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LMN job aid

Creating a Contact in LMN CRM

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.

Contact

Step 2: Create New Contact

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

Contact

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

Contact

Step 4: Verify Contact Details

  • Review all the contact details

Contact

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.

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LMN job aid

Creating an Estimate in LMN

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.

Estimate

2. Enter Division Information

  • Fill in the Division details for the estimate.

Estimate

3. Review Details and Access Services + Pricing

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

Estimate

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.

  1. 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.

Estimate

10. Return to Services + Pricing for Final Calculations

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

Estimate

11. Update Contact Information

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

Estimate

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.

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LMN job aid

Performing a Takeoff in LMN

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.

Takeoff

2. Select the Measurement Type

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

Takeoff

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.

Takeoff

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.

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Job Aides

Metrics – Navigating, Editing, and Creating in Aspire

Metrics in Aspire allow you to track and visualize key data on your dashboard, helping monitor organizational performance. This guide provides a step-by-step process for understanding, creating, and editing metrics to ensure key data is effectively displayed and monitored.

Understanding Metrics

Metrics act like dashboard dials in a truck, allowing users to gauge business performance at a glance.

  • Locating Metrics: Metrics can be found in the middle column of your Aspire dashboard.
  • Purpose: They help track accounts receivable, work orders, labor hours, and other critical business aspects.

Steps:

1. Access Your Dashboard

  • Log in to your Aspire account.
  • Navigate to the main dashboard, where you can track and manage key metrics.

2. Open the “Purchase to Receive” Options

  • Locate the “Purchase to Receive” section in your dashboard.
  • Click on the three dots next to this section to open additional options.
  • From the dropdown menu, select New to begin creating a new metric.

Metrics

3. Choose “Advanced Search”

  • In the Element Type section, select Advanced Search to refine your search results and filter data efficiently.
  • Choose a saved list (e.g., work orders for the next 30 days).

Metrics

4. Apply the Search Filter

  • Navigate to the Search View section in the settings.
  • Select “Work Ticket | Irrigation Work Tickets Less Than 0% Gross Margin” to focus on underperforming tickets.
  • Ensure this selection helps identify trends and analyze work performance effectively.

Metrics

5. Define the Search Value

  • Go to the Search Value section.
  • Select “Actual Labor Hours” to track work effort and efficiency.
  • Metrics can be configured to track record count, price, or other business values.

Metrics

6. Set the Display Type

  • Navigate to the Display Type settings.
  • Choose from options like number, gauge, or progress bar to best visualize your data.
  • A gauge chart is recommended for tracking key performance indicators (KPIs) at a glance.

Metrics

7. Save and Review Your Settings

  • Review all selected options to ensure accuracy.
  • Click Save to finalize your metric setup.
  • Your new metric will now be available for monitoring and analysis.

Metrics

Editing Metrics

  • Modifying Existing Metrics: Hover over the metric, select “Edit”, and update search values or goals.
  • Adjusting Display Formats: Users can override ranges, set goals, and customize visual formats.

Best Practices for Managing Metrics

  • Keep 8-10 metrics per role to avoid cluttering the dashboard.
  • Collaborate with your team to decide which metrics are most essential.
  • Click into metrics for deeper insights, similar to checking why a truck’s check engine light is on.

Following these steps ensures that your Aspire dashboard displays the most relevant and actionable data. By effectively navigating, editing, and creating metrics, users can optimize business performance and streamline decision-making.

Download a PDF version of the job aide here.

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Job Aides

Creating an Opportunity Template in Aspire

This job aid provides a simple, step-by-step guide to help users create an Opportunity Template in Aspire. Opportunity Templates streamline the estimating process for recurring or similar job types by standardizing labor rates, materials, and travel time. They also enhance consistency across proposals and save valuable time by eliminating the need to build estimates from scratch.

Steps to Create an Opportunity Template in Aspire

1. Go to Opportunities

  • Navigate to the Opportunities.

creating opp temp 1

2. Select the Source Opportunity

  • Search for and open the opportunity you want to use as a template.

creating opp temp 2

3. Open the Options Menu and Save as Template

  • Click the three-dot menu in the upper-left corner of the screen.
  • Select Save as Template from the dropdown options.

creating opp temp 3

4. Assign Template Access by Branch & Save the Template

  • In the Save Opportunity Template screen, choose the branches that should have access to this template.
  • For Work Order templates, optionally check the Quick Ticket Template box if applicable. This option is not available for Contract opportunities.
  • Click Save to complete the process.
  • The template will automatically adopt the name of the original opportunity. If needed, you can rename it later under the Administration settings.

creating opp temp 4

By following these simple steps, you can create Opportunity Templates that promote consistency, accuracy, and efficiency in your estimating workflow. Templates are a smart way to save time and improve proposal quality across your organization.

