This job aid provides detailed, step-by-step instructions for scheduling jobs in LMN, specifically focusing on accounts receivable and recurring maintenance tasks. Accurate scheduling ensures efficient task tracking, proper crew assignments, and smooth workflow operations. Following the outlined steps will reduce errors, improve visibility into job timelines, and support overall operational efficiency.
What is Scheduling in LMN?
Scheduling in LMN refers to the process of organizing and assigning jobs, crews, and timeframes for maintenance or service tasks within the system. It involves selecting tasks, assigning crews, setting dates, and applying templates to recurring jobs. Scheduling is essential for keeping operations organized, ensuring timely completion of work, and linking jobs directly to accounts receivable for billing and tracking.
Step-by-Step Instructions for Scheduling in LMN
1. Navigate to Jobs Section
- Log in to the LMN dashboard.
- Navigate to the main Jobs section and click on the job list.
Click On Your Job Listing
- Type the name of the job or account in the search bar.
- Open the specific job from the search results.
3. Schedule the Job
- Go to the Schedule tab.
- Click on Scheduled Visit.
- Select the job site and choose the appropriate Schedule Template from the dropdown.
4. Add to Job Groups
- On the top right corner, click on Add.
- Now click on Recurring Jobs.
5. Verify & Assign
- Confirm that all services are reflected in the template.
- Assign the required Tasks.
- Choose the Schedule Day.
- Assign the Crew.
- Click on Save.
6. Finish
- Click Finish to complete the scheduling process.
Why Scheduling Matters
Scheduling in LMN is essential for maintaining organized, efficient operations. It ensures jobs are completed on time by assigning the right crews and dates, while also supporting recurring services through reusable templates. Accurate scheduling links directly to accounts receivable, making it easier to track completed work and generate timely invoices. It also improves visibility across teams, helping managers monitor progress and avoid scheduling conflicts. Ultimately, proper scheduling reduces errors, boosts productivity, and supports better customer service.
Download a PDF version of the job aide here.