Lmn time

Time Jobs to QuickBooksNew: checkboxes to export all/some invoices to QB when exporting invoicesNew: inactive jobs are excluded from job matchingUpdated: QuickBooks Desktop integration platform and libraryCRM Mobile App:New: push notificationsNew: ability to add/edit/delete customer requests21.03 Product Release NotesEstimating Marketplace Bug Fixes Opening the States/Provinces Filter window for the National Subscription vendors without issues.Material Files with SKU duplicates can now be uploaded successfullyRegistration Page Bug FixesBackend Fixes.The result for the validation of the referral code will now be shown to the users.ALL APPLICATIONSAdded warning on session expiry - TWO cases on which the User will be notifiedWhen the time is about token expiration timeWhen the token expiration time is already passed.REASON: We don’t want users to lose work because their session times out while they are in the middle of something. Now they will get a warning when their session is 10 min away from expiring.LMN TIMEUPDATED Changes to Automated Welcome Emails sent when Inviting New users from LMN TIME(Added Links to the email to redirect the user to the LMN TIME MOBILE APP for Android Play store and IOS App store Devices)Invoices in LMN TIME will now use BUSINESS INFORMATION instead of Routing Information.For Users using Mobile devices to Access and login to LMN Estimate, LMN Time and Settings from Mobile device has been deprecated with a message to notify users to use the DESKTOP to login/register.Miscellaneous Bug Fixes in LMN TIMEInvoice schedule dates are now ordered correctly after performing EDIT/DELETE FunctionsInvoices are renumbered correctly after performing EDIT/DELETE FunctionsInvoices should open without any issue after merging of contacts in LMN ESTIMATE - CRM section.Tax in an Invoice is now calculated correctly on the Customer Portal screen when there is a credit applied.A small glitch is fixed on Calendar screen when other jobs start to show up randomly when using DRAG and DROP Feature.A small glitch is fixed on Whiteboard screen when crews were multiplying with date change.First Service in the settings app caused other areas of the application to freeze and is now fixed.Titles of the Browser tab is now consistent across all screens(LMN Estimate, LMN Time and Settings)LMN ESTIMATEBug Fixes on the dashboard screenSITEONEBug FixesAdded ability to optionally restrict SiteOne material list to only include materials on hand, or include all materialsSettingsCurrently purchased implementation packages will be greyed out in the subscription screen under Account settings to avoid purchasing multiple times by the userWhat's new for all subscription types? EstimatingNew! Analytics Menu & Dashboards.Home Dashboard - This is your new one-stop-shop for all of those daily tasks that you need to stay on top of. View current customer requests, to-dos, estimate goal verses actual sold, and CRM activity. This dashboard will help you immediately surface requests from customers

Different screens to apply changes to your crew schedules.Do you have longer job routes that you weren’t able to optimize within the whiteboard? We have improved the job routing and optimization feature so that you can route up to 100 addresses!Check out our updated article HERE.BUG FIXES & UPDATESFixed! Font formatting issues within Terms & ConditionsFixed! You can now clear the “closed date” on an estimateFixed! Bulk scheduling naming convention consistent with schedule settingsUpdated! Improved report speed performance - significant wait time reductionUpdated! In Customer Portal (CP) the ‘Username’ field will now be called ‘Email/Username’. When logging into CP new Users will be required to use their email in the ‘Email/Username’ field, however existing Users are exempt and can continue to use their Username when logging in.21.10 Product Release NotesLMN LendLMN Lend is our new online lending platform designed to help you gain access to capital to grow your business. Powered by Lendflow technology, LMN Lend will allow you to access business funding for investments needed resources like equipment, materials, staffing, accounts receivable and more! In 15 minutes or less, you can complete the process of applying for business funding — without having to leave LMN — and receive a confirmation of available funds within 24 hours. Want more information? Check out this website for more information and additional FAQs can be accessed here.LMN PayLMN Pay is our new payment processing platform, designed to help landscapers easily accept credit cards and ACH (bank) payments from their customers in an easy to use, secure and cost-effective way. LMN Pay will help to improve cash flow and reduce costs through lower fees, and offer improved functionality when customers access the system to pay for job invoices, submit work requests, and view jobsite activity photos such as landscaping installation and snow removal. More information on this new feature can be found here and additional FAQs can be accessed here.At this time, LMN Pay is only offered to our US-based users on an opt-in basis.LMN ReferCheck out our new easy-to-use referral platform which incentivizes contractors to refer LMN to other landscape companies. You can earn unlimited rewards by sharing the benefits of LMN with others and even review the status of their existing referrals and referral-based discounts. To learn more about LMN Refer, click here!TimeJobsMap Functionality for Route Optimization - We’ve heard you! With the new map routing feature, you can now visually optimize your route for up to 50 jobsites!Introducing 5 new Time Analytics features!Division Analytics - Take advantage of our new Division Analytics feature where you can track your invoice revenue by Division. This is a great way to track the volume of work and progress for each division against its divisional

