17.12 Product Release
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LMN Update 17.12 - Release Notes
LMN Budgeting & Estimating CRM NEW FEATURE! CRM - Import customers + job data from Quickbooks You can now import your Customers using the LMN Quickbooks Sync! More information on importing customers can be...
Kristen Kiely -
NEW FEATURE! CRM Jobsites - ability to assign a primary contact person.
You can now assign a Primary contact to your jobsites in LMN! Follow the steps below to set this up. From the Budgeting & Estimating end of the program, click CRM>Contacts Select the customer you wish to u...
Kristen Kiely -
NEW FEATURE! Mass Delete in CRM
You can now delete one full page of clients/leads at one time from the CRM. Please note: this feature will only be available to users with Full Access as a Security Admin. For more information on user permi...
Kristen Kiely -
NEW FEATURE! Request quotes on rental equipment while estimating
You can now request rental quotes on CAT equipment directly from LMN Estimates! Under Item Catalog > Rentals, we have imported a database of CAT rental equipment. You can request quotes on this equipment ...
Kristen Kiely -
NEW FEATURE! Custom Estimate Naming Convention
Originally known as Default Budgets tab under the Estimating menu, this section has been renamed and updated to allow for further customization within your account! To access Estimate Settings, go to the Bud...
Kristen Kiely -
NEW FEATURE! Jobsite Watch - Show Timesheet Photos
You can now grant your customers with access to timesheet photos from Jobsite Watch! To set this up for your existing Jobsite Watch customers go to LMN Time>Jobs>Jobsite Watch. Click on the customer you wi...
Kristen Kiely -
NEW FEATURE! Jobsite Watch - Show Scheduled dates and allow printing
You can now grant your customers with access to their scheduled work from Jobsite Watch! To set this up for your existing Jobsite Watch customers go to LMN Time>Jobs>Jobsite Watch. Click on the customer yo...
Kristen Kiely -
NEW FEATURE! Show Date + Time of Service on Invoices
You can now display service date and time in an invoice. To set this up, follow the instructions below. Go to the service that you wish to update and under Service Dates, select Show Dates & Time. After ...
Kristen Kiely -
NEW FEATURE! Show Average Cost on Activities/Materials
You can now add an average cost to your Activities/Materials in LMN Time. Select Settings>Activities/Materials and select the Activities/Material that you wish to update. Add your Avg. Unit Cost in the fie...
Kristen Kiely -
NEW FEATURE! CRM - Import Customers + Jobs from Quickbooks
You can now import your Customers directly from Quickbooks into your CRM! Access the QB Sync Tool > Import Customers/Jobs. Select Next. Select whether or not you wish to Ignore Inactive Customers or Import...
Pete from LMN -
NEW FEATURE! Hide Job Groups from Staff
You can now hide entire Job Groups from Staff! From the LMN Time admin login, click Staff. Select the user you wish to Hide Jobs from. Click the Hide Jobs tab > Hide Jobs. Select which Job Groups you wish ...
Pete from LMN -
NEW FEATURE! Estimate Costs to Quickbooks Desktop
When exporting Estimates from LMN to Quickbooks, your Costs will now be included on Estimates! Access the QB Sync Tool > 3. Choose your import Settings Under Costs and Prices, select Import Estimates wit...
Pete from LMN