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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 asks one question per screen:
  • Who is it for? (customer)
  • Where is it? (property)
  • What are you doing? (service)
  • What does it cost? (price, extra charges, discount)
  • When should it be scheduled? (frequency, start date, crew, time of day)
  • When should it be billed? (per visit or subscription)
The last screen shows everything back to you as a receipt so you can check it — and fix any line — before the job is created. Jobs vs Quotes and Assessments: Jobs are for confirmed work where you’re ready to start immediately. If you need customer approval first, create a Quote. If you need to visit the property to evaluate needs first, create an Assessment. See Creating quotes and assessments.

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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

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How to create a job

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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 or property pre-fills what ProBase already knows and skips those questions, making the process even faster.The wizard opens over whatever page you were on, as a full-screen window titled New Job. Closing it with the ✕ leaves you exactly where you were and throws the answers away — nothing is saved until the last screen.
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Step 2: Choose what you're doing

The first screen asks What would you like to do? — Schedule work you’ve priced, visit the property first, or send a quote.Intent step
  • Schedule a Job — I have a price and just need to schedule the work. Continues in this wizard.
  • Visit the Property First — I need to see the property — or get photos from the customer — before pricing. Opens the assessment flow instead.
  • Send a Quote — I’m ready to send the customer a quote for them to approve the work. Opens the quote flow instead.
The two cards that leave this wizard carry a small “opens elsewhere” arrow, so you can tell at a glance which choice keeps you here. Tap Schedule a Job to carry on.
The last two cards only appear if your role can create assessments and quotes. See Roles and permissions.
Switching to a quote from the job wizardFrom here on, every screen shows a Step N of M label and a progress bar under the title, counting only the questions this run actually asks — so a job started from a property page reads Step 1 of 5 rather than Step 3 of 7.Every move between steps — tapping a row, Next, or Back — lands you at the top of the new screen, so you never arrive part-way down a long list after scrolling on the previous step.
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Step 3: Select or create customer

Choose an existing customer or create a new one (skipped 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.Customer stepTo select an existing customer:
  1. Scroll through the All Customers list — more customers load automatically as you reach the bottom
  2. Or type into the search box to filter by name, email, phone, or address
  3. 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.
The notice shown when you tap a marketplace-managed customerTo create a new customer:
  1. Tap + New customer in the top-right of the header
  2. Fill in their information:
    • First Name (required)
    • Last Name (required)
    • Email (optional, but helpful for payment links)
    • Phone (optional, but helpful for notifications)
  3. Tap Add Customer New customer form New customer filled
The wizard automatically moves to the next question after you select or create a customer.Property step after selecting customer
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Step 4: Select or create property

Choose which property address the work is for, or create a new one (skipped if you came from a property page).Property stepTo select an existing property:
  • Tap any of the customer’s properties shown in the list
To create a new property:
  1. Tap New Property
  2. 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
  3. Tap Add Property New property form New property filled
The property address is automatically geocoded for accurate mapping and route optimization.
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Step 5: Pick the service

The wizard asks What are you doing? — Pick one of your saved services or create a custom one. Choosing here fills in the whole job for you, so the next screens are mostly confirmation.What are you doing? step on a phoneEach row from your service catalog shows:
  • 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 $45–$55 per visit for a small lot.
The service you’ve used most in the last 30 days sits at the top with a Most used badge, so the common case is one tap. Use Search services… at the top to find one by name or description.Prefer to type this one out? Tap the Custom service row at the bottom — Type the details yourself — nothing saved to your catalog. Nothing is committed until you tap a row, so you can go Back without changing anything.
If your catalog is empty, the step shows No service templates yet — You’ll type this job’s details yourself. Add services to your catalog to schedule faster next time. — 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: Set the price

