Webinars

Join us to cover essential office management workflows, emphasizing best practices for optimizing CRM usage. In this course we will learn how to: -Create new accounts in the system.-Track customer conversations in one centralized location.-Leverage the "to-do" feature to streamline internal processes.-Ensure customers are effectively utilizing their portal. To get the most value from this ... Read more

To get the most out of this session, we recommend that participants have started or completed Academy Course 5.0: Estimating. Just finished onboarding or need a quick refresher on best estimating practices? You’re in the right place. In today’s session, we’ll break down the key differences between standard and service estimating, when to use each, ... Read more

To get the most value from this session, we recommend that participants have started or completed Academy Course 8.0: Invoicing. We’ll walk you through invoicing best practices, including how to set up contracts for Milestone billing, and dive into Seasonal, Per-Visit, and Hourly billing methods.

Join us as we guide you through a step-by-step best practice training for change orders to ensure transparency, accountability, and accuracy across estimating, tracking, and billing when changes occur after a job has started in LMN. This session will cover:Understand When and How to Use Change OrdersProperly Create and Track Change OrdersIntegrate the Change Order ... Read more

oin us on as we focus on leveraging analytics effectively.You might be wondering, "Why do I need analytics training? Isn't it just about pulling reports?" While report generation is a part of it, this course emphasizes using the correct prompts to filter through reports, ensuring your data is up-to-date and accurate. We'll guide sales teams, ... Read more

To get the most value from this session, we recommend that participants have started or completed Academy Course 8.0: Invoicing. Way to go! You’re already using LMN Estimating or Jobs and now it’s time to make sure you’re getting paid, efficiently and accurately. If you're feeling stuck, no worries, we’re here to help. In today’s ... Read more

You’ve learned the basics of estimating in LMN—great work! Now it’s time to level up.Ready to estimate faster, smarter, and with more accuracy? Let’s dive in. In today’s session, we’ll cover advanced tactics to help you truly know your numbers. You’ll learn how to: These tools take you beyond basic estimating into the world of ... Read more

To get the most value from this session, we recommend completing or starting Academy Course 10.0 Job Costing. Track True Profitability Across Every Job Join us for an in-depth session designed for Admins and Operations Managers looking to gain tighter control over job profitability. Learn how to set up your LMN account to accurately track ... Read more

Say goodbye to pen and paper, it’s time to schedule smarter. In today’s session, we’ll show you how to efficiently schedule one-time jobs and streamline your recurring work. You’ll learn how to use schedule templates for the services you offer, ensuring nothing slips through the cracks. Then we’ll walk through how to get jobs on ... Read more

To get the most value from this session, we recommend completing or starting Academy Course 6.0 Job + LMN CREW App. Join us for this hands-on training session as we take a deep dive into the LMN Crew App. The essential tool your field teams use to communicate the where, who, when, and what of ... Read more

All right – you’re doing it! Invoicing in LMN is underway, and it feels great. Now, let’s take it to the next level with advanced invoicing and LMN Pay. In today’s session, we’ll explore powerful tools like Invoicing Groups, Payment Runs, Invoicing Analytics, and Aging Reports. These advanced tactics will help keep your busy organization ... Read more

To get the most value from this session, we recommend completing or starting Quickbook Integration course. Join us to cover essential office management workflows, emphasizing best practices for optimizing CRM usage. In this course we will learn how to: create new accounts in the system, track customer conversations in one centralized location, leverage the "to-do" ... Read more

This course covers advanced estimating best practices, focusing on the creation of estimate templates and production rates. A fundamental understanding of basic estimating principles is required prior to beginning this advanced training.

To get the most value from this session, we recommend completing or starting Academy Course 10.0 Job Costing. Track True Profitability Across Every Job Join us for an in-depth session designed for Admins and Operations Managers looking to gain tighter control over job profitability. Learn how to set up your LMN account to accurately track ... Read more

oin us on as we focus on leveraging analytics effectively.You might be wondering, "Why do I need analytics training? Isn't it just about pulling reports?" While report generation is a part of it, this course emphasizes using the correct prompts to filter through reports, ensuring your data is up-to-date and accurate. We'll guide sales teams, ... Read more

Want to close more snow removal sales while ensuring profitability on every estimate? Our LMN estimating tool can help!. Let us (or Shovel?) you to create various types of estimates using LMN! -Building estimate templates and contract variations -Production‑rate calculations & terms setup 💡 For additional learning, be sure to explore the Academy Snow Series ... Read more

Session Two: Snow Job Management Join LMN’s Community Education team for the second session in our Snow Series, where we’ll show you how to boost efficiency and elevate customer service—right from the field. In this session, you’ll learn how to:✅ Track crews and job progress in real time✅ Monitor job hours and payroll as the ... Read more

Ready to take your scheduling game to the next level? Let’s dive into advanced tactics. In today’s session, we’ll explore powerful scheduling features like the Wait List to help you tighten route density and eliminate waste. You’ll learn how to bulk schedule jobs, update in-progress work, and leverage reporting tools to keep your operations running ... Read more

The essential tool your field teams use to communicate the where, who, when, and what of every job back to the office. Whether you're new to the app or looking to sharpen your team's timesheet practices, this session is built around real-world use and LMN best practices.