Hi, how can we help?
  1. LMN
  2. LMN User Guides
  3. Jobs

Jobs Tab

In this article:

Job List

Update Jobs

Job Groups

Scorecards

 

Job List

  1. In LMN, navigate to Jobs > Jobs List
  2. Click any job from your list of jobs

Job Info & Settings

Job Overview Within the Job Overview section, you can add internal Notes, add Job Groups, and adjust Payroll Codes Settings to keep this important information all in one place.
Assignments The Assignments page lets you designate who is responsible for a job by setting the salesperson, estimator, account/project manager, primary foreman/crew lead, and division. Changes here can be pushed to all related invoices using the Update All Related Invoices button.
Job Files Job Files (for LMN Professional and Enterprise) let you store important documents on a job (drawings, planners, photos, etc.), and anything uploaded there is visible to field crews in the LMN Crew mobile app.

From the Actions menu in the top right of the Job Files section, you can:

✔ Link CRM File – attach any photos already stored on the related CRM Contact, Jobsite, or Estimate.
✔ Upload Files – upload new files or photos from your computer.
✔ Download – download all files in Job Files as a single .zip file.

🎥 Video: Files & Photos
Job Groups A Job Group is a collection of related jobs used to keep work organized, make it easier for crews to find the right jobs in the field, and support routing and reporting. On the Job Groups page, you create these groups, add/remove jobs, and (for route-type groups) view and optimize the order of stops for efficient routes.

Job Costing

Overview High-level financial snapshot of a single job: compares estimated vs actual revenue, total costs, and net/gross profit so you can quickly see whether the job is on or off target overall.
Reviewing overall job profitability, validating that invoices and vendor bills are feeding into job costing correctly, and spotting major cost variances that need follow‑up or changes to estimating/pricing.
Scoreboard Visual, labor-focused progress view that tracks how actual crew hours are performing against estimated hours over the life of the job.
Day‑to‑day production management: monitoring crew efficiency, seeing if you’re burning hours too quickly, and using real‑time labor progress to coach teams or adjust how remaining work is scheduled.

Timesheet Tracking

Punch-In Tasks Tasks are essential for time tracking as they allow you to track time spent on a specific part of a Job.
Services Services are used to track what work was completed for billing or tracking purposes. When crews clock out of a job, they’re prompted to mark which services were completed, and you can optionally link specific materials to each service for more detailed tracking.
Hourly Rates Hourly Rates let you set default hourly billing rates for different types of work and attach them to a job so any billable‑by‑the‑hour time can be invoiced at the correct rate (on top of the estimate or contract, when needed).
History & Photos Any photos that your crews take in the field and attach to this job will show up here for your review.  You can also choose to download the photos either one at a time, or all photos at one time with the Download Archive button.
(NOTE: Photos are only captured for Professional + Enterprise subscribing companies using LMN)

Material & Equipment

Use the Materials & Equipment tab to manage all non‑labor items tied to this job. From here, you can add materials and equipment from your Price List or import them from another job so crews can see what should be used on site and you can track those costs in Job Costing.

You can also control whether each item is billable and whether it should be tracked on timesheets (including quantities). Turning on “Track on Timesheets” lets crews log what was actually used in the field, which then flows into your Job Costing reports as accurate material and equipment actuals.

Vendor Bills

Vendor Bills let you record the real‑world invoices and receipts you receive from suppliers so you can track accurate job costs. From this tab, you can add a digital copy of each bill, break it into line items, and allocate materials, equipment, subcontractors, or other costs directly to the correct job and category.

Any materials or equipment you log through Vendor Bills are pulled into Job Costing as actuals, giving you a reliable source of truth for what a job really cost and, if enabled, can also be exported to QuickBooks to avoid double entry.

Schedule

Scheduled Visits
 		 Scheduled Visits are the concrete dates and times that appear on your Whiteboard and Calendar. They’re best for recurring or one‑time work where you know exactly when the crew should be on site (for example, weekly maintenance or a specific install date)
Wait List Visits Wait List Visits are used when you know a service needs to happen within a date range, but not on an exact day yet—such as fertilization rounds or seasonal cleanups. Jobs sit on the Wait List until you’re ready to “promote” a visit to the schedule by assigning a date and crew.

Invoicing

Invoicing Use the Invoicing section of a job to turn work into billable revenue. Here you activate invoicing for the job, define contract details, and manage the schedule of invoices and payments associated with this work.
Invoice Activation Invoice Activation is where you choose how this job will be billed (date‑based for recurring service jobs or progress invoicing for install jobs) and enter contract details like start/end dates, PO or contract numbers, default notes, cost code, and tax code. Once saved, this activates the job for invoicing so it can appear in Generate Invoices and in your Job Costing revenue.
Invoices Invoices is the place you confirm what has actually been billed for that job (invoice list, status, amounts, links to edit/print/export). It’s the bridge between activation/schedule and revenue showing up in Job Costing, so a one‑liner in the chart helps users know “where to see what went out.”
Payments Payments shows money collected for that job (online and manual payments, status, method, export to QB), which matters for “has this been paid?” questions and reconciling deposits/retainers.

