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LMN Customer Portal: Customer Guide

Welcome to LMN’s Customer Portal! The Portal is designed to allow Customers to make Payments Online, review, approve Estimates, submit Work Requests, and communicate in real-time with your Contractor.

As a Customer, your Contractor will invite you to the Customer Portal so you can view jobsite information and pay invoices. After an invite has been sent, you will receive an email with a link to use to activate your portal. Activate your Customer Portal by following the instructions below!

In this article:

Activate Your Customer Portal

Pay Invoices Online

Review, Approve, & Comment on Proposed Work

Submit Work Request(s) to your Contractor in the Portal

Customer Portal Details
 

Activate Your Customer Portal

  1. Click the Create Your Account button.
  2. Fill out information, check the box next to I agree to the Services Agreement, and create a password.
  3. Click the Create Account button.
  4. You will be prompted to login with your new login information.
  5. Click Sign In!

 

Pay Invoices Online

In order to make Payment Online, you will need to add a Payment Method.
💡See more information about this section in below. 

  1. In the Customer Portal, navigate to Profile on the menu on the left.
  2. Next to Payment Method click the Add New Payment Method button to add your desired credit card and/or ACH payment.
    ⚠️ Note: Check with your Contractor if they accept ACH 
    mceclip7.png
  3. Fill out information
    mceclip8.png
  4. To make a Payment against an Invoice that has been published to the Customer Portal, click the Invoices tab and select the applicable Invoice.
  5. Once viewed, you can Download the Invoice for your records and click Checkout.  mceclip11.png
  6. Select Payment Method and click Pay Now.

 

Review, Approve & Comment on Proposed Work

Review, Approve, Reject, Request Change, or comment on an Estimate proposed by Contractor, click the Estimates tab. 
💡See more information about this section in below. mceclip0.png

 

Submit Work Request(s) to your Contractor in the Portal

You (the customer) can make Work Requests through the Customer Portal.
💡See more information about this section in below. 

  1. In the Customer Portal, navigate to Requests > Submit New Request
  2. Fill in the required details of your request: mceclip2.png
  3. When finished, click SUBMIT.

 

Customer Portal Details

On the left side of your screen you will find a list of tabs. Find in-depth detail about each tab below:

Dashboard

Your Dashboard will provide you with an at-a-glance view of your last 10 visits. 
The information found here includes:

  • Photos
  • Jobsite Name/Address
  • Task the crew worked on
  • Time of visit

 

Estimates

This is where you (the customer) will be able to see all the Estimates you have, along with the Status of those Estimates, Creation Date, when it was last modified, the estimate description, and the Version Number. Review & approve proposals, request changes, and ask questions in real-time.

To review: 

  • Click on one of the existing Estimates. On the Estimate page, you will see the estimate details at the top of your screen.
  • You will be able to view the Estimates that have been shared with you by clicking View Proposal.
    • The Estimate will be downloaded as a PDF document and you can review the proposal that has been created.
Attachments section Uploaded files or photos and proposal, will be visible under the Attachments section.
History section In the History section, you will see when the Proposal was shared and any changes that have been requested with the respective date and time.
Comments section The Comments section is perfect for communicating with your contractor. 
For example, if you have a question you want to ask you about your Proposal, you can type it into the comment section which will be sent to your contractor directly.

The biggest action here is the option to Approve, Reject, or Request Change on an Estimate.

Reject If you (the customer) clicks to Reject the estimate (which we hope doesn’t happen!), you then have the option to select a reason why and add a comment which will be sent to your contractor. 
Request Change If instead, you Request Change, you can simply add a comment as to what that change is.

Approve

 

If you (the customer) have reviewed the Proposal and you are happy with the pricing that was presented – you can go ahead and click the Approve button.

Here you can enter:

  • Your name
  • The system stamps the date and you can digitally sign to approve the Estimate.
  • If you have any comments that you want to send back to you e.g. “Looks good, when can you start?”

Once you (the customer) click the CONFIRM & SIGN button, your contractor will receive an email notification with the proposal attached, to let them know that they have an approved estimate from their Customer.

The Customer Portal will also update with any comments made as well as your signature so that there is a full record of the approval process.

 

Jobsites

The Jobsites section will give you in-depth information on the jobsites associated with your portal. Here, we have three tabs which you can navigate through:

 

Jobsites Tab

Jobsites will give you a map view of any jobsites associated with your portal.

