This February, LMN is introducing updates to help you work smarter, strengthen your brand, and streamline key processes. Whether you need faster material tracking, more professional invoices, flexible billing contacts, or an improved client notes experience, these updates are designed to save time and enhance customer interactions.
Release Highlights
✅ Bulk Actions for Material & Equipment Tracking – Quickly enable tracking for materials and equipment on timesheets.
✅ Company Logos on Invoices – Enhance professionalism with branded PDF invoices.
✅ Flexible Billing Contacts – Separate billing and primary contacts with greater control.
✅ Enhanced Client Notes – More formatting, templates, and autosave for seamless client-facing communication.
Bulk Actions for Material & Equipment Tracking
Managing long lists of materials and equipment for time and materials (T&M) work can be tedious. With new bulk actions, you can quickly select and track multiple items at once, improving efficiency in job tracking.
What’s New:
✔ Select/Deselect All – Apply tracking settings to materials and equipment in one click under a job.
Adding Company Logos to Invoices
Your invoices should reflect your brand. Now, LMN allows businesses to include your company logo on all printable PDF invoices, ensuring consistency between digital and printed versions.
What’s New:
✔ PDF Invoices with Your Company Logo – The logo stored in your Company Information settings now appears on printed invoices.
Designate Billing vs. Primary Contacts
Not every primary contact is the billing contact. LMN now allows businesses to designate separate billing contacts while maintaining flexibility in managing customer records.
What’s New:
✔ Separate Billing & Primary Contacts – Assign separate billing contact from the primary contact if the two are different individuals in the CRM under a particular client.
New & Improved Client Notes on Estimates
Make a lasting impression with better-formatted client notes. LMN’s upgraded Client Notes editor provides more customization and efficiency when adding terms, conditions, and customer-facing notes.
What’s New:
✔ Updated Text Editor – More formatting options for clarity and customization, including different fonts, spacing, colors, and more!
✔ Easier Access to Terms & Conditions Templates – A direct “Templates” link that will quickly pull up your T&C templates for easy copy / pasting into Client Notes.
✔ Auto-Save in Estimates – Never lose your notes again because you failed to save, LMN will do it for you.
These enhancements are designed to make LMN even more powerful, professional, and easy to use. Log in today and put these features to work!
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