Kaitlin
Articles
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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 ...
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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 met...
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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...
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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 on...
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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...
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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 sectio...
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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 cl...
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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 o...
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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 Est...
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Pay with Stripe: The Customer Experience
See how your customers can easily pay their invoices through the guest checkout or a customer portal with Stripe. In this article:Send Invoice to your Customer with StripePaying Via Guest Checkout:...