Accurate documentation and communication are vital for managing accounts receivable in landscaping. Crew notes play a key role in capturing service-related details, which can later be printed and reviewed for billing, reporting, or operational clarity. In LMN, crew notes can be added directly from the estimates section and included in printable reports with just a few clicks. This job aid outlines the structured steps to ensure efficient note-taking and reporting.
What Are Crew Notes?
Crew notes are job-specific observations or instructions added under a customer’s estimate. These notes help teams track what was done, any issues encountered, or special directions. In LMN, crew notes can be edited, saved, and printed as part of classic or customized reports, supporting better communication and more accurate billing workflows.Step-by-Step: Adding and Printing Crew Notes in LMN
1. Navigate to Services from the Estimates Section
- Log in to the LMN dashboard.
- Go to the Estimates section.
- Click on Services within the relevant estimate.

2. Click on Customer
- Select the Customer associated with the service you’re working on.
- This will direct you to the customer’s specific details.

3. Click on Crew Notes
- Within the customer screen, click on the Crew Notes tab.
- Type your note in the available text field. This can include site instructions, service history, or billing-related observations.
- To modify an existing note, simply select it and make the necessary edits.
4. Click on Save Changes
- After editing or entering new notes, click Save Changes to update the system.

5. Now Go to Print Reports
- From the main navigation, go to Print Reports to begin generating the document.
- Choose the appropriate Report Type based on your reporting needs (e.g., service summary, customer history).

6. Click on Preview
- Customize your Header Options and Report Settings such as date ranges, crew names, or job status.
- Click Preview to check how the final report will appear, ensuring that your crew notes are included and correctly formatted.

7. Now Move to Classic Reports and Print the Report
- Go to the Classic Reports section if you prefer the traditional layout.
- From there, you can Print the final report for sharing, documentation, or invoicing purposes.
Why Does This Process Matters?
Efficiently managing crew notes and including them in your reports helps:- Maintain detailed records of service activities.
- Improve communication between teams and clients.
- Support transparency in billing and job accountability.
- Ensure accurate and audit-ready documentation for accounts receivable.