Tag: job aides

This job aid is designed to guide team members through the standardized process of logging communications and assigning tasks in LMN. By following these steps, users can ensure all client interactions and tasks are properly recorded, facilitating clear communication, task tracking, and efficient workflow.

Steps to Record Communication & Manage To-Dos in LMN

Step 1: Access LMN CRM

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

Step 2: Find the Contact

• Click Contacts.

• Search for the person who contacted us by call or email.

• Open their profile.

Step 3: Add a Communication Note

• Click Communication History

• Then New Communication Note.

• Select the Type of communication (call, email, etc.).

• Set the Date and Time.

• Write a note summarizing the discussion.

• Click Save to record the communication.

Step 4: Assign a Task in To-Dos

• Go to To-Dos in LMN.

• Click New Request.

• Fill in all required information.
• Assign the task to the appropriate team member, such as an estimator.
• Click OK to save. LMN will automatically notify the assignee via email.

Following these steps ensures that all communications and tasks are properly tracked in LMN. This helps maintain organized records, clear communication between teams, and efficient task management.

Why Communication & To-Do’s Matter in LMN

Consistently logging communication and assigning To-Do’s in LMN keeps everyone working from the same source of truth. When calls, emails, and follow-ups are documented, teams don’t have to rely on memory or side conversations to understand what was discussed or what needs to happen next.

Using Communication Notes creates a clear history of client interactions, which helps prevent missed details, repeated questions, or conflicting information. Assigning tasks through To-Do’s ensures accountability, timely follow-ups, and smoother handoffs between sales, estimating, and operations.

When communication and tasks are tracked in one system, teams respond faster, mistakes drop, and workflows stay organized. Over time, this leads to better client experiences, fewer delays, and stronger internal coordination across the business.

Download a PDF version of the job aide here.

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

1. Open the LMN Crew App.
2. Select the property.
3. 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

1. Open the LMN Crew App.
2. Tap the scheduled task.
3. 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

1. Open the LMN Crew App.
2. Tap the task.
3. 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.

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.

2. 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.

Divisions in LMN help organize the types of work your company does and allow for targeted reporting, including tracking sales goals and labor expectations. Associating estimates with divisions is essential when managing accounts receivable because it allows teams to evaluate performance by job type and monitor progress toward financial goals. This job aid will guide you through creating divisions, linking them to estimates, and viewing detailed or summary sales reports for each division.

What Are Divisions in LMN?

A division represents a category of services your business offers (like Maintenance, Fertilization, or Design Build and more). Setting sales goals and labor hour goals per division makes it easier to measure success and estimate productivity. Divisions also help segment your reports for clearer financial insights.

Step-by-Step Guide to Setting Up Divisions and Tracking Reports

1. Go to Settings from the Bottom of Your LMN Dashboard

• Log in to the LMN dashboard.
• Select Settings to configure your account preferences.

2. Select Divisions from the Estimates Section

• Under the Estimates settings, choose Divisions to view, edit, or create your service categories.
• To set up a new division, click Add New at the top right of the Divisions screen.

3. Enter Your Division Name and Sales Goal, Labor Hour Goal

Fill in the required fields:

• Division Name (e.g., Irrigation, Snow)
• Sales Goal (your revenue target)
• Labor Hour Goal (estimated crew time for completing jobs in this division)
• Then, Click on Save to finalize the new division.

These inputs will help calculate revenue per hour and improve forecast accuracy.

4. Edit or Remove Sample Divisions If Needed

LMN may come preloaded with sample divisions.

• Click on a division name or Edit to change its details.
• Use the Delete option if the division doesn’t apply to your operations.

This helps keep your divisions relevant and clean.

5 . Click on Estimates from the Sidebar and Select Services

• Now go to the Estimates area using the left-hand menu.
• Select Services from the list to begin linking estimates with divisions.

6. Use the Search or Click Add New to Create a New Estimate

You can search for an existing Service Estimate or click Add New to begin a new one.

7. Select the Division This Estimate Will Fall Under

• While creating a new estimate, use the division dropdown to assign it to the right division.
• 💡 Tip: LMN will default to “Design Build” unless changed manually.
• Choose the correct division, then Click OK to continue.

8. Review the Estimate and Click Save Changes

Double-check the estimate details, including customer info and pricing, then hit Save Changes to confirm.

9. Go to Reports from the Dashboard Sidebar

• Navigate to Reports using the menu on the left side of your LMN dashboard.
• Under the CRM Reports section, find reports related to divisions. Here you can check performance by type of work.

10. Click on Generate Report

Choose your desired report type:

• Divisional Sales Summary – shows totals across statuses
  
• Divisional Sales Detailed – breaks down estimates by status (Pending, Sold, Lost)

After selecting your date range and filters, click Generate Report to view insights for each division.

Why Setting Up Divisions Matters?

By creating divisions and assigning estimates accurately in LMN, you gain better visibility into your company’s financial health and job performance. Running detailed or summary reports lets you track how close you are to hitting your sales goals, understand win/loss trends, and fine-tune future operations. Keeping your division data updated ensures more meaningful and accurate accounts receivable tracking.

Download a PDF version of the job aide here.

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.

A clean crew note workflow in LMN bridges daily operations with accurate financial reporting. By following these structured steps, landscaping teams ensure consistency, professionalism, and smoother financial tracking. Download a PDF version of the job aide here.

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.