New Feature
New Contact Info Page
The Info tab on each client record has been redesigned to surface the most important details the moment you open a record — primary contact name, email, and phone; current project info; outstanding balance, proposals, and invoices; and upcoming scheduled visits. Quick actions (add a note, to-do, or estimate) are built right in, so you get the full picture of a client in fewer clicks.
New Feature
Lead Generation Form
Capture website leads straight into your CRM. Set up a public, no-login form — styled to match your web proposals, with your logo — that collects a prospect's name, phone, email, address, and request. Every submission automatically creates a Contact, a linked Jobsite, and a follow-up To-Do (assigned to whoever you choose, due in the number of days you set), so no inquiry slips through the cracks. Now rolling out in open Beta.
Feature Enhancement
New Invoice Format for Fiserv and Payrix Customers
Fiserv and Payrix customers now receive the same refreshed, client-facing invoice design that Stripe users already see — a cleaner, more professional look. Note: online partial payments (via the portal and email) are being retired; businesses can still apply partial payments through Add Payment in LMN Pro.
As always, we appreciate your partnership. Please feel free to reach out with any questions or concerns that you might have. Enjoy the rest of your week!
Comments