What is a job?
A “job” in ProBase is confirmed work that’s ready to schedule and perform. Jobs are created through a guided multi-step wizard that helps you:- Select or create a customer
- Select or create a property address
- Pick the service from your service catalog (or type a custom one)
- Confirm the price and the rest of the job details
- Set the start date so the visit schedule is created automatically
When to use job creation
Use the job creation wizard when:- Confirmed work - Customer has already agreed to the service and pricing
- Quick setup - You want to go from “new customer” to “scheduled appointment” in one flow
- No approval needed - Work doesn’t require a formal quote or on-site assessment first
- Standard services - You know the pricing and scope upfront without needing a site visit
How to create a job
The job creation wizard guides you through a simple multi-step process:1
Step 1: Open the job creation wizard
Tap New Job from the Quick Actions menu (the floating + button), or start from the customer you’re scheduling for: open their page and tap the + button in the Services section header.Starting from a customer’s page pre-fills the customer and skips that step, making the process even faster.
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Step 2: Choose your intent
The wizard asks what you want to do:
- Schedule a Job - Create confirmed work ready to perform
-
Visit the Property First - Redirects to the quote creation wizard to create an Assessment
If you select “Visit the Property First”, you’ll be redirected to create an Assessment service instead. See Creating quotes and assessments for that workflow.
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Step 3: Select or create customer
Choose an existing customer or create a new one (skip this step if you came from a customer page).The customer step shows your full customer list in alphabetical order. The header is sticky as you scroll, so the Back button, New customer button, and search bar stay reachable.
- Scroll through the All Customers list — more customers load automatically as you reach the bottom
- Or type into the search box to filter by name, email, phone, or address
- Tap the customer to select them
Marketplace customers can’t be picked here. If you’ve connected a marketplace account, those customers still appear in the list so you can see your whole book — but they’re dimmed, show the marketplace’s logo in place of the usual person icon, carry a lock icon on the right, and read Managed by LawnStarter — not schedulable here instead of their address. Tapping one shows This customer is managed by LawnStarter and can’t be scheduled here. and the wizard stays put. Marketplace work reaches your schedule by claiming it in the marketplace app instead — see Marketplace customers.
- Tap + New customer in the top-right of the header
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Fill in their information:
- First Name (required)
- Last Name (required)
- Email (optional, but helpful for payment links)
- Phone (optional, but helpful for notifications)
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Click Add Customer
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Step 4: Select or create property
Choose which property address the work is for, or create a new one (skip this step if you came from a property page).
- Click on any of the customer’s properties shown in the list
- Click New Property
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Fill in the address:
- Address Line 1 (required) — Start typing and address suggestions will appear. Pick one and the rest of the address fills itself in — see Address suggestions as you type.
- Address Line 2 (optional) — Apartment, suite, or unit number
- City, State, Postcode, Country — Filled in automatically when you select an address suggestion, or enter manually
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Click Add Property
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Step 5: Pick the service
The wizard asks Select a Service — Pick one of your saved services or create a custom one. Choosing here fills in the whole job for you, so you only confirm the price on the next step.
- The service name
- How often the work happens and how it’s billed — for example Weekly · subscription billed monthly or One-time · per service
- Pricing guidance where ProBase has a reference range for that kind of work — for example Most pros charge 55 per visit for a small lot.
If your catalog is empty, the step shows No service templates yet with an Add services link, and Custom service is the only way forward. Building a catalog first makes every future job faster — see Managing your service catalog.
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Step 6: Confirm the job details
The Job Details step opens pre-filled from the service you picked. The service’s name appears under the heading with a Change link that takes you back to the previous step if you picked the wrong one.
- Service Name (required) - What you’re doing (e.g., “Weekly Pool Cleaning”). Filled in from the service you picked, with a reminder underneath: Filled in from your template — edit it for this job if you need to.
- Description (optional) - Details about what’s included, also carried over from the template
- Industry (optional) - The trade this job belongs to, such as Pool or Lawn. Filled in from the service you picked. This field only appears if you’ve set up more than one trade; if you only do one trade, ProBase fills it in automatically and keeps the field out of your way. See Industries (trades) for what tagging a job’s trade unlocks.
