This January, LMN introduces updates that empower contractors to operate more efficiently, reduce errors, and enhance customer experiences.
Whether you're looking to streamline workflows with offline capabilities, maintain data integrity with smarter estimate controls, or strengthen client relationships through integrated job management, these features are designed to address the key challenges you face daily. By focusing on seamless communication, accurate data, and time-saving tools, LMN helps your business achieve its goals while staying ahead of the competition.
Release Highlights
- Smarter Contract Renewals: Stay on top of expiring contracts with automated notifications and actionable ToDos.
- Enhanced Estimate Management: Lock estimates manually or based on status for better project security.
- Acknowledgement Checkbox for Proposals: Get stronger confirmation that your customers know exactly what they are paying for.
- Deep Linking on Estimates: Grab a URL for a specific tab on an Estimate, so you can bookmark it in your browser or share with a colleague.
- Smoother flows for Pending Employees in Greenius (where a linked LMN account exists).
LMN
Automated Contract Renewal Notifications
Manually tracking contract expiration dates can lead to missed renewals, service lapses, and lost revenue. Contractors need a reliable way to stay ahead of these deadlines to retain customers and maintain cash flow.
LMN’s automated contract renewal notifications streamline this process, helping you act promptly and reduce administrative workload.
What’s New:
- Automated Reminders: Get notified when contracts near expiration.
- Actionable ToDos: Create tasks with essential contract details for quick follow-up.
- Customizable Settings: Tailor notifications to align with your workflow.
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Lock Estimates to Prevent Unintended Changes
Once an estimate reaches a critical stage, unauthorized changes can lead to project delays, inaccuracies, and damaged client trust. Contractors need a secure way to lock estimates without disrupting workflows.
LMN’s new locking features protect finalized estimates, ensuring they remain secure while allowing for flexibility in managing updates.
What’s New:
- Manual Locking: Restrict edits after approval.
- Status-Based Locking: Automatically lock estimates at critical project milestones.
- Granular Permissions: Allow specific roles to manage or unlock estimates.
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Acknowledgement Checkbox for Proposal Acceptance
Misunderstandings about proposal terms can lead to confusion after work begins. With the new Acknowledgement Checkbox, you can ensure your customers read and confirm the details of your proposals before signing. This additional step increases clarity, improves customer trust, and helps align with legal requirements.
What’s New:
- Acknowledge Terms Checkbox: Before approving a proposal, customers must check a box to confirm they’ve read and agreed to the proposal details.
- Clear Confirmation: The checkbox appears on the ‘Approve Proposal’ screen in the Customer Portal for both Web and Mobile versions.
Estimating Navigation Tabs updates - Deep linking
You can now deeplink to a specific area within your Estimating views. We have updated our urls to include the tab name that you are on so you can quickly save and get back to a favorite view more easily.
What’s New:
- Tab URLs: Get back to a specific Estimate view with an updated web url that includes the tab name.
Greenius
Mass Actions for Pending Employees: Faster, Smarter Onboarding in Greenius
Importing employees into Greenius just got easier. The new Mass Actions feature enables managers to make batch edits or exclude employees from import with fewer clicks, simplifying team onboarding.
What’s New:
- Mass Actions Toolbar: When selecting employees to import, a new toolbar provides quick options to:
- Edit Details: Update multiple employees’ information in one step, including division, branch, manager, language, and due date.
- Do Not Import: Exclude selected employees from the import process.
- Effortless Updates: Make bulk changes to employee records, saving time and improving accuracy.
- Updated UI: Improvements to the user interface that help elevate the most important details and actions in a simpler list format.
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