Price List Overview & Setup – LMN

In this article:

Labor Catalog: Overview & Setup

Equipment Catalog: Overview & Setup

Material Catalog: Overview & Setup

SiteOne

Subcontractor Catalog: Overview & Setup

Other Catalog: Overview & Setup

Price List: Production Rates, Taxes, & Templates Article

Labor Catalog: Overview & Setup

The labor catalog is used to calculate your hourly rate(s) for your labor on estimates. This calculation will include all costs as well as your overhead recovery markup and profit margin from your budget.

Price List > Labor

Labor Catalog Overview

Your Default Budget, Overhead Recovery % and Profit Margin will be featured at the top of the page.

💡We typically suggest setting up your labor in Crews, since you will not necessarily know exactly which of your staff are going onsite during the estimating phase.

💡For work that is done individually (ie. Snow), we suggest setting these labor items up individually by Staff Type - not by individual staff member (ie. Snow Plow Operator and Snow Laborer).

Add a New Labor Item

To add a new Labor Item, click + New
In the Edit Labor Item window, add in the fields as recommended below:

3. When finished, click OK

⚠️ Labor Catalog Important Note Labor items are priced per man hour (ie. per man, per hour). It is essential you estimate in man hours as well.
Example 1:	Mowing takes a 3 man crew 2 hours. Estimated hours = 6 man hours (3 people x 2 hours).
Example 2:	Building a patio will take a 4 man crew 3 days at 10hrs per day. Estimated hours = 120 man hours (4 people x 10 hours x 3 days).

🎥 Video: Labor Pricing

Equipment Catalog: Overview & Setup

The equipment catalog is used to calculate hourly or daily rates to recover the costs of the equipment that you entered in your Equipment Budget.
This calculation will include all costs as well as your overhead recovery markup and profit margin from your budget.

FAQ: "Didn't I already enter my equipment? Where is it?"

Answer: "You did enter your equipment, but you entered it in your budget. All your budget did was calculate how much, per year, you need to budget for equipment. The equipment catalog has a lot more information to calculate what you need to charge, for estimating, for your equipment.

Equipment Catalog Overview

Price List > Equipment
Your Default Budget, Overhead Recovery % and Profit Margin will be featured at the top of the page.

Similar to how you set up your equipment in your budget, you will be setting your equipment up by type (ie. Crew Truck - 3/4 Ton), not by make/model/year. We assume that during the estimation phase, you may not know exactly which of your three crew trucks is going onsite for the work.

Add new Equipment

To create a new piece of equipment, on the Equipment Catalog page, click the + New button
In the Add Equipment Item window, add in the fields as recommended below:

🎥 Video: Equipment Pricing

Material Catalog: Overview & Setup

You will enter all of your materials for your jobs in the Material Catalog prior to building estimates. LMN will calculate your costs for materials to include all costs as well as your overhead recovery markup and profit margin from your budget.
The recommended and easiest way to build your Material Catalog is to get list from your vendor(s) and import that list into LMN directly.
- If you'd prefer to add your materials manually, follow the instructions below.
SiteOne integration is only for US accounts.

Material Catalog Overview

Price List > Materials

Your Default Budget, Overhead Recovery % and Profit Margin will be featured at the top of the page.

Enter Materials Manually

To add materials manually click the + New button on the Material Catalog page
In the Add Material Item window, add in the fields as recommended below. Make sure to fill out both the Information tab and the Categories tab.

INFORMATION TAB

CATEGORIES TAB

Assign Categories to Material

To assign additional categories to your material, click on the Categories tab
Check the box next to the category(ies) you wish to assign to the material and click OK.

Add Items to Your Material Catalog

You can add Material Items from the Estimating Marketplace or Vendor Directory directly into your Material Catalog.

Find the Material Item you want.
Click + To My Catalog.
The Item will use the Vendor’s pricing and any default settings provided.
Choose a Category for the Item (this is required).
Click OK to add the Item to your Material Catalog.

💡 Material Categories can be set up to automatically apply things like Shipping Factor, Warranty Factor, Purchasing Tax, and Profit Margin to your Items.

