HomeBase

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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.

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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.

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No stops scheduled

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

No stops scheduled for today.

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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.

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Getting started checklist

When you first create your account, HomeBase shows a Getting started checklist to help you get set up quickly. This checklist only appears during your first two weeks and hides automatically once you’ve completed all the steps. Each task guides you to an important setup step:

• Set up your services — Add at least one service offering with pricing so you can schedule and bill for work
• Add your customers — Add your first customer so you can create jobs and appointments
• Set up payments — Connect Stripe to accept online payments from customers
• Install the app — Add Probase to your phone’s home screen for quick access without opening a browser
• Enable notifications — Allow push notifications to get alerts when customers pay, accept quotes, or need follow-up
• Schedule your first job — Book your first appointment once you have services and customers in place
• Set your home address — Add your business address so route optimization works correctly

Tasks disappear from the list automatically as you complete them. The Install the app task hides automatically once Probase detects you’re already running it as an installed app, and Enable notifications hides once notifications are enabled. Once all tasks are done (or after two weeks), the checklist is replaced by the Action needed section described below.

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Action needed

Once you’re past the initial setup phase, HomeBase displays an Action needed section when there are items that require your attention. Each item shows the count of things requiring follow-up, so nothing slips through the cracks.

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Set up payments

If you haven’t connected Stripe to accept online payments, a reminder appears here. Tap it to go to your billing settings and complete the Stripe connection.

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Install the app

If you haven’t installed Probase as an app on your phone, a reminder appears here after your first two weeks. Tap it to open the install flow, which walks you through adding Probase to your home screen and enabling push notifications. This item disappears automatically once Probase detects you’re running it as an installed app.

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Enable notifications

If you haven’t granted notification permissions, a reminder appears here after your first two weeks. 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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