- Price (required) - What the customer pays per service or per billing period. Pre-filled from the template’s starting price as an editable starting point (blank on a custom service), with the Most pros charge … guidance underneath where ProBase has a reference range
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Tax rate (optional) - The tax percentage for this service, entered as a number (e.g.,
6.625for 6.625% tax). The field defaults to 0% — leave it as is if you don’t charge tax. ProBase never sets, suggests, or verifies a tax rate for you, so confirm the correct rate for the service and the customer’s location before saving. Three decimal places are supported for precise local rates.
- Billing Type - Per Service or Subscription
- Per Service - Customer billed each time work is completed
- Subscription - Customer billed on recurring schedule regardless of visits
- Billing Interval (subscription only) - Weekly, Monthly, Quarterly, Semi-annual, or Annual
- Service Frequency - How often work is performed
- One-time
- Weekly (every 7 days)
- Bi-weekly (every 14 days)
- Monthly (every 28 days)
- Every 2 months (every 56 days)
- Quarterly (every 90 days)
- Every 6 months (every 182 days)
- Start Date (required) — When the first visit happens. Defaults to tomorrow; pick any date today or later.
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End Date (optional, recurring services only) — When the recurring schedule should stop. Leave it blank to run for one year from the start date.
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Step 7: Create the job
Tap Confirm & create job at the bottom of the Job Details step to save everything. Back takes you to the previous step without saving.
Quick job creation shortcuts
The wizard skips steps automatically when you already have context: From a customer page: Tap the + button in the Services section header on a customer’s page and the wizard opens with that customer already filled in — the customer step is skipped and you go straight to picking the property.
The + doesn’t appear on marketplace or archived customers — their work isn’t scheduled in ProBase.
Billing type options
When creating a job, you’ll choose how the customer is billed:Per Service billing
- Customer is charged each time an appointment is completed
- Best for one-time jobs or pay-per-visit arrangements
- Billing line items are created automatically after appointment completion
Subscription billing
- Customer pays a flat rate on a schedule (weekly, monthly, quarterly, semi-annual, or annual)
- Best for recurring flat-rate plans
- Choose the billing interval — the billing day is set automatically from the date you create the service
- Billing charges are created automatically on each upcoming billing date — ProBase shows you the upcoming billing dates in the service details
What happens after creating a job
After you tap Confirm & create job, ProBase automatically:- Creates the customer (if new) - Adds them to your customer list with all contact information
- Creates the property (if new) - Links it to the customer with the full address
- Geocodes the property - Places it on the map for accurate route planning and directions
- Creates the job service - Sets up the job with “Active” status and all billing details
- Syncs with Stripe (if connected) - Creates the customer in Stripe for payment processing
- Schedules the visits - Creates the appointment on your start date and, for recurring services, pre-schedules the whole future chain through the end date (or one year out)
- Optimizes routes (if enabled and a crew is assigned) - Automatically reorders the crew’s appointments for efficiency
- View all job details and appointments
- Assign crews and adjust the schedule
- Add notes or photos to the service
- Complete appointments and add service records
- Share payment links with the customer for billing
Choosing between Jobs, Quotes, and Assessments
Create a Job when:- Work is confirmed and doesn’t need approval
- You know the pricing and scope
- Customer has already agreed to the service
- You’re ready to schedule and start immediately
- You can quote without visiting the property first
- Work needs customer approval before starting
- You want a formal acceptance workflow
- See Creating quotes and assessments
- You need to visit the property before providing accurate pricing
- The scope is uncertain and needs evaluation
- You’ll create a quote after the site visit
- See Creating quotes and assessments
The workflow: Assessment → Quote → Job. But if work is already confirmed, skip straight to Job creation.
Next steps
After creating jobs:- View your schedule to see all appointments
- Optimize routes for efficient daily schedules
- Complete appointments and track service records
- Send payment links to collect payment