Welcome to Your Success Journey Hub.

Take this guided Journey where you'll find resources designed to help you get up and running quickly and easily. From managing your customer service and sales using our CRM to setting company and crew Budgets, creating Estimates to tracking time and job progress onsite with our Mobile Timetracking tool - streamline your routine and eliminate paperwork for good! Then, integrate with QuickBooks providing a simple and time saving way to keep your accounting up to date.
Spend less time handling paperwork and more time getting back to what you do best - running a great business.
Let's start your Journey!

LMN's Budgeting & Estimating 5 Step Onboarding

Step 1: Account Settings & CRM

In this video we'll cover the basic steps you'll need to get rolling with LMN. You will learn:

  • Company info, setting up users & your self-serve billing portal
  • Learn LMN, Articles & our Help Center
  • LMN's CRM Tool

Homework

  • Account Settings
  • Setup Users
  • Import or Enter customers into the CRM Tool
Tap into a number of knowledge based documents created by LMN experts.
Step 2: Budgeting

In this video we'll cover budgeting with LMN Software. You will learn how to:

  • Forecast sales goals
  • Enter costs of goods sold & overhead
  • Produce a profit

Homework

  • Build your budget
Tap into a number of knowledge based documents created by LMN experts.
Step 3: Item Catalog

In this video we will show you how to enter:

  • Labor, Equipment, Material, Subcontractor and Other items
  • Templates
  • Categories
  • Taxes

Homework

  • Complete your item catalog: Labor, Equipment, Materials, Subs & Other
  • Enter Templates
  • Setup Categories
  • Setup Taxes
Tap into a number of knowledge based documents created by LMN experts.
Step 4: Estimating

In this video we get into some good stuff like:

  • Setting your Default Budget
  • Terms & Conditions
  • Statuses, Cost Codes & Divisions
  • Building Standard & Service Estimates
  • Printing Proposals

Homework

  • Set Default Budget
  • Setup Statuses & Cost Codes
  • Build Standard and/or Service Estimates
Tap into a number of knowledge based documents created by LMN experts.
Step 5: QuickBooks Integration

In this video we will review how QuickBooks integrates with LMN and have you:

  • Set up Chart of Accounts & Service Items
  • Download & Setup the Integration Tool
  • Import Estimates from LMN into QuickBooks
Tap into a number of knowledge based documents created by LMN experts.

Congratulations!

You've now completed LMN's 5 Step Onboarding

You should now have the skills you need to begin working with LMN and incorporating it into your daily routine. If need be, feel free to reference this or any prior videos as you continue to better your business.


LMN Time's 5 Step Onboarding

Step 1: Account Settings, CRM, Staff

In this video we'll cover the basic steps you'll need to get rolling with LMN Time.

  • Learn LMN, Articles, & our Help Center
  • Self-serve billing portal
  • LMN's CRM Tool
  • LMN Time Staff setup

Homework

  • Setup Account Settings
  • Enter or import contacts into CRM tool
  • Setup Staff in LMN Time
Tap into a number of knowledge based documents created by LMN experts.
Step 2: Time Jobs

In this video we'll cover setting up jobs in LMN Time. You will learn how to:

  • Setup jobs with tasks & activities
  • Setup job groups for routing

Homework

  • Setup jobs in LMN Time
  • Setup job groups for crews
Tap into a number of knowledge based documents created by LMN experts.
Step 3: App & Timesheets

In this video we'll cover the LMN Time App & Timesheets. You will learn how to:

  • Clock in and out of the App
  • See timesheet data in real time
  • Approve timesheets for payroll

Homework

  • Download the LMN Time App via the Apple Store or Google Play Store
  • Practice entering timesheets
  • Approve timesheets
Tap into a number of knowledge based documents created by LMN experts.
Step 4: Scheduling

In this video we'll cover Scheduling with LMN Software. You will learn how to:

  • Schedule settings
  • Scheduling maintenance jobs
  • Scheduling construction jobs

Homework

  • Setup scheduling settings
  • Practice scheduling your LMN Time jobs
Tap into a number of knowledge based documents created by LMN experts.
Step 5: Time & QuickBooks

In this video we'll cover LMN and QuickBooks Integration. You will learn how to:

  • Setup QuickBooks settings in LMN
  • Setup QuickBooks
  • Setup LMN's QuickBooks Sync tool
  • Import LMN timesheets into QuickBooks for payroll
Tap into a number of knowledge based documents created by LMN experts.

Congratulations!

You've now completed LMN Time's 5 Step Onboarding

You should now have the skills you need to begin working with LMN Time and incorporating it into your daily routine. If need be, feel free to reference this or any prior videos as you continue to better your business.


 

Contact us.

Still have a question regarding our software or how to do something specific within your account? We're here to help make this a great journey. Don't hesitate to contact us at support@golmn.com.