Lessen Pro | Customers | Knowledge Base

Customers
How to Import Customers into Lessen Pro
Efficiently manage your customer list by using the provided CSV template to upload data. This guide walks you through formatting your file, resolving import errors, and saving new customer contact information to the system. Before You Begin The ...
Location History
View Location History Location History provides a complete timeline of service activity at a specific property, including work orders, visits, and status updates. This helps you track job progress, verify technician activity, and review past service. ...
Creating and Editing a Customer
Create a Customer Add customers before creating quotes, work orders, or invoices. Customer profiles store contact details, service locations, and billing information. Step 1: Navigate to Customers Go to the left navigation menu. Click Customers. ...

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 ...

Customers