1. LMN
  2. LMN User Guides

LMN User Guides

From building estimates to invoicing clients, learn how LMN works from top to bottom!

LMN Glossary

  • Analytics Definitions

    This glossary defines every metric visible in LMN Analytics dashboards. Use it to understand what each number means, how it is calculated, and how to interpret it. In this article: How to Use Key Ter...

    Kaitlin

LMN Best Practices

  • Change Orders | Best Practices

    Change orders in LMN are scope additions or modifications made after an estimate is created or a job has started; they’re managed by updating estimating and then syncing the change to the job and invoicing w...

    Kaitlin
  • Lead to Estimate Workflow | Best Practices

    Lead → Estimate WorkflowStep 1: Create a New Lead Navigate to CRM > Contacts Click + New and fill in Lead Details Add Jobsite Information Step 2: Estimate Creation PhaseSelect an appropriate method to cre...

    Kaitlin
  • Maintenance Enhancements | Best Practices

    Your company might define a “maintenance enhancement” one of two different ways. This will determine the workflow. Choose a scenario below and follow the correlating workflow: A client requests additional ma...

    Kaitlin
  • Turf Care Estimating | Best Practices

    This article will guide Admins and Operations Managers through best practices for setting up Turf Care Estimates and Jobs in LMN.In this article:Setup Turf Care ServicesCreate Turf Care ServicesBuild Turf Ca...

    Kaitlin
  • Irrigation | Best Practices

    This article will guide Admins and Operations Managers through best practices for setting up Time & Material Irrigation Repair Jobs & Tech work in LMN. Note that this article is going to assume that Irrigati...

    Kaitlin
  • Snow Estimating | Best Practices

    This workflow outlines the full setup and estimating process for launching Snow & Ice operations in LMN. By configuring your account with dedicated Snow divisions, services, job types, cost codes, and estima...

    Kaitlin

Dashboards

  • Dashboards | FAQ

    Which Dashboard Should I Use?1. What question are you trying to answer?Use this section to pick the right Analytics view:“How is my sales pipeline performing?”Go to Analytics > Estimates > Sales PipelineShow...

    Kaitlin
  • Dashboards: A Guide

    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 Cost ...

    Chris

Budget

  • Operating Budget | Best Practices

    The Best Practice guide to building an LMN Operating Budget: set sales targets and work breakdown, configure labor (wages, burden, OT), forecast equipment/materials/subs/overhead, choose an overhead recovery...

    Kaitlin
  • Build Your LMN Operating Budget

    This guide walks you through building an LMN Operating Budget end to end—covering Budget Info, Sales, Field Labor, Equipment, Materials, Subcontracting, Overhead, Profit/Loss, Overhead Recovery, and Analysis...

    Kaitlin
  • Budget Types

    Budget might be the most important thing you setup in LMN. Your budget will guide how every estimate is priced, to ensure your estimates cover all of the costs of doing business and are profitable. For a com...

    Kaitlin
  • Budget | FAQ

    Within this article you will find the most Frequently Asked Questions regarding your Budget!Select from the list below to jump to its spot within the article!My estimates are coming out with the wrong profit...

    Darienne S.
  • snow budget snow overhead snow snow and ice Budget: Snow

    In this article you will find all Budget- Snow related items for your convenience!  Select from the list below to jump to its spot within the article! How do I forecast Snow Revenue? How can I calculate Ove...

    Darienne S.

Job Costing

  • Job Costing: A Guide

    This article will provide you with a comprehensive guide to Job Costing in LMN for your convenience! (NOTE: Job Costing is only available with Professional/Enterprise level subscriptions)Select from the list...

    Christian Bseliss
  • 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
  • Job Costing | Best Practices

    In this article:Before Job CostingJob Costing Reporting Job Costing is only available on Professional or Enterprise LMN plans.Before Job CostingStep 1: Foundational CategoriesBefore jumping into LMN setup, m...

    Kaitlin

Price List

  • Price List Overview & Setup

    In this article:Labor Catalog: Overview & SetupEquipment Catalog: Overview & SetupMaterial Catalog: Overview & Setup      SiteOneSubcontractor Catalog: Overview & SetupOther Catalog: Overview & SetupPrice Li...

