> ## Documentation Index
> Fetch the complete documentation index at: https://docs.probaseapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Actions

> Use the floating action button for fast access to common tasks

## What are Quick Actions?

The Quick Actions button (also called the FAB - Floating Action Button) is a circular button with a plus icon that appears in the bottom-right corner of most pages. It gives you instant access to the most common tasks you perform every day.

<img src="https://mintcdn.com/lawnstarter/YGbq95qL7GJMFR5p/images/probase/fab/01-dashboard-with-fab.png?fit=max&auto=format&n=YGbq95qL7GJMFR5p&q=85&s=66bb1a9bc730a2a10875f33f060d29b9" alt="Dashboard with FAB" width="500" height="845" data-path="images/probase/fab/01-dashboard-with-fab.png" />

## Using Quick Actions

<Steps>
  <Step title="Click the Quick Actions button">
    Look for the floating button with a plus icon in the bottom-right corner of your screen.
  </Step>

  <Step title="Choose an action">
    When you click the button, a menu expands showing three available actions:

    <img src="https://mintcdn.com/lawnstarter/YGbq95qL7GJMFR5p/images/probase/fab/02-fab-menu-open.png?fit=max&auto=format&n=YGbq95qL7GJMFR5p&q=85&s=fcdea652631fa1aadc8ef85993fce487" alt="FAB menu open" width="500" height="845" data-path="images/probase/fab/02-fab-menu-open.png" />

    * **New Customer** - Add a new customer with optional property details
    * **New Job** - Create confirmed work (customer + property + service + appointment)
    * **New Quote** - Create a quote (formal quote or assessment) using the guided wizard

          <img src="https://mintcdn.com/lawnstarter/sBloj-RTlgB3HRIv/images/probase/fab/03-fab-menu-opened.png?fit=max&auto=format&n=sBloj-RTlgB3HRIv&q=85&s=04acd14e0067f6fe92e82b353af99950" alt="FAB menu opened" width="500" height="845" data-path="images/probase/fab/03-fab-menu-opened.png" />

    Each menu item shows an icon and label. Click any item to perform that action.
  </Step>

  <Step title="Complete the form">
    After selecting an action, a modal form opens (for New Customer) or you're taken to the wizard page (for New Job and New Quote). Fill in the required information and follow the steps.
  </Step>
</Steps>

<Note>
  Click outside the menu or press the Quick Actions button again to close the menu without selecting an action.
</Note>

## Available actions

### New Customer

Opens the customer creation form where you can:

* Enter customer contact information
* Optionally add their first property
* Save and continue to set up services

<img src="https://mintcdn.com/lawnstarter/t6tXLnGQYU5C4RCW/images/probase/fab/04-customer-create-modal.png?fit=max&auto=format&n=t6tXLnGQYU5C4RCW&q=85&s=0f70124060a2416e7729691110c1f5ba" alt="Customer create modal" width="500" height="845" data-path="images/probase/fab/04-customer-create-modal.png" />

See [Adding customers](/customers/adding-customers) for detailed instructions.

### New Quote

The **New Quote** action opens the quote creation wizard where you can create either:

* **Quotes** - Formal quotes with pricing for customer review and approval
* **Assessments** - On-site evaluation appointments where you visit first, then create a quote

The wizard guides you through:

1. Choosing quote or assessment
2. Selecting or creating the customer
3. Selecting or creating the property
4. Entering service details and pricing

<img src="https://mintcdn.com/lawnstarter/7bgfocCXPtfFGPCJ/images/probase/fab/06-quote-create-wizard.png?fit=max&auto=format&n=7bgfocCXPtfFGPCJ&q=85&s=94b86f4dc7cd5b36b9826a244f8d9e9a" alt="Quote create wizard" width="500" height="845" data-path="images/probase/fab/06-quote-create-wizard.png" />

See [Creating quotes and assessments](/customers/creating-quotes) for detailed instructions.

### New Job

The **New Job** action creates confirmed work using a multi-step wizard:

1. **Choose intent** - Schedule a job or visit property first (redirects to quote wizard)
2. **Select or create customer** - Search existing or add new
3. **Select or create property** - Choose address or add new location
4. **Configure job details** - Service name, pricing, billing, frequency, and the job's **start date** (required)

<img src="https://mintcdn.com/lawnstarter/7bgfocCXPtfFGPCJ/images/probase/fab/05-job-create-wizard.png?fit=max&auto=format&n=7bgfocCXPtfFGPCJ&q=85&s=c4a789fa262531f39a0a11d136d4abd6" alt="Job create wizard" width="500" height="845" data-path="images/probase/fab/05-job-create-wizard.png" />

This is perfect when:

* Work is confirmed and doesn't need a quote or assessment
* You know the pricing and scope upfront
* You're ready to schedule and start immediately

See [Creating jobs](/getting-started/creating-jobs) for detailed instructions.

## Other common actions

These actions aren't in the Quick Actions FAB but are easily accessible from the relevant pages:

* **Record Payment** — Available as a button at the top of the Money page and on any customer's billing history page. See [Recording payments](/billing/tracking-payments).
* **Send Invoice** — Available on the invoice detail page and on any completed appointment. See [Sharing payment links](/billing/sending-payment-links).
* **Add Charge / Add Credit** — Available as dedicated buttons at the top of any customer's billing history page. See [Customer balances](/billing/customer-balances).

## Where the Quick Actions button appears

The Quick Actions button appears on most pages after you log in. It floats in the bottom-right corner, always accessible no matter where you are in the application.

<Note>
  The Quick Actions button is hidden during multi-step creation wizards (such as the New Job and New Quote wizards) so it doesn't interfere with form inputs.
</Note>

## Next steps

* [Add your first customer](/getting-started/your-first-customer) - Use the New Customer action to get started
* [Create a job](/getting-started/creating-jobs) - Use the New Job action for confirmed work
* [Create quotes and assessments](/customers/creating-quotes) - Use the New Quote action for quotes and assessments
* [Send payment links](/billing/sending-payment-links) - Share invoices from the Money page or invoice detail page