Add customers and locations

Start by adding the customers you work with and the locations where services are performed. This allows you to:

• Create quotes and work orders
• Track job history
• Store contact details and property information
• Keep everything organized in one place

Create quotes and work orders

Use Quotes to define the scope and pricing of work before starting. Once approved, convert the quote into a Work Order so the job can be completed. You can:

• Add services and line items
• Assign technicians
• Track job status
• Manage the full lifecycle of the work

Schedule and complete visits

Use the Schedule tab to assign and manage technician visits. Technicians can:

• View upcoming work
• Start and complete visits
• Update job status in real time
• Capture notes, photos, and service details from the field

Invoice and collect payment

Once work is complete, generate an Invoice and collect payment through Lessen Pro. With payment integrations like Stripe, you can:

• Send secure payment links to customers
• Accept card or ACH payments
• Track payment status
• Get paid faster

Track work from start to finish

Lessen Pro gives you complete visibility into every job. You can easily:

• See what needs action
• Track job progress
• Review completed work
• Monitor overall business performance

📊 Dashboard — Your business at a glance. View live locations, upcoming visits, and work that needs attention.

📅 Schedule — Plan and manage your calendar. Schedule visits, assign technicians, and keep work moving.

📄 Work — Manage quotes, work orders, and invoices from start to finish.

👤 Customers — Store customer information, locations, and full service history.

💳 Pricebooks — Standardize services and pricing. Quickly add predefined services and line items to your work.

👥 Employee Management — Add team members, assign roles, and control system access.

⚙ Business Settings — Manage integrations, payment settings, tax configuration, and business details.

🏠 Home — Your day at a glance. See live locations, upcoming visits, and tasks that need attention.

📅 Schedule — View and manage technician visits with a full calendar view.

📄 Work — Access quotes, work orders, and invoices. Update status and move work forward.

💬 Messages — Communicate about jobs, send updates, and stay connected with your team.

Built for the field — desktop and mobile

You're ready to go! You're all set to run your business in Lessen Pro.