view Using the Calendar View
The Calendar View will allow you to see your schedule by the week, month or day. Calendar Customization You can filter by Work Calendar type, Crews and Managers and can color code the calendar by either ...
Jenn Frey
Jobs
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Invoicing Activation
How to Setup Invoicing (Activation) In LMN Time, Click Jobs > Job List Click Invoice Activation Click Setup Job For Invoicing
Chris Davies -
dashboard jobs estimated vs. actual job progress job dashboard actual man hours estimated man hrs Jobs - Dashboard
Under the Dashboard within the Jobs tab, you can get a quick glance to track Job Progress across your entire list of Jobs. To access this Dashboard: Click Jobs on the left-hand menu. Click Dashboard You ca...
Jenn Frey -
guide new job add task add job lmn time job add tasks payroll codes job task notes jobs lmn time job setup create manually create Setting Up / Adding Jobs in LMN Time (the Basics!)
In LMN Time, you have the option to either import an Estimate that was created (for more information on importing estimates to create a job, click HERE) or by manually creating a Job from scratch. To create ...
Jenn Frey -
import guide import estimates import jobs from estimates import jobs create job create jobs work order import estimate from estimate how to import can i import Import Estimates to Create Jobs
When you import an Estimate to LMN Time, it will turn the work areas/services into tasks and also carry over the estimated man hours. Furthermore, if desired you can also carry over the crew notes from the e...
Jenn Frey -
guide import jobs create job crm import jobs create jobs bulk create jobs Bulk create jobs wizard job wizard Create LMN Time Jobs in Bulk
In LMN Time you can create jobs manually (more info HERE) or you can import an estimate which becomes a job (more info HERE). If you have clients in the CRM you can also create jobs in LMN Time in bulk. Fro...
Jenn Frey -
guide invoicing invoice time and materials hourly hourly billing billing by the hour billable by the hour hourly invoicing T&M Setting Up LMN Time Jobs for Hourly Invoicing
How to Invoice for Hourly Work This article will show you how to set up your jobs for invoicing for work that is billed by the hour. In order to set up invoicing for work that is billed by the hour, you will...
Jenn Frey
Invoices
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guide invoicing generate invoice invoice runs invoice run Invoice generate invoices how do I create invoices Generating Invoices
In LMN Time, click on Invoices at the top of your screen. By default, this will bring you to the generate tab in the left menu. From here you will want to follow these steps: Select the date range you want...
Jenn Frey -
guide invoice invoices invoice runs invoice run delete run delete invoice run Invoice Runs
Invoice Runs is a very simple concept; it’s a collection of invoices that were all created at the same time. If you have not seen the Generate Invoices video/article we would recommend taking a look at that...
Jenn Frey -
Viewing + Editing Invoices
Once you build contracts and generate your invoices for your completed work there are several ways to access and edit those invoices before you get paid and make money! This article will first show you how t...
Jenn Frey -
invoicing Invoice invoice list approving invoices reviewing invoices Reviewing + Approving Invoices
This article will show you how to set the review and approved statuses for your invoices within LMN. How to Review & Approve Invoices Reviewing & Approving invoices will automatically change the status on th...
Jenn Frey -
guide invoices Invoice invoice list printing invoices invoice export invoice screen deleting invoice list of invoices Using the Invoices Screen
From the invoice list screen, you can open and edit invoices in your list. But you can also use this screen to make fast changes to a list of selected invoices - like changing dates, changing statuses and m...
Jenn Frey
Payments
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payments payment runs Payment Runs
Payment Runs are a great way to cut back on admin Payment Processing time and can help to ensure you have steady cashflow. In order to use Payment Runs, you need to have a couple of things in place. What to ...
Kristen Kiely -
payments add payment method payment settings Payments
Improve customer relationships and increase your cash flow efficiency when you need it most. This exciting new addition to LMN is going to change the way you run your landscape business. Best of all...it's F...
