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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 onboarding wizard has four steps that guide you through the initial setup:

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Step 1: Business basics (25%)

Enter your essential business information:
  • Your name - Your full name as the account owner
  • Business name - Your company or business name
  • Phone number - Business phone number in format: (555) 555-5555
  • Text message consent - Required checkbox agreeing to receive text messages
Business step
The text message consent (TCPA consent) is required to send you notifications and updates via text message. This is a legal requirement for SMS communication.
After filling in these details, click Continue to proceed. Business step filled

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Step 2: Work information (50%)

Tell us about your business to help us customize your experience: Current software - What you’re using now (if anything):
  • Jobber
  • Skimmer
  • PoolBrain
  • Housecall Pro
  • Google Sheets/Docs
  • Pen & Paper
  • Other
Industry - What type of work you do:
  • Lawn Care & Landscaping
  • Pool Cleaning & Maintenance
  • Other
Team size - How many people work for you:
  • Just me (1)
  • 2-5 people
  • 6-10 people
  • More than 10 people
Work step This information helps us understand your needs and automatically sets up relevant service templates in your catalog. Click Continue to proceed. Work step filled

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Step 3: Import customers (75%)

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.

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Step 4: 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

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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
  4. A default crew named “My Crew” is created for you
  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

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

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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 to update your name and phone number
  • Import additional customers from the customer management page

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

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Next steps

After completing onboarding: