Checklist

Complete

Add your business information

Configure your business details, branding, and communication settings.

Business Details

Review and complete the following. This information appears on quotes, work orders, and invoices.

• Business name
• Contact information
• Business address
• Tax settings (if applicable)

Branding

Customize how your business appears to customers. Your branding will be reflected on customer-facing documents and communications.

• Business logo

Customer Communication

Control how customers receive updates. This ensures customers receive quotes, invoices, and job updates automatically.

• Email and text notification settings
• Customer communication preferences

Tag Management

Create tags to organize customers, locations, and work. Tags help you:

• Categorize and filter records
• Identify job types or service groups
• Keep operations organized

Connect your payment account

Connect Stripe to send invoices and accept payments directly within Lessen Pro.

Connecting your payment account allows you to:

• Send secure payment links
• Accept card or ACH payments
• Track payment status
• Get paid faster

Create your pricebook

Set up your services and pricing so you can quickly build quotes and work orders.

Add:

• Services you offer
• Pricing (lump sum or itemized)
• Optional line items

Add your employees

Add technicians and team members who will perform work.

Enter:

• Employee name
• Contact information
• Role and permissions

Add customers and locations

Create customer profiles and service locations before creating work.

Add:

• Customer name
• Contact information
• Service location(s)

Create your first work order

You're now ready to create and manage work.

From there, you can:

• Select a customer
• Add services
• Schedule visits
• Track job progress

What happens next

Once setup is complete, you can manage your business entirely within Lessen Pro — from creating work to scheduling visits and collecting payment. You're ready to run jobs, not paperwork.