LMN offers two types of estimating - Service estimate (ie. recurring work such as Maintenance) or a Standard estimate (ie. non-recurring projects such as construction). See characteristics of each Estimate type so you know which one to use, below:
In this article:
Service Estimate
Service Estimates are best used for recurring work such as maintenance. Visit the Create a New Service Estimate article for step-by-step guide.
-
Service estimates offer the ability to set Billing Type to reflect Per Season, Per Visit or Per Hour/Unit. You will be able to generate proposals to fit your Billing Type (or a mixed report if you utilize more than one).
-
Service estimates will calculate the total for all of your Per Season billing areas and will allow you to split this amount between your desired number of payments.
-
Service estimates have Contract Start and Contract End date fields available for selection.
- Pricing Tab: Services + Pricing
-
Service: Under Print Reports:
- Service Proposal
- Estimated Job Cost
- Job Planner
- Estimate Review
- Service and Standard estimates have different proposal templates available for selection.
Standard Estimates
Standard Estimates are used for non-recurring projects such as construction. See Standard Estimate characteristics below. Visit the Create a New Standard Estimate article for step-by-step guide.
- Standard estimates use Payment Milestones instead of Contracts & Payments
- Pricing Tab: Workareas + Pricing
-
Standard: Under Print Reports:
- Customer Proposal
- Estimate Review
- Estimated Job Cost
- Purchase Order
- Job Planner (Work Areas)
- Job Planner (Show Totals)
- Service and Standard estimates have different proposal templates available for selection.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
Signup for our Live Webinars or learn more about attending our in-person Bootcamps HERE
Comments