Frequently Asked Questions
Support & Troubleshooting
Common questions about getting help, troubleshooting issues, and managing your subscription in Lessen Pro. Who do I contact if I have a problem with a Lessen work order? If you run into an issue or have questions with a work order, reach out directly ...
Invoicing & Payments for Self-Managed Work Orders
Common questions about creating, sending, and tracking invoices and payments in Lessen Pro. 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 ...
Work Orders: Tips & FAQs
Common questions and tips for creating, managing, and completing work orders in Lessen Pro. 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 ...
Quoting for Self-Managed Work: FAQS
Common questions about creating, managing, and sending quotes for self-managed work in Lessen Pro. 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 ...
Scheduling & Completing Work Orders
Common questions about scheduling jobs, managing employee availability, and completing work orders in Lessen Pro. 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 ...
Internal Communications and Notifications
Common questions about notifications, messaging, and communicating with your team in Lessen Pro. Notifications What type of notifications will I receive (job updates, schedule changes, payments?) You'll get notifications for key updates like new job ...
Employee Management FAQS
Common questions about managing your team, permissions, and notifications in Lessen Pro. How do I reset my password? On the login screen, click Forgot Password? and follow the instructions to reset it. You'll receive an email with a link to create a ...
General Help & FAQS
Common questions about Lessen Pro, its features, and how to get started. About Lessen Pro What is Lessen Pro? Lessen Pro is an AI-powered, cloud-based solution tailored to streamline business processes for owners, managers, and technicians. By ...
Customer Communications
Common questions about the communications your customers receive through Lessen Pro. Overview Lessen Pro can automatically notify your customers at key points throughout the job lifecycle — from scheduling and quote approvals to job completion. You ...
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)
Learn how to view your company's performance scorecards and manage compliance documents in Lessen Pro. View Lessen Scorecard Tracking Scorecards help you monitor performance metrics and compliance standards required to remain eligible for work. You ...
Strategies for Efficiency & Growth
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 control. Lessen Pro helps you centralize work, ...
First-Time Setup Checklist
Before creating your first job, complete the steps below to ensure your services, pricing, team, and payments are properly configured. This checklist helps your work move smoothly from quote to completion — without delays. Checklist Complete Business ...
Customer Communication Settings
Configure how and when customers receive email and text notifications for leads, assessments, and work orders. Overview Customer Communication settings allow you to automatically notify customers as work progresses. You can control which events ...