Customers & Locations
Managing Locations in Lessen Pro
Learn how to create, edit, and manage customer locations in Lessen Pro. Overview Locations allow you to organize customer properties, store important details, and create work orders for specific service addresses. Each location is tied to a customer ...
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 & Visit Tracking
View a complete timeline of service activity at a specific property, including work orders, visits, and status updates. Overview Location History gives you a full audit trail for any service address. Use it to track job progress, verify technician ...
Creating and Editing a Customer Profile
Add customers before creating quotes, work orders, or invoices. Customer profiles store contact details, service locations, and billing information. Create a Customer 1 Navigate to Customers From the left navigation menu, click Customers, then click ...
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 ...