Kaitlin
Activity overview
Latest activity by Kaitlin-
Kaitlin created an article, Configure & Use Your Lead Generation Form | Beta
The Lead Generation Form lets you capture website inquiries directly in LMN CRM. When someone fills out your public form, LMN automatically creates a Contact, a linked Jobsite, and a follow-up To-D...
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Kaitlin created an article, Release Note | 7.8.2026
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...
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Kaitlin created an article, Redesigned Job Detail Page | Beta
This article will show you how to get started with the Redesigned Job Detail page in LMN — including what it is, how to turn it on, and how to use the new layout to run a job from start to finish.I...
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Kaitlin created an article, Release Note | 6.24.2026
New Feature Add Photos to Estimates on Mobile Estimators can now attach photos to estimates directly from their mobile device, out in the field. For users on the Standard Web Proposal beta, those ...
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Kaitlin created an article, LMN Master Estimate Template Creation Walkthrough
In this article:Master Estimate vs Template Service EstimateBefore You Build AnythingBuild a Master Estimate Template for Design-Build Standard EstimatesBuild a Template for Maintenance Service Est...
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Kaitlin created an article, Release Note | 6.10.2026
New Feature Processing FeesRecover credit card and ACH processing costs by adding processing fees to your invoices. Set separate fee percentages for each payment method, and LMN applies the right ...
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Kaitlin created an article, Schedule Settings
In this article:Change Schedule Naming ConventionWork Calendars Create a 'Recurring' Calendar Create a 'Non-Recurring' Work CalendarSetup Schedule CrewsSetup Schedule Holidays Chang...
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Kaitlin created an article, Release Note | 5.27.2026
Feature Update New Contact List is Now ON by DefaultThe new contact list is now the default view for all customers, instead of them having to opt in (but they still have the option to go back to ...
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Kaitlin created an article, Payment Disputes | Stripe
This guide explains what a dispute is, what the most common dispute response codes mean, and what to submit in LMN.In this article:What is a Dispute?Dispute Responce CodesWhat to Submit for Evidenc...
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Kaitlin created an article, Processing Fees | Stripe
Processing Fees are now available to add directly to invoices with LMN Pay Powered by Stripe. In this article:Understanding the FeesSetup Processing Fees in LMNCustomer ExperienceProcess One Time P...