🎥 Video: Material Pricing

SiteOne

You’ll be able to get up and running faster by loading materials and pricing directly from SiteOne. This will save you lots of time by keeping your costs and prices accurate and your estimates profitable by updating your costs and prices anytime with a few simple clicks.

⚠️ Note that this SiteOne integration only works for U.S. companies, only

Add Materials with SiteOne

In LMN, navigate to Price List > Material
Click the Login to SiteOne button
Sign in with your SiteOne Username and Password
Once logged in, click the button Add/Update from SiteOne to download and update prices.

Determine what you want to download in the SELECT CATEGORIES window:

After materials have been updated or added into your material list, they will show alongside the other materials which you manually imported from other vendors.

Edit SiteOne Materials

When you open up a material from SiteOne, you will see the SiteOne logo in the top right corner.
Fields you cannot be changed/edited will display in grey: Material name, Size, Units, SKU number, Minimum Quantity, Cost
Fields you can edit are: Type, Description, Internal Notes, Taxes, Shipping and warranty factor, Profit Margin

💡If you want to adjust your materials' Shipping, Warranty Factor and Profit Marin in bulk, you can go to the categories section and adjust these markups for every item in that category.

🎥 Video: Update Price List with SiteOne Materials

Order SiteOne Materials from an Estimate

Ordering materials from SiteOne directly through your estimate helps you save time, reduce data-entry mistakes and avoid calling or emailing the branch for pricing.

From the Estimate, you can download the order summary or view a list of all SiteOne orders tied to that estimate. This summary shows the order date, PO #, reference number, and subtotal.

Before you start, make sure your SiteOne credentials are entered in LMN. Once they are, a SiteOne order panel will appear on the Estimate page. LMN will remember which SiteOne branch you’re ordering from.
On the SiteOne order panel, a PO # and reference number are automatically generated and linked back to this estimate. Scroll down to see a complete list of materials, including: Item names, Quantities, Costs
If you need to order extra, you can adjust the quantities before submitting.
At the bottom of the panel, review:
1. The order subtotal
2. A note that pricing and availability may change at the time the order is processed
If everything looks good, click Confirm to send the order. Once you click Confirm:
- The SiteOne branch receives your order.
- You’ll receive an email confirmation.
- The branch will reach out to confirm details or discuss any substitutions if needed.

Subcontractor Catalog: Overview & Setup

Add a New Subcontractor

Enter your Subcontractors that you use regularly into the Subcontractor Catalog. LMN will calculate your costs for subs to include all costs as well as your overhead recovery markup and profit margin from your budget.

Navigate to Price List > Subs
To add a new Subcontractor, click the + New button.

In the Add Subcontracting Item window, add in the fields as recommended below:

When finished, click OK

🎥 Video: Subcontractor Pricing

Other Catalog: Overview & Setup

The Other Catalog is for anything that doesn't fit well into the categories of Labor, Equipment, Materials, or Subs.
The unique thing about the Other Catalog is that is has no overhead markup. Items in the Other Catalog take the cost and add a profit margin, but no overhead recovery. This makes it useful for items like Equipment Rentals (where the rental vendor carries all the overhead burden of owning/maintaining the equipment), but also for things like Discounts and Rounding Factors.

Add a new Item to your Other Catalog

To add a new item to your Other Catalog, navigate to Price List > Other
- Your Default Budget and Profit Margin will be featured at the top of the page.
Click the + New button

In the Add Other Item window add in the fields as recommended below:

🎥 Video: Other Pricing

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

Item Information
Name	Name your Labor Item. 💡You don't need to setup each crew in your company, but you'll likely want to setup each type of crew, as different crew types tend to get paid different wages.
Units	This will defaulted to Hours.
Description	Add a description 💡We suggest adding a description here to advise how many of each type of employee are included in your crew (ie. 1 Foreman, 3 Laborers).
Internal Notes	(Optional) Add internal notes only visible to internal staff. Any text added here will be displayed in the description part of job planners.
Sales Tax	This will be pre-populated from your Default Tax selections. 💡If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.