About the Map:

  • This map is color-coded to specify when crews were last onsite at your property.
  • When the header is white, it means those results will not be displayed.
  • When the header has a colored background, it means those results will be displayed.

Map Actions:

  • Set the circle to the desired space, using the edges to adjust the size.
  • The jobs shown on the right hand menu are the jobs in your selected area.
  • Click on the headers at the top of the page to narrow down your pins on the map.
  • Click on set radius to zoom in on a specific area on your map.

Reviewing your Data from the Map:

Visit Details:  Will show you the date and time(s) while the crew was onsite.
Services & Materials: Will show you any services completed or materials applied while the crew was onsite.
Visit Photos: Will show you any photos taken by the crew while onsite.
  • Click on a pin on the map, or a job from the right-hand menu to see the specifics for the last 5 visits.
  • Click the date tabs to navigate between these visits for more information.

 

Visit Details Tab

Visit Details will show you all visits for jobsites associated with your portal, based on date range.

Adjusting your search:

  • Default will be for the last month.
  • Use the start and end dates to change your search result.
  • Search for a specific address or task completed.
  • Select the visit you’d like more information on by clicking on the line in your search results.

The information available depends on your permission level, but might include:

Visit Details: Will show you the date and time(s) while the crew was onsite.
Services & Materials: Will show you any services completed or materials applied while the crew was onsite.
Visit Photos: Will show you any photos taken by the crew while onsite.

 

Visit Schedule Tab

Visit Schedule will show you all scheduled work for jobsites associated to your portal, based on date range.

Adjusting your search:

  • Will default to next three future months
  • Use the start and end dates to change your search result
  • Search for a specific address or task scheduled

The Status of your Scheduled Work:

Pending  The work has been scheduled but has not been skipped, started or completed to date.
Skipped The work was deemed unnecessary on the visit date specified.
In Progress The crew is completing your work now.
Completed  The work has been completed.

Additional information:

  • The date the work is on the calendar for.
  • The name of the jobsites associated with your account.
  • The task scheduled for your jobsites for the date specified.
  • Visit Status:
  • Scheduled Date:
  • Jobsite Name:
  • Task:

To print this information, click the Print button on the right.

 

Requests

You (the customer) can make Work Requests through the Customer Portal.

  1. To begin, you will need to log into the Customer Portal and click on the Requests tab.
  2. Then click the +Submit New Request button. 
  3. Next, you will add in information about the request they are making – for example, maybe you need an irrigation head replaced because it was damaged from cutting the lawn.
    You can:
    • Mark that request as Urgent Request
    • Choose your jobsite
    • Enter Request details
    • If you have any photos of the property or the area where the work is required, you can upload photos.

4. Once you're ready, you can click the Submit button and the request will be sent to your contractor.

 

Users

As an Admin User, you can add and edit users on your portal. 

⚠️  Note: Only CRM Contacts can be invited to the Portal, to ensure permissions stay clean and secure.
To add a new User:
  1. Click the +User button
  2. Add your user’s email address and pick the user type
  3. Click Apply to send an invitation
User Permission Levels

Admin

  • Can do everything, except for delete the last Admin.
  • Can access: Timeline (dashboard), Jobsites tabs, Profile, Invoices, Users.
  • Can't access: Can't create Admin Level accounts, can't assign Admin Level to existing accounts, Can't downgrade Admin Level accounts.

Accounting and Billing

  • Can access: Timeline (dashboard), Jobsites tabs, Profile, Invoices.
  • Can't access: Users.

Basic

  • Can access: Timeline (dashboard), Jobsites.
  • Can't access: Profile, Invoices, Users.

 

Profile

The Profile tab is where you can change your password and add payment methods.

Change your password
  1. Click the Change Password button
  2. Type your Current Password in the fields provided
  3. Type your new Password in the fields provided - note: your password must have one lower case letter, one uppercase letter, one number, and one special character.
Add or Edit Payment Methods

We will only support one credit card per user - if we feel the need to increase this, we will reevaluate. Customers can also add a credit card on the fly.

In the future, we will have a pre-authorize option “Pre-authorize up to $X”. Customer will enter their comfortable value here for future pre-auth. This will allow contractors to charge automatically for all enabled customers.

  1. Click Add Payment Method
  2. Add Payment Method
  3. Click Save Payment Method

 

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

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