Job Settings

Job Types

Default Tasks

Services

      Setup Service

      Link Materials to a Service

      Link Materials to Services [Legacy Accounts]

      Add a Service to a Job

      LMN Crew Mobile App: Crew View

      Merge Services

Hourly Rates

Set Default Job Names

Job Types

📖 Job types allow you to customize your own types of jobs in LMN. They allow you to organize your Jobs into different categories.

💡They are useful for:

• Filtering lists of jobs by type
• Reporting on jobs by type
• Setting up different rules for different types of jobs (e.g. - Ask for weather notes on snow jobs or track equipment notes on install jobs)
• Configuring different payroll codes by job type (if applicable) so that LMN export custom payroll codes for special work like snow or union jobs.

Four main points to consider when organizing your jobs by Job Types are as follows:

Create Job Types

1. In LMN, navigate to Settings > Jobs > Job Types
   
2. Click on the + Add New button in the top-right corner.
   ⚠️ Note: you will notice three Job Types that have been created by default: Install, Service, Snow. These cannot be deleted but you can edit their names by clicking on them and updating their names.
   
3. Fill out all of the information on the General tab:

4. The Payroll Tab - If you wish to assign specific Payroll Codes for this Job Type, select the Payroll tab.

• Here you can toggle what Payroll Codes to be designated for your Hourly, Hourly (Overtime) and Salary Wages.
• The Payroll Codes selected here will overwrite the default Payroll Codes (setup: Settings > TimeSheets > Payroll & Overtime). 
• If you decide not to assign any specific Payroll Codes for this Job, it will use the Account Default under Settings > TimeSheets > Payroll & Overtime. 
  

5. When finished, click Save.

🎥 Video: Job Types

Default Tasks

📖 Default Tasks are Tasks that automatically get added to every single job you create, whether you import an estimate or create a job from scratch.

💡Default Tasks are useful for setting up tasks like Warranty or Change Orders/Extras (tasks that would apply to almost every job.) 

✍️ Default Tasks are customizable by Job Type, so you can setup default tasks that get added to some jobs but not others. (i.e. Removals/Relocation for snow + ice jobs)

Create a Default Task

1. In LMN, navigate to Settings > Jobs > Default Tasks
2. Click on the + Add New button in the top-right corner.
3. Fill out the Default Task information below:
   

4. When finished, click Save.

Now every time a Job is created within the specific Job Type, the Default Task will automatically be added to that Job.

🎥 Video: Default Tasks

Services

• Services are an important part of LMN for tracking what's completed on a Job for Billing or Reporting purposes, or for companies utilizing Bulk Scheduling. 
• Services are Yes/No answers, meaning they are either complete or not.
  • Services are different than materials as they don't ask you how much of a material was used. You can, however, link materials for tracking to a Service.
• You cannot track quantities on services, but you can track quantities on materials.
• When a crew clocks out of a job, services are going to pop-up. Foremen will be able to indicate if they completed them or not.

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.

1. In LMN, navigate to Settings > Jobs > Services
   
2. Click the + Add New button in the top right corner
   
   
3. Use the table below to understand all the information needed to create your new service.

4. When finished, click Save

Link Materials to a Service

1. In LMN, navigate to Jobs > Job List
   
2. Select a Job
3.  From the menu, click Materials & Equipment
   
4. Select the Material you wish to link to your Service. This will open up customizable settings on the right.
5. Toggle Track on Timesheets to ON (Invoicing can also be set up on the material from here)
6. Toggle if you would like to Track Quantity
7. You can have the material tracked against All Services or you can choose Selected Services and then toggle on the Service(s) you wish to track this material against.
8. When you're finished, click Save.

Link Materials to Services [Legacy Accounts]

1. In LMN, navigate to Settings > Jobs > Services
   
2. Click open a Service
3. Click the Linked Materials tab at the top of the pop-up
4. Click + Add New
   
5. Click the checkbox next to each Material you'd like to link to this service.
   ⚠️ Note: These listed materials will pull only from the 'Time Materials [Legacy]' option in your Price List
6. When finished selecting, click the Add Selected (#) button
7. Back on the Linked Materials page, you can:
   • Change the order by typing in new numbers to replace the number shown.
   • Use the arrow to reverse number order.
   • Use the trashcan icon to delete material from service.
8. When finished, click Save.

Add a Service to a Job

1. In LMN, navigate to Jobs > Jobs List
2. Click open a Job
3. From the menu, click Timesheet Tracking > Services
4. In the top right, click the + Service button
   
5. From this screen, you can pick and choose which Services you would like to add to this specific job for tracking. 
   • Adjust number of Visits
   • Select an Invoice Type (Included, Billed Per Visit, Hourly)
   • Change Price $
     
6. When finished, click the Add Selected (#) button

LMN Crew Mobile App: Crew View

When your crews clock out of a job or into another job, the App will ask them if they completed the services for that job.

Merge Services

📖 Services are scheduled directly on jobs. When you merge services, only the master service keeps its Linked Materials and Billing settings. Any Linked Materials on the other service(s) will be removed.

💡 Some services in your account may have “(VT)” at the end of the name. These came from older Visit Types and appear at the top of your Service list. You may want to combine these “(VT)” services with your existing services.

Choose the service you want to keep as the master service (usually the one with the correct billing info and linked materials).

1. In LMN, navigate to Settings > Jobs > Services
   
2. Select your old service - the one that existed in your service list before the update. This service is likely setup with all Billing preferences and Linked Materials. This is the service that we want to keep in your list.
3. At the bottom, click the Merge with Other Services button.
    
4. Search your Service list for the new Service (your visit type) and select it by checking the checkbox beside it's name. When you've selected all services there, click Merge.
   
5. To confirm, enter "MERGE" on the line and click Confirm
   
   ✅ You have successfully merged services.

🎥 Video: Default Services

Hourly Rates

📖 Setting up rates in LMN will allow you to create default hourly rates for different work types that you can (later on) add to jobs for any work that is billable by-the-hour. 

💡Some examples of standard rates you can may include: Enhancement work, General Labor, Pruning, Skid Steer Operator, Loader Operator, etc.

💡You can set up Hourly Rates in LMN to help track Jobs that you will be billing by an hourly rate or a flat fee (above and beyond your estimate/contract). 

✍️ Rates are customizable on every job, so even though you'll setup default pricing, you'll be able to change these prices on any/every job.

Create Hourly Rates

1. In LMN Navigate to Settings > Jobs > Hourly Rates
2. Click the + Add New button in the top-right corner
3. Fill out the information in the Add Hourly Rate window:

4. When finished, click Save.

🎥 Video: Hourly Rates

Set Default Job Names

Learn how to use the Set Default Jobs Name setting to automatically apply a consistent naming convention to every new job in LMN. This section covers where to configure your default job name pattern, how to incorporate dynamic fields (like customer name or service date), and best practices to keep your job records clear, searchable, and standardized for your team.

1. In LMN, navigate to Settings > Estimates > Estimate Settings
   
2. Edit the section: Default Estimate Name
   
3. When you create a new job in LMN, the Job Name will use this default format shown in the Sample section at the bottom of this section in green. 
4. When finished, click the Save Changes button in the top right.

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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