Frequently Asked Questions
Quoting
Quotes for Independent Work How do I create a quote? You can create a new quote from the Quotes section in your account. Just select Create quote (blue button at top right of page), enter the job details and add any items or services you’d like to ...
Work Orders
How do I create a new work order? You can create a new work order from the Work Orders section by selecting New work order (blue button at the top right corner of the page) and entering the job details. You also have the option to convert a lead to ...
Invoicing & Payments
How do I create an invoice? From the Invoices section, select Create invoice, add your job details, and include any line items, taxes, or fees before saving and/or sending. How do I update an invoice? Open the invoice you’d like to edit, select Edit ...
Scheduling & Completing Work
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 appropriate employee. How do I enable scheduling for my employees? Go to Employee Management in your settings and ...
Customer Communications
What type of communications will my customers receive? Customers will receive emails or texts for key updates like job confirmations, quote approvals, scheduling changes, and completed work. You can customize which notifications go out under Business ...
Internal Communications and Notifications
Notifications What type of notifications will I receive (job updates, schedule changes, payments?) You’ll get notifications for key updates like new job opportunities or assignments, schedule changes, quote approvals, invoice status, and payment ...
Popular Articles
Welcome to Lessen Pro
Run jobs. Not paperwork. Lessen Pro is your all-in-one platform for managing customers, jobs, scheduling, and payments in one place. Lessen Pro helps you streamline operations, stay organized, and move work forward from quote to completion. Whether ...
Stay Compliant (Scorecard)
View Lessen Scorecard Tracking See your company’s performance and compliance scorecards in one place. Overview Scorecards help you monitor performance metrics and compliance standards required to remain eligible for work. You can access and review ...
Strategies for Efficiency & Growth
How to Scale Your Business with Lessen Pro Use Lessen Pro to increase efficiency, improve cash flow, and grow without adding unnecessary operational complexity. Overview Scaling your business requires visibility, standardization, and operational ...
Job Statuses: ONE to Pro
ONE Status to Pro Status Mapping Reference how Lessen ONE work order statuses translate into Lessen Pro statuses. Overview When work is synced between Lessen ONE and Lessen Pro, statuses may differ between systems. This guide shows how each Lessen ...
Mobile: Admin User
Home, Schedule, and Work Navigation Overview Understand how to navigate key areas of Lessen Pro to manage daily activity and move jobs forward. Overview Lessen Pro is organized into three primary workflow areas: Home – Daily dashboard and action ...