    Kaitlin
  • Price List: Production Rates, Taxes, & Templates

    This article will provide you with a comprehensive guide to the Production Rate Calculators, Templates and Taxes in the Price List Tab in LMN after you have setup your catalogs with Price List Overview & Set...

    Chris
  • Price List | Best Practices

    In this article:Set TaxesSet Equipment ItemsSet Material ItemsProduction Rates & Work Area Templates  Set Taxes Navigate to: Price List > Taxes Click + Add New  Enter the Name and Description of the Tax. Fo...

    Kaitlin
  • Price List | FAQ

    This article will provide you with a breakdown of Frequently Asked Questions pertaining to the Price List in LMN Estimating for your convenience! Select from the list below to jump to its spot within the art...

    Darienne S.
  • Price List | Troubleshooting

    This article will provide you with a breakdown of Frequently Asked Troubleshooting Questions pertaining to the Price List in LMN Estimating for your convenience! Select from the list below to jump to its spo...

    Darienne S.

CRM

  • CRM Overview & Guide

    LMN CRM is LMN’s customer relationship hub for managing both new leads and existing clients—centralizing contacts, jobsites, estimates, invoices, communication history, to‑dos, and sales reporting so your te...

    Kaitlin
  • crm tags referrals Contact Details CRM | FAQ

    Within this article you will find all the Frequently Asked Questions related to your CRM needs! Select from the list below to jump to its spot within the article!Using CRM Using CRM Tags How do I Review A Li...

    Chris
  • CRM | Troubleshooting

    Within this article you will find all the Troubleshooting guides related to your CRM needs! Select from the list below to jump to its spot within the article! Email not opening from LMN's CRM [Chrome & Gmail...

    Darienne S.

Customer Portal

  • LMN Customer Portal: Admin/Contractor Guide

    For an in-depth look at the Customer Portal through your Customer's POV and step-by-step instructions to share with your customers, see the LMN Customer Portal: Customer Guide article. In this article:Custom...

    Kaitlin
  • LMN Customer Portal: Customer Guide

    Welcome to LMN’s Customer Portal! The Portal is designed to allow Customers to make Payments Online, review, approve Estimates, submit Work Requests, and communicate in real-time with your Contractor.As a Cu...

    Kaitlin
  • customer portal customer portal guide Customer Portal | FAQ

    Within this article you will find all the Frequently Asked Questions related to your Customer Portal needs! Select from the list below to jump to its spot within the article! Can my client approve a proposal...

    Darienne S.

Customer Communications

  • 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
  • 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 Templ...

    Christopher
  • 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 sender...

    Christopher
  • 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 SMS...

    Christopher

Estimating

  • Estimate Settings

    In this article:Estimate Settings      Set Default Budget      Setup Default Estimate or Project Names      Automated Contract Renewal Reminders      Setup Default Estimate Status Mapping      Estimate Setti...

    Kaitlin
  • Service vs. Standard Estimate: Which Should I Use?

    LMN offers two types of estimating - Service estimate (ie. recurring work such as Maintenance) or a Standard estimate (ie. non-recurring projects such as construction). See characteristics of each Estimate t...

    Kaitlin
  • Create a Standard Estimate | Design Build/Install

    In this article:Before Creating a Standard EstimateCreate a New Standard Estimate (Design Build/Install)      From the CRM Contact      From the Standard Estimate ListAdd Discounts to Standard EstimatesPayme...

    Kaitlin
  • Design/Build Estimating | Best Practices

    This Best Practices article is for a simple design/build enhancement. These steps will walk through the core workflow suggested by LMN used across all design/build estimates. Note that the only time this est...

    Kaitlin
  • Create a Service Estimate | Maintenance

     In this article:Before Creating a Service EstimateCreate a New Service Estimate (Maintenance)     From the CRM Contact     From the Standard Estimate ListBuild a Service Estimate     Lock & Unlock Estimates...

    Kaitlin
  • Maintenance Estimating | Best Practices

    In this article:Setup Before Creating Maintenance EstimateCreate the EstimateDiscounts or Pre-pay in Maintenance ContractsCreate a Maintenance Estimate Step 1: Setup Before Creating Maintenance Estimate Crea...

