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.
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
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.Action needed
Below Today’s Stops, 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.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.
- 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.Open proposals
If you have proposals in Draft or Sent status waiting for follow-up, an action item shows the count of open proposals. Tap it to open the Open Proposals list where you can search and review each proposal. From there, tap any proposal 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.The Action needed section only appears when there is at least one item requiring attention. If all jobs are scheduled, no payments are overdue, no proposals are pending, and no leads need follow-up, this section is hidden.
Quick Actions (FAB)
The floating + button in the bottom-right corner of HomeBase gives you fast access to common tasks:- Customer — Add a new customer
- New Job — Create confirmed work (customer + property + service + appointment)
- New Quote — Start the quote wizard for proposals or on-site assessments
- Record Payment — Log a cash, check, or other offline payment
- Invoice — Send a payment link to a customer via SMS
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