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  3. 19.[xx] Product Release Library

Product Release Notes: 19.[XX]

In this article you will find a comprehensive list of all 2019 product releases for your convenience! 

 

LMN Estimate

LMN Budget & Estimate

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen - please see some of our updates below!

  • IMPROVEMENT!  One login, one system
    • If you have access to Estimates and Time, you can now easily switch between LMN Estimate and LMN Time with the click of a tab - no additional logins required!
  • IMPROVEMENT!  New look and feel
    • The same great screens you love, with a new look and feel!
      • Updated icons and screen colors
  • NEW FEATURE!  Estimating Dashboard
    • Our new Estimating Dashboard will allow you to report on the following by preferred date range:
      • New Leads
      • New Clients
      • New To-Dos
      • New Communication Notes
      • Your estimate revenue split by Status
      • Your Urgent To-Dos which have not been completed to-date
      • Your LMN Referral Code

  • NEW FEATURE!  Export to Time
    • Standard and Service Estimates can now be exported to Time directly from the Estimate's Customer Info tab!
      • As soon as you flip the estimate to a sold status, you can now click the Export to Time button, which will direct you to the LMN Job Import screen where you can finish your Import to time.

 

LMN Time

LMN Time

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen - please see some of our updates below!

  • IMPROVEMENT!  One login, one system
    • If you have access to Estimates and Time, you can now easily switch between LMN Estimate and LMN Time with the click of a tab - no additional logins required!
  • IMPROVEMENT!  Access to the resources you need
    • Our new LMN Help icon will allow you to access page-specific resources as well as our world famous chat service!
  • IMPROVEMENT!  New look and feel
    • The same great screens you love, with a new look and feel!
      • Updated icons and screen colors

  • IMPROVEMENT!  Faster load times
    • We've changed the way your data loads for a faster experience on Job and Timesheet screens.

  • NEW FEATURE!  Interface Options
    • Any screen that has a list of items on it (Timesheet List, Jobs List, Staff List, Invoice List, Payroll Alerts, etc) will have our new Interface Options control. This will allow you to:
      • Collapse your left-side menu
      • Change your search results from 10 to 100
      • Show or hide Page Numbers from the top of your lists

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  • IMPROVEMENT!  Relocated action buttons
    • Any screen which used to have a black task bar now has those actions in a green button instead.
      • Anytime you see a button with a white down arrow, you will find actions for that page in there.
      • This makes for cleaner, easier to navigate screens with less buttons.

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  • IMPROVEMENT!  Settings cog
    • All of your settings (Timetracking, Jobs, Schedule and Invoice) can now be found in one spot!
      • Checkout the cog in the top-right corner of your screen to access your settings.

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  • NEW FEATURE!  Timesheet List | Tracked Staff
    • You can now view all tracked staff on a timesheet from the Timesheet List!
      • This will allow you to search for a crew member at-a-glance.
  • IMPROVEMENT!  Timesheets | Faster punch ins
    • We've eliminated steps in the punch in and out processes on the Time app and the web, reducing the punch in time by half!
      • Next task process will now have you punching out of Job 1 before you punch in to Job 2, making the process less confusing to new users.
  • NEW FEATURE!  Scheduled Services
    • Visit types are a thing of the past! You will now be scheduling services directly. When your crew punches out, they will mark their service as complete to:
      • Update the job for invoicing
      • Apply a checkmark to the calendar for that scheduled work
    • Have two crews going onsite for separate services? No problem. Services will change color if they were scheduled and completed already for that date! See our LMN Time App training for more information HERE.
  • NEW FEATURE!  Timesheets | Daily Dashboard icons
    • Icons will now indicate if timesheets have notes and photos, giving you some timesheet information before you click for more details.

