December 2015 Release Notes
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General - New and improved menu layout and user interface
This update brings some really big changes to the whole look and feel of LMN. All the screens in LMN Estimating have undergone a complete overhaul. And it just doesn't look better, it performs better too. ...
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General - New dashboards give you more real-time information about your sales + estimating
We've added 3 new information dashboards to the new LMN: 1. The Home Dashboard 2. The CRM Dashboard 3. The Estimating Dashboard
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CRM - BRAND NEW - We've added CRM as part of your LMN Estimating package!
CRM is short for 'customer relationship management' and now its included in your LMN software. CRM allows you to build a database of leads and customers, along with addresses, contacts, jobsites, communicati...
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Budgeting - Many upgrades to the budgeting screen.
We've added a whole bunch of user suggestions and general improvements to the LMN Budgeting tool. It's faster, works better on tablets. and gives you a bunch of new updates for faster, better budgeting. 1...
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Estimating - Salesperson, Estimator and Confidence tracking now on estimates for better sales analysis
With our new estimating screen, you can now: Assign the estimate to a specific salesperson in your company Assign the estimate to a specific estimator in our company Predict a confidence rating - how sure (...
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Estimating - Now links to CRM for reduced data entry of customer names and addresses
With LMN's new CRM tool, you don't have to type customer name and address information for customers with multiple estimates anymore. Simply create an estimate right from the Client/Lead screen, or pick the ...
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Estimating - New Analysis Tab Compares Estimate Data to Budget Goals
For more and better financial analysis of your estimates, check out our brand new Analysis tab on estimates. Now you can quickly analyze key numbers in your estimates, as well as compare these numbers to bu...
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Estimating - Better/easier access to customer notes and crew notes.
Client and crew notes for proposals and job planners used to hard to find and even harder to edit on some tablets and devices. Not anymore. We gave the client notes and crew notes section a complete overhau...
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Estimating - Assign estimates to divisions for better reporting and analysis.
LMN has always had standard (design/build) estimates and service (maintenance + snow) estimates, but now you can assign estimates to specific divisions (think of them like departments) for better analysis. S...
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User Setup - New + easier screens to manage users and permissions.
We've improved the user management side of LMN to make it easier and faster to add users, edit users and setup each users' permissions to the different areas of LMN. To manage your company's user accounts: a...
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Forms Library - New look and feel to our 700 policy, procedure and checklist templates
The Forms library has the same 700+ documents, but a new look and feel. Folders are on the left side and by clicking into a folder name, you can drill into sub-folders. When you get to a folder with docume...
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Support - Improved, larger live chat window for support questions.
Users kept suggesting it, so we did something about it. The live support chat window is now taller and wider, helping you keep better track of your live conversations with our "superhero" CSMs.
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Tips you NEED to know about changes to the estimating screens
LMN's estimating screens have undergone some big changes as well, but its all for the better. Don't get nervous looking at the new screen. Although it looks very different, it still functions very much like...
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Tips you NEED to know for using the new budgeting screens after the update
1. Setup/update your mix of work None of your industry benchmarks will be accurate until you setup/update your work mix. In the old LMN budgeting tool, there was nowhere to save your work mix (i.e. what % o...
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Setup Divisions for Estimate Assignment
You'll want to take advantage of the new Divisions feature to help you organize and track your estimates. Divisions are a way of organizing/tracking your estimates by department (or, division). You can cr...
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Make CRM better by assigning won/lost/pending to your estimate statuses
With LMN, you've always been able to customize your list of estimate statuses. We ship with defaults, but you can setup your own list by: Going to the Estimates menu on the left side Choosing the Statuses ...
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Automatically Create Leads from Your Exisiting LMN Estimates
How to Create Leads from your Existing LMN Estimates With the launch of the CRM, we wanted the kickoff to be the least amount of work as possible. So we built a tool that will allow you to auto-create leads...
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