LMN Best Practices
The LMN Way is a standardized set of best practices and workflows for setting up and using LMN
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Change Orders | Best Practices
Change orders in LMN are scope additions or modifications made after an estimate is created or a job has started; they’re managed by updating estimating and then syncing the change to the job and invoicing w...
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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 method to cre...
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Maintenance Enhancements | Best Practices
Your company might define a “maintenance enhancement” one of two different ways. This will determine the workflow. Choose a scenario below and follow the correlating workflow: A client requests additional ma...
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Turf Care Estimating | Best Practices
This article will guide Admins and Operations Managers through best practices for setting up Turf Care Estimates and Jobs in LMN.In this article:Setup Turf Care ServicesCreate Turf Care ServicesBuild Turf Ca...
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Irrigation | Best Practices
This article will guide Admins and Operations Managers through best practices for setting up Time & Material Irrigation Repair Jobs & Tech work in LMN. Note that this article is going to assume that Irrigati...
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Snow Estimating | Best Practices
This workflow outlines the full setup and estimating process for launching Snow & Ice operations in LMN. By configuring your account with dedicated Snow divisions, services, job types, cost codes, and estima...