    Kaitlin
See all 16 articles

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 V...

    Darienne S.

Jobs

  • Jobs: Setup & Management

    In this article:Import Estimates to Create JobsSetup Jobs for Hourly InvoicingSetup Job for Monthly Contract InvoicingSetup / Add Jobs [The Basics]Setup / Add Jobs [Advanced]Create Jobs in BulkAdd Tasks to J...

    Kaitlin
  • Jobs Tab

    In this article:Job ListUpdate JobsJob GroupsScorecards Job List In LMN, navigate to Jobs > Jobs List Click any job from your list of jobs Job Info & Settings Job Overview Within the Job Overview sec...

    Kaitlin
  • Job Settings

    Job TypesDefault TasksServices      Setup Service      Link Materials to a Service      Link Materials to Services [Legacy Accounts]      Add a Service to a Job      LMN Crew Mobile App: Crew View      Merge...

    Kaitlin
  • Setup a Task as a Drive Time Shortcut

    Setup a Task as a Drive Time Shortcut with 'Quick Start/End' EnabledLMN lets you take advantage of two powerful new options when setting up a Task within any Job belonging to a 'NonProduction' Job Type: Allo...

    Christopher
  • Cancel / Stop a Service

    Use this workflow to stop visits and billing for a job that should no longer be serviced (for example, when a customer moves out or cancels an ongoing maintenance contract).Step 1: Cancel or Delete Upcoming ...

    Kaitlin
  • create job jobs Invoice update job change invoice date edit job Jobs | FAQ

    Within this article you will have a complete list of Frequently Asked Questions regarding Jobs within LMN!Select from the list below to jump to its spot within the article!Templates and Renewal FAQ Can I Cre...

    Chris
See all 7 articles

Schedule

  • Schedule Settings

    In this article:Change Schedule Naming ConventionWork Calendars         Create a 'Recurring' Calendar         Create a 'Non-Recurring' Work CalendarSetup Schedule CrewsSetup Schedule Holidays Change Schedule...

    Kaitlin
  • Schedule Tab

    In this article:Schedule an Individual Job:         Schedule a Job from the Jobs Page         Whiteboard         CalendarSchedule ReviewWait ListBulk ScheduleUnscheduled JobsUnscheduled RoutesSchedule Templa...

    Darienne S.
  • Work Calendar Scheduling

    Work Calendars in LMN help you organize and schedule work by type, so it’s easier to plan jobs, assign crews, and keep your schedule clear. In this article, you’ll learn the difference between recurring and ...

    Kaitlin
  • Scheduling | FAQ

    Within this article you will have a complete list of Frequently Asked Questions regarding Scheduling within LMN!Select from the list below to jump to its spot within the article! How do you see or know that ...

    Darienne S.
  • Design/Build Scheduling | Best Practices

    In this article, learn how to schedule a design/build (one time) job using LMN's Best Practice workflow.💡You can schedule a job from many places within LMN. If you’re already in the Schedule section, it woul...

    Kaitlin

Timesheets

  • Managing Users & Staff: A Guide

    This article will provide you with a comprehensive guide to adding employees/users to LMN, user permissions and more, all relating to your Staff in LMN. Understanding LMN’s User TypesClick Here to Watch a st...

    Christian Bseliss
  • Timesheets: Payroll

    In this article:Payroll Codes Overview      The Hierarchy of Payroll CodesPayroll & Overtime SettingsPayroll Codes: Setup [By Job & Job Type]Timesheets: Payroll | Troubleshooting  Payroll Codes OverviewYour ...

    Darienne S.
  • 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 Equ...

    Chris
  • Efficiency Scoring

    Efficiency Scoring in LMN: How to Set up your Jobs/Staff, and Review your Team's ScoresEfficiency Scores can play a critical role in helping your Crew Leads and Operations staff to better understand the perc...

    Christopher
  • Timesheets | FAQ

    Within this article you will have a complete list of Frequently Asked Questions regarding Timesheets within LMN!Select from the list below to jump to its spot within the article! Timesheets and Payroll (Dail...