The next screen asks What does it cost? When you picked a saved service it adds Prefilled from your saved service — confirm the price for this job.What does it cost? step, prefilled from a saved service
  • Service Name (required) — What you’re doing (e.g. “Weekly Pool Cleaning”), filled in from the service you picked
  • Description (optional) — Details about what’s included, also carried over
  • Price (required) — What the customer pays per visit 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
  • Tax rate (optional) — The tax percentage for this job, entered as a number (e.g. 8.25 for 8.25%). It defaults to 0% — leave it alone if you don’t charge tax. ProBase doesn’t set or verify tax rates for you, so confirm the correct rate for the service and the customer’s location. Three decimal places are supported for precise local rates.
  • Industry — Only asked for a custom service, and only if you’ve set up more than one trade. If you only do one trade, ProBase fills it in for you. See Industries (trades).
If the name matches a job that already exists at this property, ProBase warns you — Same name as a job already here — You already have a … here — give this one its own name. It’s a nudge, not a block: you can carry on with the same name if you mean to.The same-name nudge on the pricing stepCharges. Under the price, Add a charge lets you add named extras that ride along with this job — a dump fee, a fuel surcharge, materials. Each charge is a name and a price; the trash button removes one.A charge added on the pricing stepDiscount. Add discount opens an amount field with a *// %** toggle beside it, and shows what it works out to underneath — *Comes off this job:10.00. On a recurring job ProBase then asks Apply this discount every time … is billed, or just once? — choose Every time or Just once. The trash button removes the discount again.A charge and a discount on the pricing stepChecklists (custom service only). A job made from a saved service gets that service’s checklists automatically. A custom service has none, so its pricing step ends with a Checklists section — A custom service starts with no checklist. Add one and every visit of this job carries it.The Checklists section on a custom serviceTap Add a checklist to open a picker of your own checklists and the ProBase checklists for the job’s trade. Tick the ones you want and tap Done.Picking a checklist for a custom serviceEach one you chose is listed with its question count; the trash button removes it.A checklist chosen on the pricing stepThe Confirm step lists them on a Checklists row, with an edit button that brings you back here. You can also add or remove checklists on the job later, from any of its visits — see Adding a checklist to one job.The Checklists row on the confirm step
The Checklists section is shown to Crew Chiefs and above. If you go back and pick a saved service instead of Custom service, the checklists you chose are dropped — the job uses the service’s checklists.
Tap Next to carry on, or Back to change the service.
Every charge needs both a name and a price. Leave one half-filled and Next stops on the charge with Give this charge a price — fill it in, or remove the row with the trash button.
A charge missing its price, flagged when tapping Next
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Step 7: Set the schedule

When should this job be scheduled? — Set the service frequency, start date, and crew assignment.When should this job be scheduled? step
  • Service Frequency — 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), or Custom. Choosing Custom reveals a Days between visits box — type any number from 1 to 365 and a line underneath confirms the cadence, for example Every 10 days
  • Start Date — When the first visit happens
  • End Date (recurring only) — When the recurring schedule should stop. Leave blank for ongoing recurring service.
  • Crew — Only asked if you have more than one crew. Tap the crew row and a sheet opens listing every crew with what its day would look like with this job on it; Decide later is the first choice. With a single crew, ProBase assigns it for you. See Picking the crew below.
Under a dividing line, the same day timeline the rest of the app uses shows the chosen crew’s other stops for that day, with a pulsing block for this job at the Start Time and Duration (min) you set. ProBase also suggests a start time under the fields — for example Recommended: 8:50 AM, Fits around your other stops that day, drive time included. Tap the suggestion to use it. See Seeing the rest of the day while you pick a time for the full explanation.The crew's day and the recommended start time on the schedule stepThe pulsing block showing where this job lands in the dayIf you choose Decide later instead of a crew, the timeline shows every crew’s day side by side under the heading Crew schedules for this day, so you can still see where the work would fit. There’s no recommendation without a crew — the line reads Assign a crew to get a recommended start time. and you pick the time yourself.Decide later showing every crew's dayA crew with no recommendation shows Not enough location data to recommend a time. — usually because the property’s address hasn’t been placed on the map yet, or the crew has no starting or ending address saved. Set the time yourself; nothing else changes.No recommendation available for this crewEvery visit needs a start time. Next is always tappable, so if you haven’t set one yet, tap it and ProBase tells you where the gap is: The start time field is required. appears under the Start Time field and the screen scrolls that field into view. Pick a time — or tap the recommendation — and the message clears; Next carries on.The start time flagged after tapping Next without one
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Step 8: Choose how it bills

