In this article:
Templates and Renewal FAQ
What Is/ What is the Difference
Job Setup FAQ
Job FAQ
Can I Create New Jobs in LMN by Copying a Job or Template?
If you are going to be setting up multiple jobs in LMN, we would recommend creating Template jobs.
These jobs can hold all relevant tasks, rates, services and activities/materials.
To begin, we recommend creating a "Template" customer to hold all templates.
Once your job is created in Time, you can use the Copy button to copy the job (including all tasks, rates, services and activities in that job) to a new customer. The copy button is located on the Job Info tab of your Job.
How Can I Setup a Job Template for Snow Contracts?
If you're setting up multiple customers in LMN for the snow season, we recommend setting up Templates, which can then be copied for your customers based on their billing type (ie. Contract, Per inch, Per Visit, etc). Include all relevant Tasks, Rates, Services and Activities which might apply to that customer type.
⚠️ Before setting up any of the billing types below, ensure Invoice Activation has been completed on the job: go to Invoicing > Invoice Activation > Setup Job for Invoicing. This step is required regardless of billing type.
Contract
If your customer is on a contract where everything is included, you will want to ensure you have the following:
Tasks would not be marked for Hourly Billing:
Services would be set up with an Invoice Type of Included:
Materials would be set up accordingly (whether they are linked to Services, are included in contract pricing [Not Billable], or not included in the contract pricing [Billed As: Per App or Per Unit]):
You would also need to set up the Invoice Schedule (found under the Invoicing tab on the job) with your Contracted Total and payment breakdown, so LMN can automatically generate invoices going forward.
Per Inch
If your customer is on a contract where they will be billed by the amount of inches plowed, you will want to ensure you have the following:
Tasks would not be marked for Hourly Billing:
Set up a separate Service for each depth/inch increment you charge for (e.g., "Lot - Up to 3” Plow," "Lot - 3” - 6" Plow," "Lot - 6+” Plow,") each with an Invoice Type of Billed Per Visit. Repeat this setup for every threshold in your pricing structure.
At clock-out, your crew will mark the specific depth-tier service that was completed for that visit — this is what triggers billing for the correct threshold
💡It is recommended to mark these services as Flag for Review so one of your admin staff can confirm the size of the event prior to invoicing.
If any portion of this contract also includes a recurring seasonal charge (in addition to per-inch billing), you'll also need to set up the Invoice Schedule (found under the Invoicing tab on the job) for that recurring portion. The per-inch charges themselves will generate automatically as the matching depth-tier service is completed and the timesheet is submitted — no separate schedule is needed for those.
Per Push
If your customer is on a contract where they will be billed by the visit, you will want to ensure you have the following:
Tasks would not be marked for Hourly Billing:
Services would be set with Invoice Type Per Visit:
Per Push billing itself will generate separately each time a visit is completed and the timesheet is submitted — no schedule is needed for this billing type.
How can I Renew A Job for The Next Year?
Many jobs will carry over from one year to the next. Especially maintenance contracts. But the answer is probably different depending on the type of job...
For construction-type projects
Typically, a construction job that carried over year to year would be a larger job, but it's still the same job. Because the original job contained the total estimated hours for the entire project, you'd continue clocking time against this same job/task during the subsequent year.
For maintenance-type contracts
Maintenance type jobs carry over from year to year, but typically the hours in the original estimate are only for one calendar year.
If you tracked all of Year 2's hours against the original job, you'd look like you went way over the estimated hours (assuming you estimated the hours based on 1 season). So you have 2 options here:
You can keep the same job, but manually increase the 'estimated hours' to reflect the new seasons' estimated hours + all previous estimated hours.
You can renew the job. Renewing the job creates a copy of the current job, with all the same estimated hours, tasks, activities etc. as the prior season. The previous job can be set to inactive at the same time. See the instructions below.
💡 If you're looking to renew a Maintenance Estimate, please refer to our guide here to walk you through how to do that.
