General Help & FAQS

General Help & FAQS

Common questions about Lessen Pro, its features, and how to get started.

About Lessen Pro

What is Lessen Pro?

Lessen Pro is an AI-powered, cloud-based solution tailored to streamline business processes for owners, managers, and technicians. By consolidating all operations within a single platform, Lessen Pro enhances scheduling, routing, lead management, work order completion, and financial oversight, which ultimately facilitates business expansion.

How does Lessen handle vendor data privacy and confidentiality?

For a full overview of our privacy and confidentiality practices, please review our Privacy Policy.

What kind of customer management features are included?

Lessen Pro offers comprehensive customer management, including customer and contact profiles, communication and work history tracking, and automated follow-ups for outstanding tasks or payments.

Does Lessen Pro have a mobile app for technicians?

Yes! The technician mobile app allows technicians to view their schedules, access and complete work orders while on the job, and communicate directly with customers. Managers can monitor their team, accept, or reject jobs, take action on work orders, and manage invoices and payments from the app.

What kind of integrations does Lessen Pro offer?

Lessen Pro integrates seamlessly with QuickBooks, enabling smooth invoicing and payment processing. More integrations may be available depending on your business needs.

Is Lessen Pro suitable for my business size?

Lessen Pro is highly scalable and is suited to businesses of all sizes, from small operations to larger enterprises. Its flexibility is key to helping you grow and scale your business.

How does Lessen Pro improve scheduling and dispatching?

Lessen Pro streamlines scheduling and reduces time spent dispatching work orders. Optimized routes via Lessen Pro minimize driving time between appointments, allows real-time route adjustments, and provides visibility into where your team is throughout the day. That efficiency leads to maximized work orders (WOs) completed each day.

Can I create and manage quotes in Lessen Pro?

Yes! Lessen Pro allows you to create and manage detailed quotes in real time. You can also create templates for frequently quoted work, convert quotes into work orders and invoices, and automatically send follow-up messages to customers.

How does invoicing and payment work in Lessen Pro?

With Lessen Pro, you can generate, manage, and send invoices via text or email. The system automatically follows up on invoices and collects payments directly and seamlessly. It also integrates with QuickBooks for easier financial management.

How can Lessen Pro help with real-time updates and communication?

Lessen Pro facilitates real-time updates through push notifications, so both technicians and managers can track job progress and share any changes to schedules or routes. This helps streamline communication between the team and customers while enhancing overall efficiency.

Can I track where my technicians are throughout the day?

Yes, Lessen Pro provides real-time updates on your team's locations and status, allowing you to adjust schedules and dispatch new jobs efficiently while minimizing downtime.

Who can benefit from Lessen Pro?

Lessen Pro is built for service providers of all sizes, from solo contractors to growing teams. Whether you're managing Lessen One jobs, your own self-managed work, or both, the platform helps you streamline scheduling, simplify communication, and keep every job on track from start to finish.

What are the key features of Lessen Pro?

  1. Unified Job Management — Handle both your Lessen One assignments and self-managed jobs in one place. No more juggling multiple tools.
  2. Smart Scheduling — Efficiently assign jobs to the right team members with availability-aware scheduling that reduces conflicts and improves workflows.
  3. Lead and Quote Builder — Track potential jobs with leads, create professional quotes, add branding, photos, fees, or discounts and convert them to work orders in one click.
  4. Team Collaboration & Permissions — Invite team members, assign roles, set permissions and ensure everyone sees only what matters to them without compromising security.
  5. Real-Time Notifications — Customize instant alerts via email or in-app notifications for new jobs, status updates, internal messages and more.
  6. Mobile App Access — Use the dedicated iOS and Android app to manage scheduling, routing and updates directly on your mobile device.
  7. Branded Documents — Create branded quotes and invoices with your company logo and custom templates to ensure consistent professional presentation.
  8. Reporting & Dashboard Insights — Get a bird's-eye view of your business with customizable dashboards and exportable reports on revenue, job status and team performance.

How is Lessen Pro different than other property services platforms?

Lessen Pro is designed to simplify property services management by combining everything you need into one easy-to-use platform. In Lessen Pro, you can manage your Lessen One work and self-managed work all in one place, this way you can leverage the smart scheduling for your team and have the flexibility and visibility to manage all your jobs in one place from start to finish.

Getting Started

Are there any system requirements?

No special equipment is needed. You just need an internet connection and a modern web browser. For mobile devices, Wi-Fi or cellular data is needed for using the mobile app. Great news, for mobile devices we support data sync within any low connection area with Offline Mode so technicians can complete their workflow without interruptions!

Is there a mobile app I can use?

Yes! Our mobile app makes it easy to manage your business on the go, from creating work orders to scheduling jobs and beyond.

How do I download the mobile app?

You can download the app from the App Store (iPhone) or Google Play (Android). Just search for our app name "Lessen-Pro" and install it for free.

Am I going to require any training?

Our platform is designed to be intuitive, so most users get up and running quickly. That said, we provide self-service guides, on-demand training and live support to ensure you feel confident using the system.

Can I import my existing customer list?

Yes! You can import your existing customer list in our Customer tab with the Import Customer tool!

Plans & Billing

Are there any commitments or contracts?

No long-term contracts are required. You can choose a monthly plan for flexibility or an annual plan for added savings.

