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...
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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...
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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...
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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 ...
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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...
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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...
CRM
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crm guide add new adding client adding lead new client new lead CMR manual entry Adding New Clients/Leads to CRM
LMN's CRM was built to handle both new leads and existing clients. Entering Leads will help track when leads are coming in, who is handling them, store + share key lead information across all user in your c...
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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 ...
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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...
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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...
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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...
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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...
Price List
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price list categories materials list Why are my materials not showing after I uploaded or updated the list? Why are my materials not showing after I uploaded or updated the list?
The common reasons why your material list will not upload can be caused by the following: 1) The file is NOT saved in a .csv format (the excel spreadsheet must be saved in a .csv format or the system will no...
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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...
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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...
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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...
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import materials excel materials csv file vendor list vendor materials faq can I import materials can I import plants how do I import materials spreadsheet Upload 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...
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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...
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...
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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...
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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. ...
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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...
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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...
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...
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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...
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contract estimate standard estimate invoice payment Invoicing from Standard Estimates
Now you can send invoices to your customers 10x faster without having to setup a job in LMN Time. Create invoices from contract payment milestones as well as contract schedule payments within LMN Estimating....
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 ...
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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...
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contract service estimate guide payments monthly payments monthly contracts Setting up Contracts & Payments for Service Estimates
Please note: this is an LMNPro +Plus Pack feature. You will only be able to move forward with the below if your company is subscribed to LMNPro +Plus Pack. For more information on LMNPro +Plus Pack, please...
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contract estimate service estimate invoice payment Invoicing from Service Estimates
Now you can send invoices to your customers 10x faster without having to setup a job in LMN Time. Create invoices from contract schedule payments within LMN Estimating. This will allow you to easily collect ...
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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...
Timesheets
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reports timesheets Timesheets and Payroll (Daily Details) Report does not match daily details report Timesheets and Payroll (Daily Details) Report does not match
When the Timesheets and Payroll (Daily Details) Report do not match, it could be due to the following reasons: 1) Timesheets have not been set to "approved" status yet, and you have selected "show approved t...
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submit timesheet timesheets approve time Timesheets: What is the difference between the Submitted or Approved status? Timesheets: What is the difference between the Submitted or Approved status?
Timesheets can be submitted by foreman/ crew lead and admin users. However, only admin users would be the one approving these timesheets for payroll purposes because foreman/ crew lead users would not have t...
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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...
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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...
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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...
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payroll guide lmn time location Review timesheets timesheets approve time audit GPS review time location services 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...
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...
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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...
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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...
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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...
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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...
Schedule
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jobs Whiteboard schedule jobsite address Optimizing Routes Why is my Optimizing Routes not working? Why is my Optimizing Routes not working?
If the Optimizing Routes feature is not working, you may want to check the following: 1. Latitude and longitude of your jobs (ensure each of the addresses/ jobsites indicate GPS coordinates). If this section...
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task notes schedule How to use Daily Notes daily notes How to use Daily Instruction Notes
You can add Daily Instruction Notes for your crew member to view via the Whiteboard or from your Calendar. Daily Instruction Notes can consist of the materials you would like your crew members to use, remind...
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lmn time Schedule work calendars How do I add a default manager in LMN time? default managers managers admin users How do I add a default manager in LMN time?
You may come across areas of LMN (particularly the Scheduling section of LMN Time) where you can choose Default Managers/ Managers in the dropdown option. To set a Default Manager, they need to be an existi...
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calendar lmn time app Whiteboard How do you see or know that a recurring job is completed on the calendar? How do you see or know that a recurring job is completed?
What does a "completed service" look like on the Calendar? On the calendar for recurring jobs, you will see a check mark beside the job when a service is marked as "complete" via the LMN Time App or LMN desk...
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whiteboard weekly print crew daily understanding whiteboard whiteboard actions re-order future route optimizer edit schedule daily edit route Understanding the Whiteboard
We’ve made your day-to-day schedule adjustments even easier! You now have the ability to toggle between two new views - Weekly View (one crew) or Daily View (all crews) so that you can simply drag and drop j...
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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...
Jobs
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tasks hourly billing jobs track by the hour billing-by-the-hour Why is the “track hours and rates for billing-by-the-hour” box greyed out? Why is the “track hours and rates for billing-by-the-hour” box greyed out?
The area is greyed out because you have already clocked into the job. That means it has started to track the job and as a result, it will not allow you to deselect it and track it by the hour. You can howe...
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jobs CRM jobsite address How do I update my jobsite address? How do I update my jobsite address?
If you wish to update your customer's current jobsite address (the address that you see in LMN Time's job) to something else, you will need to go to LMN Estimating > CRM > Contacts > Jobsites >Jobsite info >...
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Creating work orders tracking equipment usage Creating work orders or tracking equipment usage (workaround) work orders Creating work orders or tracking equipment usage mechanic mechanics repair repair equipment Creating work orders or tracking equipment usage
The best way to track what your mechanic does with your equipment in the system (so that they can pull a work order on a machine) and know exactly what was done would be: 1) To create an internal job which i...
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services tasks jobs hide from timesheets Timesheet How do I delete a task or service that was used or associated on a timesheet? How do I delete a task or service that was used or associated on a timesheet?
When trying to delete a task or service from your job that you no longer want your crew members to clock into, you may see this message: "This task/ service could not be deleted, as it is currently in use in...
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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...
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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 ...
Invoices
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LMN Referral Program
Q: How long after a referral signs up does it take to get rewards? A: 90 days from sign up is when the reward is granted.** Q: How does the client receive a reward? A: The reward is paid with a Tango gift ca...
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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...
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invoices jobs invoice activation jobs list Is there a way to view all jobs that do not have invoices activated? Is there a way to view all jobs that do not have invoices activated?
