• CRM E-mail Notifications

    There is a new feature in the CRM to get e-mail notifications when leads and To-Dos are assigned to you.  You can set this up by clicking the section under your User Icon at the top left corner of LMN shown ...

    Jason Drews
  • Estimate Item Forecasting Report

    This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others.  Using this report, you can look at Qty Estimated vs. Qty Won, Cost Estim...

    LMN Admin
  • Estimate Items Closing Report.

    This report will enable you to review totals for items used in estimating, and includes labor, equipment, materials, subs and others.  This report can help you: review how much much work is pending, won and...

    LMN Admin
  • Estimate Cost Code Summary Report

    This new report will enable you to review pending/won/lost man hours, costs and revenue for each cost code.  This report can help: Ensure you're on track to hit your goals and identify work types that are e...

    LMN Admin
  • Estimate Cost Code Detail Report

    This new report will enable you all kinds of good information, by estimate, by cost code.  Even better, it automatically exports to an Excel file so you can do all kinds of your own data manipulation like so...

    LMN Admin
  • To-Do Priorities

    You can now assign a To-Do a priority of either Low, Normal, High or Urgent. Click on the CRM menu Click on To-Dos  Click on the +New button or select existing To-Do Enter To-Do information Select Priority ...

    Jason Drews
  • Improvement! More Lead Types in CRM.

    It is now possible to have more than just clients and leads in the CRM!  Click on CRM menu Click on Contacts button in menu Click on the contact you wish to change Under Tracking + Assignment, click Type Se...

    Jason Drews
  • Improvement! Opening To-Do Items From List

    When clicking on a To-Do from the To-Do list screen, the Home Dashboard, or the CRM Dashboard it will now bring you directly to the contact relating to the To-Do. Click on the To-Do This will now bring you ...

    Jason Drews
  • Improvement! Jobsite Name and Address now included in CRM Searches

    Users had requested that searches in CRM include the jobsite name and/or address.  Moving forward, when searching for a contact in CRM, LMN will look at jobsite information when returning matches. Note: due ...

    LMN Admin
  • Improvement! Added an 'Unassigned' category for 'Assigned To'

    There is now an unassigned category for the 'Assigned To' drop down menu in the Contact screen. Click on the CRM menu Click on Contacts Click on the Assigned To drop down menu and change to Unassigned You ...

    Jason Drews
  • Improvement! Save Default View on CRM Contacts List

    It is now possible to save a default view of your CRM Contacts list. Each time you return to the CRM (Contacts) list, your default settings and filters will be applied.   For example, you can create a defaul...

    Jason Drews
  • Improvement! Delete button changed to Archived in Contact List

    When looking at your CRM contacts list, the Delete button has been replaced with an Archive button, since archive is the more common action.   To delete a contact, you can still do so by opening the contact...

    Jason Drews