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Two ways to add your first customer

You can add a customer using:
  1. Quick Actions (Job creation) - Fastest way to create customer + property + service + appointment all at once. See Creating jobs.
  2. Step-by-step approach (described below) - Create customer first, then add property and services separately.
If you want to get a customer scheduled quickly, use the Job creation feature from the Quick Actions button. If you prefer more control over each step, follow the instructions below.

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Create a customer step-by-step

1

Go to Customers

Click Customers in the sidebar. With no customers yet, you’ll see a friendly empty state (“No customers added yet”) with an Add customer button right in the middle of the page.Customers index with empty state
2

Open the form

Click Add customer to open the customer creation modal.Customer create modal
3

Enter customer details

Fill in the customer information:
  • First name (required)
  • Last name (required)
  • Phone number (required) — automatically formatted as you type
  • Email address (optional, but recommended for sending payment links) Customer form filled
4

Add a property (optional)

Check Also create a property for this customer to expand the property fields. This lets you add the customer and their first property at the same time.Enter the property address:
  • Address line 1
  • Address line 2 (optional)
  • City
  • State
  • Zip code Property form filled
5

Save

Click Save Customer. You’ll be taken to the customer page — if you added a property, it appears in the Properties section there.Customer page
6

Schedule their first job (optional)

Because this is the first customer on your account, Probase shows a quick celebration — “First customer added.” — with a shortcut to keep the momentum going:First customer added success modal
  • Tap Schedule now to jump straight into creating a job for this customer (they’re already selected for you).
  • Tap I’ll do it later to close the message and finish setting up at your own pace.
This celebration appears only once, for your very first customer.
You can skip the property step during customer creation and add properties later from the customer’s page.
Have several customers to enter? Use Save and Create Another instead of Save Customer — it saves the current customer and instantly clears the form for the next one without closing the window. See Adding new customers.

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Add services to the property

After creating a customer and property, you can add services:
  1. Go to the property page
  2. Click Add Service
  3. Choose a service template or create a custom service
  4. Set the price and billing details
  5. Click Save
See Managing your service catalog for details on service templates.

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Schedule appointments

After creating a service, you can schedule appointments:
  1. Click on the service to view service details
  2. Click Schedule Appointment (appears near the top of the page when no upcoming appointment exists)
  3. Select the date and time
  4. Optionally assign a crew (when your team has more than one crew)
  5. Click Schedule
See Creating appointments for the full appointment workflow. Once you’ve completed work and the customer has a balance, send them a payment link:
  1. Go to Money in the sidebar and tap the invoice you want to send
  2. Tap Send Invoice to open the SMS sharing flow
  3. Tap Send SMS to open your messaging app with a pre-filled message, or Copy to copy the link
You can also send an invoice directly from a completed appointment’s detail page using the Send Invoice button. See Customer payment portal for details on the payment page.