Skip to main content

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 “My 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. 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. Settings page before uploading a logo
1

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.Logo preview after selecting a file
2

Save

Click Save to upload and apply your logo.Settings page with logo savedYour logo will now appear on all invoices in the business header.
If you want to remove your logo:
  1. Click the Remove button next to the current logo preview
Settings page showing the Remove button next to an uploaded logo
  1. Confirm when prompted — the logo is removed immediately
Settings page after logo has been removed

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 (e.g., www.yourcompany.com), shown on invoices
After making changes, click Save to apply them.

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.
  1. Click the Timezone dropdown
  2. Select your timezone from the list (grouped by common and regional options)
  3. Your selection is saved automatically
Timezone changed
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-optimize off Auto-optimize on Toggle Auto-optimize routes to ON to enable this feature.
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.
For more details on route optimization options, see Route optimization.

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. SMS notifications turned off SMS notifications turned on Toggle SMS notifications to enable or disable text messages at any time. Your preference is saved automatically.
You can also set your SMS preference during account setup in the onboarding wizard. Changing it here overrides the choice you made during onboarding.

Next steps