When should this job be billed? — Decide if charges are tied to individual visits or a set recurring schedule.When should this job be billed? step
  • Per visit — Invoice after each visit is completed.
  • Subscription — Bill a flat rate on a regular schedule (e.g., monthly), regardless of visit count. Choosing it reveals a Billing interval: Weekly, Monthly, Quarterly, Semi-annual, or Annual. Subscription billing with an interval chosen
There’s no billing day to fill in. ProBase uses the day you create the job: a monthly subscription created on the 7th charges on the 7th of each month, a weekly one repeats on that weekday, an annual one on the same day each year. Quarterly charges land on fixed calendar quarters (January, April, July, October) and semi-annual charges on fixed halves (January, July), on that same day of the month.See Understanding billing types for the full comparison.
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Step 9: Check the receipt and create the job

The last screen is Confirm and create job — everything you answered, on five rows:The confirm receipt
  • For — the customer and the property address
  • Service — the name and description
  • Pricing — the price, tax rate, any charges and any discount
  • Schedule — the cadence and first visit, plus the crew (or No crew assigned yet)
  • Billing — per visit or subscription, and what the customer is billed
A recurring job’s Schedule row spells the whole cadence out — Every Thursday · first visit Sep 10 at 9:15 AM.The receipt for a recurring jobEach row has a pencil button. Tap it and the wizard reopens that question with your answers intact — its Next button reads Done and brings you straight back to the receipt, so a correction never means walking the whole wizard again.Editing pricing from the receipt — Next reads DoneTap Confirm and create job to save everything. If an answer is still missing, ProBase lists what needs another look at the top of the screen instead of creating the job.One tap is enough. While the job is being written the button shows a spinner and stops accepting taps, so a double tap on a slow connection can’t create the same job twice. Tapping Done on the next screen behaves the same way while the job’s page loads.
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Step 10: Job created

The Job created screen confirms what was written — the service name, the customer and address, the schedule sentence for the first booked visit, and what the customer is billed.Job created, with the booked text offerIf the customer has a phone number, ProBase offers to tell them: Tell [name] it’s booked? — We drafted this. Send when you’re ready. The message is written for you (“Hi David, you’re booked for Thu, Sep 10. See you then.”) and you choose Send text (or Send SMS), Copy, or Not now. Nothing is sent unless you tap send. See Texting your customers.From here:
  • Add another service for this visit — see below
  • Done — takes you to the job’s page, where you can see its visits, notes and billing
Occasionally ProBase creates the job but can’t book a visit for it yet. You’ll see Job created without a visit — The job was created, but no visit could be scheduled yet — you can schedule one from the job’s page. The job is safe; open it and schedule a visit by hand.

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Picking the crew

The Crew question only appears when you have more than one crew — with a single crew ProBase assigns it for you and doesn’t ask. It’s a row you tap rather than a dropdown, because each crew comes with a line about its day. The crew row on the schedule step Tapping it opens a sheet listing Decide later and then every crew you’re allowed to schedule for. Each crew row shows its colour dot, its name, and what its day looks like with this job added — for example “6 jobs · finishes 4:40 PM”, or “9 jobs · finishes 5:20 PM — 20 min over working hours” when it would push the crew past its end time. The lines take a moment to work out; a small spinner sits at the top of the sheet until they land, and you can tap a crew before they do. The crew sheet with each crew's load line Tap a crew and the sheet closes — the row now names that crew and keeps its load line, so you can see what you just committed the day to. The crew row after picking a crew Choose Decide later if you’d rather staff the job afterwards. The visits are created without a crew and show up in Jobs that need a crew.
If the crew you picked doesn’t work the day you picked, ProBase asks once before booking — “Tuesday isn’t a working day for this crew. Schedule it anyway?” See Scheduling on a day the crew doesn’t work.The off-day question on the schedule step

