You've Got the Basics, Now Go Pro.
LMNPro is the newest addition to our software suite. Find out how to create and utilize invoicing for maintenance as well as add jobsite files & photos to your timesheets!
LMNPro's 5 Step Onboarding
5 Modules, 2 hrs, 25 Minutes
Step 1: Invoice Settings
28 min
In this video we'll cover the basic steps you'll need to get rolling with Invoice Settings. You will learn:
- Invoice settings
- Setting up default services and activities
Homework:
- Setup invoice settings
- Setup default services
- Setup default activities
Step 2: Creating & Importing Service Contracts
29 min
In this video we'll cover creating and importing service contracts with LMNPro. You will learn:
- How to create a service contract
- How to import a service contract into LMN Time
Homework:
- Create a service contract and import it into LMN Time
Step 3: Creating & Setting Up Jobs
32 min
This video focuses on creating and setting up jobs using LMNPro. You will learn:
- How to manually create a job in LMN Time
- How to setup a job for invoicing including contracts, services and activities
Homework:
- Manually create a service job in LMN Time
- Setup services
- Setup activities
- Setup a contract
Step 4: Invoices
38 min
In this video we will explore invoices as they relate to LMNPro. You will learn:
- How to generate invoices
- How to setup invoice runs
- How to setup invoice groups
- How to review, edit and approve invoices
Homework:
- Generate invoices
- Create invoice runs
- Create invoice groups
- Review, edit and approve invoices
Step 5: Files, Attachments & Timesheet Photos
18 min
This video goes over how to attach files & timesheet photos within LMNPro. You will learn:
- How to upload files, attachments and photos
Homework:
- Attach a file, and/or photo into LMNPro
- Upload a photo from the LMN Time App
Congratulations!
You've now completed LMNPro's 5 Step Onboarding
You should now have the skills you need to begin working with LMNPro 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.