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  • IMPROVEMENT!  Timesheets | Payroll Alerts
    • Two screens combined into one! LMN's old Timesheet Warnings and Payroll Warnings can now be found together in the Payroll Alerts tab.
  • NEW FEATURE!  Timesheets | Staff Alerts
    • Click Ignore missing warnings to filter out staff who are not present on your selected timesheet date.
  • NEW FEATURE!  Timesheets | Approve Time Warnings
    • LMN's AI will now scan your timesheets as you review to display any timesheet or payroll warnings!
    • Being alerted to potential timesheet issues as you approve will save you time and clicks.  Click on a warning to be redirected to the timesheet(s) in question.

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  • NEW FEATURE!  Timesheets | Approve Time Review
    • The Approve Time screen is now bigger and better!  Scan your timesheets by clicking on the timesheet bar, displaying the following information right in your screen - no more navigating from page to page to review your timesheets!
      • Employee summary
      • Punch in and out times
      • Total hours for payroll
      • Lunch warnings
      • Edit warnings - click to review!
      • Job and task breakdown
      • Note icon - click to review!
  • NEW FEATURE!  Live Tracking Tab
    • All of the tracking you need, now in one tab!
    • Quickly and easily navigate between job and staff tracking from the Live Tracking tab.
  • IMPROVEMENT!  Live Tracking | Punch In review
    • Providing you with more information on the same great screen, the Live Map will now show you the last five punch ins on a property automatically.
  • NEW FEATURE!  Live Tracking | Photo review
    • The job screen will now show you your last five punch ins and any timesheet photos.
    • View photos and jobsite data live in one screen.

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  • NEW FEATURE!  Live Tracking | Job History Punch Out times
    • Job History will now display punch in and out times.
  • IMPROVEMENT!  Live Tracking | Job History color coding
    • Job History is now color coded by your selected intervals (example: 6 hours, 12 hours, 24 hours).
    • Set the intervals that make sense to your company by clicking the set intervals screen.
    • Change the intervals for Green and Snow seasons, making your reporting more relevant for the season!
  • NEW FEATURE!  Live Tracking | Where Are They color coding
    • Where Are They will now show a green square if your staff are on an in progress timesheet at the time of the report.
  • NEW FEATURE!  Live Tracking | Where Are They staff groups
    • Filter by staff group to grab a specific department for quick reporting.
  • IMPROVEMENT!  Live Tracking | Live Map screen
    • This report will show you color coded pins based on whether your crews punched in onsite or offsite.  Click the pin to see the difference in their location.
  • NEW FEATURE!  Calendar | Day view
    • Calendar will now display three filter options:
      • Month
      • Week
      • Day - New!

  • NEW FEATURE!  Wait List | Search
    • Available on the List View and Map View, you can now search for a specific job to promote to schedule by Job Name and Job ID.

  • NEW FEATURE!  Bulk Schedule | Wait List on map
    • When you go to schedule, you will now see colored pins for work which is on the Wait List as well as Scheduled work.

  • NEW FEATURE!  Schedule Templates
    • One of the biggest new features of the 19.10 Product Release, Schedule templates will allow you to apply multiple services to the wait list and schedule at the same time!

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  • NEW FEATURE!  Job List | Remembered filters
    • Navigate off of your screen without losing your filtered results.  LMN will now remember your search options for the Job List screen!

  • NEW FEATURE!  Job List | Filter for No Job Group
    • From the Job List screen, you can now filter jobs to see which jobs have not been assigned to a group. 

  • IMPROVEMENT!  Job List | Status drop down
    • Without having to navigate off of the Job List page, you can quickly flip between Active, Inactive or All jobs using the Status drop down. 

  • NEW FEATURE!  Job List | Assign to Job Group
    • From the Update Jobs button, add multiple jobs to a job group.
  • NEW FEATURE!  Job List | Set Job Type
    • From the Update Jobs button, adjust Job Types for multiple jobs.
  • NEW FEATURE!  Job List | Add Materials
    • From the Add to Jobs button, add a material to multiple jobs.
  • NEW FEATURE!  Job List | Created date
    • Quickly filter by created date to see your most recent jobs.
  • IMPROVEMENT!  Job | Link to CRM, Job on Map
    • In an effort to reduce buttons on your screen, your Customer and Job Address are now click-able under the Customer/CRM Information section.
      • Customer: Will take you to that customer in the CRM
      • Job Address: Will take you to google maps for that Lat/Long

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  • NEW FEATURE!  Job | Item Count on Job Menu
    • When you open a job, a counter will now display numbers for the following:
      • Job Files
      • Groups
      • Tasks
      • Services
      • Materials
      • Hourly Rates
      • Scheduled Visits
      • Invoices

  • NEW FEATURE!  Job | Job Scoreboard
    • The Job Scoreboard will give you a quick view on how your job is progressing.

