How do you see or know that a recurring job is completed?
What does a "completed service" look like on the Calendar?
On the calendar for recurring jobs, you will see a check mark beside the job when a service is marked as "complete" via the LMN Time Mobile App or LMN desktop.
What does a "completed service" look like on the Whiteboard?
On the Whiteboard, you will see the word COMPLETED when the service is checked off as complete.
What does a "completed service" look like in the LMN Time Mobile App?
On the LMN Time Mobile App, icons will appear beside the service if it was scheduled or completed.
BLUE icon = Service was scheduled for today and has not been completed.
GREEN icon with checkmark (will appear AFTER service is checked off as completed in the Time App/ calendar) = Service was scheduled for today and completed by someone
Why Aren't My Jobs Appearing as Complete On My Calendar?
On the Calendar and Whiteboard view within LMN, you can keep track of whether your Visits have been touched or completed throughout the day by seeing checkmarks next to their name.
If you notice that your crew leads are clocking in and out of Jobs, but the Completed 'checkmarks' are not appearing on your Calendar or Whiteboard, there are a couple of things to double check to ensure this feature is being utilized correctly.
ENSURE JOB IS SCHEDULED ON "RECURRING" WORK CALENDARS
The feature to mark a Job as "Complete" on the LMN Crew App by Crew Lead will only appear if this Job has been scheduled on a Recurring Work Calendar.
If this job has been scheduled to a Non-recurring Work Calendar, the app will not prompt them to mark the job as complete. Delete the Job from the Non-recurring Work Calendar and re-schedule to a recurring one.
ENSURE CREW LEADS ARE MARKING THE SERVICE OFF ON THE APP
Your crew lead must checkmark the Service assigned to that visit in order to mark the visit as COMPLETE.
If your crew lead are skipping / missing the top checkmark, this will not mark the Job as Complete.
How to Print Crew Daily Reports
From the Whiteboard, you can print up to a week's worth of Crew Daily reports.
Log into LMN.
Click Schedule.
Click Whiteboard.
Click Whiteboard Actions drop down in the top-right corner then click Print Crew Daily.
Under Crew, leave as [All Crews] or select the Crew you wish to generate for.
Under Show For, select the range you wish to generate for (ie. Today, Next 2 days...Next 7 days).
Click OK.
Click Open Report.
Your Crew Daily will open in a separate tab in PDF format for you to print or email to your Crews.
How to use Daily Instruction Notes
You can add Daily Instruction Notes for your crew member to view via the Whiteboard or from your Calendar. Daily Instruction Notes can consist of the materials you would like your crew members to use, reminders and customer information etc.
To add Daily Instruction Notes for a job from your Whiteboard, go to Schedule > Whiteboard > click edit visit icon on the job you want to add these notes to:
OR if you would like to add Daily Instruction Notes directly from your Calendar instead, you can go to Schedule > Calendar >press into your scheduled job.
The same screen will appear as it did from the Whiteboard, put in your notes in the Daily Instructions box:
In the LMN Time Mobile App, this is how your crew would punch into the job to see the Daily Instruction Notes:
a) Create a new timesheet and press on Punch In
b) Select the crew member(s) for the timesheet, press Next, to select the Scheduled Job under your Scheduled Crew
c) Choose the Job Task, press Next
d) The crew member should be able to see the Daily Instruction Notes along with the task note (if task notes were made for the job's task).
Other than clocking into the job under the "Scheduled" tab, you can search for the job manually by typing the job's name in the search jobs bar OR find it if it's designated under a Job Group name. You should be able to see the Daily Instruction Notes by clocking into the job with these methods as well.
If your crew member would like a quick preview of the Daily Instruction Notes, they can see it by pressing into the "schedule" tab for their scheduled work > select the Scheduled Crew > press into the blue note icon to display the Daily Instruction Notes.
How to schedule Storm Cleanups or Snow Routes?
Since snow events are unpredictable and often happen overnight, they can’t be scheduled the same way as maintenance or design/build jobs.
⚠️ The ‘LMN Way’ would be to use Job Groups for the majority of customers who are scheduling Snow for the reason above. If you have a Dispatcher and are looking to dispatch a snow route to a crew, you may want to use Unscheduled Routes instead.
Routed Job Groups allows crews to access and complete a snow route without needing it scheduled in advance. It can also be used to clock in as many times in and out as they want, without the need to reschedule the job (like an unscheduled route would need).
Setup
Navigate to Jobs > Job Groups
Click +New to create a new group
Name the Job Group "Snow Route" (or "Storm Cleanup Route")
Set the Job Group Type to Route.
Add the relevant jobs to this group by clicking on each one
Click Save
Click on the Map Route tab
Click Optimize to adjust the order of the stops in the route
When finished, click Save & Close
How Can I Make Bulk Edits or Changes using the Schedule Review?
You can select multiple jobs in your Schedule Review to do the following in bulk:
Move jobs scheduled dates
Change the assigned crew
Update visit status (Scheduled, Skipped, Complete, or Overdue)
Delete scheduled visits
To do this, first log into LMN and click on Schedule at the top menu then follow these steps:
Click Schedule Review in the left side menu
Check off which jobs you want to include in your changes using the check boxes next to the job names
Click the Edit Schedule button
Select which option you're looking to perform
If changing the date or crew, select the new date/crew
Click Continue and then OK to confirm
Scheduling Jobs to Specific Equipment
A recent LMN Academy "student" asked a very interesting question during our Scheduling class, asking if it were possible to schedule jobs to a particular piece of equipment; the answer is "YES".
You can schedule work to either a recurring (maintenance), or non-recurring (Installation) work calendar, and use the name or piece of equipment as the work calendar name. This would be handy for companies with specific equipment that needs to be used, and there may only be one available, and make sure it's not "double-booked".
Click on the settings wheel at the top left of your window > Click Schedule > Work Calendars > +Add New
Create your Recurring or Non-recurring Calendar:
Name the new calendar after the specified Equipment:
Adjust the required settings for the calendar, the "Save":
Open your Installation Job from your active Job List:
Under the Schedule section in the job, click Scheduled Visits, then click the + Add button:
Select One Time Job
In the dropdown, select the new "equipment" work calendar
Select the task required to be done with the specific equipment:
Follow normal scheduling process and save.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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