Instructions to renew a job in LMN
Open the Jobs > Jobs List menu in LMN
Use the checkboxes to the left of each job to select any/all the job(s) you want to renew
Click the ‘Update Jobs’ button at the top of the page below the Search bar
Choose the Renew Jobs option
An Renew Jobs option screen will now appear. From here you choose options like:
Automatically deactivating the old job (only do this if last year's contract is 'complete')
Find and replace Text in the existing Job Name (like changing the year from 2025 to 2026)
Automatically adding a suffix to the new job name (like the current year)
Generate a new JobID (or keep the old one) - this is just a unique internal ID, it is not visible to the customer.
Move job files over to the new job
Reset your Contract and Monthly Payment dates for your Maintenance seasonal contracts if invoicing using LMN Pro.
Job Groups: Replace the old jobs with the new Jobs
Invoice Groups: Replace the old Jobs with the new Jobs
Quickbooks Job Updates - Link to NEW or EXISTING Quickbooks jobs
What Bulk actions can I complete from the Job List screen?
LMN allows you to complete the following actions in bulk from the Job List screen. Select the jobs you want to update using the checkboxes, then click Update Jobs to choose from:
Send SMS — send a templated text message to the contacts associated with the selected jobs (useful for storm alerts, visit reminders, or any group not yet scheduled). See Sending SMS Notifications with LMN: A Guide.
Add to Job Group — assign multiple jobs to a Job Group at once.
Set Job Type — assign multiple jobs to a new Job Type at once.
Make Active / Make Inactive — mark multiple jobs active or inactive at once.
Renew Jobs — renew multiple jobs for the next season/year in bulk.
Assign Jobs to Staff — update the Salesperson, Estimator, Account/Project Manager, Primary Foreman/Crew Lead, and/or Division across all selected jobs at once.
Set Status — mark selected jobs as Pending, In Progress (with an optional % complete), or Complete in bulk. See the How to Mark Job Statuses section for full details.
How Do I Send an SMS to a Group of Jobs in Bulk?
Log into LMN.
Click Jobs > Job List.
Use the Job Group filter (or other criteria) to narrow down to the jobs you want to message.
Click the checkboxes next to the Jobs (or Select All in the top-left corner).
Click Update Jobs, then select Send SMS.
Choose a saved template or type your message, then click Send.
💡Note: contacts must be opted in to SMS before they can receive messages. You can opt in a bulk selection of contacts via CRM > Contacts > Update Contacts > Update SMS Settings.
⚠️ This method works well for customers whose visits aren't scheduled yet (e.g., messaging snow customers ahead of a weather event). If you need to send reminders tied to a specific scheduled service or date, use the Whiteboard or Schedule Review instead — see Sending SMS Notifications with LMN: A Guide for the full walkthrough across all sending methods.
How Do I Assign Job Types / Job Groups across multiple Jobs?
Log into LMN.
Click Jobs > Jobs List
Click the checkboxes next to the Jobs (or Select All on the top left corner).
Click Update Jobs at the top menu
Click Assign to Job Group in the Update Jobs drop down menu
On the next screen, select the appropriate Job Group from the drop-down list.
Press OK.
The selected Jobs have now been assigned.
💡You can also assign jobs to a Job Group using an alternative path — navigate to Jobs > Job Groups, open (or create) the group you want, and add jobs to it directly from there instead of starting from the Job List. See Job Groups for the full walkthrough.
How Do I Mark Multiples Jobs As Active/Inactive?
Log into LMN.
Click Jobs > Job List
Click the checkboxes next to the Jobs (or Select All on the top left corner).
Click Update Jobs button
Click Make Inactive (or Active)
The selected Jobs have now been marked as Inactive (or active)
💡 Marking a Job as Inactive does not impact any data associated with these Jobs (ie. Timesheets, Notes, etc.). To find these Jobs you can still access them under the INACTIVE JOBS list under the Jobs screen).
How Do I Assign Jobs to Staff in Bulk?
Log into LMN.
Click Jobs > Job List.
Click the checkboxes next to the Jobs (or Select All from the top-left corner).
Click Update Jobs, then select Assign Jobs to Staff.
From here, you can update any of the following across all selected jobs:
Salesperson
Estimator
Account/Project Manager
Primary Foreman/Crew Lead
Division
Make your selections, then click OK (or Save) to apply the changes to all selected jobs.
