Happy New Year! We’re excited to start the year with updates that will help you save time, reduce errors, and enhance customer relationships. With tools like automated contract renewal notifications and the ability to lock estimates, this update empowers your estimators to operate with greater efficiency and accuracy. These features, along with other improvements, reflect our commitment to addressing the real challenges you face every day.
Stay Ahead with Automated Contract Renewal Notifications
Manually tracking contract expirations can be time-consuming and risky, leading to missed renewals or lapses in service. Our new automated contract renewal notifications ensure you stay proactive and retain your customers without added effort.
Here’s what you can expect:
- Automated Reminders: Notifications alert you when contracts are approaching expiration.
- Customizable Settings: Tailor reminders to align with your team’s workflow (see below).
- Actionable ToDos: Tasks with essential details help you follow up quickly and efficiently (see below)
By automating this process, LMN enables stronger customer retention, reduces administrative workload, and keeps cash flow steady. No more scrambling to renew contracts—the system has your back.
Protect Project Accuracy with Locked Estimates
Accurate, finalized estimates are critical to maintaining client trust and ensuring smooth project execution. With LMN’s new locking features, contractors can safeguard approved estimates, reducing the risk of unintended changes that disrupt workflows.
What’s new:
- Manual Locking: Lock estimates after approval to prevent edits (see below).
- Status-Based Locking: Automatically secure estimates at key project milestones.
- Granular Permissions: Allow specific team members to manage locked estimates.
This feature was built in direct response to contractor feedback about the importance of your estimates’ integrity. By securing project details, LMN helps you avoid errors, maintain consistency, and foster trust with both your clients and team.
More Features to Simplify and Elevate Your Operations
In addition to these major updates, the release includes several enhancements that further streamline your workflow:
- Acknowledgment Checkbox for Proposals: Ensure customers confirm proposal details, improving clarity and reducing disputes (see below).
- Deep Linking for Estimates: Easily bookmark and share specific tabs within the estimating view for faster navigation.
Mass Actions for Pending Employees in Greenius: Simplify employee onboarding with batch edits and exclusions. (see below)
We remain committed to delivering updates that make your work easier, more accurate, and more profitable. Ready to experience these features for yourself? Check them out in LMN today! As always, thank you for your continued partnership.
