Mobile: How to Manage Recurring Lessen Work Orders in Lessen Pro

Mobile: How to Manage Recurring Lessen Work Orders in Lessen Pro

Learn how to schedule, complete, and manage recurring Lessen work orders from the Lessen Pro mobile app.

Overview

Recurring Lessen work orders follow a similar workflow to reactive work orders, with a few key differences. They arrive in Lessen Pro in Pending Schedule status and must be scheduled within the service window defined by Lessen.

Invoices for recurring work orders are handled automatically through the Lessen billing system once the work order reaches the correct status.

How Recurring Work Orders Arrive

Recurring work orders are generated by Lessen ONE and appear in Lessen Pro automatically. Follow the steps below to locate them.

1

Tap Work in the bottom navigation bar.
2

Tap the filter icon and set Type to WOs, Status to Pending Schedule, WO Type to Recurring, and Source to Lessen and  to view incoming recurring work orders.
3

Tap the work order to open it and review the details.

What to expect when a recurring work order arrives:

  • It will always be in Pending Schedule status
  • It arrives on a recurring cadence — typically weekly or bi-weekly
  • The Lessen Deadline shows the service window — the date range within which the work must be scheduled
  • Quotes are not supported for recurring Lessen work orders

Schedule the Work Order

1

From the work order detail screen, tap Schedule to open the scheduling screen.
2

Review the following before assigning:

  • Service window — the date range the work must be scheduled within
  • Service location and customer details
3

Assign the technician, set the start and end date and time, and optionally add a helper technician.
4

Tap Confirm Schedule to save. The work order status will update to Scheduled.

📌 Note: If a scheduling conflict occurs, a message will appear explaining why and how to resolve it. Follow the on-screen guidance to adjust the schedule accordingly.
5

Once scheduled, you can reschedule, reassign a technician, or check in directly from the app.

Complete the Work Order

The completion workflow for recurring work orders follows the same process as reactive work orders.

1

Follow the standard check-in workflow — tap I'm On the Way, I've Arrived, and Begin Service to start the job.
2

Once the service is complete, check out and complete the standard checkout question workflow.
3

After checkout, the work order moves to Invoice / Pending Payment status. No further action is required — the invoice is processed automatically by Lessen.

Invoices and Billing

Invoices for recurring work orders are handled through the Lessen billing system  and can be viewed directly in the Lessen Pro web portal.

To access invoice information, navigate to Lessen Pro > Billing and use the available filters to search by Work Order number, invoice status, or other criteria.

Once an invoice is approved, it will move into a payment batch, with payouts processed on a bi-weekly basis.

Work Order Statuses

In addition to the standard statuses, recurring work orders have two unique statuses to be aware of.

Missed Visit

If a scheduled work order is not completed on the scheduled day, it will move to Missed Visit status. When this happens:

  • Your only available action is to reschedule
  • You will be prompted to select a reason and choose a new date
  • The work order must still be scheduled within the original service window

Cancelled

If a work order is in Cancelled status, it means Lessen has cancelled that specific visit. No actions can be taken on a cancelled work order.

Check the Event Log to see the cancellation reason. This only cancels the individual visit — not the entire recurring plan.

Deferred

A work order may be placed in Deferred status by a Lessen back office team member. This typically means the visit outcome is still being reviewed.

  • No actions can be taken while the work order is deferred
  • Once confirmation is complete, the work order will move to its final status — either Invoice, Cancelled, or remain in Deferred

📌 If your work order is in Deferred status and you need clarification, reach out to the Lessen team via Messages or contact Lessen directly.

💡 Best Practice

  • Schedule recurring work orders promptly when they arrive — they must be scheduled within the Lessen service window
  • Review previous service history in the scheduling screen for context on prior visits at the same location
  • If a scheduling conflict message appears, follow the on-screen guidance to resolve it
  • Reschedule missed visits as quickly as possible to stay within the service window
  • Use the billing portal to track invoice and payment status for completed recurring work orders

    • Related Articles

    • Web: How to Manage Recurring Lessen Work Orders in Lessen Pro

      Learn how to schedule, complete, and manage recurring Lessen work orders in the Lessen Pro web portal. Overview Recurring Lessen work orders follow a similar workflow to reactive work orders, with a few key differences. They arrive in Lessen Pro in ...

    • How to Create and Manage Service Plans

      Learn how to create and manage recurring maintenance contracts for your customers using Service Plans in Lessen Pro. What Are Service Plans? Service Plans allow you to manage recurring maintenance contracts without manually creating a work order for ...

    • Mobile: Assest Management for Lessen Work Orders

      Learn how to complete the asset management workflow for Lessen work orders in the Lessen Pro mobile app. ? Before You Begin Available only for Lessen ONE work orders Triggered only for specific service combinations Asset Management is not shown in ...

    • Web: How to View and Manage Assets for Lessen Work Orders

      Learn how to view and manage assets associated with Lessen Work Orders in the Lessen Pro web portal. ⚠️ Important Asset workflows such as asset replacement and required data collection should be completed through the mobile app when technicians are ...

    • Scheduling & Completing Work Orders

      Common questions about scheduling jobs, managing employee availability, and completing work orders in Lessen Pro. How do I schedule my jobs? From the Work Orders section, select a job and choose Schedule. Pick a date, time, and assign it to the ...