Tips and tricks
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reports estimate report cost code report Estimates: 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 -
report reports estimate report cost code summary cost code report Estimates: 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 -
report estimate report item forecasting item forecast Estimates: 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 reports estimate reporting item closing report item closing Estimates: 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 -
unit pricing unit price estimating unit price unit price estimates faq Estimates: 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 ...
Steve Kovacs -
drivetime drive time load time driving faq Estimates: How do I account for drive time, load time, clean time in my estimates? (Maintenance/Snow/Mowing/Service Version)
LMN can help make sure you capture this time, but it really depends on how you estimate. Below, we're going to outline a few scenarios that will help you recover this time but make sure you use the method t...
LMN Admin -
taxes estimate faq estimate taxes change taxes taxes are wrong update taxes edit taxes Estimates: How Do I Change Taxes on an Estimate?
Yes, you can. There are two ways to edit your taxes on an estimate: The Fast Way - Use this if you want to change a bunch of items at once To update or change your tax settings on all items in an estimate (...
Emma Grylls -
estimate list salesperson filter estimator filter sort by estimator sort by salesperson faq Estimates: How Do I Filter the Estimate List by Salesperson?
You can now filter both your Standard and Service estimates by Salesperson/Estimator in your Estimate list section. To sort by Salesperson or Estimator, follow these steps: In LMN Home, click Estimate from ...
Jason Drews -
custom profit custom price override faq Estimates: How Do I set Custom/Override Pricing on an Estimate?
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 ...
Pete from LMN -
change order change faq changeorder Estimates: How does LMN handle change orders?
A change order is a common task in any landscape/construction environment, but every company has its own ways of handling changes. Here are some of the most common ways you can manage change orders in LMN Es...
LMN Admin -
estimate change client change jobsite faq wrong customer update jobsite Estimates: 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...
Pete from LMN -
guide Excel report Estimate report Estimate cost report Estimate Excel export Estimate export sales report cogs overhead recovered excel dump Estimates: LMN Estimates - Excel Export Button
From the Estimate - Standard and Services screens, you can run an Excel report of all of your estimate information simply by clicking the Excel button shown below. This information is great for running all k...
Jason Drews -
equipment labor material standard estimate service estimate item catalog unit price faq unit cost calculation calculating Estimates: Understanding Unit Cost in Your Standard & Service Estimates
When building a Standard or Service estimate in LMN, your Labor, Equipment and Material items in your Item Catalog will come over and show a Unit Cost, then a Unit Price. Here's how you can understand the m...
Kyle R. -
edit materials invoice invoices update invoice editing invoices update invoices edit services editing materials editing activities Invoices: Editing Timesheet Services, Materials or Activities While Invoicing
Admin has the ability to update services and activities/materials from generate invoice page. Select the job with services/activities for invoicing. Click Edit button (pencil icon) beside any of the service...
Jenn Frey -
invoicing change date invoice list update invoices change dates bulk update invoices multiple invoices Invoices: How Do I Change Invoice Dates on Multiple Invoices?
You can select multiple invoices at once and change the Invoice date on all. To change the date on Invoice(s): From Invoice tab > Invoice List Use the checkboxes to select one or a series of invoices. Click...
Jenn Frey -
guide tasks add task Task Jobs: Adding Tasks to Jobs
The purpose of this article is just to give you a quick guide to creating a task in LMN Time. Once a Job has been created (either via an Estimate Import or built from scratch), you can add Tasks, which are w...
Jenn Frey -
guide tracking materials irrigation parts irrigation work tracking parts Jobs: How Best to Setup Irrigation Work in LMN Time
Arguably irrigation techs deal with the largest amounts of parts on a day to day basis. Tracking inventory effectively is a nightmare.Spending hundreds of hours a year in both office and field hours to track...
Jenn Frey -
job files job photos files for crew faq link attachment link file from CRM link from crm Jobs: How Can I Add Files/Photos To a Job So My Crew Can View Them From the App?
NOTE: The following feature is only accessible with an LMN Pro subscription. For more information please review the demo below: LMN PRO OVERVIEW There is a Job Files area in a job in LMN Time. As shown below...
Jenn Frey -
tasks add task add tasks job copy tasks faq copy rates copy services Jobs: How Can I Copy Tasks From One Job to Another?
Once a Job has been created you can add Tasks, which are what your Field Employees will be tracking their time against. Tasks allow you to breakdown a job into more specific areas. CLICK HERE FOR AN INTRO ON...
Jenn Frey -
crm change client change jobsite change customer link customer link crm job faq not linked how to link old jobs no crm Jobs: How do I Link an LMN Time Job to a CRM Customer?
If you have old jobs that are not linked to a customer in LMN's CRM, or if you wish to change the customer that an LMN Time job is linked to, you can perform either of these tasks by following these simple i...
Jenn Frey -
unbillable time unbillable drivetime drive time driving loading unloading travel faq shopjob Jobs: How do I Track Drive (Travel) Time, Loading Time or Time Between Jobsites?
LMN time requires crews be clocked into a job/task for every hour they're on the clock. The reason? So you know exactly where your hours are getting spent. Jobcosting is great, but unbillable time is a si...
Jenn Frey -
payroll codes guide payroll codes by job type job payroll codes Jobs: Payroll Codes (By Job) Setup
You have the ability to override your Payroll Codes on a per Job basis, if required. Setting up your Payroll Codes within a Job will override the Payroll Codes that have been assigned as per the Job Type for...
Jenn Frey -
crew daily Whiteboard print crew daily Crew Daily whiteboard actions crew daily schedule Schedule: How to Print Crew Daily Reports
From the Whiteboard, you can print up to a week's worth of Crew Daily reports. Log into LMN Time. Click Schedule. Click Whiteboard. Click Whiteboard Actions drop down in the top-right corner then click Prin...
Jenn Frey -
equipment scheduling work calendar work calendars Schedule equipment Scheduling Equipment tracking equipment Schedule: Scheduling Jobs to Specific Equipment
A recent LMN Academy "student" asked a very interesting question during our Scheduling class, asking if it were possible to schedule jobs to a particular piece of equipment; the answer is "YES". You can sch...
Jenn Frey -
guide schedule review how do I see what was done seeing completed work rain day moving schedule see whole schedule what was skipped overdue work scheduled visits Schedule: Using the 'Schedule Review' to Track the Status of Scheduled Visits
As crews work on jobs, they'll be prompted to set the status of these service types as completed (or not) as they clock out of jobs. You can use the Schedule Review screen to see what work is scheduled, wh...
Jenn Frey -
foreman foreman account reactivate foreman reactivate Staff: Reactivating a Foreman?
Many companies will deactivate a foreman in the off season and bring them back on later in the year or the next year! This is especially common for snow. In order to reactivate a foreman there are some step...
Jenn Frey -
guide clock out job clock out office admin punch out Timesheets: How to Clock Staff Out of a Job From the Office (as an Admin)
You can clock a crew or employee out of a job from the office as well as a smart phone. To clock out of a job in LMN Time Admin, use the steps below. Click Timesheets and select the Timesheet you wish to c...
Jenn Frey -
guide submit timesheet Timesheet submit submit from office Timesheets: How to Submit a Timesheet from the Office
Your admin staff can submit timesheets from the 'office' of view of LMN Time too. To submit a timesheet from the office in LMN Time Admin, follow the steps below. Click Timesheets and select the Timesheet ...
Jenn Frey -
guide Timesheet staff timesheet view Timesheets: User Timesheet View
LMN Time admins have the ability to see what timesheets an employee was on most recently, as well as for a specific date range via the staff profile. To view what timesheets an employee is on follow the step...
Jenn Frey