  • NEW FEATURE!  Job | History & Photos
    • The History & Photos tab will provide real-time reporting on all timesheet items: Tasks, In/Out times, Notes, Services, Materials, Photos.
    • Use the date filter to customize your view!

  • NEW FEATURE!  Job | Invoice Activation Message
    • As you add services and materials to jobs, an Invoice Activation message will appear to remind you to setup invoicing.  This message will change once invoicing has been turned on for the job!

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  • NEW FEATURE!  Job | Invoice Activation and Invoice Schedule
    • Invoice Activation has been split from Invoice Schedule, making it easier for users who bill for per occurrence services.
    • If you're setting up an Invoice Schedule, it will become available once you activate invoicing!

  • NEW FEATURE!  Staff | Hide Jobs | Show All/Hide All
    • Showing only one group of jobs has never been so easy! Select your Job and click Show All to move those jobs to your visible list! Repeat as necessary.

  • NEW FEATURE!  Staff | Hide Staff | Show All/Hide All
    • Same functions for hiding staff! Grab a staff group and click Show All to quickly show your foreman one group of employees.
  • IMPROVEMENT!  Staff List | Status drop down
    • Without having to navigate off of the Staff List page, you can quickly flip between Active, Inactive or All staff using the Status drop down. 

  • NEW FEATURE!  Invoice | Remembered filters
    • Navigate off of your screen without losing your filtered results.  LMN will now remember your search options for the following pages:
      • Generate
      • Invoice Runs
      • Invoice List

  • IMPROVEMENT!  Invoice | Closed check mark
    • The Closed check mark will allow you to Sort invoices by whether or not they have been closed.

  • NEW FEATURE! Reports | Payroll | Show Inactive Button
    • Click this button to hide inactive employees from your filters and search results!
  • IMPROVEMENT! Reports | Payroll | Last Name, First Name
    • The following reports have been updated to sort employees by Last Name, First Name:
      • Payroll Summary - Daily Hours
      • Employee Hours - By Job
      • Attendance Report
      • Employee Hours (Job Summary)
  • NEW FEATURE! Reports | Jobs | Show Inactive Button
    • Click this button to hide inactive jobs from your filters and search results!

  • NEW FEATURE! Reports | Job History - Services (Excel Format)
    • This report shows services and materials for timesheet tasks, organized by date.
  • NEW FEATURE! Reports | Job History - Time (Excel Format)
    • This report shows time recorded for timesheet tasks, organized by date.

 

Live Tracking

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen!

Get ahead of the game by watching the following video for an in-app screen tour!

 

Jobs

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen!

Get ahead of the game by watching the following video for an in-app screen tour!

 

Job List

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen!

Get ahead of the game by watching the following video for an in-app screen tour!

 

Timesheet List

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen!

Get ahead of the game by watching the following video for an in-app screen tour!

 

Timesheet Approvals

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen!

Get ahead of the game by watching the following video for an in-app screen tour!

 

Schedule Templates

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. You’ll notice improvements on every screen!

Get ahead of the game by watching the following video for an in-app screen tour!

 

LMN CRM App

The following video will give you a quick tour of the new LMN CRM App!  

 

CRM App - Downloadable Training Guide

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. 

It's important that your team has everything they need to learn how to use the LMN CRM App.  The following document will walk staff through how to navigate the App.

