Estimates - Frequently Asked Questions
Here's a collection of frequently asked questions about LMN's estimating for both standard and service estimates.
estimate item catalog new material new item add new faq how to add estimate catalog How do I add an item or material to my estimate which is not in my catalog?
You can add items to your catalog as you estimate. To do so, follow the instructions below. Under Workareas + Pricing in an estimate, click Add Items + Templates. Depending on the type of estimate you wish...
estimate total cost breakeven profit faq calculating calculate total price lmn calculations estimate price How Does LMN Calculate the Total Cost, Breakeven and Price of an Estimate?
When looking at one of your Standard or Service estimates in LMN's Estimating module, under the Workareas + Pricing tab (or Services + Pricing tab, for Service estimates), you will notice three tiles beside ...
client notes crew notes terms and conditions estimates notes task notes faq job planner notes work order notes that will appear on phone customize terms job planner t&c customer notes workarea service area description customize proposal notes How do I customize the Client Notes and Crew Notes on my Estimates?
You can add Terms + Conditions, Work/Service Area descriptions and Crew Notes to your estimates, scroll below to learn how. Terms + Conditions Information Within the estimate, if you want to add specific ...
Quickbooks negative credit negative quantity Estimate faq QB transaction amount must be positive Can I Enter Negative Quantities/Credits On An Estimate?
Quantity fields within LMN Estimates can accept negative values. To add a negative quantity on your Estimate: Access your Estimate. Click Work Areas/Services + Pricing. Click Edit to expand the Work Area/Se...
hide workarea hide service area Hold workarea Hold toggle faq checkbox show options hold servicearea How can I toggle all work areas as on/off hold in 1 click
To toggle all work areas as on 'Hold' or off 'Hold' follow these steps: From within your Estimate, click on the Workarea + Pricing tab or Services + Pricing tab Click the icon that looks like an eye as show...
delete find estimate estimate list faq lost estimate estimate disappeared deleted my estimates I Can't Find an Estimate in my Estimate List. Where is it?
There are a few common reasons users can't find a specific estimate. Are you sure you're looking in the right list? (there are Standard Estimates and Service Estimates). Are you sure you're looking at ALL ...
email change email estimate estimate email footer proposal email faq How do I Change the Company Email Address on my Estimate Footer?
To change the email address that appears on your proposals footer, you'll want to go to LMN home. From the side menu click Account then Company Info. In the Company Info section it's the Email field. Once th...
materials work area templates templates assemblies production rates estimates labor calculator faq prod rates expedite estimating Can I set up LMN Estimating so that materials have a labor factor with standard installation times?
Yes, you can, and Work Area Templates are what you'll use to set this up. You'll notice that there is no labor factor on materials themselves. This is for good reason. Different crews have different costs ...
unit pricing faq sq ft square foot Can I do square foot pricing in LMN Estimating?
LMN estimating is not designed to do simple square foot pricing. If you want to price by the square foot, any spreadsheet can handle that. The problem with square foot pricing is that you can never be sure ...
client notes crew notes estimates character limit faq WAT notes limit What is the Character Limit on Estimate/ WAT Notes
There is a limit of 255 characters for estimate and work area template notes on each individual line item. For crew or client notes on work areas or services, you have over 1,000 characters to work with.
unit pricing unit price estimating unit price unit price estimates faq How Can I do Unit Pricing in LMN?
Unit Pricing in LMN does not exist but there is a workaround if needed that you can find HERE. Here is why LMN does not recommend it. Many companies want to price their work with unit pricing. This is when ...
print estimate email estimate faq classic report custom title How Do I Print/Generate An Estimate (Classic Reports)?
Congratulations! You have now created an Estimate and you are ready to print/generate an estimate. Within your Estimate: Click on the Print tab Select the Report you wish to generate from the drop-down b...
estimate change client change jobsite faq wrong customer update jobsite How To Change Client/Jobsite On An Estimate
Access the Estimate you wish to change the Client/Lead for You will be on the Customer Info tab Click Change Client/Jobsite If you wish to change the Jobsite only, click on the drop-down next to Jobsite and...
email estimate email proposal faq How do I email proposals to my customers from the estimating screen?
You have two options for e-mailing proposals from LMN. OPTION 1. Send Estimates as PDF attachments Our proposals are generated in .pdf format. Adobe's PDF viewer includes a one-click email-option to make ...
quickbooks estimate export export estimate faq export to quickbooks how to export How do I flag an estimate to be exported to Quickbooks?
Once your estimates have been approved by the customer, you will mark them for Export to your Quickbooks. You can mark an estimate for Quickbooks export by following the steps below. Go to the estimate you ...