Academy

  • LMN Academy: A Guide

    Within this article you will have a complete guide to the LMN Academy and its main functions for your convenience! Select from the list below to jump to its spot within the article! Academy Dashboard Learni...

    Darienne Sandell

Apps

  • LMN Crew: Using InstaBug to Submit a Bug Report, Suggestion, or Question

    InstaBug is a tool built into the Crew App that you can use to effortlessly report any issues you encounter while using the app. This quick guide will show you how to do so.To initiate InstaBug, just shake y...

    Christopher Cooper
  • LMN Crew LMN Crew: Day in the Life of a Crew Lead

    Introducing our all-new LMN Crew Mobile App!  LMN Crew will be your ulitimate solution for efficient job tracking. This article will provide you with an example for the flow of a workday using LMN Crew in th...

    Christian Bseliss
  • LMN Crew: A Guide

    Intended as a replacement for the existing LMN Time Mobile App, LMN Crew is an app available for both iOS and Android devices that your field crews can use to manage their schedules, timesheets, and tasks. T...

    Chris Davies
  • app apple app settings App Store Google Play Store LMN Apps: A Guide

    In this article you will find a comprehensive list of all LMN App related information for your convenience!  Mobile Devices  Accessing LMN through Tablets & Phones CRM Video Tour Downloadable Training Gui...

    Darienne Sandell

Analytics

  • Dashboard: Analytics

    This article will provide you with a comprehensive guide to your Dashboard: Analytics in LMN for your convenience!    Select from the list below to jump to its spot within the article! Home CRM Estimates Co...

    Chris Davies

Budget

  • Budget: A Guide

    This is a comprehensive breakdown of How to Build Your Budget with each section explained for your convenience! Select from the list below to jump to its spot within the article! BUDGET TYPES LMN Express Bu...

    Darienne Sandell

CRM

  • CRM: A Guide

    This article will provide you with a comprehensive guide to the CRM Tab in LMN Estimating for your convenience!  Select from the list below to jump to its spot within the article! Adding New Clients/Leads t...

    Chris Davies

Customer Communications (SMS)

  • SMS With LMN: A Guide to Opting In your Customers

    In Canada and the United States, in order to send SMS messages to customers, you will need to be able to verify that those customers have opted in to receive electronic messages from you. Obtaining this cons...

    Christopher Cooper
  • Example SMS Message Templates

    LMN-generated SMS messages can be used in all kinds of scenarios and for many different types of work. We've put together a few example templates to help you get started: Pre-Visit Notification/Reminder Temp...

    Christopher Cooper
  • FAQ: SMS Messaging with LMN

    Q: What is the one-time fee for? A: Sending SMS messages is highly regulated and requires business verification. This fee is required to cover the costs associated with: Verifying your company as a sende...

    Christopher Cooper
  • Sending SMS Notifications with LMN: A Guide

      PLEASE NOTE: LMN’s SMS functionality may not be used for marketing purposes. It is intended to be used only for transactional purposes with existing customers. For more information on accepted use of the S...

    Christopher Cooper

Price List

  • Price List: A Guide

    This article will provide you with a comprehensive guide to the Price List Tab in LMN Estimating for your convenience!  Select from the list below to jump to its spot within the article! Setting up your Lab...

    Chris Davies

Estimating

  • Estimates Estimating: A Guide

    Within this article you will have a comprehensive breakdown of the LMN Estimate tab; inclusive of both Standard and Service estimates!  Select from the list below to jump to its spot within the article! Esti...

    Chris Davies

Jobs

  • Quick Start Guide: Setting Up a Task as a Drive Time Shortcut with 'Quick Start/End' Enabled

    As of the Pro 24.02 release, LMN lets you take advantage of two powerful new options when setting up a Task within any Job belonging to a 'NonProduction' Job Type: Allocated a Task Category of either 'Defau...

    Christopher Cooper
  • Jobs: A Guide

    This article will provide you with a comprehensive guide to Jobs in LMN for your convenience!  Select from the list below to jump to its spot within the article! Jobs Tab Job List Update Jobs Job Groups Sco...

    Darienne Sandell

Job Costing

  • jobcosting Job Costing: A Guide

    This article will provide you with a comprehensive guide to Job Costing in LMN for your convenience!  Select from the list below to jump to its spot within the article! Introduction Job Cost Overview Screen...

    Chris Davies
  • QuickBooks job costing vendor bills Exporting LMN Vendor Bills to QuickBooks

    This guide will walk you through the process of exporting one or more LMN Vendor Bills into either QuickBooks Online, or QuickBooks Desktop. If you are using QuickBooks Desktop, you can skip ahead to Queuing...

