Creating jobs

​

What is a job?

• Select or create a customer
• Select or create a property address
• Configure service details (pricing, billing, frequency)
• Optionally schedule the first appointment immediately

​

When to use job creation

• 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 proposal or on-site assessment first
• Standard services - You know the pricing and scope upfront without needing a site visit

​

How to create a job

1

Step 1: Open the job creation wizard

Click New Job from the dashboard, Quick Actions menu (bottom-right floating button), or from a customer/property page.If you access the wizard from a customer or property page, those steps will be pre-filled and skipped, making the process even faster.

2

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

Select Schedule a Job to continue with job creation.

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.

3

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).To select an existing customer:

1. Type the customer’s name in the search box
2. Results appear as you type
3. Click on the customer to select them

To create a new customer:

1. Click New Customer
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. Click Save

The wizard automatically moves to the next step after you select or create a customer.

4

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).To select an existing property:

• Click on any of the customer’s properties shown in the list

To create a new property:

1. Click New Property
2. Fill in the address:
   • Address Line 1 (required) — 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
3. Click Save

The property address is automatically geocoded for accurate mapping and route optimization.

5

Step 5: Configure job details

Fill in the job details:Service Information:

• Service Name (required) - What you’re doing (e.g., “Weekly Pool Cleaning”)
• Description (optional) - Details about what’s included

Pricing:

• Price (required) - What the customer pays per service or per billing period
• Tax Rate (required) - Tax percentage (e.g., 8.25 for 8.25% tax)

Billing Configuration:

• 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, or Annual
• Billing Day (subscription only) - Day of period to bill (e.g., 1st, 15th)

Service Frequency:

• Service Interval - How often work is performed
  • One-time (0 days)
  • Weekly (7 days)
  • Bi-weekly (14 days)
  • Monthly (28 days)

Jobs are created with “Active” status, meaning they’re ready to schedule and perform immediately.See Understanding billing types for details on per-service vs subscription billing.

6

Step 6: Schedule first appointment (optional)

The Schedule first appointment checkbox is enabled by default. If you want to book the first visit now, leave it checked and fill in:

• Start Date and Start Time
• End Date and End Time
• Crew (optional) - Assign which crew will perform the work

You can uncheck this box to skip scheduling and add appointments later from the service details page or calendar. This is useful if you haven’t finalized the schedule yet.

7

Step 7: Create the job

Click Create Job to save everything.You’re redirected to the service details page where you can see the new job and any scheduled appointments.If you scheduled the first appointment and assigned a crew, the appointment appears on your calendar and (if enabled) routes may be automatically optimized.If you didn’t schedule an appointment, you’ll see the job without any appointments yet.

​

Quick job creation shortcuts

​

Billing type options

​

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, or annual)
• Best for recurring flat-rate plans
• Choose the billing interval and billing day
• Billing line items are added manually each billing period — Probase shows you the upcoming billing dates so you know when to add charges

​

What happens after creating a job

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 service - Sets up the job with “Active” status and all billing details
5. Syncs with Stripe (if connected) - Creates the customer in Stripe for payment processing
6. Schedules the appointment (if you opted in) - Adds it to your calendar with the crew assignment
7. Optimizes routes (if enabled and crew assigned) - Automatically reorders the crew’s appointments for efficiency

• View all job details and appointments
• Add more appointments to 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, Proposals, and Assessments

• 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 proposal after the site visit
• See Creating quotes and assessments

​

Next steps

• 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