💡 This is useful when a staff member changes roles (e.g., promoted from Crew Lead to a different position) and you need to reassign their previously-assigned jobs to someone new, or when you're standardizing Division/Salesperson/Estimator across a batch of jobs after the fact.
⚠️ Only users with the appropriate permission level will appear as options in certain fields — for example, a user must have Crew Lead-level permission to appear as an option for Primary Foreman/Crew Lead, even if they're active elsewhere in the system.
What's the Difference Tracking Time Against Work Areas vs. Cost Codes?
When adding a Job in LMN, you will see two options to Track Time against either Work areas/Services or by Cost Code*.
Cost Codes are generally simpler, but we recommend Work Areas/Services. Work Areas/Services can be as simple (or as detailed) as you like, and they give you far more flexibility. Plus, every Work Area/Service can be assigned a cost code, so they still get tracked accurately in accounting.
⚠️ Once you have selected a job to be tracked against Cost Codes or by Work Areas/Services you CANNOT change it once there are time-sheets associated to the job.
When adding a new Job manually, you will see that here:
When importing an Estimate, you will see that here:
Tracking by Work Area
Allows the user to customize the Task Names within that Job. Each Task is then linked to a Cost Code for Job Costing purposes. See below for an illustration:
💡 If this is an Estimate being created into a Job, your Work Areas/Services are then converted into a Task
Tracking by Cost Code
Does not allow the user to customize the Task Names as the Tasks are now being labelled by their Cost Code by default. See below for an illustration:
💡 If this is an Estimate being created into a Job, all of your estimated hours will be lumped into one sum based on the Cost Code
What is the difference between Job Group and Job Type?
Job Types are used for a number of different functions. They are used to classify jobs for reporting purposes (i.e.: install jobs). You can also setup your jobs so that they prompt notes for crew members to complete when they go to clock out of a job from the LMN Time Mobile App. This way, you can keep track of what is done on site through task, weather and equipment notes. Job types are also important for payroll. You can link necessary payroll codes to each job type so that employees are paid correctly. This is especially important when exporting information to QuickBooks.
To learn how to set up Job Types, click here.
Job Groups are primarily used as an organizational tool. They allow you to organize your jobs so that it is easier for your crews to find the proper job to clock into when working in the field. Job groups can also be used to optimize your routes so that your crew know the proper order of jobs to be completed. It is also a good tool for reporting when running one of LMN’s many useful job reports.
To learn how to set up Job Groups, click here.
What's the Difference Between Tasks, Services, and Materials?
TASKS
Tasks are what the crews will clock into when they arrive a the site. Tasks are used to track and organize the crews' time. For instance, you might have a job, but want to track time separately on the job for the hardscapes vs. the softscapes. Using that example a job would have 2 tasks:
Hardscapes Est Hrs: 120
Softscapes Est Hrs: 40
When a crew arrives at the site, they will clock into the job. They will then be presented with the choice of Hardscapes or Softscapes and their time on each task will be tracked separately.
A job can have as many tasks as you'd like, but you want to keep it simple for the crews to track their time accurately.
SERVICES
Job tracking and service verification in LMN is done through your jobsite's SERVICES.
You can setup jobsite services so when your crews clock out of a job, the LMN Time Mobile App will ask the user which services were completed during the visit. The act of marking a service off as complete in the field will confirm a service was completed, for inclusive contracts, or can trigger billing. Using an example, a job in LMN will have services to verify completion:
Mow Complete
Spring Clean up Complete
MATERIALS
Materials can be viewed as 'Materials' only. If your question's only possible answer by a crew is "Yes" or "No", then make sure to use Services instead of Materials. Materials are only used to track the quantity of a material in the field. Using an example, a job in LMN will have materials to track the quantity of use:
Salt (Bagged)
Mulch (Yards)
What is a Job Planner?
A Job Planner is an internal document for your crew members to see. It is a great way to communicate what needs to be done or used for when your crew is onsite.