    Christopher Cooper

Schedule

  • Scheduling: A Guide

    This article will provide you with a comprehensive guide to Scheduling in LMN Time for your convenience!  Select from the list below to jump to its spot within the article! Different Methods to Schedule Job...

    Darienne Sandell

Timesheets

  • Efficiency Scoring in LMN: How to Set up your Jobs/Staff, and Review your Team's Scores

    Efficiency Scores can play a critical role in helping your Crew Leads and Operations staff to better understand the percentage of time Crews are spending on unbillable work (such as drive time, loading, or m...

    Christopher Cooper
  • Timesheets: Payroll

    Within this article you will have a complete guide to LMN Payroll Codes! Select from the list below to jump to its spot within the article! Payroll Codes [Overview] The Hierarchy of Payroll Codes Payroll...

    Darienne Sandell
  • Timesheets: A Guide

    This article will provide you with a comprehensive guide to Timesheets in LMN [Desktop] for your convenience!  Select from the list below to jump to its spot within the article! Settings Timesheet Settings ...

    Chris Davies
  • Staff: A Guide

    This article will provide you with a comprehensive guide to creating users, user permissions and more, all  relating to your Staff in LMN for your convenience!  Select from the list below to jump to its spot...

    Chris Davies

Invoices

  • Invoices: A Guide

    This article will provide you with a comprehensive guide to Invoicing in LMN for your convenience!  Select from the list below to jump to its spot within the article! Invoicing Explained What are the billin...

    Darienne Sandell
  • Invoices: Payments

    This article will provide you with a comprehensive guide to Invoice Payments in LMN for your convenience!  Select from the list below to jump to its spot within the article! Payment Settings Invoice Balance...

    Darienne Sandell

Reports

  • reports LMN Reports: A Guide

    This article will provide you with a comprehensive guide to the Reports available to you within LMN for your convenience! Select from the list below to jump to its spot within the article! CRM REPORTS CRM ...

    Darienne Sandell

Live Tracking

Customer Portal

  • Customer Portal: A Guide

    Within this article you will find a comprehensive breakdown related to your Customer Portal needs!  Select from the list below to jump to its spot within the article! Customer Portal Guide Creating your "Cu...

    Darienne Sandell

QuickBooks

  • QuickBooks QuickBooks Desktop QuickBooks Desktop: A Guide

    This is a comprehensive breakdown of QuickBooks Desktop in addition to Frequently asked Questions for your convenience! Select from the list below to jump to its spot within the article! QuickBooks Desktop: ...

    Chris Davies
  • QuickBooks QuickBooks Online QuickBooks Online: A Guide

    This is a comprehensive breakdown of QuickBooks Online in addition to Frequently asked Questions for your convenience! Select from the list below to jump to its spot within the article! Integration & Sync A...

    Darienne Sandell

Estimating Marketplace

  • LMN Marketplace: A Guide

    This article will provide you with a comprehensive guide to LMN's Marketplace within LMN Price List for your convenience. Select from the list below to jump to its spot within the article! How to Search for...

    Darienne Sandell

LMN Partners

  • LMN & Zapier: A Guide

    Introduction to Zapier Zapier is used to create Zaps. A Zap works by listening passively in the background for any occurrence of a triggering event that you specify. This triggering action can take place wit...

    Christopher Cooper
  • LMN & Zapier: Bringing New Leads from your Website Form into your LMN CRM

    Your website's lead intake form is a vital part of your business. Make sure your LMN CRM is keeping up, by setting up a Zap that will listen for each new form submission and automatically create a new contac...

    Christopher Cooper
  • lending lend LMN Lend: A Guide

    This article will provide you with a comprehensive guide to LMN Lend for your convenience!  Select from the list below to jump to its spot within the article! What is LMN Lend? LMN Lend and Plaid Signup For...

    Chris Davies
  • Payments LMN Pay Manual Payments LMN Pay fees LMN Pay: A Guide

    This article will provide you with a comprehensive guide to LMN Pay for your convenience!  Select from the list below to jump to its spot within the article! What is LMN Pay? Merchant Eligibility How to get...

    Chris Davies
  • Greenius greenius support greenius app Greenius: A Guide

    This article will provide you with a comprehensive guide to Greenius for your convenience!  Select from the list below to jump to its spot within the article! Getting Started Support Overview Greenius - Ste...

    Chris Davies