Getting Started
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 ...
Step by Step: Create Work Order
Create a work order to track, schedule, and complete a job for a customer. Step 1: Navigate to Work Orders 1 Click Work Orders Go to the left navigation bar and click Work Orders. 2 Click "+ New work order" Click the + New work order button in 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)
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 ...