Lessen ONE Workflow
Web: How to View and Manage Assets for Lessen Work Orders
Learn how to view and manage assets associated with Lessen Work Orders in the Lessen Pro web portal. ⚠️ Important Asset workflows such as asset replacement and required data collection should be completed through the mobile app when technicians are ...
Web: How to Manage Recurring Lessen Work Orders in Lessen Pro
Learn how to schedule, complete, and manage recurring Lessen work orders in the Lessen Pro web portal. Overview Recurring Lessen work orders follow a similar workflow to reactive work orders, with a few key differences. They arrive in Lessen Pro in ...
Web: Understanding Messages and Internal Notes
Access and respond to internal messages and notes tied to a work order. Overview The Messages section allows you to communicate internally with: Employees Lessen ONE contacts All message threads are connected to specific work orders, ensuring ...
Understanding the Lessen Section in Lessen Pro
Learn how to navigate the Lessen section in Lessen Pro to manage compliance, billing, resolution codes, and your company profile. Overview The Lessen section in Lessen Pro provides access to tools and information that support your partnership with ...
How to Submit an Invoice for a Lessen Work Order
Learn how to create and submit an invoice for a Lessen Work Order through the Lessen Pro platform. Overview Once a Lessen Work Order has been completed, you can create and submit an invoice directly through Lessen Pro for review and payment ...
How to Submit a Quote for a Lessen Work Order
Learn how to create and submit a quote for a Lessen Work Order through the Lessen Pro platform. Overview When a Lessen Work Order requires additional work beyond the original scope, you can submit a quote directly through Lessen Pro for review and ...
Web: Completing a Lessen Work Order
Learn how to complete a Lessen Work Order in the Lessen Pro web portal, including reviewing details, updating statuses, adding documentation, and finalizing a work order. Overview This article walks you through how to complete a Work Order in the ...
Web: How to Accept/Decline and Schedule a Lessen Work Order
Learn how to review, accept or decline Lessen work orders, and schedule a visit once a lead has been accepted. Overview When Lessen assigns work to your company, it will appear as a lead in Pending Acceptance status. You can review the details of the ...
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 ...
Lessen ONE Integration in Lessen Pro
Follow these steps to connect your Lessen Pro account with your Lessen ONE affiliate profile. 1 Go to Business Settings From your Lessen Pro menu, navigate to Business Settings. 2 Open My Applications Select My Applications, click the Lessen ONE ...
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 ...