Product Release Notes: 17.[XX] – LMN

In this article you will find a comprehensive list of all 2017 product releases for your convenience!

17.05 - Release Notes
- Streamlined Reporting in LMN Time
17.08 - Release Notes
17.10 - Release Notes
17.12 - Release Notes
- NEW FEATURE! CRM - Import Customers + Jobs from Quickbooks

17.05 - Release Notes

LMN has completed another major update!

As per user request, we have updated the following features:

General Updates

Upgraded site security – site and SLL updates encrypt and protect your data from the latest vulnerabilies. LMN gets an ‘A’ rating by independent tests:
- https://www.ssllabs.com/ssltest/analyze.html?d=my.golmn.com
Upgraded database security – using Microsoft’s latest AI to detect/block/prevent attacks 24 hours a day, 7 days a week
Account Management – upgrade/downgrade your LMN subscription
User interface upgrades for improved viewing on tablets/smaller screens

CRM Updates

Added ability to launch email to contacts directly from CRM contact screen
Added ability to timesheet photos from jobs on the CRM Jobsite screen
Improved support for downloading Excel export files for Safari users (note: make sure you update your Mac to the latest version of OSX)

Estimate Updates

Added ability to launch email to client, directly from the estimate screen
Service Estimates – added ‘service type’ to services for better/faster job setup in LMN Time
Service Estimates – added Per Visit/Per Season view for simpler, easier viewing of price data

LMN Time Updates

Importing Service Estimates

Auto-link LMN Time job to CRM Client/Jobsite/Contact
Automated service/activity setup for tracking/billing
Automated rate setup for hourly tasks/services

Jobs

Create LMN Time jobs using LMN CRM info
- Link existing LMN Time jobs to LMN CRM
- View CRM information from LMN Time
Added ability to update job with latest customer/jobsite address data from CRM
LMN Time Jobs screen – added Select All checkbox at top
Added services for improved/simpler tracking of work completed
Added ability to link activities to services for simpler timesheets and accurate billing/invoicing
Added ability to hide tasks from crew timesheets (used when tasks are completed and you don’t want to show them anymore)

Timesheets

Added mouse-over help text on app bar buttons

LMNTime Settings

Added new settings for services
- Added ability to hide services from timesheets (used when service is completed/no longer needed)
- Added ability to custom sort services – so they appear on crew timesheets in a specific order
Added new settings for activities
- Flag for Review – to highlight specific activities for extra-careful review before billing
- Minimum quantity - ability to override timesheet quantities with a minimum quantity for invoicing
- Added default quantity to activities – will auto-fill track qty field with a default to make crew timesheets easier/faster/more accurate
- Added ability to hide from timesheets when activities are complete/no longer needed
New – Timesheet Review screen
- Quickly review daily activity by foreman
- Review/sort by foreman, date and staff group
- Review all completed services/activities

LMNTime App Updates

Updated clockout screen to hide linked activities unless specific services are completed
Adding a new clock-in button to make clocking in easier for your crews.
Foreman have the ability to check off activities that were completed specifically for a particular service.

LMNTime Report Updates

Payroll Reports – added ability to filter by Staff Group
- Detail and summary reports
Payroll Excel Exports – added ability to filter by Staff Group
- Detail and summary exports
New Report – Job History Report – shows all task/notes and billing information for specific jobs/date range
Streamlined LMN Time reports – less reports, more options on each report to show/hide specific information

LMN/QuickBooks Sync Updates

Improved address formatting

Streamlined Reporting in LMN Time

LMN Time offers many different types of reports - Payroll, Jobs, Billing, Scheduling, Dashboard, Exports.

As per user request, we have combined multiple reports into one! You will not longer have to pull multiple reports to get all of the information that you are looking for in order to bill your customer or simply do job costing.

Billing Reports:

Condensed the below reports to show more information on one report.

Service/Material Summary Report:

You can now see which services/materials are Billable.

Job Reports

Task Hours (By Job) is now called Job History (All Details):

You can see who the foreman that was onsite.
Number of staff.
If you make an activity non-billable, it will now show the quantity, a rate of $0 and total price of $0.
The address and Job ID have now been added to the header of the report.

Payroll/Staff Reports

Payroll - Daily Details:

You can now filter this report by staff group.