On your jobs list, you can see which jobs have been invoiced or not, so that you do not miss any invoice opportunities. To see jobs that have not been activated with invoicing: Go to LMN Time > Jobs > Job L...
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invoices one time ad hoc How do I create ad hoc or one-time invoices? How do I create ad hoc or one-time invoices?
Sometimes, you may have completed a job without needing or wanting to track time on it but you would like to invoice the customer separately. You can create this ad hoc or one-time invoice by going into LMN...
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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. Keep in mind that this feature is only available for those with LMN Pro +Plus P...
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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...
LMN Pay & Payments
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credit card pro rates customer portal lmn pay professional pro plus ach dormant fee pack faqs Pro | LMN Pay FAQ's
Listed below are a variety of frequently asked questions (FAQs). If you have a question that remains unanswered, please feel free to email them to pay@golmn.com. What are the LMN Pay fees? LMN Pay is design...
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lmn pay What is LMN Pay?
We have brought Payments in-house with the launch of LMN Pay! About LMN Pay Our custom-built payment processing tool makes it much easier to streamline business operations Accepts credit cards and ACH (ban...
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rates customer portal FAQs fees funding ach gro Gro | LMN Pay FAQ's
Listed below are a variety of frequently asked questions (FAQs). If you have a question that remains unanswered, please feel free to email them to pay@golmn.com. What are the LMN Pay fees? LMN Pay is design...
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merchant lmn pay signup form LMN Pay - Signup Form
Introducing LMN Pay! This exciting new addition to LMN is going make it much easier to streamline the operations for your business, help to improve customer relationships, and increase cash flow. Get started...
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payments pay merchant customer service lmn-pay LMN Pay - Customer Service
Merchant Services is available to support existing Merchants with all inquires as well as assist new customers interested in enabling LMN Pay for their business. LMN Pay Support and General Inquiries Hours: ...
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payments forgot password merchant lmn-pay reset LMN Pay - Forgot Password
To reset your LMN Pay password, follow the steps outlined below: Go to https://pay.golmn.com/login and click "FORGOT PASSWORD" Once selected, enter your email or username associated with your LMN Pay a...
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...
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customer access customer instruction Creating your “Customer” Portal Account
As a customer, your contractor will invite you to the Customer Portal so you can view jobsites information and pay invoices. After an invite has been sent, you will receive an email with a link to use to act...
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password reset password customer portal forgot username forgot forgot password portal setup Customer Portal - Forgot Password
To reset your Customer Portal password, follow the steps outlined below: Go to https://portal.golmn.com/ and click "FORGOT PASSWORD" Once selected, enter your email associated with your Customer Portal...
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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...
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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 information...
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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...
LMN Lend
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lending financing Lend Consumer financing Home improvement financing consumer lending home improvement acorn Home Improvement Financing/Lending FAQ's
What is LMN Home Improvement Financing?LMN has partnered with Acorn Finance, a marketplace of top lenders, to offer your clients access to personal loans for their home improvement projects. Make your cli...
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what is lmn lend lending financing What is LMN Lend?
LMN Lend provides financial solutions to enable landscapers to grow and solve business challenges. Built in-app, Contractors can submit applications, and once approved funding can be available within 24-48 h...
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FAQs lend LMN Lend FAQ's
Who qualifies for funds at LMN Lend?LMN Lend is designed to make it easy for all businesses to get the funds they need, and when they need them. There are minimum requirements that your business would need t...
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lend signup form apply quick application LMN Lend Signup Form
Introducing LMN Lend! Access external capital to unleash a range of possibilities for growth to your business to the next level. To start, go to LMN Estimating and click Lend to complete Application: Clic...
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lmn lend plaid lendflow LMN Lend and Plaid
LMN Lend provides Contractors the opportunity to apply for Lending in App. Once the application is submitted, you will be prompted to enter/ upload bank information for Lendflow to perform an analysis on yo...
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customer service lend LMN Lend - Customer Service
Merchant Services is available to support existing customers with all inquires as well as assist new customers interested in enabling LMN Lend for their business. LMN Lend Support and General Inquiries For a...
Pro Plus License
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Pro LMN pro timesheet photos photos photos in crm photo in lmn jobsite photo jobsite file Pro Plus - Jobsite Files/Photos (Contact)
This article will showcase the Jobsite Files and Photos feature. This feature is used throughout the software, ranging from the web to the mobile app. It is easily accessible and can be used by staff in the ...
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estimate files how to add files pro plus Pro Plus - How to Add Files/Photos to Estimate
This article will showcase the Jobsite Files and Photos feature. This feature that is used throughout the software, ranging from the web to the mobile app. It can be used to add files and photos directly int...
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photos timesheets pro plus add files Pro Plus - How to Add Files/Photos to Timesheets
This article will showcase the Jobsite Files and Photos feature within Timesheets. This feature can be used to add files/photos directly into Timesheets while in the field using the LMN Time mobile app or f...
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pro invoice hourly per visit monthly per hour professional automation Pro Plus - Invoice Automation
Becoming a Pro Plus Subscriber will enable you to leverage automated invoicing to improve the efficiency of your business. Follow this guide to learn: 1) How to create an invoice schedule for monthly billing...
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Pro invoice Bulk Invoicing bulk update invoices Professional plus Pro Plus - Bulk Invoicing
Follow this guide to learn how to invoice in bulk. Invoicing in bulk will save you hours of administrative time, reducing the need to generate or update each invoice manually. (Note: This feature is only av...
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super admin LMN pro new Email Pro Plus - Monthly Account Email
A feature available to Pro Plus subscribers, is the monthly analytics email being sent automatically to the Admins with "Security Admin" permissions which will highlight some of the key statistics within the...
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...
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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...
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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 ...
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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...
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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...
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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...