Download a PDF version of the job aide here.

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Job Aides

Issues – Creating, Updating, and Completing in Aspire

Managing issues efficiently in Aspire is crucial for smooth operations in accounts receivable. This guide outlines the steps to create, update, and complete an issue in the Aspire dashboard. Follow these instructions to ensure accurate issue tracking and resolution.

Creating an Issue

Issues in Aspire allow for efficient tracking and resolution. Below are the steps to create a new issue in the system:

1. Access Your Dashboard and Click on “New”

    • Log in to your Aspire account.
    • Navigate to the dashboard where you can manage issues.
    • In the Aspire dashboard, click on the “New” button.
    • Select “New Issue” from the dropdown menu to begin creating an issue.

Issues

2. Mention Assigned To, then Set Priority and Mention Due Date 

    • Specify the person responsible for handling the issue.
    • Choose the priority level for the issue (e.g., High, Medium, Low).
    • Enter the deadline by which the issue should be resolved.

Issues

3. Add What the Issue is Regarding, Select Category and Mention Opportunity (if applicable)

    • Provide relevant details about the issue to ensure clarity.
    • Choose a category for the issue (e.g., “Complaint”).
    • If applicable, select “Create New Opportunity” to associate the issue with an opportunity.

Issues

4. Enter Subject

    • Provide a clear and concise subject for the issue.
    • If client inclusion is needed, check the box at the top of the form.

Issues

5. Click Save

    • After filling out all the necessary information, click Save to log the issue into the system.
    • Review the issue created on the dashboard.

Issues

By following these steps, you can efficiently create, update, and complete issues in Aspire. Proper issue management helps maintain accuracy in accounts receivable, ensuring seamless workflow and improved resolution tracking.

Download a PDF version of the job aide here.

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Job Aides

Creating an Appointment in Aspire 

Appointments in Aspire help organize communication and task management, especially when handling accounts receivable. By scheduling clear and timely meetings with relevant stakeholders, you ensure better follow-ups, accountability, and workflow efficiency. This job aid walks you through the simple steps to create an appointment within Aspire.

Steps to Create a New Appointment in Aspire

1. Click on the Plus Icon on the Aspire Dashboard and Select New Appointment

  • Navigate to the main dashboard.
  • Click on the “+” icon.
  • Select New Appointment from the dropdown menu.

Appointment

2. Enter What It’s ‘Regarding’ and Add Attendees

  • Fill in the Regarding field to specify the appointment’s purpose.
  • Add relevant Attendees to ensure appropriate involvement.

Appointment

3. Enter Start and End Dates

  • Set the Start Date and End Date for the appointment.
  • Ensure the timeframe reflects the actual meeting or task duration.

Appointment

4. Enter the Subject Line and Then Write Notes

  • Type a clear Subject Line summarizing the appointment.
  • Use the Notes section for important details or discussion points.

Appointment

5. Click on Save

  • Review all filled fields.
  • Click Save to finalize and schedule the appointment.

AppointmentCreating appointments in Aspire ensures proper scheduling and documentation for accounts receivable activities. Following these simple steps helps maintain clarity, improve collaboration, and keep important financial tasks on track.

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Job Aides

Creating a Change Order on Work Order Opportunities

This job aid provides a simple, step-by-step guide to help users create a Change Order on existing Work Order Opportunities in Aspire. A Change Order allows teams to add or update services after an opportunity is already in production. This is especially useful when your customer requests extra work beyond the original estimate. The following instructions ensure you can apply these changes quickly and accurately within the Aspire system.

Steps to Create a Change Order on Work Order Opportunities

1. Go to Opportunities and Search for the Opportunity

  • Go to Opportunities.
  • Search the opportunities by opportunity number.

Opportunities

2. Click on Add Change Order

  • Click the three-dot menu beside Save.
  • Select Add Change Order and click Save.

Opportunities

3. Enable the Change Order

  • Scroll down and tick the
  • Change Order checkbox.