Any notes that you put within your estimate's “crew notes” work areas, will show up in the Job Planner.The planner may include instructions for your crew, labor hours, equipment and materials used to complete the job. Any internal notes made within your material items will reflect on the Job Planner as well. Crew notes can be used for both Standard and Service Estimates.
To create a Job Planner:
Enter crew notes by work area or service
⚠️ The "Estimator Notes" section is only used for the estimator to see and not intended for the crew members. Therefore, information from this section will not transfer to the Job Planner.
All crew notes entered within each work areas should show up on the estimate's Job Planner
To see this, go to Print Reports → select report as JOB PLANNER (WORK AREA) → Preview
How Do I Add Rates for Jobs That Are Billed By The Hour?
This article covers how to setup a job in LMN where the job is billed:
By-the-hour, with hourly rates
Time and materials (also referred to as cost-plus)
Once a Job has been created, you can add Rates for Jobs that will be billed at an Hourly Rate or a Flat Fee (above and beyond your estimate/contract). This also includes Time and Materials type jobs.
Before any Rates can be added to the Job, ensure you have created the Rates beforehand.
SETTING UP YOUR TASKS AS "BILLABLE-BY-THE-HOUR"
Access the Job you wish to track for Hourly Billing, and click on Tasks on the left hand-side.
Click on the Task you wish to track for Hourly Billing
Ensure the Track hours and rates for billing-by-the-hour?
ADDING A RATE
To add a Rate to a Job, access the Job in question and select Hourly Rates on the left-hand menu.
Click on the +Rates.
⚠️ The Rates entered here are for DEMO purposes only and are not meant to be taken as factual rates to be used in your company
On the Add Rates screen, checkmark the Rate(s) you wish to add to this Job. You'll notice that once you put a checkmark beside the rate, you can customize the dollar value (price) of that rate for this specific job.
If you wish to create a new rate, select the +Default Rate button and enter all the necessary values for your new rate. Adding a new rate will also add this rate to the Settings, so it will be available for future jobs.
Press Add Selected
COPYING RATES FROM ANOTHER JOB
If you already have a Job in LMN that has similar Tasks, you can Import them into your new Job instead of creating them from scratch.
On the Rates screen, press Import at the top-right of the screen.
Select the Job from the Select a Jobsite drop-down menu that you wish to copy FROM.
Checkmark whether you wish to Copy Tasks, Rates and/or Services from the original Job.
You also have the option to Copy the exact same values or reset them to 0 by toggling them in the drop-down to the right of each item.
Press OK.
Now the Tasks, Rates and/or Services have been coped into your new Job.
HOW TO TRACK JOBS USING HOURLY RATE(S)
You will now be able to generate Billing Reports to bill/invoice your client in accordance to the hours logged per the Hourly Rate.
Go to Reports > Invoicing.
Select a report — a good one to start with is Job Billing - Detailed.
There are numerous reports here to view your Billing reports based on Jobs or Job Groups, within a set Date Range.
How Can I Copy Tasks From One Job to Another?
Once a Job has been created you can add Tasks, which are what your Field Employees will be tracking their time against. Tasks allow you to breakdown a job into more specific areas.
COPYING TASKS FROM ANOTHER JOB
If you already have a Job in LMN that has similar Tasks, you can Import them into your new Job instead of creating them from scratch.
On the Tasks tab, click the Action drown down at the top-right of the screen
Select the Job from the Select a Jobsite drop-down menu that you wish to copy FROM.
Checkmark whether you wish to Copy Tasks, Rates and/or Services from the original Job.
You also have the option to Copy the exact same values or reset them to 0 by toggling them in the drop-down to the right of each item.
Press OK.
Now the Tasks, Rates and/or Services have been coped into your new Job.
How do I update my jobsite address?
If you wish to update your customer's current jobsite address (the address that you see in LMN's job) to something else, you will need to go to and make the change to the Jobsite Address in the CRM. Click on the CUSTOMER in the JOB and it will take you right to the customer in the CRM.
Click on the JOBSITE you want to update.
Click on the JOBS TAB within the CRM contact then click on the JOB and then when you are back in the JOB view Press on Action button > Update Job Address.