    Chris
  • Timesheet Approval | Best Practices

    Once Timesheets have been submitted from your Crew Leads, they’ll be ready for your review and approval. Follow the instructions below to approve timesheets in line with LMN’s best practices.⚠️ Note that tim...

    Kaitlin

Invoices

  • Invoice Settings

    In this article:Invoice SettingsInvoice Settings Video Invoice SettingsThere are a couple of fields which will print on your Invoices and these fields are customizable by company. To set your Invoice Setting...

    Kaitlin
  • Create an Invoice

    In this article:Create an "Ad Hoc" or One-Time InvoiceInvoice from Service Estimates (Maintenance)      Billing Types      Generate Service Invoices      Edit Service Invoices      Video: Invoicing Service J...

    Kaitlin
  • Invoice Runs

    In this article:Invoice Runs OverviewView Invoice RunsDelete Invoice RunsVideo: Invoice Runs Invoice Runs OverviewInvoice Runs is a very simple concept; it’s a collection of invoices that were all created at...

    Kaitlin
  • Invoice List

    On the Invoice List page, you can open and edit invoices. You can also use this screen to make fast changes to multiple selected invoices - like changing dates, changing statuses and more.In this article:The...

    Kaitlin
  • Generate Invoices

    Generate InvoicesThe Generate page is a compiled list of your invoices that are ready to be created, all information is automatically populated here for your convenience! Additionally, deleting an invoice fr...

    Kaitlin
  • Invoice Groups

    An Invoice Group is a way to organize multiple jobs or jobsites into one collective billing unit. Setting up Invoice Groups can be very beneficial, and make invoicing easier by chunking like-type of customer...

    Kaitlin
See all 8 articles

Payments Powered by Stripe

  • merchant stripe breta Stripe LMN Pay Powered by Stripe | FAQ

    In this article: Stripe Rates & Funding Times Stripe Customer Support Stripe FAQ   Stripe Rates & Funding Times US & Canada - No Monthly FeesCredit Cards: 2.99% + $0.30 cents per transactionACH:  1% (No ca...

    Kaitlin
  • Stripe Application

    In this article:Required Information for Stripe SetupSetup Stripe in LMN🎥 Video: Getting Started in Stripe Required Information for Stripe Setup USA Accounts Business Information ✔ Legal business name...

    Kaitlin
  • LMN Pay Settings | Stripe

    In this article:Stripe Payment SettingsStripe Account Management 🎥 Video: Stripe Payment Settings Stripe Payment SettingsOnce you have been successfully approved for a new Stripe account in LMN, you will be ...

    Kaitlin
  • Add & Request Payment Methods | Stripe

    This Article will show you how to add and request payment methods directly on file in the CRM to run against your customers invoices. In this article:Add a Payment Method with StripeRequest a Payment Method ...

    Kaitlin
  • Payment Runs with Stripe

    This article will show you how to run multiple payment methods against multiple invoices at the same time using the Payment Run feature in LMN with Stripe.In this article:Identify if Payment Method on File w...

    Kaitlin
  • payment payment method one-time payment stripe Process a One-Time Payment | Stripe

    In this article:Process a One-Time Payment with Stripe🎥 Video: Processing a One-Time Payment with Stripe Process a One-Time Payment with StripeWith LMN Pay Powered by Stripe, you are able to run one time pay...

    Kaitlin
See all 11 articles

Payments with Fiserv / Payrix

  • LMN Pay with Fiserv & Payrix | FAQ

    ⭐️ As of March 2026, LMN Pay has switched to Stripe as the primary merchant provider! Stripe is a globally trusted payments platform that lets you process cards and bank payments securely and seamlessly righ...

    Kaitlin
  • Receiving Online Payments | Fiserv & Payrix

    Collect payments faster with LMN by publishing invoices to the Customer Portal and accepting secure online payments, with immediate confirmation and emailed receipts for your customers. Send out a Pending o...

    Kaitlin
  • Request Payment Method with Fiserv & Payrix

    You can email customers directly from LMN to request that they add a credit card or ACH (ACH for U.S. customers only) account on file for payments. This makes it easier to collect payment info upfront and ke...

