Forms is not yet available in Lessen Pro. Stay tuned for release updates from our newsletter!

What Is Forms?

Forms is a feature in Lessen Pro that lets vendors build custom questionnaires and attach them to their work orders. When a technician is on a job, the form appears in their mobile workflow at a configured point — after check-in or before checkout — and guides them through whatever the vendor needs captured.

That could be a pool chemical checklist, a safety acknowledgement, a condition assessment, materials used, or a customer signature. Build and manage forms from Business Settings using a drag-and-drop builder with no technical setup required.

Build it your way

Using a simple drag-and-drop builder, create custom forms with any combination of question types — checklists, photo uploads, yes/no questions, numeric inputs, e-signatures, and more. No code, no external tools. Just build the form and publish it.

The right form, on the right job

Forms can be scoped to specific service categories, customers, or deployed across all work orders. Set a trigger point — after check-in or before checkout — and the form surfaces automatically in the technician's mobile workflow at exactly the right moment.

Nothing falls through the cracks

If a form is marked required, technicians can't complete the visit until it's submitted. Every response is saved directly to the work order record, viewable in the Questions tab, and exportable as a PDF or CSV.

Built for the field

Forms work offline. Whether a technician is in a basement, a dead zone, or a remote job site, they can complete the form and it syncs automatically when connectivity is restored.

Build your form in Business Settings

Go to Business Settings > Forms and use the drag-and-drop builder to create your form. Add question types, mark fields as required, and configure the form name and description.

Scope and configure the form

Set when and where the form applies:

• Scope — specific service categories, specific customers, or all work orders
• Trigger point — after check-in or before checkout
• Required or optional — required forms must be submitted before the visit can be completed

Technician completes the form on the job

The form appears automatically in the technician's mobile workflow at the configured trigger point. They complete and submit it on-site — even without internet connectivity.

Review responses in the work order

Submitted form responses are saved directly to the work order record and available immediately in the Questions tab. Responses can be exported as a PDF or CSV for reporting or record-keeping.

The drag-and-drop builder supports the following question types:

• Checklists
• Photo uploads
• Yes / No questions
• Numeric inputs
• E-signatures

🔜 What to Expect When Forms Launches

• Forms will be available to build and manage from Business Settings
• Technicians will complete forms in their mobile workflow automatically — no extra steps
• Responses will be visible in the Questions tab of the work order
• Exports will be available as PDF or CSV