Workflow
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 ...
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 ...
Managing Internal Message Threads
Access and respond to internal messages 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 conversations ...
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 ...
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 ...