4. Add Optional Enhancements

  • Go to Estimate → Optional Services.
  • Add each service: Enhancement: Enhancement                                                                                                                                                       Mulch Installation                                                                                                                                                                           Irrigation Repairs
  • For each, search “labor” and select Enhancement Labor (Hide) (E).

5. Update Quantity for Each Optional Service

  • Adjust the quantities for each of the optional services you added, as required.

6. Click on Estimate Complete

  • On the upper-right side, click the three dots.
  • Select Estimate Complete from the dropdown menu.

Opportunities

7. Click on Won

  • Again, click the three dots.
  • Select Won, and then click Confirm to finalize the change order.

Opportunities

By following these simple steps, you can create and process Change Orders in Aspire with ease. This ensures that updates or additions to work orders are reflected accurately in both your estimates and billing. Properly managing change orders helps keep your records clean, your customer’s expectations clear, and your accounts receivable accurate.

Download a PDF version of the job aide here.

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Job Aides

Creating Tasks in Aspire

Effectively managing tasks in Aspire helps streamline workflows and ensure important activities are completed efficiently. This job aid provides step-by-step instructions on how to create and track tasks in Aspire.

Steps to Create a Task in Aspire:

1. Log in to Aspire

  • Access your Aspire account.
  • Navigate to the Tasks section from the Quick Menu.

tasks

2. Add a New Task

  • Select the contact in the “Assigned To” field.
  • Choose the “Regarding” option from the dropdown menu.
  • Select the Start Date and Due Date for the task.
  • Choose the Priority and Category of the task.
  • Enter a Subject for the task.
  • Add a note if necessary.
  • Click “Save” to finalize the task. The task is now saved successfully.

tasks

3. Manage and Complete Tasks

Return to the Aspire dashboard and navigate to the “Activities” section to find created tasks.

  • Go to the “Activities” section.

Use the search function to locate the task by entering its “Regarding” details. This will display the task for tracking and management.

  • Select the newly added task.
  • Click “Save” to update the task status.

Managing and Completing Tasks:

  • Tasks will remain on your To-Do List until marked as complete.
  • Completed tasks stay linked to their associated records for tracking purposes.
  • Use dashboard views to monitor and manage tasks efficiently.

Effectively utilizing tasks in Aspire helps maintain organized workflows and ensures timely completion of internal activities. Following these steps will enhance task management within your organization.

Download a PDF version of the job aide here.

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Job Aides

Tracking Month-Over-Month Earned Revenue Percentage in Aspire

Managing earned revenue in Aspire helps track financial performance over time. By updating the earned revenue percentage for work tickets, accounts receivable teams can gain insights into revenue generated each month.

This guide provides step-by-step instructions to modify and analyze earned revenue in Aspire.

Process Flow

1. Open Aspire Tab and Go to Work Tickets

  • Log in to Aspire and navigate to the main dashboard.
  • Go to the “Work Tickets” section to search for the relevant work ticket using the assigned Opportunity Number or Contract Number.

Revenue Percentage

2.  Enter Your Work Ticket Number

  • Use the search bar to enter the work ticket number and find the specific job-related ticket.

Revenue Percentage

3. Click on the Work Ticket and Access Options

  • Once the correct work ticket is located, open it and access additional options by selecting the three dots next to the “Save” button.

4. Edit Earned Revenue Option and Add Revenue Month and Amount One by One

  • From the dropdown menu, choose “Edit Earned Revenue” to update the revenue details.
  • Enter the revenue details by adding the month and corresponding revenue amount. 
  • Click “Save” to apply changes.

5. Click Save to Save the Work Ticket

  • Ensure all updates are stored by clicking “Save” on the work ticket.

6. Reopen the Same Work Ticket, Go to Edit Earned Revenue, and Then Edit and Increase Revenue Amount

  • Reopen the work ticket, navigate back to the “Edit Earned Revenue” option, and adjust the revenue amount as needed.

Revenue Percentage

7. Click Save and Save the Work Ticket

  • After making the necessary changes, click “Save” again and confirm the updates by saving the work ticket.

8. Review Revenue Percentage Updates

  • The updated revenue amount will reflect in the earned revenue percentage, showing the increase compared to the previous month.

By following these steps, users can efficiently track and update earned revenue in Aspire. This process ensures accurate financial insights, allowing accounts receivable teams to monitor month-over-month revenue changes and make informed decisions.

Download a PDF version of the job aide here.