    Kaitlin
  • Payment Runs with Fiserv & Payrix

    Payment Runs are a great way to cut back on admin Payment Processing time and can help to ensure you have steady cash flow. You can process dozens of invoices against cards on file in just a few clicks! ⚠️...

    Kaitlin
  • Adding One-Time Online Payments with Fiserv & Payrix

    Running one-time online payments against your invoices in LMN is very common practice for design build work. Follow the steps below to learn how you can run a quick one time online payment against your invoi...

    Kaitlin
  • Add a Manual Payment to an Invoice with Fiserv & Payrix

    Record any payments you collect yourself (like check or cash) directly on the invoice in LMN. You can apply a single payment to just one invoice or split that payment across multiple invoices.Add a Manual Pa...

    Kaitlin
See all 10 articles

Reports

  • reports LMN Reports

    This article will provide you with a comprehensive guide to the Reports available to you within LMN for your convenience!In this article:CRM ReportsEstimating ReportsJobs ReportsScheduling ReportsInvoicing R...

    Kaitlin
  • Reports | Troubleshooting & FAQ

    Reports TroubleshootingLMN Reports Not Working: Access, Permissions, and Common ErrorsLMN Timesheets & Payroll Reports Don’t Match (Rounding, Excel vs In‑App, Missing People)ERROR: "Runtime Error" when runni...

    Kaitlin

QuickBooks

See all 7 articles

Academy

  • Granum Academy

    Within this article you will have a complete guide to the Granum Academy and its main functions for your convenience!In this article:Academy Overview & ObjectivesAccess AcademyNew to LMN?Homescreen / Dashboa...

    Darienne S.

Apps

  • LMN Crew App: A Day in the Life of a Crew Lead

    The LMN Crew app is your ultimate solution for efficient job tracking. This article will provide you with an example for the flow of a workday using LMN Crew in the field. If this crew lead also has estimati...

    Kaitlin
  • LMN Crew App: Crew Leads ONLY

    This article will dive deep into the the functions of the LMN Crew App only visible to the Crew Lead. For more information on all basic functions of the LMN Crew App see LMN Crew App article. Visit the artic...

    Kaitlin
  • LMN Crew App

    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...

    Kaitlin
  • 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 & PhonesCRM Video Tour Downloadable Training Guide TIM...

    Darienne S.

LMN Partners

  • Enabling the Beam AI Integration for AI Measurements

    Leverage the Beam AI integration to generate accurate, automated take‐offs and sync thosemeasurements back to LMN for estimating and job planning. This guide walks through setup,submitting a take‐off, tracki...

    Kaitlin
  • Manage LMN Account Payment Methods / Billing

    Access Account Payment Methods & BillingFollow the steps below to access your Stripe account through LMN. In Stripe, you can update the payment method on your account, update your credit card payment on file...

    Kaitlin
  • LMN & Zapier: Capture New Leads from your Website Intake 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
  • lending Acorn: Home Improvement Financing/Lending | FAQ

    What is LMN Home Improvement Financing?LMN has partnered with Acorn Finance, a marketplace of top lenders, to offer your clients access to personal loans for their home improvement projects. Make your client...

    Chris
  • LMN & Zapier: A Guide

    Introduction to ZapierZapier 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 with...

    Christopher

Analytics

  • Analytics | Troubleshooting

    LMN Analytics Tab Missing – How to Restore AccessStep 1 – Check your LMN planAnalytics is only available on certain LMN plans.Ask your account owner or admin to confirm your LMN subscription plan.If your pla...

    Kaitlin
  • Community Success - Analytics & Reporting

    In this article:Part 1: Setting Up Sales Opportunities in LMNPart 2: Reporting on Sales Funnel & Team PerformancePart 3:  Sales Team Meeting Script – Quarterly ReviewPart 4:  Job Costing Analytics Part 1: Se...

    Kaitlin
  • Analytics: A Guide

    LMN understands that implementing data analytics into the Landscaping business model means companies can help reduce costs by identifying more efficient ways of doing business. A Landscaping company can also...

    Christian Bseliss

Live Tracking

General LMN