Overview
The Business Profile page lets you update your business information and control how scheduling works for your team. Go to Settings in the sidebar under BUSINESS to access it.Business Profile
The Business Profile section lets you set up the contact details and logo that appear on your invoices and customer-facing communications.Business logo
Upload your business logo to have it displayed on every invoice you send. Customers will see it in the header of their invoice alongside your business name and contact details.
Choose a logo file
Click the file picker under Business logo and select an image. Accepted formats: PNG, JPG, or SVG. Maximum size: 2 MB.A preview of your selected image will appear immediately.
If the upload fails: If the file you picked can’t be read as an image — for example, a corrupted file or a non-image file with a renamed extension — you’ll see an inline error under the file picker asking you to upload a PNG, JPEG, or SVG. Pick a different file and click Save again.
Removing your logo
If you want to remove your logo:- Click the Remove button next to the current logo preview
- Confirm when prompted — the logo is removed immediately
Other fields
- Business name — Your company name as it appears on invoices
- Business address — Your primary business address. Start typing and address suggestions will appear — select one to auto-fill the full address. This address is used to bias map search results toward your service area.
- Phone — Your business phone number, shown on invoices and customer-facing pages.
- Email — Your business email address, shown on invoices
- Website — Your website URL, shown on invoices
Entering your website
You can type your website with or without thehttps:// prefix — both work. If you enter a bare domain like mycompany.com, Probase saves it as https://mycompany.com automatically.
Contact Form
The Contact Form section lets you turn on a branded web form that captures new leads. Share its link or QR code anywhere, and every submission lands in Probase as a new lead.
Scheduling Settings
The Scheduling Settings section controls timezone and route optimization behavior for your team.Timezone
Set your team’s timezone so that appointment times, calendar views, and scheduling all display correctly for your location.- Click the Timezone dropdown
- Select your timezone from the list (grouped by common and regional options)
- Your selection is saved automatically
Setting the correct timezone is important — appointment times are stored in UTC and displayed based on your team’s timezone. An incorrect timezone will cause appointment times to appear shifted on your calendar.
Auto-optimize routes
When enabled, Probase automatically optimizes a crew’s route in the background every time a new appointment is created or assigned. Routes update silently — no manual action needed.
Auto-optimization requires the crew to have a start location configured and properties to have valid geocoded addresses. See Adding crews for how to set a crew’s start location.
Notification Preferences
You can manage your personal notification preferences from your Profile page. Access it by tapping your name or avatar in the top-right corner of the app and selecting Profile.SMS notifications
The Notification Preferences section lets you turn SMS notifications on or off. When enabled, you’ll receive transactional and marketing text messages from Probase, including account updates, service notifications, and promotional offers.
New accounts are opted in to SMS notifications by default when you finish the business step of onboarding. If you don’t want to receive text messages, turn this toggle off here at any time.
Next steps
- Add your crews and set their start locations for route optimization
- Route optimization — learn about on-demand and automatic route optimization