 

Update Jobs

Updating your jobs in bulk will save you a ton of time when you need to update tasks, services, materials or even hourly rates on your existing jobs. This is useful when you have a wrong task name or a service price when you first set up your Jobs – OR maybe you need to update your pricing for the next year of services - instead of having to go into each job individually to edit any of these items, we can now make all of these changes right from this screen! It’s also a great tool to use if you have not set up estimates in LMN and have created your jobs through the CRM job wizard.

  1. In LMN, navigate to Jobs > Update Jobs
  2. Use the action bar across the top of the screen to filter only relevant jobs for updating.
    1. Select an Action: Add, Edit, or Delete
    2. Select the Type of Action you would like: Tasks, Services, Materials, or Rates 
    3. Enter Task Name: Type in the exact task name that you want to add to your jobs. LMN will then begin to make suggestions based off of existing tasks in the system.
      • 💡If you do not see the exact task name you want to use, keep typing.
      • 💡If you do see the task name you want to use, select one of the tasks from the dropdown.
    4. Job Group: Pick the associated Job Group to the jobs you're updating.
      • Your options will consist of the Groups you've created, plus a No Groups option. 

Explore Update Jobs Examples:

Add Task (Example)

Edit Service (Example)

Edit Materials (Example)

Delete Hourly Rates (Example)

Example: Add Tasks

  1. Action: Add, Type of Action: Tasks, Task Name: Grounds Maintenance
  2. Based on your Job Group selected, all the jobs in that job group will be shown below.
  3. Use the checkbox on the left-hand side to select the jobs that you would like to add this task to.
    • For this example, you can see all the jobs in that group, but if you select Show Selected on the top bar, you will now only see the jobs that have been selected.
    • 💡Tip: if you click Use Set All Row, you can easily update all of your selected jobs with the same Task settings - this will save you time off the hop and then you can adjust down the list if you have a job that does not fall into the standard in your Set All Row. 
  4. After you have selected your jobs, you will be able to do the following:
  • Adjust the task name
  • Assign a cost code
  • Check off whether this is an hourly task
  • Exclude the task overtime calculations
  • Enter in a value for the estimate man hours
  • Add the number of visits for this task

5. After you have adjusted these sections for all the jobs you want to add a task to, you can click the Add Selected button which will successfully update those selected jobs accordingly.

Example: Edit Services

  1. Action: Edit, Type of Action: Services, Task Name: Irrigation-Startup done
  2. Select a Service from your account's service list
  3. Lastly, pick the Job Group associated to the jobs you're updating.
    • Your options will consist of the Groups you've created, plus a No Groups option.
  4. Based on your Job Group selected, all the jobs in that Job Group will be shown below.
  5. Use the checkbox on the left-hand side to select the jobs that you would like to add this task to.
    💡Currently you can see all the jobs in that group, but if you select Show Selected on the top bar, you will now only see the jobs that have been selected.
  6. After you have selected your jobs, you will be able to do the following:
  • Edit the number of visits
  • Adjust Invoice type to: Included, Billed per Visit, or Hourly
  • Adjust the current Revenue/Price Per Visit
  • Select whether the service is taxable
  • Mark a service as flag for review
  • Set an alert for the max number of visits, selecting whether you want to Generate a warning for additional visits, or Generate a billing warning for additional visits.

7. Using the Use Calculator feature on the top bar will provide you with a calculator for any sections that require a numerical value.

  1. Once clicked, a small calculator will appear beside the Revenue/Price Per Visit field.
  2. You will be able to see the current revenue or price per visit.
  3. You can then select one of the following options: adding, subtracting, or enter a new amount (see details in chart below)
  4. Once you click Apply, you can now see that new Revenue/Price Per Visit in the box.
  5. After you make all the adjustments to the jobs that you want to edit the services for, you can click the Save Changes button at the top or bottom right-hand corner, which will successfully update those selected jobs accordingly.
Adding Determine how much you wish to add to your original values - this can be a dollar value or a percentage
Subtracting Determine how much you wish to subtract from your original values - this can be a dollar value or a percentage
Enter New Amount Override your original value with a new Revenue/Price Per Visit

Example: Edit Materials

  1. Action: Edit, Type of Action: Materials, Task Name: Fert-Granular (Bags), Job Group: Maintenance Jobs
  2. Your options will consist of the Groups you've created, plus a No Groups option.
    • Based on your Job Group selected, all the jobs in that job group will be shown below.
  3. Use the checkbox on the left-hand side to select the jobs that you would like to add this task to.
    💡Currently you can see all the jobs in that group, but if you select Show Selected on the top bar, you will now only see the jobs that have been selected.
  4. After you have selected your jobs, you will be able to do the following:
  • Edit the invoice type to select: Not Billable, Billed per unit or per app
  • Select whether you want to track the quantity
  • Update Unit Cost
  • Update Unit Price
  • Select whether this material is taxable 
  • Mark the material to flag for review
  • Add in a Default quantity for crew tracking
  • Select whether there is a minimum quantity required for tracking and if yes, what that quantity is.

