Estimating
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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...
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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...
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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...
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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 time this est...
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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 Estimates...
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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 Estimate Crea...
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Client & Crew Notes
In this article:Add Client Notes to an EstimateAdd Crew Notes to an Estimate Add Client Notes to an Estimate📖 Client Notes in LMN are designed to provide transparency and clarity directly to your clients wh...
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Manage, Email & Print Proposals
In this article:Individual Proposals Proposal Management Email ProposalBulk Proposals Bulk Proposal Management Email Proposals in BulkCustomize Default Proposal EmailsAutomated Email Prop...
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Services & Service Types
In this article:Services vs. Service TypesService SetupApply Service Types to EstimatesContracts Services vs. Service Types Service Service Type 📖 Services are a very important feature in LMN Jobs /...
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Estimate List
When your business is growing fast, your pile of estimates can get cluttered in a hurry — which doesn’t help when you need to bring up a specific list of estimates for follow-up or analysis. The Estimate Lis...
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Mobile Estimates
Mobile EstimatesOnly standard estimates.Only users with estimating permissions.Shows estimates assigned to that user, created in the last 90 days.From Crew you can now: access, create, edit, preview, send, a...
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Calculate Estimated Labor Hours
When using LMN for estimating, it is very important to note that when estimating the labor for either a Service Estimate (maintenance/snow), or a Standard Estimate (design/build), you are calculating the Tot...
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How LMN Calculates Overhead, Labor Burden, and Profit in Estimates
In this article:How LMN Calculates Overhead, Labor Burden, and Profit in Estimates OverviewWhere These Numbers Come From in LMNKey DefinitionsHow LMN Builds a Price from your BudgetWhy a 37% Overhead Ratio C...
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Estimating | FAQ
Within this article you will have a complete list of Frequently Asked Questions regarding Estimating within LMN!Select from the list below to jump to its spot within the article!Estimate Setup FAQ Do I have ...
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Estimating | Troubleshooting
Within this article you will have a comprehensive breakdown of the common LMN Estimating Troubleshooting resolutions!Select from the list below to jump to its spot within the article! Why can I only see my o...
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Client Web Proposals Beta | FAQ
This article answers common questions about the new, web-based proposal experience available in closed beta. The beta introduces a modern, mobile-friendly proposal page and a new preview-and-send workflow th...
