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.
Reconnect your marketplace account
If you’ve linked a marketplace account (LawnStarter, Lawn Love, or Home Gnome) and that connection has expired, an amber banner leads the page — above everything else — naming the marketplace and explaining that it’s no longer syncing. Tap Reconnect LawnStarter (or the button for whichever marketplace it names) to sign in again and get your customers and jobs flowing. The banner disappears on its own once the connection is active again. A matching item also appears in Action needed below. See Reconnecting an expired account.
This banner is for business owners and admins — the same people who manage your Integrations. It only appears if you’ve connected a marketplace account.
Explore a demo account
When it’s switched on for your account, an Explore a demo account banner sits near the top of HomeBase — above Today’s Stops — reading See how ProBase works when it’s fully set up. Tap Explore Demo to drop into a fully-loaded sample ProBase business — customers, jobs, invoices, and checklists seeded for your line of work — so you can see what the app looks like in full swing before you’ve added your own work.
Tapping Dismiss hides this banner for good — it doesn’t come back on the next page load. You can still reach the demo any time from the Explore a demo account row in the Get started checklist, the Explore a demo account row in Activate your Beta Partnership, or Tour a demo in the navigation menu.
Today’s Stops
Below the demo banner, 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
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 short list of 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.
- Create your ProBase account — Already done by the time you log in, so it starts checked off
- Price your services — Add what you charge for each job. Tap it to open your service catalog
- Explore a demo account — See how ProBase works when it’s fully set up. Tap it to open the demo account. If you do more than one kind of work, it first asks which trade you want to explore. It ticks itself off the first time you open a demo
- Add your first customer — Opens the Add Customer form right away so you can enter a customer in about 30 seconds
- Schedule your first job — Put a customer on the calendar. Tap it to start a new job
- Get paid faster — Let customers pay invoices from their phone. Tap it to open your billing settings. It ticks itself off as soon as you have an online payment method switched on — either Stripe or Venmo is enough, you don’t need both
- Set your home address — Used for route planning. Tap it to enter your business address in place
Not everyone sees all seven steps. Price your services is hidden for some lines of work, and Explore a demo account only appears when the demo is switched on for your account. The progress count — “of 5” through “of 7” — always matches the steps actually shown.
Bulk-importing your existing customer list isn’t part of this checklist — reach the import wizard from the Import customers button on the Customers page or from the Bulk data card in Account Settings instead.
Explore a demo account is the one completed step you can still tap. Even with its checkmark it stays live, so you can drop back into the demo whenever you want to try something out.
If you’re importing customers from another system, the Add your first customer step shows “We’re processing your file” and links to your import status instead of opening the Add Customer form.
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.
The Install the app and Enable notifications reminders are phone-only, so on a computer they never count toward showing this section. If those two are the only things waiting, you won’t see an empty Action needed card on the desktop — the section stays hidden until something that applies to a computer needs you. Resizing your browser window between phone and desktop widths updates it right away.
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.This reminder is specifically about Stripe, so it can still appear after you’ve switched Venmo on — Venmo covers the Get paid faster checklist step above, but only Stripe handles card payments and tips automatically. It’s also only shown to people whose role lets them change payment settings.
Marketplace connection expired
If you’ve linked a marketplace account (LawnStarter, Lawn Love, or Home Gnome) and that connection has expired, a reminder naming that marketplace appears here — for example, Reconnect your LawnStarter account. Tap it to go to your Integrations page and re-link the account so your customers and jobs keep syncing. This item disappears once the connection is active again, and it appears alongside the banner at the top of HomeBase.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.
Enable notifications
Once you’ve installed ProBase on your phone, an Enable notifications reminder appears here until you grant permission — “Get alerts when customers pay, accept quotes, or need follow-up.” Tap it and your phone asks whether ProBase may send you notifications; tap Allow and ProBase registers the phone for you in the background. This item disappears automatically once notifications are enabled. If you’d previously blocked notifications for ProBase, your phone won’t ask again — tapping the reminder shows “Notifications are blocked. Enable them in your browser settings.” instead. Turn them back on for ProBase in your phone’s Settings app, then reopen ProBase. See Push notifications for the full walkthrough.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.
