HomeBase

​

Overview

HomeBase is the main dashboard you see after logging in. It gives you a quick snapshot of the day’s work so you can jump right in. On your phone, the Probase hex P mark sits in the top header on every page — tap it to jump back to HomeBase from anywhere in the app. Open the side navigation drawer (tap the menu icon in the top header) and the full ProBase wordmark appears at the bottom so you always know which app you’re in.

​

Today’s Stops

At the top of HomeBase, the Today’s Stops card shows your progress for the current day:

• Count — How many stops are completed versus the total scheduled (e.g., “1 of 3 stops completed”)
• Progress bar — A visual bar that fills as you complete stops
• Next Stop — A link to the next scheduled appointment so you can navigate there in one tap

The card updates automatically as you complete, reschedule, or cancel appointments throughout the day.

​

No stops scheduled

If there are no appointments scheduled for today, the card shows a simple message:

No stops scheduled for today.

​

All done for the day

Once all of today’s stops are completed, the Next Stop section shows “All done for today!” so you can see at a glance that the day’s work is finished.

​

Get started checklist

HomeBase shows a Get started checklist to help you finish setting up your account. It’s a fixed list of six setup steps with a progress bar at the top showing how far you’ve come (e.g., “2 of 6 complete”). Each step gets a checkmark as you finish it, so you can track your progress at a glance. The six steps are:

1. Create your ProBase account — Already done by the time you log in, so it starts checked off
2. Price your services — Add what you charge for each job. Tap it to open your service catalog
3. Add your first customer — Opens the Add Customer form right away so you can enter a customer in about 30 seconds
4. Schedule your first job — Put a customer on the calendar. Tap it to start a new job
5. Get paid faster — Connect Stripe so customers can pay invoices and tip right from their phone
6. Set your home address — Used for route planning. Tap it to enter your business address in place

Unlike a to-do list that empties out, every step stays visible with a checkmark once it’s done, so the list doubles as a record of what you’ve set up. Once all six steps are complete, the whole Get started section disappears from HomeBase. App-setup reminders (installing the app, turning on notifications) live in the Action needed section below rather than in this checklist.

​

Importing your existing customers

If your customer list is still empty, HomeBase shows an “We’ll import your customers for you” banner that lets you hand off your existing customer data to the ProBase team. Send whatever you have — a spreadsheet, a list, even a photo of handwritten notes — and we’ll set up your customer profiles for you. Most accounts are up and running within 24 hours.

• Send files opens a card with the instructions and a tap-to-copy hello@probaseapp.com email address
• No thanks dismisses the banner for 24 hours; it can reappear up to four times total before stopping for good
• The banner disappears automatically once you have your first customer

The same banner also appears at the top of your Customers tab when your list is empty, so you can take action from either place. Dismissing on one page also clears it on the other. See Importing customers for the full bulk-import wizard as well.

​

Action needed

HomeBase displays an Action needed section that gathers the things that need your attention into one place. Each item shows a count of what’s waiting, so nothing slips through the cracks, with the most urgent items sitting at the top. The whole section hides itself automatically when nothing needs your attention.

​

Set up payments

If you haven’t connected Stripe after your first two weeks, a reminder appears here so customers can pay invoices automatically and tip from their phone. Tap it to go to your billing settings and complete the Stripe connection.

​

Install the app

On your phone, if you haven’t added Probase to your home screen yet, an Install the app reminder appears here. Tap it to open the install flow, which walks you through adding Probase to your home screen and turning on push notifications. This item only shows on mobile, and it disappears automatically once Probase detects you’re already running it as an installed app (or on a device that can’t install it).

​

Enable notifications

Once you’ve installed Probase on your phone, an Enable notifications reminder appears here until you grant permission. Tap it to allow push notifications so you get alerted when customers pay, accept quotes, or need follow-up. This item disappears automatically once notifications are enabled.

​

Overdue jobs

If you have appointments that were scheduled for a past date but haven’t been completed, cancelled, or rescheduled, an action item appears showing the count of overdue jobs. Tap Overdue Jobs to open the full list, where you can see every appointment that needs attention. From there you can:

• Search by service name, customer name, or address
• Tap any appointment to open the appointment detail page and complete, reschedule, or cancel it

See Overdue jobs for full details on resolving overdue appointments.

​

Jobs without assigned crew

If any scheduled appointments don’t have a crew picked yet, an action item appears showing the count. This is most common on multi-crew teams; on single-crew teams new appointments are auto-assigned to your only crew, so the card is usually empty. Tap Jobs without assigned crew to open the full list, then tap any job card to open the Assign Crew modal directly and pick a crew — no need to navigate to the appointment detail page first. See Jobs without assigned crew for the full workflow.

​

Unscheduled jobs

If you have active jobs that haven’t been scheduled yet, an action item appears showing the count of unscheduled jobs. Tap it to open the full Unscheduled Jobs list, where you can see every active job that needs an appointment. From this list you can:

• Search by customer name, service name, or address using the search bar at the top
• Tap any job to open a scheduling modal and book an appointment right away

Once scheduled, the job disappears from the unscheduled list and the counter on HomeBase updates automatically.

​

Overdue payments

If you have customers with overdue invoices, an action item appears showing the count of overdue payments. Tap View billing to go directly to your billing page filtered to show only overdue items, so you can quickly follow up and collect outstanding balances.

​

Open quotes

If you have quotes in Draft or Sent status waiting for follow-up, an action item shows the count of open quotes. Tap it to open the Open Quotes list where you can search and review each quote. From there, tap any quote to open its detail page and send, accept, or update it.

​

Leads follow-up

If you have customers with Lead status — meaning they have pending inquiries but no active services — an action item shows the count. Tap it to go directly to your customer list filtered to show only Lead customers, so you can follow up on assessments or services that need to be scheduled.

​

Activate your Beta Partnership

Below Action needed, HomeBase shows an Activate your Beta Partnership section with a single card: Book your 1-on-1 strategy call. Tap it to open a calendar (in a new tab) and book a short strategy call with the ProBase team — they’ll help you optimize your setup and routes and answer any questions while you’re getting going. The booking form is pre-filled with your name and email from your Probase account, so you can pick a time without retyping anything. This card stays on HomeBase so a strategy call is always one tap away. Booking a call is also available anytime from the Schedule a call link in the HELP group in the sidebar — see Getting help below.

​

Getting help

A HELP group sits at the bottom of the sidebar (and inside the side navigation drawer on mobile) so you can reach support from anywhere in the app:

• Schedule a call — book a 1:1 with the ProBase team (opens in a new tab, pre-filled with your name and email)
• Docs — open these docs in a new tab
• Support — start a live chat with the ProBase team

See Getting around Probase for a full tour of the sidebar.

​

Quick Actions (FAB)

The floating + button in the bottom-right corner gives you fast access to the most common creation tasks:

• New Customer — Add a new customer
• New Job — Create confirmed work (customer + property + service + appointment)
• New Quote — Start the quote wizard for formal quotes or on-site assessments

See Quick Actions for full details on each option.

​

Date heading

The top of the page shows today’s date (e.g., “Tuesday, March 3”) so you always know what day the data is for.

​

Next steps

• View today’s full schedule to see all appointments in detail
• Complete appointments as you finish each stop
• Quick Actions for shortcuts to common tasks