After saving the new updated address, a message ("Success: Jobsite address updated.") at the bottom right corner should confirm this change
Can my foremen/ crew leads add notes after they have completed a job?
Your foremen/ crew leads can add notes when they clock out of the job that they have completed. You will however, need to check the following steps to have this set up properly:
Go to Settings > Jobs > Job types, press into the job types that you wish to prompt notes on.
For the Task Notes section, choose "Yes, Prompt", Click Save.
Also, you will need to make sure that your Foremen/ Crew Leads is required to leave notes before submitting their time, so you'll need to go to Settings > Timesheets > Timesheet Settings. Under Foreman Permission > "Allow foreman to leave timesheet notes blank" > Choose “No, Task Requires Notes”. Prompting this section will require them to make notes before clocking out of the job.
This is what the "note section" would look like when your crew member is clocking out of the job in the LMN Time Mobile App.
If an estimate has already been created as a Job, how do I make changes?
Once an estimate has been imported into a Job for time tracking, changes may still need to happen — for example, your customer wants to add an additional service or enhancement to the project.
Since the estimate is already in LMN, you cannot simply re-import it (this would overwrite existing timesheets), and creating a brand new job would be confusing for your crews. Instead, the right approach depends on whether the job has already started (i.e., timesheets are already associated with it).
If the job has NOT started yet (no timesheets logged)
If the crew hasn't clocked any time to the job yet, you can make edits directly to the original estimate and re-import it.
Go back to the original Estimate and add the new information (new work area/service).
Re-import the estimate into the existing Job, or manually add the Task in the Job:
Log into LMN
Click Jobs > Job List
Click into the Job you want to edit
Click Timesheet Tracking > Punch-in Tasks
Click + Task
Enter the Task Name, Cost Code, estimated hours, and notes, then click OK
If the job HAS already started (timesheets exist)
This is where a plain "add a task" isn't enough — a manually created task by itself does not pull the estimate's labor, materials, or pricing into Job Costing. To keep the estimate, Job Costing, schedule, and invoicing all aligned, follow the full process https://support.golmn.com/hc/en-us/articles/42746873328795-Change-Orders-Best-Practices.
Is there a way to view all jobs that do not have invoices activated?
On your jobs list, you can see which jobs have been invoiced or not, so that you do not miss any invoice opportunities.
To see jobs that have not been activated with invoicing:
Go to Jobs > Job List > under these filters choose > Status: All Jobs, Job Group: All Groups, Invoice Status: "Jobs for no invoicing", Job Status: “All Jobs”, By Assignment: All Assignments.
Jobs with no invoicing option will generate a list of jobs that do not currently have invoicing activated, therefore no invoice will generate unless this feature has been set up accordingly.
To activate invoicing for your job, go to Invoicing > Invoice Activation > Setup Job for Invoicing, complete the contract details, click Save.
⚠️ Important Notes:
Invoices only generate when the service is marked completed and timesheets are approved. For hourly tasks they must have "Track hours and rates for billing-by-the-hour" checked, these are some of the most common reasons for jobs not generating invoices.
If only part of a job is billed (e.g., some items are warranty/non-billable), the uninvoiced items will keep reappearing in Generate Invoices until they're explicitly marked so LMN knows not to bill them. For materials/equipment, set Billing Type to "Not Billable." For services, set Invoice Type to "Included." (If the item still appears as a $0 line, also check that its Service Date setting isn't set to "Show Date" — that alone can keep pushing it onto the Generate list.) Adjusting these settings after an invoice has already been sent does not alter that already-issued invoice — it only prevents the item from generating a new one going forward.
How do I Track Drive (Travel) Time, Loading Time or Time Between Jobsites?
LMN requires crews to be clocked into a job/task for every hour they're on the clock. The reason? So you know exactly where your hours are getting spent. Job costing is great, but unbillable time is a silent killer. These hours, ignored by many companies, are not only costing you payroll, but they are robbing your company of valuable billable time - where you could be generating revenue on jobs.
