TIPS, TRICKS & MORE
Tips and tools for beginners and experts alike.
Advanced Topics
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budget analysis revenue per hour company capacity efficiency revenue/hr throughput guide video Budget: Analyzing Your Budget
If you're new to budgeting, the Analysis screen is the perfect way to end the process. Not only will it give you some great KPI's (key performance indicators) for your company, it will also analyze your budg...
Holly from LMN -
snow overhead faq snow overhead split overhead Budget: How Can I Calculate Overhead For My Snow Division Only?
Overhead costs are all the costs that do not get included on estimates. You can estimate time and equipment and salt for jobs, but you cannot estimate costs like rent or office supplies on a job-by-job basis...
Megan Macaulay -
budget multiple budgets divisional budget divisional Budget: How to Create a Divisional Budget
Some companies like to have a different Budget set up for each Division so they can track profitability based on that Division alone rather than the company as a whole. For example, you may want a different ...
Joel Levesque -
overhead splitting overhead overhead by division divisions faq Budget: If I Build A Budget for Each Division, How Should I Split Overhead?
When creating Divisional Budgets (ie, for your Maintenance, Install, Snow divisions), there are three methods to consider when splitting your Overhead: By Sales By Time By Analysis (recommended) The table ...
Pete from LMN -
efficiency capacity chargeout rate faq Budget: What do I enter in the Chargeout Rate Per Hour box?
This is where you enter the average rate you charge, per hour, for your labor. Most companies charge different rates for different crew types (e.g. $35/hr for a maintenance crew and $45/hr for an install cr...
LMN Admin -
division different profit margin division profit departments different profit faq Budget: What if I Want a Different Profit Margin for One Department vs. Another (e.g. Maintenance vs. Install)
If you have 1 company budget, but a different target profit margin for your two divisions, you can do this in two ways. Let's assume that you have a maintenance division and an install division. You want to...
LMN Admin
Tips and tricks
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reports estimate report cost code report Estimates: 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 -
report reports estimate report cost code summary cost code report Estimates: 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 -
report estimate report item forecasting item forecast Estimates: 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 reports estimate reporting item closing report item closing Estimates: 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 -
unit pricing unit price estimating unit price unit price estimates faq Estimates: How Can I do Unit Pricing in LMN?
Unit Pricing in LMN does not exist but there is a workaround if needed that you can find HERE. Here is why LMN does not recommend it. Many companies want to price their work with unit pricing. This is when ...
Steve Kovacs -
drivetime drive time load time driving faq Estimates: How do I account for drive time, load time, clean time in my estimates? (Maintenance/Snow/Mowing/Service Version)
LMN can help make sure you capture this time, but it really depends on how you estimate. Below, we're going to outline a few scenarios that will help you recover this time but make sure you use the method t...
LMN Admin
FAQ
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change username email change email username faq can't log in credentials are invalid how do I change username I don't know my username Account Settings: How do I change a username or email?
Yes, a username or an email can be changed on the account BUT it has to be done by the super administrator (the person who originally set up the LMN membership) or another user that has Security Admin permis...
Megan Macaulay -
super admin superadmin administrator faq Account Settings: How Do I Change My Account's Super Admin User?
To change your LMN account's Super Administrator User, we will need documentation sent to us in writing to process the change. This document is required for security purposes. Please send the following to s...
Jason Drews -
billing subscription credit card faq change credit card update credit card failed payment Account Settings: How do I change my Credit Card on file?
You can change your credit card, or your billing information through the LMN self-service portal. Just follow these simple steps: From LMN Estimating select the Settings button (gear icon) Tap the Subscrip...
LMN Admin -
delete delete user user faq how do I delete a user Account Settings: How do I delete a user?
The Super Administrator or an Administrator that has the security permissions to change account information are the only people that have the ability to delete a user. Log in to LMN Click on the Account me...
Megan Macaulay -
work breakdown faq Budget: Can I add different Work Breakdown Areas?
We often get asked if it's possible to add your own Work Breakdown divisions in the Budget Info section. These 4 Work Breakdown areas are used for determining industry averages by giving you information on ...
Kristen Kiely -
budget copy faq copy budget Budget: Can I copy my budget?
Copying a budget is the easiest way to create your 2nd, 3rd, and subsequent budgets. You've already entered all your labor, equipment, overhead, etc. All you need to do is edit the numbers to build new fo...
Kristen Kiely
Troubleshooting
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password reset password username login log in faq can't login can't log in credentials are invalid recover password recover can't get in cant get in forgot username forgot Account Settings: How to Reset your LMN Password
If you can't remember your password. Go to http://my.golmn.com/lmn Click the Forgot Password button A link to reset your password will be emailed to the email that you used to register your user account. If...
Steven Smiley -
username username already in use faq Account Settings: Why Do I Get The Error: "Username is already in use"
For security reasons, users have to unique across our entire database. Every user MUST have their own, unique user name. Just like an email address, a username can only belong to one single user. This mess...
LMN Admin -
email change email crm faq mail to mailto email application send button CRM: How Do I Get the CRM Email Button to Send Emails with my Email Application?
Opening Mailto Links: If the email button isn't opening your default email client, you can easily fix that by changing the settings on your browser/computer. There’s nothing you need to configure if you hav...
Megan Macaulay -
crm jobsite change jobsite faq CRM: How do I move a jobsite to a new client?
Occasionally a jobsite switches hands, especially if it is managed by a property management company. The best way to move the jobsite to the new client is outlined below: First open the client in the CRM and...
Steve Kovacs -
email crm chrome gmail faq CRM: I can't email out of LMN's CRM [Chrome & Gmail]
In Chrome Sign into Gmail — this works only when you’re signed in — and look for the handler icon, which looks like a pair of grey overlapping diamond shapes, adjacent to the star icon in the address bar. Cl...
Megan Macaulay -
email crm firefox faq CRM: I can't email out of the CRM (Firefox)
In Firefox Go to Firefox Options/Preferences > Applications and look for the mailto option under Content Type. The dropdown menu next to it is where you can specify which email program you want to use. It co...
Megan Macaulay