5. After you make all the adjustments to the jobs that you want to edit the materials for, you can click the Save Changes button at the top or bottom right-hand corner, which will successfully update those selected jobs accordingly.

Example: Delete Hourly Rates

  1. Action: Delete, Type of Action: Delete, Task Name: Hourly Rates
  2. Select an Hourly Rate
  3. Pick the Job Group associated to the jobs you're updating.
    • Your options will consist of the Groups you've created, plus a No Groups option.
    • Based on your Job Group selected, all the jobs in that job group will be shown below
  4. Use the checkbox on the left-hand side to select the jobs that you would like to add this task to.
    💡Currently you can see all the jobs in that group, but if you select Show Selected on the top bar, you will now only see the jobs that have been selected.
  5. 🛑 After you have selected your jobs, you will not be able to make any edits for anything in the row.
  6. Once you select the jobs that you want to delete the hourly rate for, you can click the Delete Selected button at the top or bottom right-hand corner, which will successfully update those selected jobs accordingly.

🎥 Update Jobs Feature Video

 

Job Groups

Job Groups are used to link jobs together. There are two types of Job Groups:

Standard Job Groups

Ordered/Route Job Groups

Standard Job Groups are a list of jobs together for Tracking or Reporting purposes.

Tracking  Jobs can be added to a group to monitor last visit status using our Live Tracking. 
Reporting Most LMN reports offer the option to report by Job Group.  That way, you can pull reports on the group of jobs specifically (ie. "Monthly Billing Customers" or "Monday Mowing Jobs").

Ordered/Route Job Groups are a list of jobs together, which can be optimized in the most efficient driving route.

Routing Ordered/Route Job Groups are great for snow routes since they do not need to be scheduled.
Tracking Jobs can be added to a group to monitor last visit status using our Live Tracking. 
Reporting Most LMN reports offer the option to report by Job Group.  That way, you can pull reports on the group of jobs specifically.

Create a Job Group

  1. Navigate to Jobs > Job Groups
  2. Click + New Group on the top-right corner.
  3. Give the group a Name (i.e. Maint-Mon-CrewA) 
  4. Click OK
    mceclip15.png
  5. Here you can also change the Job Group Type to Standard or Route from this window.
  6. You will then click each Job on the left-window (Jobsite Search Results) which will automatically move the job into the 'Jobs In This Group' in the right-menu. 
    💡Tip: You can also enter Key Terms in the Search field to filter down the list of jobs on the left window.
  7. Click Save.
    1. If your Job Group is a Standard Job Group, your job group is now complete ✅
    2. If your Job Group in an Route Job Group, You can now optimize your route, following the steps below ⬇️:

To optimize your Job Group

  1. Navigate to Jobs > Jobs Group
  2. Click into the Job Group
  3. Click on Job List (located at the top left area)
  4. Re-Organize the order of the Jobsites:
    • Manual Re-Organize: To re-organize the order of the Jobsites manually, within the Jobsites in the Group window, click on the 3 lines to the left of the job name and drag it to re-order.
    • Optimization Tool Re-Organize: To re-organize the order of the Jobsites using our Optimization Tool, click Map Route
  5. The Optimize Routes screen will appear. 
    Based on the Start/End addresses, the tool will find the most efficient route for all of your Jobsites entered on the screen before. 
  6. Click Optimize to run the tool.
    ⚠️ Note: All of your jobsite addresses have to be 100% accurate in order for the Optimize Tool to work. If even one jobsite address is incorrect or missing data, the Tool will not optimize at all. The Optimization feature can route up to 100 jobsite addresses. 
  7. Once the Optimize Tool has completed, you can view the Route within Google Maps.
  8. When you are done, press Save or Save & Close.

If you wish to make any manual changes to the order, you can still do so after the fact as described in step 9 above

🎥 Job Groups Video

 

Scorecards

With Scorecard, you can get a quick glance to track Job Progress across your entire list of Jobs. The Jobs Dashboard provides a summarized view of your work in the selected Job Group, showing each job or office area with its overall progress, estimated vs. actual man hours, and key tasks. Use the filters and search bar to focus on specific jobs or tasks, then quickly scan each section to see which work has started, how labor is tracking against estimates, and where attention may be needed.

To access, navigate to Jobs > Scorecards

 

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

0 comments
Please sign in to leave a comment.