In this article you will find a comprehensive list of all 2021 product releases for your convenience! 21.01 Product Release Notes21.02 Product Release Notes21.03 Product Release Notes21.04 Product Release Notes21.06 Product Release Notes21.10 Product Release Notes21.11 Product Release Notes21.12 Product Release Notes21.01 Product Release Notes21.01 brings an exciting partnership with SiteOne as well as some big strides to help organize your business and LMN account data!SiteOne IntegrationThe pièce de résistance: let us formally introduce you to our new partner, SiteOne! Click HERE to learn more for this one!We want to help you get up and running and estimate faster, so moving forward our US members will have the ability to:Download material pricing from local SiteOne branch*Use estimates to place order directly to local SiteOne branch*Yep. You heard that right - estimate and then order materials all in one spot!*Please note, a SiteOne online account is required for this functionality.Post-Registration SurveyImportant! Every LMN Member will see a new survey on your first login after our 20.12 release.Please fill it out accurately - this survey is going to allow us to recommend new and exciting account data to you for things like: Settings, Production Rate Calculators, Work Area Templates, etc.Annual UpdatesWe also know that businesses change. So to keep things fresh, we’ll provide you with the opportunity to change your answers once a year!Setting AdjustmentsNew Home for SettingsYou’ve probably noticed a new icon in town. At the top of your screen, you will now see Estimates, Time and Settings icons.We’ve moved your Estimate Settings to one section (Time Settings to follow in 2021) to make the initial setup of LMN easier.This will also give you permission to only grant certain users permission to change important settings like cost codes, divisions, terms and conditions and more.New DashboardsWant to check in on your setup progress? Checkout the new, nifty dashboards available to you in this section, which will rank your setup!Admin UsersMaking your Admin setup more intuitive! Moving forward you can create an Admin user and adjust permissions for both Estimating and Time in one place!LMN TimeActivities and Services Completed ReportBy popular request: Revenue Per Service has been added to your LMN Time report!Schedule - Hide Completed VisitsMoving forward, you will have the ability to hide Completed Visits from your Job’s Scheduled Visits tab.21.02 Product Release NotesQuickBooks Online Integration:Fixed: issue where taxable setting was switched for some line itemsFixed: issue where invoice line items were sorted in a different orderFixed: minor UI issues and spelling mistakesUpdated: QuickBooks Online integration platform and libraryQuickBooks Desktop Integration:New: ability to clear customer and/or job site auto-matchingNew: ability to skip Payroll Item matching for users who don't use QuickBooks for payrollNew: optional settings to include/exclude JobIDs when syncing LMN

