Getting started with onboarding

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What is onboarding?

When you first create your Probase account, you’ll go through a quick onboarding process to set up your business. This guided wizard helps you get started faster by collecting essential information and setting up your account properly.

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The onboarding wizard

The wizard has two short information-gathering steps — Set up your account and a few quick questions about your work — followed by a personalized “You’re all set” confirmation and an optional step to install the app on your phone. A progress bar at the top shows where you are on the first two steps (Step 1 of 2, Step 2 of 2). The progress bar is hidden on the “You’re all set” and install screens, since those aren’t data-collection steps.

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Step 1: Set up your account (Step 1 of 2)

The first screen reads Set up your account with the subheading “Tell us about your business so we can get you started.” Enter your essential business information:

• Your name (required) — Your full name as the account owner. This is captured here (not on the signup form) so the signup screen can stay short.
• Business name (required) — Your company or business name.
• Business address (optional) — Your business or home address. Start typing and pick your address from the autocomplete suggestions. Adding it sets your timezone and your starting point for route optimization, but you can skip it for now and add it later.
• Phone number (required) — Business phone number, automatically formatted as you type: (555) 555-5555.

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Text message consent

Below the form you’ll see a short disclosure explaining that, by submitting your contact information, you agree that Probase or its representatives may contact you by email, phone, or SMS — including for marketing purposes and by automatic dialing systems. The disclosure also notes that consent is not a condition of service. When you tap Continue, your account is opted in to SMS notifications automatically. You can turn SMS off at any time from your Profile page — see Notification preferences. After filling in these details, tap Continue to proceed.

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Step 2: A few quick questions (Step 2 of 2)

The second step asks you a short series of questions, one at a time. A counter beneath the progress bar shows where you are — Step 2 · Question X of 5. Each question has a Back button so you can return to an earlier question (or back to Step 1) at any time. For every question, simply tapping your answer moves you straight to the next question — there’s no extra Continue button to press. Your choice is checked off instantly the moment you tap it, so the step feels responsive even before your answer finishes saving. The first three questions are required; the last two are optional and can be skipped. Question 1 — What type of work do you do? “We’ll use this to customize your ProBase experience.”

• Pool and Spa
• Lawn Care and Lawn Maintenance
• Other

If you pick Other, a text box appears so you can describe your line of work, with a Continue button to confirm. Question 2 — How big is your team? “This helps us set up your scheduling and dispatching features.”

• Just me
• 2-5 crews
• 6-10 crews
• 10+ crews

Question 3 — How do you manage your work right now? “We’ll optimize your account setup based on your current workflow.”

• Pen and Paper
• Spreadsheets
• Skimmer
• Jobber
• PoolBrain
• Housecall Pro
• Other (with a text box to name your tool)

Question 4 — What should we help you with first? (optional)

• Save time on admin and paperwork
• Stop jobs from falling through the cracks
• Look more professional to clients
• Get paid faster and on time
• Get organized so I can grow
• Something else (with a text box)

This question is optional. Tap Skip to move on, or tap an answer to continue automatically. If you pick Something else, a text box appears so you can describe what you need help with, with a Continue button to confirm. Question 5 — How quickly do you want to be up and running? (optional)

• I need this working this week
• I need this working this month
• I’m planning ahead — next few months
• Just exploring for now

Like Question 4, this one is optional — tap Skip to move on, or tap an answer to continue automatically. Your industry answer determines which service templates Probase automatically adds to your catalog (see What gets set up automatically below).

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You’re all set

Once your questions are answered, you’ll land on a personalized confirmation screen: “You’re all set, [First name].” with a note that your business “is ready to create estimates and jobs.” This is a celebration screen rather than a numbered step, so the progress bar is hidden here. If your industry was Pool and Spa or Lawn Care, this screen also summarizes how many services were pre-configured in your catalog, shows a preview of those services, and a “~30 minutes of setup, done for you” badge. If you chose Other as your industry, the screen shows a simpler confirmation without the service summary — you’ll build your own service catalog from scratch. Tap Open Dashboard → to continue.

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Install the app (final step)

Probase works best when installed as an app on your phone. After the “You’re all set” screen, this step walks you through adding it to your home screen so you can access it quickly without opening a browser. Tap Download now to install the app:

• On Android: Your browser will prompt you to add Probase to your home screen — follow the on-screen instructions.
• On iPhone (iOS): A sheet appears with step-by-step instructions tailored to the browser you’re using. Probase detects whether you’re in Safari or Chrome on iOS and shows the matching steps:
  • Safari (and Firefox, Edge, or DuckDuckGo on iOS) — Tap the three-dots icon at the bottom-right, tap Share, tap view more, then choose Add to Home Screen.
  • Chrome on iOS — Tap the share icon at the top-right, tap view more, then choose Add to Home Screen.

After installation, Probase asks to turn on push notifications so you know when customers pay, accept quotes, or need follow-up. You can Enable notifications or tap Not now. When you finish (or skip) this step, you’re taken to your dashboard.

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What happens after onboarding?

Once you complete the onboarding wizard:

1. Your account is fully activated
2. You’re taken to the dashboard
3. Industry-specific service templates are automatically created in your service catalog — lawn care pros get a full catalog of mowing, trimming, cleanup, and treatment services; pool cleaning pros get pool cleaning, filter service, repairs, and related work
4. The business address you entered is saved as your starting point for route optimization
5. You can start adding customers, creating jobs, and scheduling work

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What gets set up automatically

Based on your industry selection, Probase creates a starter service catalog so you can begin booking jobs immediately:

• Lawn Care and Lawn Maintenance — 28 service templates (Lawn Mowing, Leaf Removal, Weed Pulling, Yard Cleanup, Bush Trimming, Tree Trimming, Mulching, Landscaping, Pressure Washing, Gutter Cleaning, Lawn Treatment, Fertilization, Aeration, and more).
• Pool and Spa — 8 service templates (Pool Cleaning, Deep Pool Cleaning, Pool Open/Close, Filter Cleaning, Filter Replacement, Pump Repair, Leak Detection, Pressure Washing).
• Other — no templates are pre-built; you create your own catalog from the Service Catalog page.

You can customize these templates, add your own, or archive ones you don’t need. See Managing your service catalog for details.

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If you’re invited to join a team

If another business invited you to join their team, you’ll see a simplified onboarding flow where you provide your phone number and are immediately added to the team. The same SMS disclosure appears below the phone field — submitting the form opts you in to text messages so you can receive appointment updates from the team. You can turn SMS off later from your Profile page. Team members don’t need to complete the full business setup since they’re joining an existing account.

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Resuming onboarding

If you close the browser before finishing, your progress is saved automatically. When you return, the wizard resumes at the step where you left off.

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Accessing onboarding again

You can only complete onboarding once. After finishing, you won’t see the wizard again. If you need to update your business information later, go to your account settings.

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Navigating between steps

Every question on the quick questions step has a Back button. Tapping Back on the first question returns you to Set up your account with your earlier answers still filled in. Your browser’s back button (or back-swipe gesture on mobile) also moves you back through the steps, so your answers are preserved as you review them.

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Getting help during onboarding

If you have questions or run into issues while completing onboarding:

• Required fields are marked and will show errors if left blank
• Use the Back button on any question to review or change an earlier answer
• Contact our support team if you need assistance

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Next steps

After completing onboarding:

• Set up your service catalog - Review and customize your service templates
• Add crews - Create teams for field work
• Add your first customer - Start building your customer base
• Create jobs - Schedule your first appointments