Category: LMN job aid

This job aid is designed to guide team members through the standardized process of creating a new contact in LMN CRM. By following these steps, users can ensure all customer and site information is accurately recorded, facilitating efficient scheduling, quoting, and service delivery.

Steps to Create Contact & Property in LMN

Step 1: Access LMN CRM

• Log into your LMN account.
• Navigate to the CRM tab from the main dashboard.

Step 2: Create New Contact

• Go to “Contact” and click on “New” to create a new contact.

• Enter all required contact details:
  
  • First Name
  • Last Name
  • Address
  • Phone Number
  • Email Address
    
• Click “Save” to complete the contact creation.

Step 4: Verify Contact Details

• Review all the contact details

Following these steps ensures that every new contact is recorded properly in LMN, which helps maintain organized customer data and deliver consistent service. Accurate CRM usage also enhances communication between teams and supports informed decision-making for project planning and client follow-up.

Download a PDF version of the job aide here.

Accurate estimating is crucial in landscaping projects, ensuring that bids are competitive while still maintaining profitability. In LMN (Landscape Management Network), the estimation process is streamlined and efficient, integrating jobsite measurements directly into project estimates. This job aid outlines the step-by-step process demonstrated in the video, helping you navigate LMN’s features effectively and perform estimates with precision.

What Is LMN Estimating? 

LMN Estimating allows you to capture detailed measurements, allocate materials, labor, and equipment costs, and create professional proposals with ease. Through interactive maps and intuitive tools, you can mark jobsite areas, measure accurately, and automatically convert data into cost estimates.

Step-by-Step: Creating an Estimate in LMN

1. Navigate to the Dashboard and Access the Estimate Section

• Log in to LMN and go to the Dashboard.
• Click on Estimate.
• Select New Service Estimate.

2. Enter Division Information

• Fill in the Division details for the estimate.

3. Review Details and Access Services + Pricing

• Review the estimate details.
• Click on Services + Pricing to proceed.

4. Import Services

• Click on Import.
• Search for the required data.
• Select the services you want to import.
• Click Finish.

5. Select the Service and Add Quantity

• Choose the service (order) from the list.
• Enter the Quantity.

6. Update Estimate with Production Rate Calculator

• Open the Production Rate Calculator.
• Enter the necessary value.
• Update the estimate.

7. Repeat for All Selected Services

• Follow steps 5 and 6 for each imported service.
• Review all the data and click save.

8. Navigate to Jobsite Measurement and Review Details

• Go to Jobsite Measurement.
• Review all the entered details.

9. Access Client Notes and Update Values

• Go to Client Notes.
• Select the services you want to update.
• Modify the estimate values.
• Click Save.

10. Return to Services + Pricing for Final Calculations

• Go back to Services + Pricing.
• Add or calculate the estimate values for each service.
• Click Save.

11. Update Contact Information

• Go to contact info.
• Update the estimate status to maintenance.
• Click save.

12. Review and Finalize the Estimate

• Review the entire estimate carefully.
• Make any necessary changes.
• Click Save to finalize the process.

Why Accurate Estimating Matters?

Accurate estimates in LMN help:

• Improve bid accuracy and win rates.
• Prevent costly overruns by aligning expectations with actual requirements.
• Build client confidence with transparent, well-structured proposals.

By following these structured steps, you ensure consistent estimating standards and streamline your bid process. A well-constructed estimate sets the stage for successful project execution and long-term profitability.

Download a PDF version of the job aide here.

Accurate estimating is the cornerstone of profitability in landscaping. Whether you’re bidding on a residential patio or a commercial maintenance contract, a proper takeoff is the first and most critical step. In LMN (Landscape Management Network), takeoffs seamlessly integrate into the estimating workflow—automatically turning measurements into material, labor, and equipment costs. This job aid outlines the step-by-step process and pro tips to help estimators achieve precision and efficiency.

What Is a Takeoff?

A takeoff is the process of quantifying the physical dimensions of a landscaping job—like square footage for turf, linear feet for edging, or cubic yards for mulch—and converting them into cost components within an estimate. In LMN, takeoffs automate the population of estimate items, saving time and boosting accuracy.

Step-by-Step: Performing a Takeoff in LMN

1. Navigate to the Dashboard and Access Jobsite Measurement

• Log in to LMN and go to the Dashboard.
• From the dashboard, click on Jobsite Measurement.
• Select New Measurement.

2. Select the Measurement Type

• Choose the appropriate type for the measurement.
• Enter Name

3. Locate and Measure the Area

• To select the area, go to Maps and identify the specific area or location.
• Use the map tools to collect the measurement data accurately.

4. Return to the LMN Jobsite and Enter Measurement Details

• After collecting the measurement, go back to the LMN Jobsite screen.

5. Select the Area for Takeoff

• Click on Measure Site.
• This action redirects you to the Takeoff Dashboard.

6. Save the Measurement

• On the Takeoff Dashboard, select the measured area.
• Click Save to confirm.

7. Repeat for Additional Areas

• Follow the same procedure for any additional areas that need to be measured.

8. Review Cost Summary

• As takeoff items are linked, LMN updates the estimate.
• Review:
  • Total labor hours
  • Material costs
  • Markups and profit margins

 Why Takeoffs Matter?

Performing takeoffs in LMN helps:

• Eliminate guesswork in estimating.
• Improve bid accuracy and win rates.
• Align field expectations with actual time and material requirements.

A precise LMN takeoff sets the stage for profitable, professional landscaping estimates. By following these structured steps, you ensure consistent estimating standards and streamline your bid process. Takeoffs are not just a technical step—they’re the bridge between job vision and job execution.

Download a PDF version of the job aide here.