Mobile App: Create a Lead & Schedule On-Site Assessment

Mobile App: Create a Lead & Schedule On-Site Assessment

Learn how to create a lead for your self-managed work and schedule an on-site assessment directly from the Lessen Pro mobile app.

Overview

You can create a lead and schedule an on-site assessment in just a few steps directly from your phone.

Use the quick-create menu to get started — no need to navigate through multiple screens.

Create a Lead

1

Tap the + button in the bottom right corner to open the quick-create menu. Select Lead to continue.
2

Search for an existing customer or create a new one. Then add a service location or create a new one for the customer.
3

Add issue information to document the scope of work:

  • Select the service category, service type, and problem code
  • Enter a description for the scope of work
4

Select a priority level.

Setting a priority level ensures urgent work is handled first and keeps tasks organized and on track.
5
Optionally, enter a lead source (for example: if this came through your website) and/or a reference number.
6

Optionally, upload any relevant files (such as photos or documents).


Add tags to provide additional context, making it easier to organize, search, and manage the work order.
7

If an on-site assessment is needed before work begins, toggle that on.

You can note the estimated time, whether you'll charge a fee, and choose to schedule immediately or later based on the customer's availability.
8

Add any internal notes.

Internal notes are visible only to your team, use them to capture important details, context, or instructions for the work order.
9

Select Submit. Your lead is now created.


📌 Note: If you selected the on-site assessment option, proceed to Part 2: Schedule the On-Site Assessment below to complete scheduling.

Schedule the On-Site Assessment

1

From the Home screen, select the Pending Schedule filter. You'll see your on-site assessment listed with a Pending Schedule status.

Tap the work order to proceed.
2

Confirm the customer's availability in the Availability section, then move to the Schedule section to select a date and time for the technician's on-site visit.

Tap Confirm.
3

The assessment is now scheduled.

Your assigned technician is automatically notified, and the lead is converted to a work order.

Tap View Work Order Detail to review all the relevant information.

💡 Best Practice

  • Use the quick-create + button to log leads on the spot — no need to return to the office
  • Toggle on the on-site assessment when the scope of work is unclear before scheduling
  • Schedule the assessment promptly so your technician is notified right away

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