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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 and Last name — enter at least one of the two (just a first name, just a last name, or both)
  • Phone number (optional) — 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
  • Postcode 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

Pick what happens next (optional)

As soon as the customer is saved, ProBase asks “Customer added — what’s next?” with shortcuts to keep the momentum going:Customer added — what's next?
  • Schedule a job — starts a job for this customer, already selected for you
  • Create a quote — starts a quote for them
  • Book an assessment — books a visit to look at the work first
  • Done for now — closes the prompt and leaves you on the customer’s page
You’ll see this prompt every time you save a customer, not just the first one.
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 a service for the customer

In ProBase you add a service by creating a job (confirmed work) or a quote/assessment (work that needs approval or a site visit first). The guided wizard handles the customer, property, and service in one flow:
  1. Tap the + Quick Actions button and choose New Job — or, from the customer’s page, tap the + beside the Services heading to start the same wizard with that customer already filled in
  2. Choose Schedule a Job for confirmed work
  3. Confirm the customer and property
  4. Configure the service details — pick a service template or build a custom one, then set the price, billing, and frequency
  5. Set the start date and create the job
When you create a job, ProBase sets up the service and its first appointment automatically. See Creating jobs for the full wizard, and Managing your service catalog for details on service templates.

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Schedule more appointments

A job’s first appointment is scheduled as part of the wizard. To add another appointment to an existing service:
  1. Open the service to view its 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 invoice directly from a completed appointment’s detail page: tap Create Invoice, review the preview, then tap Send to Customer. See Customer payment portal for details on the payment page.