Lessen Pro: Spring 2026 Updates
April 6, 2026
We’re excited to share our latest Lessen Pro feature
releases! All features are designed to help you work more efficiently, stay
organized, and get more done both in the field and in the office.
💻Web Portal Updates
🔍
Improved Filters
Faster, more intuitive filtering
and saved views
📆 Month View Calendar
Get a high-level view of
schedules with easy drilldowns into day/technician view within a click
🖱️
One-Click Quotes &
Invoices
Save time with pre-filled
default values, reducing steps during creation
✍️
E-Signatures on Quotes
& Invoices
Easily collect and display
customer signatures during quote and invoice creation
📥 Data Import Wizard
Upload customers and locations
via CSV file upload to eliminate time for faster setup
>>Check out instructions here: How To Import Customer Data Into Lessen Pro
📈Work Order Volume
Report
New trend report to help with
tracking job flow, busy/slow periods, and capacity planning
💬
In-Platform Help &
Support
Find a collection of user guides
and helpful resources, including FAQs, submit tickets, and browse help articles
without leaving the platform
📱Mobile App Updates
🎯
Lead Management
Create leads for independent
work directly from mobile, Add services before converting to a work order, Apply
tags to leads and work orders
📝
Quote & Invoice
Enhancements
View “Pending Review” status
in-app, E-signatures now supported on both quotes and invoices
🚫
Offline Mode
Complete work orders without an
internet connection or low-signal area, all your work will automatically sync
once you’re back online
🔜Coming Soon
📋
Lessen Checkout
Questions (May 2026)
Complete Lessen checkout
questions seamlessly in both the Lessen Pro web portal and mobile app
📚
Full QuickBooks Online
Integration (May
2026)
Automatically sync invoices to
QuickBooks Online, reducing manual entry and keeping your books up to date
for Lessen invoices AND your independent invoices
💬
In-App Help &
Support (Mid-April
2026)
Help & Support will be
available on mobile for easy access for any knowledge base or ticket help
without having to leave the mobile app
🔁In Case You Missed It
🕒Visit History
A chronological view of technician visits, including timing, status, and key
actions—giving you better insight into work progress.
🏷️Tags
A flexible way to categorize and organize work across Lessen Pro. Apply tags to key records to improve visibility, filtering, and reporting—making it easier to find, group, and manage related work.
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