17.08 - Release Notes

LMN Budgeting & Estimating

CRM Updates

CRM Export - Tag Toggle - Created a toggle to allow the selection and de-selection of all tags at once in the crm export.
CRM Export - Date Created Column - Added the date created column to the CRM Export to allow filtering by date added.
Todo's Deletion - Todo's can now only be deleted by the creator preventing assigned users from simply deleting them. Improves accountability.
NEW FEATURE! CRM Google Address Lookup - Added google address lookup when typing in an address for a new contact/lead or jobsite. This will suggest and populate all applicable fields.

File Importing

Suspicious File Blocking - Implemented the blocking of suspicious file types when uploading files in LMN Pro.

LMN Time

Job Groups

NEW FEATURE! Optimized Job Groups - Export To Excel - Added the ability to export an Optimized job group to excel for easier external data manipulation.
NEW FEATURE! Optimized Job Groups - Select Start Time - Added the option to choose a start time for your optimized Job Group's route.
NEW FEATURE! Optimized Job Groups - Invalid Address Error - If an address comes back invalid it will display a specific error for your optimized Job Group's route.
NEW FEATURE! Optimized Job Groups - Map route view via LMN - Users can now see a map of your optimized Job Group's route. Users can now route up to 50 jobs.
NEW FEATURE! Optimized Job Groups - Print Feature - Users can now print their optimized Job Group. Users can now route up to 50 jobs.
NEW FEATURE! Optimized Job Groups - Ability to optimize up to 50 jobs - Users can now optimize up to 50 jobs.

Scheduling/Optimizing

Unscheduled Route - Save as Job Group Button - Added the ability to save an unscheduled route as a job group from the unscheduled route screen.

Invoicing

Blocking duplicate Invoice numbers - When manually changing invoice numbers user is now prevented from using an invoice number already in use.
Create Ad-Hoc Invoices - Added the ability to create ad-hoc invoices. This allows a user to create an invoice without the need to create an entire payment schedule.
Negative invoice Line Item Quantity - Allowed the use of negative quantities for line items in invoices.
Merge Invoices - Added the ability to merge multiple invoices together. This allows for greater billing flexibility and will give users the ability to push one invoice to Quickbooks for multiple LMN jobs.

Reports

Added Staff Group Filters - Added the staff group filters to Employee hours (By job) and Job Hours (Employee Summary)
Job History Report Column - Added the cost code column to the Job History Report.
Crew Daily Report Add-on - Changed the task field to show task name and visit type.
Crew Daily Changes - Added Task Notes to the crew daily for recurring scheduled jobs. Added the ability to generate report from the unscheduled reports section. Resolved bug that skewed order of jobs.
Job Progress (Est vs Actual Hours) Excel Report - Added an excel estimated vs actual report.
NEW REPORT! Foreman Scorecard Report - Under LMN Time>Reports>Payroll/Staff, this report will show progress by foreman for accountability and project tracking.
NEW REPORT! Job Billing Setting Review - Under LMN Time>Reports>Billing, this report will show you all Services, Activities/Materials and Hourly Rates set up for a job.
NEW REPORT! Invoice Summary Report - Under LMN Time>Reports>Billing, this report will show a summary of all invoices generated.

17.10 - Release Notes

LMN Budgeting & Estimating

CRM Updates

NEW FEATURE! CRM – Classification
- You can now add a classification to each of your customers and leads!
- Options for classification include:
  - Residential
  - Commercial
  - Government
  - Other
- More information on Classification can be found HERE
NEW FEATURE! CRM – Do not contact options
- You can now add three options to each of your contacts for your customers.
  - Do not Email
  - Do not Mail
  - Do not Call
- More information on this feature can be found HERE
NEW FEATURE! CRM – Position
- Position
- More information on Position can be found HERE
NEW FEATURE! CRM – Add To-Dos to your Outlook, Gmail or Apple Mail Calendar
- You can now send a calendar event to Outlook, Gmail or Apple Mail calendars when assigning To-Dos
- More information on this feature can be found HERE

LMN Time

Jobs

UPDATE! Live Map
- Colors have been updated to signify potential necessity for visit (ie. sites which have not been visited in over 24 hours will be indicated as red).
- For more information on this update, click HERE

Scheduling/Optimizing

NEW FEATURE! Time – Calendar - Selection Saved
- The calendar view under schedule will now save your selections for Calendars, crews, managers, Crew vs Calendar Color.
- More information on this feature can be found HERE

