In this article:
Apply Service Types to Estimates
Services vs. Service Types
| Service | Service Type |
| 📖 Services are a very important feature in LMN Jobs / Crew App as they allow you to track what was completed on a job. For example - when a crew clocks out of a job, services are going to pop-up and ask if they completed them or not. Services are also very useful for billing, reporting, and scheduling purposes. | 📖 If you have any existing estimates in LMN, you will notice that there is now a Service Type field available for selection. You will need to add a Service Type for each Service Area in your Estimates in order for it to come over to LMN Jobs appropriately. ⚠️ Before you can add Service Types to Estimates, you will need to create them in LMN Settings. Follow the steps below. |
Service Setup
Services need to be setup in settings before adding them to a job. This creates a standard list to use for each job and eliminates creating duplicate or similar Services in your account.
- Login to you LMN account
- At the bottom of the left menu, click on Settings > Jobs > Services
- Click + Add New button in the top right corner
Once your Service Types are created, follow the instructions below to apply them to Estimates.
Apply Service Types to Estimates
- Select the Estimate you wish to edit and go to the Services + Pricing Tab.
- Click on the service area you wish to edit.
- Click the drop-down under Service Type to select the related Service Type.
- Add a Service Type for all service areas in your estimate and then click Save.
- If you have any services with Billing Type: Per Hour/Unit, we suggest that you adjust your labor directly in the Estimate based on any different rates you will offer (ie. Maintenance Labor @ $42.36/hour and Supervisor Labor @ $60.00/hour). Once you import the estimate into a Job, any rates in the job will be automatically added into the Job under Hourly Rates (see below).
- Once you create this job, two Hourly Rates will be offered for the Job: Maintenance Labor and Supervisor Labor (see below).
When you import an estimate into a Job, the Services will come with it. This will include the Est Visits, Billing Type and Price (if applicable).
Contracts
Contracts will apply to your Billing Type: Per Season services. Here, you will be able to determine the dates and breakdown for each payment for the estimate.
Once imported, you will be able to generate invoices from the Job Invoices Tab as per your contract.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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