Platform accounts

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Overview

If you get work through a marketplace like LawnStarter, Lawn Love, or Home Gnome, you can link that account to ProBase. Once connected, the customers and jobs you get through the marketplace flow into ProBase automatically, so you manage everything in one place instead of jumping between apps. Open Platform accounts from the BUSINESS group in the sidebar.

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Connecting an account

Each marketplace gets its own card on the page. A card that hasn’t been linked yet shows a Connect button.

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Testing a connection

Once an account is linked, its card shows a Test button next to Disconnect. Use it any time you want to confirm ProBase can still reach the marketplace and see what’s on your account — handy if you suspect syncing has stopped. Tap Test to open the Test connection window. It checks two things and fills each in as soon as it finishes:

• Account — the business name, contact name, email, and location on your linked marketplace account. Seeing your own details here confirms ProBase is talking to the right account.
• Platform activity — a quick snapshot from the marketplace: your number of completed jobs, your average rating, and how many of your marketplace customers are available to sync into ProBase. That customer count is your real number on the marketplace — an easy way to confirm the connection can see your whole book of business before you import it.

If ProBase can’t reach the marketplace, the window shows a short message like “We couldn’t reach LawnStarter right now” with a Retry button — tap it to try again. If the connection has expired, each section shows “This connection has expired and needs to be reconnected.” with a Reconnect button instead of a Retry button — tap it to sign in to the marketplace again (see Reconnecting an expired account below).

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Connection statuses

Each card shows the current status of that marketplace connection:

• Connected (green) — ProBase is actively syncing data from that account. The card shows the linked account’s name and email.
• Expired (amber) — the connection stopped working and needs to be re-established. See Reconnecting an expired account below.
• Disconnected (grey) — you unlinked the account. Reconnect anytime to pick up where you left off.

A card with no badge has never been linked and shows a plain Connect button.

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Disconnecting an account

To stop syncing from a marketplace: The card flips to a grey Disconnected badge and shows a Reconnect button. Disconnecting fully unlinks the account and stops the sync right away — you can reconnect at any time and pick up where you left off.

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Reconnecting an expired account

Marketplace connections can expire on their own after a while — this is normal and doesn’t mean anything is wrong with your account. When a connection expires, it can’t renew itself, so you’ll need to reconnect to keep your data flowing. When a connection expires, ProBase makes it easy to fix:

• An amber banner appears at the top of the Platform accounts page with a Reconnect button.
• A matching Reconnect your account item appears in the Action needed section on HomeBase.

Tap Reconnect from either spot and sign in to the marketplace again. Once approved, the card returns to Connected and syncing resumes.

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Next steps

• HomeBase — where expired-connection reminders show up
• Business Profile — your other business settings
• Getting around Probase — a full tour of the sidebar