October 2017 New Features + Updates
October 2017 Release Notes
LMN Budgeting & Estimating CRM Updates NEW FEATURE! CRM – Classification You can now add a classification to each of your customers and leads! Options for classification include: Residential Commerci...
UPDATE! Time - Jobs - 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 indicate wh...
NEW FEATURE! E-mail or Print Options Honored from LMN to Quickbooks
If you have set invoice preferences in your Quickbooks for your jobs, your LMN Invoices will now honor this selection once imported to Quickbooks.
NEW FEATURE! Per Visit/ Per Hour Billing to be included with Monthly billing
Extras billing will now automatically default to your next scheduled Per Season payment. Extras would be Per Visit, Per Hour or Activity/Material charges and will be included on the Invoice for your Per Sea...
NEW FEATURE! Export Negative Invoices
Create negative invoices to import to Quickbooks as a credit memo. To create a negative invoice, go to LMN Time>Jobs>click on the job you wish to update and click on Invoicing Once you generate/run i...
NEW FEATURE! Invoice - Export to Letterhead
You can now use the Print feature in LMN Invoicing to print to company letterhead. This option will leave space at the top of the invoice for a company logo. To see this option, please see the instructions ...
NEW FEATURE! Time – Calendar - Selection Saved
The calendar view under schedule will now save your selections for Calendars, crews, managers, Crew vs Calendar Color. Your selections can be made under LMN Time>Schedule>Calendar view as shown below. ...
NEW FEATURE! Time – Import estimate pricing for Standard estimates
You can now import your estimate pricing from your estimate into LMN Time during your LMN Time Job Import! To import this pricing, follow the step outlined below. Import your LMN Time job as you normally wou...
NEW FEATURE! CRM – Add To-Dos to your Outlook, Gmail or Apple Mail Calendar
You can now send a calendar event to Outlook, Gmail or Apple Mail calendars when assigning To-Dos! To send to calendar, please follow the steps below. From the Customer Select CRM>Contacts and click on th...
NEW FEATURE! CRM – Position
You can now Position to your contacts for your customers. Please follow the steps below to update existing contacts. Click on the Contacts tab for your customer/lead. Click on the contact you wish to updat...
NEW FEATURE! CRM – Do not contact options
You can now add three options to each of your contacts for your customers. Do not Email Do not Mail Do not Call Please follow the steps below to update existing contacts. Click on the Contacts tab for you...
NEW FEATURE! CRM – Classification
You can now add a classification to each of your customers and leads! Options for classification include: Residential Commercial Government Other To add classification to existing customers/leads, follow t...