• Recalculate Pricing for Old Estimates

    If a customer comes back after a while to approve an estimate, you need to make sure that the pricing on the estimate is up-to-date. LMN offers an option to refresh your pricing: How do I refresh my pricing?...

    Megan Macaulay
  • Archive/Hide Old Estimates

    Instead of archiving estimates individually, there is a much faster way to archive multiple estimates all at once. How to Archive Multiple Estimates: Open your estimate list screen Check off which estimates...

    Megan Macaulay
  • Hit Sales Goals More Regularly 

    In order to hit your sales goal more regularly we recommend comparing your estimate revenue per hour to your budget revenue per hour. This comparison can be found right within your estimate stats. Open an E...

    Megan Macaulay
  • Make More Profit With Less People

    Start by taking a look at gross and net profit for estimates, but also look at Revenue Per Man Hr.  The more total revenue generated per hour, the faster you will hit your sales goals and recover your overhe...

    Megan Macaulay
  • Estimated Costs Vs. Actual Costs 

    Want to know how to see your estimated job costs verses your actual job costs? It's simple. You can pull a report called ESTIMATED JOB COSTS (COST CODE) to get expected costs and labor hours to compare to ac...

    Megan Macaulay
  • Copy Work Area/Services for Fast Options

    LMN Estimating allows you to rapidly create ‘variations’ or ‘options’ for work areas by using the COPY WORK AREA command and then revising the materials to create alternative options. How to copy an existing...

    Megan Macaulay
  • Review Overhead Recovered To Date

    In order to review man hours sold to date you must export your full list of estimates whether they are standard or service estimates in an excel file. How do I generate my estimate list in an excel file? Lo...

    Megan Macaulay
  • Review Man Hours Sold To Date

    In order to review man hours sold to date you must export your full list of estimates whether they are standard or service estimates in an excel file. How do I generate my estimate list in an excel file? Lo...

    Megan Macaulay
  • Estimate Faster - Import Work Areas/Services from Other Estimates

    If you have created an estimate in LMN and want to use one of those same work areas on a new estimate, LMN does have the ability to import and export work areas. How do I import my work areas? You can impor...

    Megan Macaulay
  • Review/Approve Estimates More Carefully Using the Estimate Review Report

    In order to review your estimate in full detail you can print the Estimate Review report. This report will allow you to review the numbers behind an estimate (for people that like to review things on paper –...

    Megan Macaulay
  • Review/Approve Estimate Details

    LMN Estimating allows you to see any changes that have been made to the estimate by highlighting the changes in different colours. Anything with a $0.00 shows in red. Any price or profit with a blue (circula...

    Megan Macaulay
  • Customize a Price for a Work Area/Service

    After constructing your Service or Standard estimate, you have the ability to set a Custom Price or Override the Price/Profit for your Services or Work Areas, respectively.  This can be achieved by clicking ...

    Megan Macaulay
  • Update an Estimate’s Profit

    Update the profit margin on an entire estimate (standard or service) with a click of a button. Click into your estimate; Click on Workarea + Pricing (standard) or Services + Pricing (service); Click on th...

    Megan Macaulay
  • Creating a Purchase Order Report

    This report looks to each estimate item's Internal Description field to find a Vendor Name, then produces a report.  Each unique Internal Note (Vendor Name) gets its own page with a list of all the items fr...

    Megan Macaulay
  • How to Review Tax Settings Per Estimate

    There are two ways to edit & review your taxes on an estimate: Option 1 - "Edit Taxes" To change or update taxes on items in one or more workareas within the same estimate simultaneously, use ...

    Megan Macaulay
  • Include & Exclude Options on Estimates

    LMN gives you the option to build an estimate that gives your clients different options of services to choose from. How to build an estimate with Options: Login to LMN and click on Estimates, choose standar...

    Megan Macaulay
  • Save Time with Proposal Text

    Create standard terms and conditions for occasional work and add to estimate in just a single click. Terms and Conditions allow you to enter text in estimates, automatically, using a couple of different tool...

    Megan Macaulay
  • Enter Your Default Contract Verbage

    Terms and Conditions allow you to enter text in estimates, automatically, using a couple of different tools: Terms and conditions can also be setup so that your 'contract' prints out at the end of your esti...

    Megan Macaulay
  • Make Less Mistakes and Spend Less Time Estimating

    Work area templates are one tool that can save you an enormous amount of time and mistakes when estimating.  They can store: A checklist of labor, equipment, materials for estimating tasks Production rate ...

    Megan Macaulay
  • Exclude an Estimate from Sales + Statistics

    You have the option to hide/prevent an Estimate from being included in your dashboard statistics or your sales/CRM closing reports. This is really handy if you create multiple versions of estimates for 1 job...

    Megan Macaulay
  • Crew Job Planners

    Job Planners are a great way to communicate with your crew on exactly what is needed and what needs to be completed onsite. The job planner will outline how many hours they should be onsite, what materials a...

    Megan Macaulay
  • Rounding a Price to an Even Number

    How to Setup An Other Item to Help You Round Estimates to the Nearest Dollar Because they don't have overhead markups, other items can also be used to help round up prices to the nearest dollar.  Some compan...

    Megan Macaulay
  • Adding a Discount

    How to Setup An Other Item for Discounts on Estimates Because they don't have overhead markups, "other" items in the item catalog are really handy for setting up line items like discounts.  Here's ...

    Megan Macaulay
  • Track Sales Person/Estimator Effectiveness

    LMN Estimating now allows you to assign a sales person and an estimator to every estimate that you create. As long as the person is an estimating user in LMN, you will be able to choose from a list of names...

    Megan Macaulay
  • Estimate Time Better - Maintenance

    Creating Production Rate Calculators will help you store production rate information so that your estimators are consistent in using the same labor hours and rates. How Do I Create a Production Calculator? ...

    Megan Macaulay
  • Estimate Time Better - Construction

    Production Rate Calculators are a simple way to standardize and simplify labor time calculations for your estimates making your estimating that much more consistent and accurate by all. Production rate calcu...

    Megan Macaulay
  • Recover more extras billing

    Create a BILLING COMPLETE estimate status to help ensure you’ve been billed (and been paid!) for all estimated work including extras and changes. Login to LMN and click on ESTIMATE > STATUSES > + NEW (...

    Megan Macaulay
  • Track Your Sales Pipeline with Estimate Status

    Estimate statuses are a critical part of estimating and accurate CRM reporting.  You can customize your own list of estimate statuses to reflect your company's sales pipeline, then you can assign each estima...

    Megan Macaulay
  • The Fastest Way to Email an Estimate

    The fastest way to email an estimate in LMN is to setup Adobe Reader as your default program to preview estimates. Find any .pdf  on your computer Right click the .pdf Choose the Open with    >  menu opt...

    Megan Macaulay
  • Estimating Maintenance Faster

    There are many, many features to cover on the estimating screen.  More than you'd care to read.  :) A far faster and more effective method to learn about the estimating screen is to watch our 20 min video on...

    Megan Macaulay