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  • budget analysis revenue per hour company capacity efficiency revenue/hr throughput guide video Budget: Analyzing Your Budget

    If you're new to budgeting, the Analysis screen is the perfect way to end the process. Not only will it give you some great KPI's (key performance indicators) for your company, it will also analyze your budg...

    Holly from LMN
    January 03, 2018 16:58
  • snow overhead faq snow overhead split overhead Budget: How Can I Calculate Overhead For My Snow Division Only?

    Overhead costs are all the costs that do not get included on estimates. You can estimate time and equipment and salt for jobs, but you cannot estimate costs like rent or office supplies on a job-by-job basis...

    Megan Macaulay
    June 20, 2017 17:27
  • budget multiple budgets divisional budget divisional Budget: How to Create a Divisional Budget

    Some companies like to have a different Budget set up for each Division so they can track profitability based on that Division alone rather than the company as a whole. For example, you may want a different ...

    Joel Levesque
    April 03, 2019 14:39
  • overhead splitting overhead overhead by division divisions faq Budget: If I Build A Budget for Each Division, How Should I Split Overhead?

    When creating Divisional Budgets (ie, for your Maintenance, Install, Snow divisions), there are three methods to consider when splitting your Overhead: By Sales By Time By Analysis (recommended) The table ...

    Pete from LMN
    June 16, 2016 15:00
  • efficiency capacity chargeout rate faq Budget: What do I enter in the Chargeout Rate Per Hour box?

    This is where you enter the average rate you charge, per hour, for your labor.  Most companies charge different rates for different crew types (e.g. $35/hr for a maintenance crew and $45/hr for an install cr...

    LMN Admin
    January 05, 2018 16:12
  • division different profit margin division profit departments different profit faq Budget: What if I Want a Different Profit Margin for One Department vs. Another (e.g. Maintenance vs. Install)

    If you have 1 company budget, but a different target profit margin for your two divisions, you can do this in two ways. Let's assume that you have a maintenance division and an install division.  You want to...

    LMN Admin
    March 05, 2018 21:59
  • company capacity efficiency capacity faq Budget: What is my company capacity? How is that calculated?

    Your company capacity can be best defined as this: Company capacity is what your company should earn in revenue, if it accurately estimated all its job costs, and finished its jobs on-time. Your next questio...

    LMN Admin
    January 21, 2016 04:56
  • analysis throughput faq estimate throughput budget throughput Budget: What is Throughput?

    Throughput is a term made popular in the manufacturing industry.  It measures how effective your resources are at generating revenue.  Its helped managers shift decision making from "how much does this cost?...

    LMN Admin
    March 06, 2017 14:29
  • efficiency efficiency rating faq Budget: What's a "normal" efficiency rating on the company capacity calculator

    Realistic, profitable companies tend to fall in between 80% and 87% efficiency.  Really productive efficient companies are between 87% and 95% efficient.   What if my efficiency is more than 100%? That's sa...

    LMN Admin
    January 21, 2016 06:50
  • guide reports fert ticket leave behind fert/ chem ticket chem Can I Print a Fert/Chem Ticket in LMN?

    You can print fert/chem tickets in LMN. This is found in the LMN reports section under the other reports.   As seen below there are a few different options you can choose when printing these tickets. First o...

    Steve Kovacs
    May 31, 2018 18:14
  • crm guide leads clients export exporting contact export client export lead export export leads export clients CRM: Exporting clients/leads to a spreadsheet (CSV file)

    You can export your client/lead information to a spreadsheet/.csv file.  This feature is especially handy for those who use email marketing software (e.g. MailChimp or Constant Contact) to send marketing and...

    LMN Admin
    December 09, 2015 05:46
  • crm leads clients faq CRM: How Can I Change a List of Leads to Clients Without Opening Each One?

    Changing the Lead/Client setting for a list of leads/clients Click the CRM | Clients + Leads menu When you're looking at your list of clients/leads, use the checkbox on the left side to select all the clien...

    LMN Admin
    December 19, 2015 20:57
  • guide archive leads archive clients old CRM: How do I Archive old CRM Leads

    In LMN's CRM you have the ability to archive clients/leads. You can do this a few different ways. The whole archiving process is demonstrated below: In your main client/lead list check of the clients/leads ...

    Steve Kovacs
    March 02, 2016 19:55
  • assign crm salesperson faq CRM: How do I Assign a Salesperson to a List of Clients or Leads?

    The salesperson field is used to assign 1 specific person in your company to the client/lead.  Salespersons are optional - you don't have to assign them, and you can also assign specific salespersons to esti...

    LMN Admin
    December 19, 2015 20:36
  • assign tags faq CRM: How do I Assign Tags to Customers or Leads?