Cost + Breakeven Calculator
Average Wage	This is the average wage per man, per hour for this crew (not including labor burden). Click the calculator button beside the Average Wage field to pull up a list of employees from your budget. Then fill out the count column (e.g. 1 Foreman, 3 Laborers) to let LMN auto-calculate the average wage for this crew.
Overtime Factor	Overtime Factor will automatically be calculated for your crew after you add your staff in (as shown above). This calculation is based on the Overtime Hours indicated in the Field Labor tab of your budget. After you've selected your crew, click OK.
Unbillable Factor (%)	Unbillable Factor is to cover the costs of payroll hours that aren't estimated to customers. Unbillable % typically range from 10% (for companies who include all their setup/driving hours in their estimates) to as high as 35%.
Labor Burden	This is read from your budget. It's the default % to add to employees' wages to cover payroll taxes, worker's compensation, unemployment insurance and another payroll expenses over and above their raw wage.
Overhead Markup	This number comes direct from the budget you are using and will change as you switch your default budgets. This number is how LMN needs to markup your labor costs to recover labor's share of your company's overhead.
Breakeven	This rate covers the costs of labor, plus overhead.

Price Calculator
The price calculator has three different settings you can use to calculate the billable rate you need to charge for labor.
Use Profit Margin from Budget	This is the default setting. LMN will use the budget you've selected and pull the desired net profit margin from the budget. This is the hourly rate that's designed to help you hit the sales goal you set in your budget.
Set a Custom Profit Margin	Select this option if you want to force LMN to ignore your budget and use a custom profit margin. Please note: if you are unhappy with the Profit Margin indicated in your budget, it would be easier to adjust it in the budget then to set a Custom Profit Margin for each item in your catalog.
Set a Custom Price	Select this option if you want to force LMN to use a specific billable rate per hour. Once you customize your billing rate, LMN will automatically calculate, and show you, what your net profit margin is a that rate.

Item Information
Name	Enter a name for your equipment (e.g. Crew Truck - 3/4 ton, Skid Steer, Mini-Excavator, etc.)
Type	Choose either Vehicle or Equipment.
Units	Choose either Hours or Days. (Hint: we recommend you use hours for equipment that works in maintenance/service, and days for equipment that works in construction/install).
Description	(Optional) Displayed on customer proposals if equipment details are shown.
Internal notes	(Optional) Displayed on estimate job planners.
Sales Tax	This will be pre-populated from your Default Tax selections. If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.

Price Calculator The price calculator has three different settings you can use to calculate the billable rate you need to charge for equipment:
Use Profit Margin from Budget	This is the default setting. LMN will use the budget you've selected and pull the desired net profit margin from the budget. This is the rate that's designed to help you hit the sales goal you set in your budget.
Set a Custom Profit Margin	Select this option if you want to force LMN to ignore your budget and use a custom profit margin. 💡If you are unhappy with the Profit Margin indicated in your budget, it would be easier to adjust it in the budget then to set a Custom Profit Margin for each item in your catalog.
Set a Custom Price	Select this option if you want to force LMN to use a specific billable rate per hour. Once you customize your billing rate, LMN will automatically calculate, and show you, what your net profit margin is a that rate.

Item Information
Material Name	Enter the name of your material here. We suggest keeping your Material names consistent so that anyone at your company can find materials quickly and easily, even years down the road. (ie. Sand - Brick Sand, Sand - Concrete Sand, Sand - Sweeping Sand, Cedar - 1" x 6" x 8', Cedar - 1" x 6" x 10', Cedar - 1" x 6" x 12', etc.).
Size	Enter your material size.
Units	Enter the units your material is purchased in (ie. Tons, Each, Pallet, etc.).
Type	Choose the material to be either a Hardscape or a Softscape item.
SKU	Ask your vendors for an item number or sku number along with the list of materials. Then when you update your material costs each year, it is easy to upload the new list with the updated prices into LMN with that corresponding ID.
Round to the Nearest	Used by Work Area Templates, this rounds the material quantity to the nearest rounding factor.
Description	A description of the material.
Internal Notes	Will be included on Job Planners.
Sales Tax	This will be pre-populated from your Default Tax selections. If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.