- Search by service name, customer name, or address
- Tap any appointment to open the appointment detail page and complete, reschedule, or cancel it
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.
Needs scheduling
If you have active jobs that haven’t been scheduled yet, a Needs scheduling item appears with the count. Instead of a generic subtitle, the row names the customers waiting — “David Chen, Sarah Miller” — on one line, so you can often tell who it’s about without opening anything. When there are more names than fit, the line trails off and the count on the badge is the true total. Tap it to open the full Unscheduled jobs list, where you can see every active job that needs an appointment.
- 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
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.New assessments
If new work has come in that you haven’t looked at yet, a New assessments item appears — “Leads waiting on you” — with the count. Tap it to open the Assessments screen, where you decide how to assess each one.Ready to quote
Once a customer has sent their photos, or you’ve finished an on-site visit, the assessment is Ready to quote — “Assessments where it’s your turn”. Tap the row to open the Assessments screen and write the quote.Waiting on photos
If you asked a customer for photos three or more days ago and they still haven’t sent anything, a Waiting on photos item appears — “Asked 3 or more days ago”. Tap it to open the Assessments screen, where you can send the photo link again. Fresher asks don’t show here: the row is a nudge for the ones that have gone quiet, not a list of everything you’re waiting on.Draft quotes
If you’ve written quotes but not sent them, a Draft quotes item appears — “Written but not sent yet” — with the count. Tap it to open the Quotes screen and finish sending them.
These rows look after themselves. Each one stays exactly as long as its condition is true and clears the moment you deal with it — there’s nothing to dismiss, and nothing to tick off.
Updates
Below Action needed, an Updates section shows the updates you haven’t read yet — a new contact came in through your form, a customer’s card payment went through, or Stripe needs something from you, for example. It’s the same feed that lives behind the bell, pulled onto HomeBase so the newest things needing you are visible without opening anything.
- A gold N new chip next to the heading counts everything you haven’t read.
- Below it, up to three unread updates are listed, newest first. Each row shows an icon, a title, a one-line summary, and how long ago it happened.
- Tap a row to go straight to the screen it points to — the new lead’s customer page, for instance. Arriving there marks that update read, so the row drops off HomeBase the next time you’re back.
- View all opens the full Updates drawer, where read updates are kept too.
This section is unread only, and it hides itself completely when you have nothing unread — HomeBase never shows an empty Updates card. Everything you’ve already read stays available behind the bell.
The section appears once updates are switched on for your account. See Updates for the full picture — the bell, the drawer, and how updates get marked read.
Available to claim
If you’ve connected a marketplace account and it has work near you waiting to be claimed, an Available to claim section appears below Action needed. Each connected marketplace gets its own row showing how many jobs are waiting — for example 3 jobs available to claim — with New LawnStarter work near you — claim it in the app before it’s gone underneath.
Activate your Beta Partnership
At the bottom of HomeBase, an Activate your Beta Partnership section gathers the things the ProBase team offers you while you’re getting going:- Book your 1-on-1 strategy call — opens a calendar (in a new tab) so you can book a short strategy call with the ProBase team. They’ll help you optimize your setup and routes and answer any questions. The booking form is pre-filled with your name and email from your ProBase account, so you can pick a time without retyping anything.
- Explore a demo account — See how ProBase works when it’s fully set up. Drops you into the demo account. If you do more than one kind of work, it first asks which trade you want to explore. This row is always here — it never ticks off or disappears — so the demo stays close at hand no matter how far along you are.
The Explore a demo account row only appears when the demo is switched on for your account. Booking a call is also available anytime from the Schedule a call link in the Help group in the sidebar — see Getting help below.
These belong to your real account, so they step aside while you’re looking around the demo account — the whole Activate your Beta Partnership section and the Schedule a call link are hidden there.
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
- Tour a demo — drop into a fully-loaded sample business (learn more). Appears below Support when the demo is switched on for your account. If you do more than one kind of work it asks which trade to open first
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
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