LMN offers two types of estimating - Service estimate (ie. recurring work such as Maintenance) or a Standard estimate (ie. non-recurring projects such as construction). See characteristics of each Estimate type so you know which one to use, below:
In this article:
Service Estimate
Service Estimates are best used for recurring work such as maintenance. Visit the Create a New Service Estimate article for step-by-step guide.
Service estimates offer the ability to set Billing Type to reflect Per Season, Per Visit or Per Hour/Unit. You will be able to generate proposals to fit your Billing Type (or a mixed report if you utilize more than one).
Service estimates will calculate the total for all of your Per Season billing areas and will allow you to split this amount between your desired number of payments.
Service estimates have Contract Start and Contract End date fields available for selection.
Pricing Tab: Services + Pricing
Service: Under Print Reports:
Service Proposal
Estimated Job Cost
Job Planner
Estimate Review
Service and Standard estimates have different proposal templates available for selection.
Standard Estimates
Standard Estimates are used for non-recurring projects such as construction. See Standard Estimate characteristics below. Visit the Create a New Standard Estimate article for step-by-step guide.
Standard estimates use Payment Milestones instead of Contracts & Payments
Pricing Tab: Workareas + Pricing
Standard: Under Print Reports:
Customer Proposal
Estimate Review
Estimated Job Cost
Purchase Order
Job Planner (Work Areas)
Job Planner (Show Totals)
Service and Standard estimates have different proposal templates available for selection.
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