Cost + Breakeven Calculator
Unit Cost	The cost-per-unit your company pays to purchase the material.
Shipping Factor	If your vendors charge you for delivery then build that into your material pricing.
Warranty Factor	This factor is to take into consideration that some materials will die/fail and need to be replaced. This will depend on the material. Plants will have a higher warranty factor. If a material has a high warranty factor you may want to increase the profit margin as well.
Purchasing Tax	This will be pre-populated from your Default Tax selections. If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.
Overhead Markup	This number comes direct from the budget you are using and will change as you switch your default budgets. This number is how LMN needs to markup your material costs to recover labor's share of your company's overhead. This may be indicated as 0% if you're using the Field Labor Hour overhead recovery method.
Breakeven	This rate covers the costs of materials, plus overhead.

Price Calculator The price calculator has three different settings you can use to calculate the billable rate you need to charge for materials.
Use Profit Margin from Budget	This is the default setting. LMN will use the budget you've selected and pull the desired net profit margin from the budget. This is the rate that's designed to help you hit the sales goal you set in your budget.
Set a Custom Profit Margin	Select this option if you want to force LMN to ignore your budget and use a custom profit margin. Please note: if you are unhappy with the Profit Margin indicated in your budget, it would be easier to adjust it in the budget then to set a Custom Profit Margin for each item in your catalog.
Set a Custom Price	Select this option if you want to force LMN to use a specific billable rate. Once you customize your billing rate, LMN will automatically calculate, and show you, what your net profit margin is a that rate.

1. Select your Branch from the dropdown
2. Narrow down your list by checking the boxes next to one or more Category
3. You have the option to bring in: On Hand Only Materials Only Download Previously Purchased Materials. Download/Update Materials I have Purchased since: If you don't want to download the entire catalog and only what you've purchased in the past, click on the Calendar and select the date.
4. Remove Items No Longer Available at SiteOne: If you downloaded a list that you have already downloaded before, LMN will be able to compare the new download with existing materials. If it finds materials that were available the first time, but not available the second time, those missing materials will automatically be removed from your list. This is assuming that SiteOne is no longer carrying these materials.
Click Confirm. Once you click Confirm, this request gets pushed to SiteOne and you will receive an email saying that the materials and pricing will be updated in a couple of hours.

Item Information
Sub Name	The name of the subcontractor or subcontractor type
Units	The units (e.g. hours, square feet, lin. ft, flat price) by which the subcontractor charges you. Enter Flat Price if the subcontractor charges you a custom price for every job, and then leave Unit Cost as $0.00.
Description	(Optional) Here you can add notes about the subcontractor that would show up on client proposals if you listed the subcontractor items (uncommon, but possible).
Internal Notes	Internal notes about the subcontractor that would only appear on Job Planner Reports.
Round to Nearest	Used by Work Area Templates, this rounds the subcontractor quantity to the nearest rounding factor.
Sales Tax	This will be pre-populated from your Default Tax selections. If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.

Cost + Breakeven Calculator
Unit Cost	The default cost per unit for this subcontractor (can be changed on any estimate). If the subcontractor charges you a custom flat rate specific to each job, set the Unit Cost to $0.00. This will then show up in red on estimates, reminding you that you need to update this.
Purchasing Tax	This will be pre-populated from your Default Tax selections. If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.
Overhead Markup	This number comes direct from the budget you are using and will change as you switch your default budgets. This number is how LMN needs to markup your material costs to recover labor's share of your company's overhead. This may be indicated as 0% if you're using the Field Labor Hour overhead recovery method.
Breakeven	This rate covers the costs of subs, plus overhead.

Item Information
Other Name	Name the item.
Units	The units (e.g. hours, square feet, lin. ft) by which you charge.
Description	(Optional) Notes about the other item that would show up on client proposals if you listed the item details on the proposal.
Internal Notes	Internal notes about the other item that would only appear on Job Planner Reports.
Round to Nearest	Used by Work Area Templates, this rounds the other item's quantity to the nearest rounding factor.
Sales Tax	This will be pre-populated from your Default Tax selections. If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.

Cost + Breakeven Calculator
Unit Cost	The default cost per unit for this other item (can be changed on any estimate).
Purchasing Tax	This will be pre-populated from your Default Tax selections. ⚠️ If you have not already setup your Default Taxes, we highly recommend you do this before proceeding with Estimating.
Breakeven	This rate covers the costs of subs, plus overhead. ⚠️ Remember, Other Items do not recover overhead.