Utilize Budgeting Tools and Generate Reports

What happens here

Before utilizing the estimating features, it's essential to set up the budget tool in the LMN backend. This tool requires inputting all the financial information of your company, which enables LMN to accurately calculate the required pricing to achieve desired profit percentages. Once the estimate is complete and reviewed, LMN allows for the generation and direct sending of professional reports (bids) to your clients, streamlining the proposal process.

Goal: Ensure profitability through budgeting and efficiently deliver the final estimate to the client.