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Ways to add customers

You can add customers to Probase in several ways:
  1. Quick Actions (Job creation) - Create customer + property + service + appointment all at once using the floating action button. See Creating jobs.
  2. Add customers manually - Enter customer information one at a time through the customer creation form (described below).
  3. Import in bulk - Upload a spreadsheet, PDF, or other file and let AI extract your customer list automatically. See Importing customers.
  4. Let Probase do it for you - Early Probase users can email their existing customer data to the Probase team and have it set up within 24 hours. See Importing customers for details.
  5. Let customers reach out to you - Share your branded contact form so prospects can submit their own details, which arrive as new leads automatically. See Your contact form.
If you need to get a customer scheduled quickly, use the Job creation feature. If you’re switching from another app and have an existing customer list, use bulk import. For adding customers one at a time, use the manual approach below.

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Add a customer manually

1

Open the customer creation form

You can open the customer form in several ways:
  • Click the Quick Actions button (the + floating button in the bottom-right), then select New Customer, OR
  • Click Customers in the sidebar and tap the Add customer button in the top-right of the page header, OR
  • If you don’t have any customers yet, an Add customer button also appears in the middle of the page above an empty state (“No customers added yet”). Tap it to open the form, OR
  • If your Schedule is empty and you haven’t added any customers, the Add a customer button there opens the same form. See Weekly calendar. Customers index page with the Add customer button in the header and an empty state
2

Fill in customer information

Enter the customer’s basic information:
  • First name (required)
  • Last name (required)
  • Phone number (required)
  • Email address (optional, but recommended for sending payment links)
The phone field automatically formats your entry as you type. Enter a 10-digit phone number and it will be formatted as (555) 555-5555. Phone is required so you can reach customers about scheduled work and send them payment links by SMS — if you save the form without a phone number, you’ll see a validation error and the customer will not be created.Customer form filledValidation error when phone is left empty
3

Optionally add a property

The Also create a property for this customer checkbox is turned on by default, since most customers are added so you can schedule work for them — which needs a property address. Leave it checked to add the address now, or uncheck it if you only want to capture a contact for now (you can add a property later from the customer’s page).When checked, you’ll see address fields to fill in:
  • Address Line 1 — Start typing and address suggestions will appear. Select one to auto-fill the city, state, and ZIP code fields automatically.
  • Address Line 2 (optional) — Apartment, suite, or unit number
  • City, State, ZIP code — Filled in automatically when you select an address suggestion, or enter manually Property form filled
4

Save

At the bottom of the form you have two save options:
  • Save Customer — saves the customer and takes you to their details page. If you added a property, the new property appears in the Properties section of that page so you can pick up where you left off.
  • Save and Create Another — saves the customer and immediately clears the form for the next one, without closing the window. The address checkbox stays checked so you can keep entering customers and their properties back-to-back. Use this when you have several customers to enter in one sitting. Save Customer and Save and Create Another buttons at the bottom of the form Fresh, empty form ready for the next customer after Save and Create Another Customer show page

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Your first customer

The very first time you add a customer to your account, Probase shows a quick celebration once the customer is saved:
First customer added. Ready to schedule their first job?
First customer added success modal From here you can:
  • Schedule now — jumps straight into the job creation flow with this customer already selected, so you can book their first appointment right away. See Creating jobs.
  • I’ll do it later — closes the message and drops you back where you were (the customer’s page, or a fresh form if you used Save and Create Another).
This celebration only appears once — when you add the first customer on a brand-new account. You won’t see it again for later customers.

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Viewing a customer

After creating a customer, you’ll see the customer detail page. At the top is a summary card showing:
  • Phone number — tap to call directly
  • Email address — tap to open your email app
  • Current Account Balance — tap to open the full billing history page
  • Card on file — whether the customer has a saved payment method
Customer overview Below the top card are sections for Properties, Services, a Billing History link that opens the full billing history page, and Recent Activity. If the customer has a single property with notes saved on it, those notes appear inline under the Properties section so you can see them at a glance. For customers with multiple properties, each property row shows a note count. From the customer page you can also tap Schedule in the page header to start a new job for this customer. The job creation wizard opens with the customer already filled in, so you go straight to choosing a property and configuring the service. See Creating jobs for the full flow. Schedule button on the customer page Job creation wizard with customer pre-filled

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Edit customer information

1

Open the customer page

Go to Customers and click on the customer’s name.
2

Click Edit

Click the Edit button on the customer details page. The edit form opens as a modal.Edit modal from customer detail page
3

Update information

Make your changes to:
  • First name
  • Last name
  • Email address
  • Phone number (automatically formatted as you type)
The edit page also includes a Billing Address section. Adding a billing address will display the customer’s address on their invoices. Fill in Address Line 1, Address Line 2 (optional), City, State, ZIP Code, and Country. Start typing in the Address Line 1 field and suggestions will appear — selecting one auto-fills the city, state, ZIP code, and country automatically.Edit form with changes
4

Save changes

Click Save to update the customer information.After save on show page

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Search and filter customers

Use the search bar at the top of the Customers page to find customers by name, address, or phone number. The search also matches on email and city/zip. Click on any customer in the results to view their profile.

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Filter by status

Use the All Statuses dropdown to narrow down your customer list. You can select one or more statuses at the same time — for example, select both Lead and Inactive to see customers who aren’t currently active. Clear all selections to return to the full list. Available statuses:
  • Lead — Customers with pending inquiries but no active services
  • Active — Customers with at least one active service
  • Recent — Customers who had work done in the last 30 days but no active services
  • Inactive — Past customers with no active services and no recent activity
See Understanding customer status for details on what each status means and how it’s calculated.