To track non-job related time, you setup a SHOP or OVERHEAD job just like any other job by using your TEST customer. You can create any number of tasks if you want to track unbillable time separately, for instance:
Driving time
Equipment maintenance time
Company meetings and safety
Shop and yard maintenance
Your foremen can then clock into this SHOP or OVERHEAD job when driving to/from and in between jobs, loading/unloading, company meetings, etc.
How Can I Add Files/Photos To a Job So My Crew Can View Them From the App?
NOTE: The following feature is only accessible with an LMN Professional subscription. For more information please review the demo below:
LMN PROFESSIONAL SUBSCRIPTION OVERVIEW
There is a Job Files area in a job in LMN. As shown below, there will be two options to attach files to a job in LMN. The purpose of these files compared to the estimate or CRM file is that files in a job will show up for the foreman in the LMN Time Mobile App.
Login to LMN
Click on Jobs > Jobs List on the left-hand menu
Click into a JOB
On the left side menu, click on JOB FILES
IMPORTANT: We recommend keeping files at a 5mb data size for the purposes of being viewed from the field app. Larger files (up to 50mb) will work, but based on a mobile phones network connection it could take longer than anticipated to open a file. Furthermore, if a foreman is opening larger files consistently, it will use much more data than the LMN Time Mobile App would typically use on a normal day.
By clicking Link from CRM you can view all files that have been uploaded in your CRM and Estimate as it makes the connection to a client/lead CRM file. Keep in mind, any file that is added to a job in LMN will be view-able from the LMN Time Mobile App!
How do I Link an LMN Job to a CRM Customer?
If you have old jobs that are not linked to a customer in LMN's CRM, or if you wish to change the customer that an LMN job is linked to, you can perform either of these tasks by following these simple instructions:
Go to LMN and click on Jobs > Jobs List Then, click on the customer you wish to update
Click on the Action drop down menu in the top right corner as shown below and click on Link Customer/ Jobsite.
To change the customer, press on Change in the top right corner on the next screen.
To search, use the field provided to type in the customer's or business' name. Once you find the correct one, click Select.
Select the Contact and Jobsite for the job. Once correct, click OK.
💡Keep in mind you can only change the customer that the LMN Job is linked to if you don't have any invoices attached to the job itself.
My jobs imported from estimates have too many tasks. Can I simplify them for timetracking?
Yes - and not only can you simplify them, you probably should. The more complicated the tasks, the more likely your field crews are to get confused, or to be inaccurate.
Sometimes its necessary to break an estimate down by a lot of work areas for the presentation to the customer, but once the job is 'live' for timetracking, you'll likely want to simplify those tasks for tracking.
LMN allows you to Merge Tasks - essentially combining multiple tasks into one task - and adding all the estimated time into one total. Note: this merge is permanent and cannot be undone, unless you delete the new task and re-create the old ones from scratch.
Here are the simple steps:
Open the job you wish to simplify
Click the Tasks tab
Put checkmarks beside each of the Tasks you wish to combine together
Click the Action dropdown at the top right-hand menu, click Merge Selected
Complete the Merge Tasks screen - you'll need to give your new 'single' task a name and assign a cost code (Note: you can only have one cost code per task, so this new task will only be able to be linked to a single cost code)
Click OK
All your selected tasks will be combined into one task for timekeeping.
How do I Setup an LMN Job for Invoicing?
If you have jobs in LMN that you want to build contracts for, you can do so by following the steps below.
Jump into the job that you wish to update and click on the Invoicing tab.
Click Setup Job for Invoicing.
Based on your Invoice Settings, some information will be pre-populated for you. If you wish to update any of this information, you can update in the fields provided.
Since you are creating this contract directly in LMN, you will need to add a Contract Service Total and # of Payments. To do this, click on the Invoice Schedule tab on the left-hand menu.
Keep in mind, our contract only needs to indicate Billing Type: Per Season pricing. Any Per Visit or Per Hours/Unit will be considered Extra Billing and will be added into the jobs separately.You will also need to pick the Day of the Month you want to generate the Monthly Invoices.
If you click Calculate Payments, LMN will break your payments out as indicated in the settings above.