    The purpose of tags is to assign your clients and leads to specific lists.  Tags are really just another name for a list.  When you assign a tag to a lead/client, you're adding that client to a list so it's ...

    LMN Admin
    December 19, 2015 16:46
  • tag view faq CRM: How do I View a List of Clients or Leads By Tag?

    Tags are a great way to add your clients/leads into lists.  You can pull lists of clients and leads in two different ways: View a list of clients/leads on-screen Click the CRM menu to view a list of clients...

    LMN Admin
    December 19, 2015 19:11
  • materials work area templates templates assemblies production rates estimates labor calculator faq prod rates expedite estimating Estimates: 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 ...

    LMN Admin
    November 17, 2015 16:20
  • Estimates: Estimate Dashboard

    Changes to the Estimating Dashboard are going to give you better insight into how your estimates stack up.  Tips on how you might use this section: The idea when we built this section was to help our contra...

    Kristen Kiely
    October 30, 2020 19:16
  • copy copy estimate revisions options save as new faq estimate templates Estimates: How Can I Copy an Estimate?

    When estimating, it is very common that you might need to make some changes to an original estimate but want to keep all of your original numbers. You may also want to copy and use the same estimate for a di...

    Megan Macaulay
    June 16, 2016 13:13
  • templates estimate service estimate template faq Estimates: How Can I Save an Entire Estimate As A Template?

    Work area templates are a great way to save time and effort when estimating, but did you know you can also build estimates that can serve as templates?  This tip can save you many hours building estimates fo...

    LMN Admin
    December 09, 2015 05:12
  • 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 Estimates: 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 ...

    Kristen Kiely
    February 03, 2017 19:15
  • renew renew estimate service renewal contract renewal faq update pricing renew annual renew contracts update estimates service contracts Estimates: How Do I Renew Service Estimates?

    You can renew multiple Service estimates at one time to automatically adjust dates, prices, costs and more! To renew multiple Service estimates at the same time, follow these steps: From within LMN Home, Cl...

    Jason Drews
    May 04, 2018 16:22
  • estimating jobsite measure site measuring tool article Measurement Estimates: How do I view Jobsite Measurements from LMN's Measure Site Tool while building an Estimate

    New with Product Release 20.07 - LMN Users have the ability to quickly locate jobsite measurements while building estimates... all with the click of a button! Here's how to access these measurements: Go to ...

    Jai Somani
    July 08, 2020 18:26
  • hide from portal cancel publish remove from portal Invoices: Hide from Portal

    Improve customer relationships and increase your cash flow efficiency when you need it most. This exciting new addition to LMN is going to change the way you run your landscape business. Best of all...it's F...

    Holly from LMN
    March 26, 2020 17:32
  • payment publish portal Invoices: Publish to Portal

    Improve customer relationships and increase your cash flow efficiency when you need it most. This exciting new addition to LMN is going to change the way you run your landscape business. Best of all...it's F...

    Holly from LMN
    March 26, 2020 14:38
  • materials services invoice settings timesheet photos job history advanced invoice activation materials/activities linked materials time jobs Jobs: Adding or Setting Up LMN Time Jobs (Advanced)

    This guide will walk you through the advanced features when setting up a job in LMN Time. Adding Services to your jobs Open a job you'd like to add services to > Click on the Services tab on the left-hand ...

    Jenn Frey
    October 01, 2019 13:12
  • snow copy template save as new job copy job faq copy job snow contract snow template expedite per push per inch template job Jobs: Can I Create New Jobs in LMN Time by Copying a Job or Template?

    If you are going to be setting up multiple jobs in LMN Time, we would recommend creating Template jobs. These jobs can hold all relevant tasks, rates, services and activities/materials. To begin, we recom...

    Jenn Frey
    October 03, 2019 15:06
  • job renew next year faq Contract renew jobs Jobs: How can I Renew A Job for The Next Year?

    Many jobs will carry over from one year to the next.  Especially maintenance contracts.  But the answer is probably different depending on the type of job... For construction-type projects Typically, a const...

    Jenn Frey
    October 02, 2019 17:09
  • hourly rate rates hourly rates time and materials hourly billing billing by the hour cost plus faq T&M Jobs: How Do I Add Rates for Jobs That Are Billed By The Hour?

    This article covers how to setup a job in LMN where the job is billed: By-the-hour, with hourly rates Time and materials (also referred to as cost-plus) Once a Job has been created, you can add Rates for J...

    Jenn Frey
    October 04, 2019 16:55
  • wages union payroll codes job payroll codes premium prevailing faq Jobs: How Do I Setup Payroll Codes On Jobs that Pay Special or Premium Wages?

    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
    October 07, 2019 14:19
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