What happens after my trial period expires?

When your trial ends, you'll have the option to continue with a paid subscription to keep access to all your data and features.

How do I change my billing information or subscription?

You can update your billing details or adjust your subscription anytime, please contact our support team to assist you.

How many users can I have?

Our plans are flexible. You can start with just one user and add more as your team grows, there's no hard limit.

What happens if my payment is past due?

Access to Pro is suspended and syncing with Lessen ONE stops until payment is resolved.

                                                                                 Go to Business Settings > Account & Billing to review your status and update your payment method.

Lessen ONE & Data

What is Integration Agent?

Integration Agent is our bot that helps sync data between Pro and Lessen ONE as you complete actions on assigned work orders between both platforms.

Will I lose access to my Lessen ONE account?

No, you will still maintain access to Lessen ONE as before!

Can I manage all my work orders in Pro?

You are able to manage up to 95% of your Lessen work orders on Pro at this time. With the exception of recurring and on-site quotes/proposals (mobile). Exciting news, these features are coming soon to Pro!

Can I manage and receive turns & renos in Pro?

At this moment, we do not fully support turns and renos work orders on Pro.

How do I differentiate my customers for Lessen versus my self-managed customers?

You can easily set up "Tags" for customers to easily filter between Lessen and self-managed customers. This can be set up in Business Settings > Tags Management.

Are my Lessen reviews synced to my personal website?

No, not at this moment. But we are listening to feedbacks from current users!

Quickbooks: Can I sync my Lessen ONE workorders and invoices to Quickbooks?

Yes! Lessen invoices now sync to QuickBooks Online. Take a look at our QuickBooks articles to help get started.

How secure is our data?

For a full overview of our privacy and confidentiality practices, please review our Privacy Policy.

How can I see my Lessen billing?

In the navigation bar > Reports.

I am unable to schedule my tech for Lessen work, how do I add them?

Go to Employee Management > + New Employee. Make sure to enable service scheduling for any new or current employees so that they are able to be listed under available techs when scheduling a work order.

How do I import customers?

Yes — use the Data Import Wizard. Here is an article to help you learn how to import your customer data!

How do I import services?

Reach out to our Support team for Pricebook Import. Contact us at support@lessenpro.com

Can we use the same email for Lessen Pro?

No, each user must have an unique/different email to login to Lessen Pro. This is to ensure that each users are logging in with their assigned roles/permission levels.

Do I receive an email for Lessen work in Lessen Pro?

Yes! You might find duplicate emails from ONE and Lessen Pro for the same work orders. In Pro, you can turn off notifications by going to the navigation bar, scroll down to your email, click on the "…" > View Profile > Notifications. Turn off/on any notifications you wish to receive from Pro.

Troubleshooting

I can't login to my account.

Please double-check your email and password, or click "Forgot Password?" on the login screen to reset your credentials. If you're still locked out, contact support to confirm your account is active and email is verified.

I can't edit my billing information.

You can easily update your billing information anytime on Lessen Pro. Go to Business Settings > Account & Billing or you can reach out to our support team to help assist with your subscription plan at Support@lessenpro.com or 312-548-6677.

I want to add more team members, how do I update my subscription?

You can easily update your subscription anytime on Lessenpro.com. Go to Business Settings > Account & Billing or you can reach out to our support team to help assist with your subscription plan at Support@lessenpro.com or 312-548-6677.

I can't remember my ONE login password.

You can reset password when logging in, after entering email address, there is a "Forgot password?" option. A reset password link will be sent via email to update password.

Still have questions?

Contact our support team at Support@lessenpro.com or call 312-548-6677.

Tags

What are tags for?

Tags let you label and filter records across Lessen Pro, including:

  • Customers
  • Locations
  • Leads
  • Work Orders
  • Quotes
  • Invoices

📋 Tags are most commonly used to separate Lessen work from self-managed work when filtering and reporting.

Where do I manage tags?

Go to Business Settings > Tag Management. From there you can create, edit, and delete tags. Once created, tags can be applied directly from any record across Lessen Pro.

Sign Up

How do I sign up?

Complete the signup form, verify your email, and choose your plan. Your account activates as soon as checkout is complete.

I didn't get my verification email.

Check your spam folder. If it still hasn't arrived, contact support at support@lessenpro.com or 312-548-6677.

Can I extend my trial?

Contact support. If your trial is extended, the banner in Pro updates to reflect the new end date.

Duplicate Notifications

Why am I getting two emails for the same work order?

If you have both Lessen ONE and Lessen Pro, both systems send you emails about the same Lessen work. To stop the Pro copy, go to your name > View Profile > Notifications and turn off the notifications you don't want.

📋 Turning off Pro notifications does not affect the emails you receive from Lessen ONE.

My employees are getting duplicates too.

There are two places to check for each employee — both may need to be updated:

👤 Admin-controlled alerts

Go to Employee Management > Edit Profile > Edit Role & Permissions > Alerts and adjust which alerts the employee receives.

🔔 Employee-controlled preferences

Have the employee review their own preferences in View Profile > Notifications.

Help & Support

How do I get help inside Pro?

Use the in-app help widget to browse help articles or submit a support ticket without leaving the platform. It's available on both web and mobile.

Can I give feedback on the app?

Yes. You'll occasionally be prompted to rate the app, and your feedback goes straight to our support team.

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