Skip to main content

​
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.

​
The onboarding wizard

The onboarding wizard has five steps that guide you through the initial setup. Welcome page

​
Step 1: Business basics (20%)

Enter your essential business information:
  • Your name (required) - Your full name as the account owner
  • Business name (required) - Your company or business name
  • Phone number (required) - Business phone number in format: (555) 555-5555
  • Business address (optional) - Your business or home address (used for route planning and timezone detection)
  • Text message consent - Optional checkbox to receive text messages from Probase
Business step
The business address is optional but recommended — entering it enables route optimization so Probase can calculate the most efficient driving order for your crew. You can always add or update it later from the dashboard.
After filling in these details, click Continue to proceed. Business step filled

​
Step 2: Work information (40%)

Tell us about your business to help us customize your experience. The questions appear one at a time — each field reveals after you answer the previous one. Work step Industry - What type of work you do (shown first):
  • Lawn Care & Landscaping
  • Pool Cleaning
  • Other
Current software - What you’re using now (shown after industry):
  • Jobber
  • Housecall Pro
  • Google (Sheets/Calendar)
  • Pen and Paper
  • Other
  • Skimmer (pool cleaning only)
  • PoolBrain (pool cleaning only)
Crew count - How many crews you have (shown after software):
  • Just me
  • 2-5 crews
  • 6-10 crews
  • More than 10 crews
Work step filled This information helps us understand your needs and automatically sets up relevant service templates in your catalog. Click Continue to proceed.

​
Step 3: Import customers (60%)

If you have an existing customer list, you can import it here:
  1. Click Choose file to select a file with your customer data
  2. The file uploads and saves for processing
  3. You can upload multiple files if needed
  4. Click the × button to remove a file if you uploaded the wrong one
Import step
This step is optional. You can skip it by clicking Continue if you want to add customers manually later. The import process happens in the background after you complete onboarding. Probase supports CSV, PDF, image files, and XML formats.

​
Step 4: Install the app (80%)

Probase works best when installed as an app on your phone. This step walks you through adding it to your home screen so you can access it quickly without opening a browser. Install step in onboarding Install prompt with Download now button 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 two steps — tap the Share button at the bottom of Safari, then select Add to Home Screen.
iOS install instructions After installation, Probase asks to send you push notifications for reminders and updates. You can allow or skip this.
This step only appears on mobile devices. On a desktop or laptop, it is automatically skipped — install Probase on your phone to get the most out of the app.
This step is optional on mobile too. Tap Skip to go straight to the dashboard — you can always install the app later from the getting started checklist on your dashboard.

​
Step 5: Complete (100%)

Congratulations! Your account is set up and ready to use. Complete step Click Go to Dashboard to start using Probase. Dashboard after onboarding

​
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 templates for mowing, trimming, cleanup, and more; pool cleaning pros get templates for pool cleaning, filter service, chemical treatment, and related work
  4. If you entered a business address in Step 1, it’s saved as your starting point for route optimization
  5. Any customer files you uploaded will be processed (you’ll be notified when complete)
  6. You can start adding customers, creating jobs, and scheduling work
Pool service offerings created after onboarding

​
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. Team members don’t need to complete the full business setup since they’re joining an existing account.

​
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. Resuming the wizard at the work step

​
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 to update your name and phone number
  • Import additional customers from the customer management page
You can move backwards through the wizard at any time using the Back button at the bottom of each step. This lets you review or change answers before continuing. Back to business step Back to work step

​
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
  • You can navigate back to previous steps using the Back button
  • Contact our support team if you need assistance

​
Next steps

After completing onboarding: