Business Settings

Business Settings

Learn what each section of Business Settings controls in Lessen Pro.

Overview

Business Settings is where you configure and manage everything about your company in Lessen Pro — from your company profile and billing to how quotes and invoices are structured for your customers.

To access Business Settings, click Business Settings from the left navigation menu.


🏢

Company Details

Manage your core business information. This includes:

  • Company name, phone number, and email
  • Company website URL and address
  • Tax settings and tax rates
💳

Account and Billing

Manage your Lessen Pro subscription and billing information. This includes:

  • Subscription plan and status
  • Payment method on file
  • Billing history and invoices
🎨

Branding

Customize how your business appears to customers. This includes:

  • Company logo
  • Branding displayed on customer-facing documents such as quotes and invoices
💬

Customer Communication

Configure how automated messages are sent to customers throughout the job lifecycle. This includes:

  • Notification triggers — when messages are sent to customers
  • Message templates for confirmations, reminders, and follow-ups
  • Communication preferences for text and email
🔗

My Applications

Connect Lessen Pro with third-party platforms and integrations. This includes:

  • Lessen ONE — connect your Lessen Pro account with your Lessen ONE affiliate profile
  • QuickBooks Online — sync invoices automatically to keep your books up to date
  • Stripe — enable online payment processing so customers can pay invoices directly
🏷️

Tag Management

Create and manage tags used to categorize records across Lessen Pro. This includes:

  • Creating and naming tags for leads, work orders, and other records
  • Editing or deleting existing tags
  • Organizing tags to improve filtering and reporting across your workflow
📋

Quote Settings

Configure default settings for all quotes created in Lessen Pro. This includes:

  • Default quote naming rules
  • Default tax settings and discount options
  • Terms and conditions applied to quotes
  • Signature and approval settings

📋 Settings configured here apply to quotes created on both the web portal and the mobile app.

🧾

Invoice Settings

Configure default settings for all invoices created in Lessen Pro. This includes:

  • Default invoice naming rules
  • Default payment due date and terms
  • Tax and discount defaults
  • Signature requirement settings

📋 Settings configured here apply to invoices created on both the web portal and the mobile app.

📝

Forms COMING SOON

Build and manage custom forms that technicians complete as part of their job workflow. This will include:

  • Drag-and-drop form builder with no technical setup required
  • Question types including checklists, photo uploads, yes/no, numeric inputs, and e-signatures
  • Scope forms to specific service categories, customers, or all work orders
  • Set forms as required or optional — required forms must be submitted before a visit can be completed

💡 Best Practice

  • Complete Company Details and Branding before sending any quotes or invoices to customers
  • Review Quote and Invoice Settings before your team starts creating jobs — defaults apply to both web and mobile
  • Connect your Lessen ONE account via My Applications to unlock Lessen-dispatched work orders
  • Set up tags in Tag Management early to keep your leads and work orders organized from day one

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