Click here to download the CRM App Training Guide

 

LMN Time App

Enhancements/Requests Implemented

  • Database/Server Improvements
    • Significantly improved average server response speed (0.67 sec after launch) to an average of 0.17 sec over last week)
    • Improved load times for companies with 200+ jobs by over 300%
    • Improved load times for companies with 50+ staff by 50%
  • Job Groups
    • Optimized Job Groups display (only displays name(s) of Job Groups where users can see at least 1 job in the group)
  • New Features
    • Added ability to Swap Job for open jobs (jobs with no End time)
    • Improved process for adding staff who start after foreman. (instead of using NEXT TASK, use the More menu and tap the PUNCH IN option)
    • Foreman can revert a timesheet status from Submitted back in In Progress (using the More menu) to fix/edit mistakes. Foreman cannot set timesheets back to In Progress once a timesheet is set to In Review or Approved (only an admin has that power).
  • Additional Enhancements
    • Hid inactive staff from the absent/late drop down list
    • Copying employees now includes copying lunch deductions
    • Added more horizontal space in services/materials for materials with long names

Fixes

  • Fixed identifiable causes of “spinning wheel” crashes when punching in or submitting timesheet (frequent)
  • Repeated, fast taps of the Next Task and New Timesheet buttons no longer cause ‘spinning wheel’ crashes (frequent)
  • Crashes of late/absent screen(s) when staff lists contain 50 or more staff (occasional)
  • Routes on the mobile app were not showing jobs in correct order (frequent)
  • Jobs that did not require notes were requiring notes (occasional)
  • Timesheet lunch deduction - times not being set or cleared correctly (frequent)
  • Task Info screen was loading blank in certain cases (rare)
  • Lunch could be applied outside hours where employee actually worked (rare)
  • Foremen were unable to submit certain timesheets (had to be done by admin) (occasional)
  • Date picker controls were fixed so users who rapidly clicked DONE didn’t crash the following screen (occasional)
  • Editing start/end times was raising conflict warnings when none existed

 

LMN Time App Foreman Training Videos

We suggest watching the following videos to gain an understanding of the LMN Time App.  These videos are also great for training your field staff!  To access these videos, click Watch below.

Note - you can watch these videos with Closed Captioning in Spanish with these simple instructions!

  1. When the video starts, click the button on the bottom that says CC
  2. You should now see English subtitles.  To change them to Spanish, simply:
  3. Click the Settings button right beside the CC button (it looks like a little gear)
  4. Click the Subtitles/CC option (it will default to English (generated))
  5. Click the Auto-Translate option
  6. Choose the Spanish option

Now the video will play with Spanish subtitles.  Note this works for ALL LMN training videos!

 

Time App - Downloadable Foreman Training Guide

The crew at LMN is excited to introduce our biggest product release ever, set to go LIVE on October 28th, 2019! LMN 19.10 is the result of thousands of discussions with the LMN community over the past several years. 

It's important that your crews have everything they need to learn how to use the LMN Time App.  The following document will walk staff through how to punch their crews in and out as well as how to manage some of the more advanced options available on the App.

Click here to download the Time App Training Guide

 

