Overview

Lessen Pro is organized into three primary workflow areas on mobile:

• Home — Daily dashboard and action items
• Schedule — Calendar and technician visit management
• Work — Work order management and job status updates
  

What You Can Do Here

• View updates for the current day
• See upcoming visits
• Review pending action items
• Monitor work requiring attention

Admin Quick-Create Function

For users with the Admin role, tap the + button in the lower right corner to quickly create a new workflow item without navigating away from the Home tab.

• Invoice
• Quote
• Work Order
  
• Lead

From the Schedule Tab

• View technician schedules
• Switch between Day, Week, or Month views
• Filter by technician or status

From Within a Visit

Tap into a specific visit to:

• Add Tags

From the Work Tab

• View work by status
• Open individual work orders
• Take actions to move the job forward

From Within a Work Order

When you open a work order, you can:

• Add services
• Reassign technicians
• Add notes or details
• Track progress

💡 Best Practice

• Use the Home tab for daily visibility and action items.
• Use the Schedule tab for dispatching and visit management.
• Use the Work tab for full job lifecycle management.
• Review all three tabs daily to ensure nothing falls behind.