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.

From the left navigation menu, click Work Orders.

Use the filters to set Status to Pending Schedule, Type to Recurring, and Source to Lessen to view incoming recurring Lessen work orders.

Select 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

Open the work order and click Schedule to open the scheduling window.

In the scheduling window, review the following before assigning:

• Service window — the date range the work must be scheduled within
• Service location and customer details
• Previous services — view past recurring visits at the same address and service combination for added context

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

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

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

Check in to the work order. This can be done via the web portal or the mobile app.

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

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

Invoices for recurring work orders are handled through the Lessen billing system — not through the standard Lessen Pro invoice workflow.

• To view your invoice, click View Billing on the work order. This opens the billing portal where invoices and payment history are available.
• You can also go to the Lessen > Billing section in the left navigation and use the filters to search by work order number or recurring work order status.
• Once an invoice is approved, it will move into a payment batch. Payouts are processed on a bi-weekly basis.

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.

Hover over the work order or 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

💡 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 window 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