LMN Time Web

Enhancements/Requests Implemented

  • Database/Server Improvements
    • Reduced timesheet delete time by 90% resulting in faster overall performance of all areas of the app
    • Deleting the last employee on a task now deletes entire job/task, saving user from manually deleting the job as well
    • Expanded allowed characters in username/password
    • Improved mobile app error logging to identify/detect/eliminate unexpected crashes from mobile app
  • LMN Estimating Dashboard
    • Added filter To-Do list by All, Created by Me, or Assigned to Me
  • Timesheet Screen
    • Improved timesheet experience when submitting different lunch times for different staff
    • Enabled ability to submit timesheet(s) with only absent staff
    • Admins can now edit services and materials on jobs, even if timesheets are approved
  • Live Tracking screens
    • Job Name is now shown on the popups on the Crew Tracking map
  • Job Screen
    • Expanded ‘allowed' number of characters in ShortName to 50 (previously was 25)
    • Improved auto-naming of copied jobs
    • Job History and Photos screen
      • Now displays Total Man Hours for each punch-in
      • Improved searching for information. Now can be searched by:
        • Date Range
        • Service Type
        • Task Name
        • Crew Notes
    • Job Scoreboard
      • Now includes all tasks, even if they have 0 estimated hours
    • Google auto-address lookup auto-detects users’ location for improved address suggestions
    • Added an: Update Job Address button which updates LMN Time jobsite address using information from CRM
    • Minimum characters in Job Suffix (when renewing jobs) reduced from 3 characters to 1
    • Users who don’t have permission to access settings have had access granted to add/remove services & materials & rates to jobs
  • Job Groups screen
    • Added ability to display and print route in Google Maps
    • Job Groups now show inactive jobs with a strikethrough to make them easily identifiable
  • Schedule Screen(s)
    • Bulk Scheduling completed!
      • Now supports bulk scheduling using Schedule Templates
    • Schedule Review screen now includes ability to Print report
    • Expanded search filter on Unscheduled Routes to include description text
    • Jobs show up on the Unscheduled list automatically when last wait list visit is deleted
    • Estimated Visits column added to Unscheduled Jobs table
    • Crew daily report now shows task names correctly for install/one-time jobs
    • Crew daily report re-instated option to hide job hours from report printout
    • Select All button has been added to the select task screen when scheduling one-time (install-type) jobs
  • Invoice Screen(s)
    • Brought back the ability to open the job from the Invoice screen
    • No Groups now available as a filter when generating invoices
  • Reports
    • Job List (by Job Group) report now in Excel format (instead of .pdf)

Fixes

  • Times were rounding to the second, resulting in times such as 9:00am to 10:00 showing as 59min or 1h 1min (occasional)
  • Timesheets were not showing up on approval screen (rare)
  • Staff names showing twice when performing searches (occasional)
  • Selected visits wouldn’t move dates when using Edit Visit button on the whiteboard (occasional)
  • When generating invoices, checkbox on hourly tasks was checking different tasks (occasional)
  • Schedule Review screen miscalculating the # of days overdue (occasional)
  • Users who didn’t have access to Staff menu can see Staff Groups in dropdowns (various screens)
  • Default tasks were not being added when importing estimates (occasional)
  • Invoice screen was displaying a status of Pending (regardless of actual status) when opened from the Job screen
  • Hourly tasks were showing up for invoicing after foreman were switching to non-hourly tasks
  • Live Tracking | Crew Tracking screen - popup box displaying current date/time instead of date/time of Task start time

 

19.12

Enhancements/Requests Implemented

Timesheets 

  • Payroll Alerts - Now defaulted to today's date
  • Next task - Only staff with open time will come across to the next task for Punch In

Live Tracking 

  • Job Tracking - Job History - Punch In/Out sorting now available
  • Crew Tracking - Staff Groups are now sorted alphabetically

Schedule 

  • Non recurring job - planned crew now appears alphabetically

Wait List 

  • Crews selected during addition to Wait List are now reflected and remembered on Wait List screen and promotion to schedule

Schedule templates

  • Inactive services will now show with a strike through

Job Screen 

  • History & Photos - Date range extended to 6 months

Staff Screen 

  • Admin User - Hide Staff/Hide Jobs screen - Job group dropdown now in alphabetical order

Reports 

  • Payroll Summary - Daily Hours - Report run by Staff group now shows Staff by Last Name 

Fixes

Estimate

  • Importing an estimate to time allows for selecting/un-selecting of hourly tasks
  • Service Estimates - Updates estimates - Renew - Salesperson and Estimator dropdowns now show only active staff

Online Training

  • Users with Online Training permissions can now view Online Training Tab

Unscheduled Route 

  • Save as Group job remembers order
  • Rerouting remembered when adding schedule to whiteboard

Job Screen 

  • Files - Link files from CRM
  • Tasks - Can no longer add two Tasks with same name

Job Groups 

  • Route - Adding multiple jobs to the existing job group now adds new jobs to the bottom of the list, allowing you to reorder if required

Invoice Screen 

  • Invoice subtotal rounds based on line items rounded above

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