Holly from LMN -
credit card payments applying payment Applying a payment to an Invoice
Improve customer relationships and increase your cash flow efficiency when you need it most. This exciting new addition to LMN is going to change the way you run your landscape business. Best of all...it's F...
Holly from LMN -
payments payment statuses Changing Payment Statuses
Improve customer relationships and increase your cash flow efficiency when you need it most. This exciting new addition to LMN is going to change the way you run your landscape business. Best of all...it's F...
Holly from LMN -
cancel payment reimburse payment cancel invoice refund payment Cancelling/Reimbursing Payments
Improve customer relationships and increase your cash flow efficiency when you need it most. This exciting new addition to LMN is going to change the way you run your landscape business. Best of all...it's F...
Holly from LMN
Customer Portal
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guide customer portal customer guide portal guide LMN Customer Portal Guide
Welcome to LMN’s Customer Portal! The Portal was designed to allow you to make Payments Online, review, approve Estimates, submit Work Requests, and communicate in real-time with your Contractor. **TIP** The...
Holly from LMN -
LMN pro customer portal portal activity portal setup portal guide beta Customer Portal Beta Test for LMN Contractors
In order to better understand what your customers will see in the Customer Portal, we recommend that LMN contractors test it for themselves. This beta test will allow you to take a glimpse at the informatio...
sitara chaudhary -
customer portal portal portal defaults portal activity portal setup portal guide portal link website How to Add Customer Portal Link to Company Website
The Customer Portal was designed to allow your clients to make Payments Online, review, approve Estimates, submit Work Requests, and communicate in real-time with you. Make these features easily accessible b...
sitara chaudhary -
password reset password customer portal forgot username forgot forgot password portal setup Customer Portal - Forgot Password/ Username
To reset your Customer Portal Password and/ or recover Username follow the steps outlined below: Go to https://portal.golmn.com/ and click "FORGOT PASSWORD/USERNAME" Once selected, enter your username/...
sitara chaudhary -
autopay Customer Portal - How to Process Invoices via Autopay
Charge invoices for Customers that have autopay enabled in the Customer Portal. To learn more about how your Customers can enable autopay, click HERE for a Customer Portal Guide. Follow these steps to proce...
sitara chaudhary -
Email not showing up email invoices customer portal Email email application email setup portal activity Customer Portal - How to Mark Emails as Safe Senders
It is important that your customers receive the emails sent through LMN and they are not directed to junk or spam folders. Here are some easy steps for different email accounts to mark portal@golmn.com as a ...
sitara chaudhary
Online Training
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faq what is online training what courses are in online training online training courses sumtotal What courses are available in online training?
LMN offers the following courses for crew training. Health and Safety courses are scored with an end-of-course test to demonstrate competence. Managers can assign/view/track employees' progress as they com...
Steve Kovacs -
online training faq how do I register for online training what is online training sumtotal How do I register for online training?
Before users can click online training in their LMN menu and complete courses they will need to be registered. This must be done by an LMN user with security admin permission. If you are a security admin use...
Steve Kovacs -
guide learner training course starting a course Starting an Assigned Training Course
The online training dashboard for learners is very basic and easy to navigate. As a learner you can get back to your dashboard by clicking the top left self icon, and then click on learner dashboard. While ...
Steve Kovacs -
assign guide online training online courses training course assign courses assign course Assign an Employee a Training Course
When you sign a user up for online training they will automatically be assigned to certain courses depending on the jobs/roles that you assign them to. You can always add them to other courses as well though...
Steve Kovacs -
online training online courses faq training course courses assign courses assign training course Assign a Course to Multiple Employees at Once
There are two ways to add employee's to Training Courses: Option 1: If you have a bunch of learners that you want to add to one or more training courses you can add them all at the same time. First head into...
Steve Kovacs -
guide online online training online courses courses starting a course completing a course Complete or Start a Training Course that I Wasn't Assigned
If you are a learner your manager can assign you courses to complete, but you also have the ability to complete other courses that your manager did not assign to you. You can accomplish this by going into yo...
Steve Kovacs