LMN will show you the payment breakdown prior to scheduling the Invoicing. If any of the payments have already been collected, you can check the Skip Monthly Payments checkbox. If you are happy with the totals, click OK.
You're all set- you can now generate Invoices for this job!
💡 Troubleshooting Tips
Invoices only generate when the service is marked completed and timesheets are approved. For hourly tasks they must have "Track hours and rates for billing-by-the-hour" checked, these are some of the most common reasons for jobs not generating invoices.
If only part of a job is to be billed (e.g., some items are warranty/non-billable), the uninvoiced items will keep reappearing in Generate Invoices until they're explicitly marked so LMN knows not to bill them. For materials/equipment, set Billing Type to "Not Billable." For services, set Invoice Type to "Included." (If the item still appears as a $0 line, also check that its Service Date setting isn't set to "Show Date" — that alone can keep pushing it onto the Generate list.) Adjusting these settings after an invoice has already been sent does not alter that already-issued invoice — it only prevents the item from generating a new one going forward.
Tracking equipment usage or creating work orders
LMN gives you two different tools depending on what you're trying to accomplish:
Tracking which equipment was used on a job → use Equipment Tracking
Running a repair/maintenance work order on a piece of equipment (mechanic's time, parts used) → use an internal #Shop job
Tracking equipment usage on jobs
If you need a record of which equipment was used on which job/visit for utilization reporting, use LMN's Equipment Tracking feature.
Go to Settings > Timesheets > Equipment
Click +Add New (top right) and enter your list of field equipment (mowers, trucks, skid steers, etc.)
Go to Settings > Jobs > Job Types, click into the relevant Job Type, and set Equipment Comments to "Yes, Prompt"
When crews clock out of a job via the LMN Crew Mobile App, they'll be prompted to select which equipment they used from your list
This works across all of your regular jobs, so equipment usage gets captured automatically as part of the normal clock-out flow.
Creating work orders or tracking equipment usage
If you want your mechanic to log repair or maintenance work performed on a specific piece of equipment (labor time + parts/materials used), set this up using an internal job:
Create an internal, unbillable job named something like #Shop
Add a Task to that job, e.g. "Equipment Maint/Repair"
Add a Service for each piece of equipment your mechanic might work on (e.g. "Mower Repair," "Skid Steer Repair," "Landscape Trailer Repair")
In the #Shop job, go to Materials & Equipment and add the parts you'll need to track (e.g. "Flat Tire," "Engine Maintenance") from your Price List > Materials catalog. For each one, toggle Track on Timesheets ON and set it to track against All Services or the specific repair service(s)
Your mechanic clocks into the #Shop job via the LMN Crew Mobile App, selects the "Repair" task, checks off the completed service, and enters quantities for any tracked materials used
The mechanic can also log Notes describing the work done, and select the specific machine from the Equipment Notes section (type the equipment name to auto-populate, then select it)
Reporting on this data:
Job History Service Data Report #5 (Reports > Jobs > #5 Jobs History – Services, Excel format) — shows services and materials by date
Job Timesheet Equipment #15 Report (Reports > Jobs > #15 Timesheet Equipment by Job, Excel) — shows equipment utilization by name/code
How to Mark Job Statuses as Pending, In Progress, or Complete
In LMN, you can update job statuses to reflect their progress in real time. Whether you’re managing a few key jobs or making updates in bulk, it’s easy to keep your team aligned using the Job List view.
You can mark a job as:
Pending – Work has not yet started.
In Progress – Work has started. Optionally, enter a % complete to track progress.
Complete – All work is finished.
How to Update Job Status:
Go to Jobs > Job List.
Search or filter to locate the job.
Click the Job Status box next to the job.
Select one of the following options from the dropdown:
Pending
In Progress – enter an optional percentage to indicate how far along the job is
Complete
Click Save.
How to Update Job Status in Bulk:
Go to Jobs > Job List.
Use filters or checkboxes to select the jobs you'd like to update.
Click Update Jobs > Set Status.
Choose the desired status (Pending, In Progress, or Complete).
If selecting In Progress, you’ll have the option to apply a percentage complete to all selected jobs.
Hit Enter to Confirm Changes
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