Home, Schedule, Work & Independent Job Workflow

Understand how to navigate key areas of Lessen Pro and complete independent work from start to finish.

Overview

Lessen Pro is organized into three primary workflow areas:

• Home – Daily dashboard and pending actions

• Schedule – Calendar and technician visit management

• Work – Work order management and job status updates

Use these areas together to manage jobs efficiently from dispatch to completion.

Home Tab (Dashboard)

The Home tab serves as your daily overview.

Here, you can:

• View today’s scheduled visits

• See pending action items

• Monitor jobs requiring attention

• Access quick workflow shortcuts (role-based access)
  

Quick Create Function (Role-Based Access)

In the lower right corner, you may see a "+" (Plus) button.

Access to Quick Create depends on your assigned role.

Users with appropriate permissions can create:

• Invoice

• Quote

• Work Order

Technicians and limited-access roles may not see or be able to use this function.

Schedule Tab

Click the Schedule tab to access the calendar.

From here, you can:

• View schedules

• Switch between List or Map view

• Filter by date

You can also:

• Click a visit

All updates sync across web and mobile.

Work Tab

Click the Work tab to view and manage work orders.

From here, you can:

• View jobs by status

• Open individual work orders

• Update job progress

• Track completion

• Filter view
  

Independent Work: Check-In & Check-Out Process

For independent work orders, technicians follow a structured workflow in the mobile app to ensure accurate tracking and documentation.

Step 1: I’m On the Way

• Select I’m On the Way.

• Confirm travel status.

• Use integrated directions if needed.

This updates the job status and signals dispatch visibility.

Step 2: I’ve Arrived

• Select I’ve Arrived.

• Capture an arrival photo.

This confirms on-site presence and documents arrival time.

Step 3: Begin Service

• Select Begin Service to officially start work.

• Onsite time tracking begins.

Step 4: Before Service Attachments

Upload required photos before work begins.

This may include:

• Condition photos

• Area documentation

• Required compliance images

These attachments help document job conditions prior to service.

Step 5: Check-Out Options

When work is complete (or requires next steps), select one of the following:

Work is Completed

Use when all services are finished.
The job can move to invoicing.

Start a Proposal

Use when additional work is identified.
This allows you to create a quote before closing the job.

Return Trip Needed

Use when work cannot be completed during the visit.
A follow-up visit must be scheduled.

Best Practice

• Update statuses in real time.

• Upload required photos before and after service.

• Avoid closing jobs without selecting the correct check-out option.

• Ensure return trips are scheduled promptly.
  

Daily Operational Tip

Use:

• Home for daily oversight

• Schedule for dispatch management

• Work for lifecycle control

• Mobile check-in/check-out for accurate field documentation

Keeping workflows consistent ensures visibility, accountability, and faster billing.