4. Estimate Statuses, Cost Codes, Divisions and Terms & Conditions
These tools will help you organize your estimates, report on work in your sales pipeline, ensure your estimates export to the correct areas of accounting, and help you standardize and simplify adding notes, contract terms, and warranties to customer proposals.
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Estimate Statuses allow you to create your own 'sales pipeline' in LMN. They allow you to see how much potential, actual or lost revenue you have at each stage of your sales pipeline. LMN comes shipped wit...
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This video will show you how to setup Cost Codes in LMN. Cost Codes make sure that revenue and costs are organized by division/account/or profit center in accounting. Cost Codes are what link to Quick Books ...
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Divisions are a very simple way of organizing your estimates by department or, division. This video shows you how to set them up in LMN. Prefer to learn by reading our quick written guide? Scroll down! ...
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Terms and conditions allow you to specify default and optional terms, warranties, etc. for your estimates and contracts. They're easy to set up and they can automatically be added to every new estimate. Pref...