Clear communication is critical to successful field execution. In LMN, notes help crews understand site rules, task expectations, and day-specific changes before work begins. However, not all notes behave the same way in the Crew App. Knowing where to place information makes the difference between crews seeing it or missing it entirely.
This job aid walks through the three note types in LMN: Jobsite Notes, Task Notes, and Daily Instructions, explaining how to add each one and where crews see them in the LMN Crew App.
Understanding the Three Note Types in LMN
LMN includes three separate note sections, each designed for a specific purpose
- Jobsite Notes for permanent or critical site information.
- Task Notes for recurring task-specific instructions.
- Daily Instructions for one-time or visit-specific changes.
Using each note type correctly ensures information stays visible and reduces confusion in the field.
Step-by-Step: Adding Notes for Crew in LMN
1. Adding Jobsite Notes
Jobsite Notes are always visible to the crew and should be used for long-term or critical information.
How to Add Jobsite Notes
- Log in to LMN.
- Navigate to the Jobsite record.
- Locate the Jobsite Notes section.
- Enter the required notes and save.
Where Crews See Jobsite Notes
- Open the LMN Crew App.
- Select the property.
- Tap Jobsite Notes.
These notes are always accessible and do not depend on scheduling. Use them for items like gate codes, safety concerns, site restrictions, or client rules.
2. Adding Task Notes
Task Notes require careful timing. They must be added before the task is scheduled, or they will not appear in the Crew App.
How to Add Task Notes Correctly
- In LMN, go to Punch-In Tasks.
- Create a new task.
- Add the Task Notes during task creation.
- Save the task.
- Schedule the visit after the task notes are entered.
Where Crews See Task Notes
- Open the LMN Crew App.
- Tap the scheduled task.
- Open the Crew Notes section.
If a task is already on the schedule and notes are added afterward, those notes will not be visible to the crew.
3. Adding Daily Instructions
Daily Instructions are used for visit-specific information but come with an important limitation.
How to Add Daily Instructions
- Navigate to the Calendar in LMN.
- Open the scheduled visit.
- Enter the Daily Instructions.
- Save the changes.
Where Crews See Daily Instructions
- Open the LMN Crew App.
- Tap the task.
- Open the Crew Notes section.
Daily Instructions appear in the same location as Task Notes, which can cause confusion if both are used heavily.
Best Practices for Using Notes in LMN
To keep communication clear and consistent, follow these guidelines
- Use Jobsite Notes for critical, permanent information that crews must always see
- Use Task Notes for recurring rules or instructions tied to a specific task
- Use Daily Instructions only for one-day changes or special visit details
- Always add Task Notes before scheduling the task
- Avoid duplicating information across multiple note types
Why This Matters
When notes are placed correctly in LMN
- Crews spend less time asking questions
- Instructions are consistently visible in the field
- Mistakes caused by missing information are reduced
- Site expectations stay aligned between office and crew
Using the right note type at the right time ensures crews have exactly the information they need, when they need it.
Download a PDF version of this job aid here.
