LMN Time Pro
Use these steps if you're on the Pro Subscription.
LMN Time Settings LMN Time settings Foreman setup Onboarding 1. Onboarding - LMN Time - Settings & Staff
The first step for getting LMN Time up and running will be to make sure you setup any Staff who will be assisting in the setup and adjusting your LMN Settings as needed. For best results we recommend getting...
CRM Onboarding Import Contacts QuickBooks import 2. Onboarding - LMN Time - CRM Setup
The second step is importing your clients from QuickBooks(QB) into your LMN CRM. Once we get the client information imported, we can begin to turn them into Jobs for your crews to clock into! Average time to...
LMN Time Invoicing Creating jobs Job setup Onboarding 3. Onboarding - LMN Time - Creating Jobs & Invoicing Setup
The third step of getting setup in LMN Time is to create the Jobs in LMN Time that the crews will be clocking into. The goal here is to create Jobs that will be easy for the Crews to clock into, while still ...
Pro LMN Time Onboarding LMN Time Pro Staff training 4. Onboarding - LMN Time - Staff Training
Now that your Jobs are setup in LMN Time, the next step is training your Foremen on how to use the LMN Time app and Admin staff on how to review and approve time sheets. Once trained they can begin using the...
LMN Time Scheduling Onboarding 5. Onboarding - LMN Time - Scheduling
One of the final steps is to Schedule or Wait List the Jobs that have been created in LMN Time. It's important to note this step is not necessary to use LMN Time, however scheduling your Jobs can definitely ...
Onboarding 6. Onboarding - QuickBooks
The final step for Onboarding is to finish connecting your QuickBooks account with LMN. Once your QuickBooks account is fully connected with LMN, you'll be able to send over Timesheets, Invoices and Estimate...