Invoicing

NEW FEATURE! Invoice - Export to Letterhead
- You can now use the Print feature in LMN Invoicing to print to company letterhead. This option will leave space at the top of the invoice for a company logo.
- More information on this feature can be found HERE
NEW FEATURE! Export negative invoices
- Create negative invoices to import to Quickbooks as a credit memo
- More information on this feature can be found HERE
NEW FEATURE! Per Visit/ Per Hour Billing to be included with Monthly billing
- Extras billing will now automatically default to your next scheduled Per Season payment.
- More information on this feature can be found HERE
NEW FEATURE! Time – Import estimate pricing for Standard estimates
- You can now import your estimate pricing from your estimate into LMN Time during your LMN Time Job Import!
- More information on this feature can be found HERE
NEW FEATURE! E-mail or Print Options Honored from LMN to Quickbooks
- If you have set invoice preferences in your Quickbooks for your jobs, your LMN Invoices will now honor this selection once imported to Quickbooks.
- More information on this feature can be found HERE

17.12 - Release Notes

LMN Budgeting & Estimating

CRM

NEW FEATURE! CRM - Import customers + job data from Quickbooks
- You can now import your Customers using the LMN Quickbooks Sync!
- More information on importing customers can be found HERE.
NEW FEATURE! Create LMN Time jobs from a list of selected CRM leads
- You can now import your jobs from the CRM to LMN Time, making for quick and easy job creation!
- More information on importing jobs to LMN Time can be found HERE.
NEW FEATURE! CRM Jobsites - ability to assign a primary contact person.
- Link your jobsites to primary contacts for easier association on projects.
- More information on this feature can be found HERE.
NEW FEATURE! Mass Delete in CRM
- Use check boxes to delete clients/leads, then use the Delete button to remove them.
- More information on mass deletion in the CRM, including who has the ability to delete within your account, can be found HERE.

Item Catalog

NEW FEATURE! Request quotes on rental equipment while estimating
- Get quick quotes on rental equipment while you're estimating a job!
- More information on this feature can be found HERE.

Estimates

UPDATE! More streamlined reporting when using rounding in Service Estimates
- We've updated the system to eliminate rounding issues on Service Estimate Proposals
NEW FEATURE! Estimate Settings
- Originally known as Default Budgets tab under the Estimating menu, this section has been renamed and updated to allow for further customization within your account!
- Users can now setup the default way they want estimates to be named (e.g. Job Address | EstimateID | 2018)
- More information on using this feature can be found HERE.
NEW FEATURE! Estimate Costs to Quickbooks Desktop
- Estimate Costs can now be exported to Quickbooks Desktop Estimates
- More information on setting up and using this feature can be found HERE.

LMN Time

Jobsite Watch

NEW FEATURE! Show Timesheet Photos
- Jobsite Watch web app - customers can now view photos
- For more information on setting this up for your Jobsite Watch customers and for information using this feature, click HERE.
NEW FEATURE! Show Scheduled dates and allow printing
- Jobsite Watch web app - customers can now view/print schedules.
- For more information on setting this up for your Jobsite Watch customers and for information using this feature, click HERE.

Scheduling

UPDATE! Ability to save UNASSIGNED Crew as default on Calendar View
- Schedule Calendar View now includes saving the UNASSIGNED crew when saving default crews

Invoicing

NEW FEATURE! Show Date + Time of Service on Invoices
- Services + activities can now show the date and time of a service on LMN invoices
- For more information on displaying time, click HERE.
NEW FEATURE! Show Average Cost on Activities/Materials
- You can now add an average cost to your Activities/Materials in LMN Time.
- More information on setting this up can be found HERE.
UPDATE! Display Average Cost for Activities/Materials on LMN Time reports
- LMN Time - Activities/Materials - now include an average unit cost - so you can view estimated job costs in reports:
  - Job History
  - Job Summary (Tasks + Activities)
  - Service/Activity summary

Staff

NEW FEATURE! Hide Job Groups from Staff
- Using the Hide Jobs feature, you can now show/hide jobs by Job Group
- More information on this feature can be found HERE.

Jobs

UPDATE! Inactive Job History
- Added Job History functionality for Jobs that are Inactive.
- Click on an inactive job and then click on the history tab.