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Two ways to add customers

You can add customers to Probase in two 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)
If you need to get a customer scheduled quickly, use the Job creation feature. For maximum control over each step, 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 two ways:
  • Click Customers in the sidebar, then click Add Customer, OR
  • Click the Quick Actions button (floating button in bottom-right), then select Customer Customers index page
2

Fill in customer information

Enter the customer’s basic information:
  • First name (required)
  • Last name (required)
  • Email address (optional, but recommended for sending payment links)
  • Phone number (optional, but recommended for appointment reminders)
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.Customer form filled
3

Optionally add a property

Check the Add a property checkbox if you want to create a property address at the same time.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

Click Create Customer to finish. If you added a property, you’ll be taken to the property page. Otherwise, you’ll see the customer details page.Property show page

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Viewing a customer

After creating a customer, you’ll see the customer detail page with:
  • Customer contact information
  • Account balance and billing section
  • Recent activity timeline
  • Properties and services
Customer overview From the customer page you can:
  • See the customer’s billing balance
  • View their recent appointment history
  • Access all their properties and services
  • Copy their payment link to share for billing
Customer billing section Customer recent activity

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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.Edit page from detail
3

Update information

Make your changes to:
  • First name
  • Last name
  • Email address
  • Phone number (automatically formatted as you type) 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, email, or phone number. 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 90 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.