GETTING STARTED
Adjust your profile and preferences to make LMN work just for you.
Account Settings
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company logo logos Report Settings Logo Adjustments Account Settings Making adjustments to your logo
Common Logo Issues If your logo doesn't fit or gets cut off after uploading it into LMN, it may be because: a) the dimensions of your logo is too big b) it is not oriented horizontally (this happens if you h...
Donna Poon -
ERROR Message: "Oops Something went wrong. LMN has trouble authenticating you" date and time authenticating ERROR Message: "Oops, Something went wrong. LMN has trouble authenticating you"
This error message may pop up on your screen when you try logging into your LMN account, please check the following below to fix this error: 1) The time on your computer may be wrong. Ensure your date and t...
Donna Poon -
users permission permissions user type admin supervisor staff faq Foreman user types time admin regular What Do the Different User Types in LMN Mean?
We have four different user types in LMN. Please see some information on these user types below. LMN Budget & Estimating LMN Budgeting & Estimating Admins Would have access to the Budgeting & Estimating en...
Jenn Frey -
guide adding staff new user add foreman add employee add staff adding employees new staff new employee new foreman add time staff existing staff time permissions update permissions Adding Staff / Employees to LMN Time
Adding New Users to LMN Time NOTE: If this employee is an EXISTING LMN user and currently has access to LMN Budgeting & Estimating, please scroll down to Adding Existing Users to LMN Time. The following guid...
Jenn Frey -
billing Pro Basic LMN invoices subscription video Managing Your LMN Subscription
To manage your LMN subscription: LOGIN to an LMN account (you must be logged into an account that has Security Admin permissions set to ON), then click Settings icon Under Account Settings menu, click Subsc...
LMN Admin -
users permission security add new user video access new user how do I add a user user permissions security settings Adding a New User & Setting Access Permissions
Adding A New User & Setting Up Their Permissions Most companies will need to add more than one user to their LMN account. Estimators, office managers, bookeepers/accountants, and sales people will need acc...
LMN Admin
Personal Settings
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email to-do to do notifications todos faq Notifications
You can set up your LMN so notification e-mails are sent automatically when: A lead gets assigned to you by someone else When a To-Do gets assigned to you by someone else When a To-Do assigned to you has it...
Kristen Kiely
LMN Estimating>CRM
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tags referral sources to-dos dashboard CRM Analytics CRM Dashboard
In this article, we’re going to show you how to use your CRM dashboard. So let’s log into your LMN Account, click on Analytics, and then CRM Dashboard. The dashboard is a way to see a quick summary and highl...
Chris Davies -
crm jobsite measure site measuring tool article Measurement Measurement Types Measurement Types and the Measure Site Tool
New with Product Release 20.07 LMN Users have the ability to save measurement types to jobsites using the Measure Site Tool! First, you will want to create your list of Measurement Types, by going to the M...
Anthony Spracklin -
crm guide referral referral sources video Setting Up CRM Referral Sources
Maximize your ROI (return on investment) on your marketing spend! Use LMN to track where your customers are coming from, how much revenue is coming in, and what your close rates are like for each different m...
LMN Admin -
guide tags crm tags video CRM CMR Using CRM Tags
Create your own custom classifications for clients and leads using LMN's tags. Tags are like lists - you can add any client/lead to the list(s) you want them to belong to. Using tags - you'll be able to inst...
LMN Admin
LMN Estimating>Price List
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tax sales tax vendor tax taxes default taxes guide video piggy piggy back piggy backed purchase credit exmt state tax Setting up your Taxes
Setting up your Taxes Even if you don't charge your customers sales tax, you will still need to setup sales taxes. If you pay tax to vendors when you buy materials etc., you will need to make sure the costs...
LMN Admin -
categories warranty defaults category shipping edit material Setting Up Material Categories
Fast & efficient estimates with the LMN Estimating Marketplace Categories are a great way of organizing your Materials and Templates and making them faster to find when estimating. Materials and templates c...
Holly from LMN -
tax sales tax Default taxes guide Setting Up your Default Taxes
Every estimate can have its own specific tax settings, especially useful for states where taxes are unique to each city or county. But you can also save time and mistakes by setting up default taxes. Defaul...
LMN Admin
LMN Estimating>Estimates
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How to add photos in your estimates or proposals source code photos in estimates photos in proposal How to add photos in your estimates or proposals
1) Upload the photo to your Jobsite Files for that client FIRST (you can find this in the contact's Jobsites> click into the jobsite > jobsite files) 2) In the Jobsite Files > Right click on the photo you up...
Donna Poon -
logos Report Settings Why isn't my logo showing on my estimates or proposals? Why isn't my logo showing on my estimates or proposals?
Why isn't my logo showing on my estimates or proposals? The following reason(s) may be the cause of this: 1) The Company Logo pulls from the Settings > Report Settings of the Salesperson that is listed on t...
Donna Poon -
Classic Reports (Show Install Details) ERROR: “Your report could not be generated. The following error occurred:Invalid attempt to read when no data is present.” classic reports error message show install details Classic Reports (Show Install Details) ERROR: “Your report could not be generated. The following error occurred:Invalid attempt to read when no data is present.”
To fix this error, we recommend: 1) Opening a Notepad (type in "Notepad" in your Microsoft search bar) 2) Go into the Client Notes section of your Estimate: a) Copy and paste each client notes section into...
Donna Poon -
estimate object Error Print Report ERROR: “Object reference not set to an instance of an object” print report Print Report ERROR: “Object reference not set to an instance of an object”
When previewing your estimate under Print Reports, you may see the following error “Object reference not set to an instance of an object” due to these possible reasons: 1) Check the estimate and ensure ther...
