Self-Managed Workflow
Mobile App: How to Create Invoices
Create and send invoices directly from the Lessen Pro mobile app to bill customers for completed work. Overview Invoices can be created from a work order and customized before being shared with the customer. They are accessible from the work order's ...
Mobile App: How to Create Quotes
Create professional quotes to your customers for self-managed work orders directly from the Lessen Pro mobile app. Overview Quotes can be built using services from your Pricebook or custom services, then send it to customers by text message, email, ...
Mobile: Understanding Messages and Internal Notes
Access and respond to internal messages and notes tied to a work order from the Lessen Pro mobile app. Overview The Messages section allows you to communicate internally with: Employees Lessen ONE contacts All message threads are connected to ...
Mobile App: Offline Mode
No internet? No problem. Continue completing work orders and your changes will sync automatically when your connection is restored. Overview Offline Mode allows you to continue working on work orders even when you do not have internet or cell ...
Mobile App: Create a Lead & Schedule On-Site Assessment
Learn how to create a lead for your self-managed work and schedule an on-site assessment directly from the Lessen Pro mobile app. Overview You can create a lead and schedule an on-site assessment in just a few steps directly from your phone. Use the ...
Mobile App: Workflow & Job Management for Technicians
Understand how to navigate key areas of Lessen Pro and complete self-managed work from start to finish. Overview Lessen Pro is organized into three primary workflow areas on mobile: Home — Daily dashboard and pending actions Schedule — Calendar and ...
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 ...