Address!TimeNew! LMN Time Settings.All LMN Time settings have been migrated to the new settings section of LMN to provide you with a much better customer experience - settings all in one spot 🙌 .Customer PortalNew! Activate Payments for Customer in BulkInstead of having to activate payments one-by-one for each customer, you now have the ability activate multiple customers at once!Update! Customer Portal Dashboard now displays Invoices & Proposal activityNow as a property owner or manager, we have added the ability to view estimates awaiting approval, have been approved or rejected. Plus you can view invoices that have been made available for payments and invoices that have received payments!What's New for Professional subscription types?New! Monthly Analytics Email (Professional customers only).Automatically get a monthly update via email so that you have a pulse on the most important items that drive your business growth! The monthly update will include active budgets, new leads, best referral sources, outstanding to-dos & customer requests, estimates created last month and proposals shared last month. For more information on what Pro customers will be able to see in the monthly email, click HERE.Bug Fixes & Updates EstimateFixed: Display issues on the dashboard screenUpdated! Added warning notification 10 minutes before a user is going to get logged out of LMN because their session has expired.Estimating MarketplaceFixed: Opening of the States/Provinces filter window for National Subscription vendors.Fixed: Material Files with SKU duplicates can now be uploaded successfullySiteOneUpdated! Added ability to optionally restrict SiteOne material list to only include materials on hand, or include all materialsLMN TimeUpdated! Added URL link to the automated email that a new user gets so that they can login to LMN Time easily. Updated! Company Information within settings is now called Business Information. Invoices in LMN Time will now use Business Information instead of Routing Information.Fixed: Invoice schedule dates are now ordered correctly after performing edit/delete functionsFixed: Invoices are re-numbered correctly after performing Edit/delete functionsFixed: Invoices should open without any issue after merging of contacts in the CRMFixed: Tax on an Invoice is now calculated correctly on the Customer Portal screen when there is a credit appliedFixed: Jobs no longer show up randomly when using the drag/drop feature on the Calendar screenFixed: Crews will no longer multiply on the Whiteboard when the date is changedFixed: The first Service in the settings app will no longer cause other areas of the application to freeze Fixed: Linked Materials will now save as alphabetically when being added to a new Service.21.04 Product Release NotesSettings:Updated! In the Taxes page found within Price List settings, the Rate percentage for a new tax can now be specified up to four decimal places.Updated! Within the Report Settings screen, the “Name on Proposals” and

The logic behind various Time Reports so that they will generate and load fasterBUG FIXESFixed! No more “no valid email” warning when publishing an invoice to the Customer Portal from the invoice screenFixed! Invoices will only show in the Customer Portal dashboard if the portal payments setting is toggled ONFixed! No more duplications occurring when a user manually changes the due date of an invoice within LMN TimeFixed! Taxes will be rounded per Tax Type sum instead of per Item to ensure the total sum is less affected by rounding to hit more precise figuresNOTE: The change to tax rounding will not be applied automatically to existing estimates unless the user opens one and makes changes to itFixed! The statuses shown in To-Do History reports will be accurate matches to the To-Dos and Requests page from the LMN systemFixed! On the Invoice List page, the Job Name field has been corrected to pull the job names, rather than job site names21.11 Product Release NotesNEW & IMPROVED FEATURESFinally! You can customize "Extra Services" inside the Service Proposals Report! This has been one of our most requested features. When configuring your service proposal, simply change the "Per Visit/Hourly Service Title" to have it updated in the report.Emails now display as coming from your company. Emails sent from the customer portal now show your company rather than “LMN Customer Portal” as the name of the sender.Update the name displayed under Settings → Company Information → Business Information → Name.When customers reply, these emails continue to reply to your company email address or user email as appropriate.BUG FIXES & UPDATESFixed! No need to clear your cache anymore! For the vast majority of changes that take place with system updates, you’ll be able to see them right away the next time you log into LMN after an update.EstimatingCustomer Proposal reports will now preview and generate much more consistently!Super Admins can now see the Estimating Dashboard because they’re super admins.SchedulingReplacement calendars now properly keep all scheduled visits when deleting a work calendar.The “Edit Visit” window now correctly shows the “Manager” field in all cases.PaymentsWe’ve cleaned up rare issues customers were having when adding ACH Payments through LMN Pay.You can once again request a void or refund of an ACH payment, however, due to payment processing rules those requests are not guaranteed to be fulfilled.You can now delete online payments inside LMN which will adjust the open balance for an invoice accordingly. Please note, this doesn’t change anything with the actual payment transaction.Situations where batch and single payments weren’t correctly displayed have been resolved.Customer PortalImages will now correctly display in the customer portal timeline regardless of their filename.LMN CRM AppYou can now edit completed To-Dos and Requests.Phone