Donna Poon -
crew notes task notes reports job planner What is a Job Planner? What is a Job Planner?
A Job Planner is an internal document for your crew members to see. It is a great way to communicate what needs to be done or used for when your crew is onsite. Any notes that you put within your estimate's ...
Donna Poon -
estimate invoices billing types what are billing types? What are Billing Types?
Billing Types is set so that you would know how you are charging your customers. You can set the billing types within your Service estimates as "Per Season", "Per Hourly" or "Per Visit": Per Season - If a...
Donna Poon
LMN Time>Time
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equipment lmn time app equipment tracking Equipment Tracking
Your Foreman or Team Leads can track Equipment that has been pre-populated in the Equipment Settings. To add equipment and track in the field, follow these simple steps: 1) Prompt your equipment notes for y...
Donna Poon -
payroll codes guide payroll codes by job type payroll items quickbooks payroll codes default payroll codes payroll settings job types job type hierarchy payroll tab Payroll Codes
Your payroll codes are used to determine what wages employees are paid for the time they work. You'll note (if you haven't already) that there is no pay or wage information in LMN. That's because LMN expor...
Jenn Frey -
overtime payroll guide settings overtime rules default payroll codes payroll settings Payroll Settings
Your LMN Time payroll settings is where you setup your overtime rules, and the default payroll codes to be used when creating jobs. In this guide you will learn to: Setup your company's overtime rules: Week...
Jenn Frey -
guide settings timetracking settings timesheet settings time settings Timetracking Settings
The purpose of this guide is just to give you a quick overview to help you configure your LMN Timetracking settings. To edit your LMN Timetracking Settings, follow the steps below. Click on the settings wh...
Jenn Frey
LMN Time>Jobs
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crew notes job types lmn time job task notes jobs Why are my crew notes not showing or transferring to my LMN Time job’s as task notes? Why are my crew notes not showing or transferring to my LMN Time jobs as task notes?
Here are the reasons why your "crew notes" may not be showing up as "task notes" for your LMN Time jobs. Please follow this guide to troubleshoot: 1) Ensure that the crew notes in your estimate are not stor...
Donna Poon -
crew notes estimates task notes jobs Task Notes
When exporting your estimate to LMN Time as a job, the crew notes from your estimate will show up as "task notes" when your crew member clocks into the task of a job from the LMN Time App. Crew Notes/ Task ...
Donna Poon -
job types lmn time job groups jobs What is the difference between Job Group and Job Type? What is the difference between Job Group and Job Type?
Job Types are used for a number of different functions. They are used to classify jobs for reporting purposes (i.e.: install jobs). You can also setup your jobs so that they prompt notes for crew members to ...
Donna Poon -
guide default estimate name job name How to default job names how to set estimate settings How to Set Default Job Names
LMN Time jobs use the same default naming convention as estimates for improved consistency across your company. You set your Default Estimate Name in your Estimate Settings as seen below: When you create a ...
Jenn Frey -
guide settings rates hourly rates time and materials hourly billable by the hour Rates new rate Rates
Setting up rates in LMN Time will allow you to create default hourly rates for different work types that you can (later on) add to jobs for any work that is billable by-the-hour. For instance, you can setup...
Jenn Frey -
guide services settings services completed material tracking Settings Services Tracking what crews see edit services linked activities/ materials what are services activities/ materials Services
Services are an important part of LMN Time for anyone wishing to track what's completed on a job (whether for billing or reporting purposes) or for companies utilizing Bulk Scheduling. Services are Yes/No a...
Jenn Frey
LMN Time>Schedule
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guide settings holidays LMN Time holidays schedule holidays setting holidays Setting up your Schedule Holidays
A warning will flag whether scheduled work falls on a Holiday. You’ll be allowed to schedule work on any day, but you will see a visual warning reminding you to revisit your schedule. To set up your Holidays...
Jenn Frey -
guide schedule crews set crews how do I add crews how do I add a crew add crews crew colors Setting up your Schedule Crews
Schedule Crews are used to designate which employees to be assigned for work on the Calendar. It schedules work for crews, rather than specific employees, so that if there are no-shows or last minute changes...
Jenn Frey -
guide calendar settings schedule work calendar visit schedule non-recurring recurring calendar work calendars how to schedule Install Recurring visits calendars maintenance Creating Work Calendars
Work calendars allow you to setup default colors, drive-time settings, schedule templates and much more so that you can schedule new jobs in just a few clicks. There are two types of Work Calendars: Recurri...
Jenn Frey -
guide default schedule name customer name Schedule job name Settings schedule settings schedule naming custom text job address job short name Scheduling
In LMN Time settings, you have the ability to change your Schedule naming convention. Your schedule name will display on both the Calendar and the Whiteboard in the white text for that visit: To update this...
Jenn Frey -
guide schedule scheduling scheduling maintenance work schedule a job schedule templates schedule services schedule multiple services visit types Schedule Templates
Schedule Templates will allow you to schedule multiple services for a single job all at once. This guide will walk you through creating & scheduling your jobs using Schedule Templates. Schedule Templates ...
Jenn Frey
LMN Time>Invoice
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invoice settings invoice settings Invoice Settings
Invoice Settings There are a couple of fields which will print on your Invoices and these fields are customizable by company. To set your Invoice Settings, follow the steps below: In LMN Time, click on the...
Jenn Frey -
guide invoicing invoice groups invoice groups invoice group how to create Setting Up Invoice Groups
Setting up Invoice Groups and be very beneficial, and make invoicing easier by chunking like type of customers or billing styles in groups, so that you can invoice a whole group at a time! To Setup Invoice G...
Jenn Frey