Self-Managed Workflow
How to Create and Manage Service Plans
Learn how to create and manage recurring maintenance contracts for your customers using Service Plans in Lessen Pro. What Are Service Plans? Service Plans allow you to manage recurring maintenance contracts without manually creating a work order for ...
Web: How to Set-Up and Manage Forms
Capture what happens on every job — automatically, in the right place, every time. ? Coming Soon Forms is not yet available in Lessen Pro. Stay tuned for release updates from our newsletter! What Is Forms? Forms is a feature in Lessen Pro that lets ...
Step by Step: Create Lead
Learn how to create, manage, and convert leads in Lessen Pro from start to finish. Overview Leads are your starting point for all work opportunities in Lessen Pro — every opportunity for work that comes in, whether from Lessen, a phone inquiry, or ...
Event Log and Visits Overview
Track job history, technician activity, and visit details from within a work order. Overview Every work order in Lessen Pro includes two reference tabs — Event Log and Visits — that together give you a complete picture of everything that has happened ...
Step by Step: Create Invoice
Generate and send an invoice directly from a work order in Lessen Pro. Before Creating the Invoice Review the work order and confirm the following before proceeding: Job status is marked as Completed (recommended) Line items and pricing are correct ...
Scheduling a Work Order: Steps for Confirmation and Technician Assignment
Once a work order has been created or converted from a lead, it must be scheduled before work can begin. Overview Newly created work orders will have a status of Pending Schedule. This article walks through how to open the scheduling flow, review ...
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 ...
Converting Approved Quotes into Work Orders
Once a quote is approved, it can be converted into a work order so the job can be scheduled and completed. Overview A quote must be approved before work can begin. There are two ways a quote can be approved: The customer approves it directly from the ...
Step by Step: Create Work Order
Create a work order to track, schedule, and complete a job for a customer. Create a New Work Order 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 top right ...
Schedule Management
View, manage, and update technician visits — all from one place. Overview The Schedule tab allows you to view, filter, and manage technician visits across your calendar. Use this view to monitor upcoming work, adjust assignments, and ensure jobs stay ...
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 ...