Kaitlin
Articles
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Release Note | 3.18.2026
This release introduces our * NEW * Stripe integration for faster payment processing, platform enhancements that reduce redundancies, improved analytics dashboards, and updated SMS Texting terms a...
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Release Note | 3.4.2026
This release introduces platform enhancements that make your workflows more intuitive and reduce the risk of administrative errors. What’s New? LMN Desktop: Estimating | Automated Email Reminders...
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Dashboards | FAQ
Which Dashboard Should I Use?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 Pipel...
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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.I...
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Price List Overview & Setup
In this article:Labor Catalog: Overview & SetupEquipment Catalog: Overview & SetupMaterial Catalog: Overview & Setup SiteOneSubcontractor Catalog: Overview & SetupOther Catalog: Overview & Set...
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Release Note | 2.18.2026
We’re continuously enhancing the LMN platform to make it more intuitive and to better support your end-to-end workflows. This release includes improvements to platform stability, CRM, Estimates, a...
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QuickBooks Online: Invoices
This article will review how to successfully export and publish an invoice to QuickBooks from LMN.In this article:Setup QuickBooks Online Sync Tool Step 1: Connecting to your QuickBooks Online...
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Release Note | 2.4.2026
This release brings feature launches with tools that make your information and project tasks easier and smoother to manage.What’s New?LMN Desktop:JobsiteWatch No Longer Available for JobsThe Jobsit...
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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 ...
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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‐o...