Getting Started
How to Use Pricebooks in Lessen Pro
Learn how to create and manage Pricebooks in Lessen Pro to organize your services, standardize pricing, and build quotes and invoices faster. What Are Pricebooks? A Pricebook is a collection of services that your business offers. Each service can ...
Workflow Automations in Lessen Pro
Learn how to create and manage automations in Lessen Pro to reduce manual work and automate repetitive tasks across Leads, Work Orders, Quotes, and Invoices. What Are Automations? Automations help save time by automatically performing actions when ...
Importing Services & Pricebook Data
Get help importing your existing services and pricebooks data into Lessen Pro. Overview If you would like assistance importing your current services and pricebooks into Lessen Pro, our team can help! Simply submit your file and our Data Team will ...
Quote Settings and Templates
Create reusable quote templates and define default quote settings to save time and ensure consistency. Overview Quote Settings and Templates allow you to quickly generate professional, consistent quotes for customers. You can: Create reusable ...
Standardize Invoice Settings
Customize default invoice rules to streamline billing and maintain consistency across your business. Overview Invoice Settings allow you to pre-define default terms, due dates, tax settings, and customer-facing visibility preferences. These settings ...
Roles and Permissions Management
Assign roles to control what users can access and manage within Lessen Pro. Overview Roles and permissions determine what each user can view, create, edit, or manage in the system. When adding or editing an employee, you can select a preset role or ...
Add a New Employee
Add employees to assign work, manage schedules, and control system access. 1 Navigate to Employee Management From the left-hand menu, under My Company, select Employee Management Click the + New Employee button in the top right +? New employee The ...
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 ...
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 ...
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 ...
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 ...