Kaitlin
Articles
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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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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 recu...
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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 Payme...
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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 ...
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Job Costing | Best Practices
In this article:Before Job CostingJob Costing Reporting Granum Webinars Job Costing is only available on Professional or Enterprise LMN plans.Before Job CostingStep 1: Foundational CategoriesBefore...
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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...
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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 a...
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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 tim...
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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...
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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 upfr...