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Adding a second service to the same visit

Doing two things at one stop — a mow and a hedge trim — is one visit with two services. On the Job created screen, tap Add another service for this visit and the wizard reopens at What are you doing? with a banner: Adding another service to David’s visit on Sep 19 — the date and crew carry over. Adding another service to the same visit The customer, property, date and crew stay as they are. Everything that describes the service starts fresh — the template, name, price, tax, charges, discount, billing, frequency, visit length and start time — so the second service gets its own answers instead of inheriting the first one’s money. The schedule step when adding a service after the first visit

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Moving between questions

  • Next saves the current screen’s answers and moves on; Back returns to the previous question with everything intact.
  • Next is never greyed out. If something on the screen is missing or doesn’t add up, tapping Next tells you which field needs attention — a short message appears under it and the screen scrolls to it — and Next stays ready for another try once you’ve fixed it.
  • Each screen opens at the top, whether you came forward, tapped Back, or jumped in from the receipt’s pencil button — so you never land part-way down a long list left over from the previous screen.
  • The ✕ in the top corner closes the wizard and discards the answers, until the job is created. On the Job created screen the job already exists, so ✕ goes where Done goes: the job’s page.
Say you scroll a long service list to reach the one you want: Scrolled to the bottom of a long service list Tapping it opens What does it cost? at the top of the screen, with the service name in view — not part-way down where you left the list: The pricing question opening at the top Back works the same way. Scroll the pricing screen down to reach Back: The pricing question scrolled down to the Back button …and the service list comes back at its top, rather than at the depth the pricing screen was left at: Back reopening the service question at the top

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Quick job creation shortcuts

The wizard skips questions 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 question is skipped and you go straight to picking the property. The + button beside the Services section on the customer page The job wizard opening with the customer pre-filled Starting New Job from the Quick Actions + button instead opens the wizard with nothing pre-filled, so you pick the customer and property yourself.
The + doesn’t appear on marketplace or archived customers — their work isn’t scheduled in ProBase.

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Billing type options

When creating a job, you’ll choose how the customer is billed:

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Per visit billing

  • Customer is charged each time a visit is completed
  • Best for one-time jobs or pay-per-visit arrangements
  • Billing line items are created automatically after a visit is completed

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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 job
  • Billing charges are created automatically on each upcoming billing date — ProBase shows you the upcoming billing dates on the job’s page
See Per-Service vs Subscription billing for a detailed comparison.

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What happens after creating a job

After you tap Confirm and create job, ProBase automatically:
  1. Creates the customer (if new) - Adds them to your customer list with all contact information
  2. Creates the property (if new) - Links it to the customer with the full address
  3. Geocodes the property - Places it on the map for accurate route planning and directions
  4. Creates the job - Sets it up as active work with all pricing and billing details
  5. Syncs with Stripe (if connected) - Creates the customer in Stripe for payment processing
  6. Schedules the visits - Creates the visit on your start date and, for recurring services, pre-schedules the whole future chain through the end date (or one year out if you left it blank)
  7. Optimizes routes (if enabled and a crew is assigned) - Automatically reorders the crew’s visits for efficiency
Visits take their time of day, length and crew from the job, so the whole chain matches what you set on the schedule question. See How recurring visits are scheduled to learn how the visit chain works. If you chose Decide later for the crew, the new visits have no crew yet. Assign crews from the visit’s page, the Jobs that need a crew list, or the calendar — and you can apply a crew to every future visit at once. Tapping Done takes you to the job’s page, where you can:
  • View all job details and visits
  • Assign crews and adjust the schedule
  • Add notes or photos
  • Complete visits and add service records
  • Send the customer their invoice

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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
Create a Quote when:
  • 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
Create an Assessment when:
  • 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.

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Next steps

After creating jobs: