# ProBase Docs

- [Creating your account](https://docs.probaseapp.com/getting-started/creating-your-account.md): Get started with ProBase by setting up your business account
- [Getting started with onboarding](https://docs.probaseapp.com/getting-started/onboarding.md): Complete your account setup with the onboarding wizard
- [Exploring a demo account](https://docs.probaseapp.com/getting-started/exploring-a-demo.md): Try a fully-loaded sample ProBase account before you add your own work
- [Text message notifications](https://docs.probaseapp.com/getting-started/text-message-notifications.md): Choose which text messages ProBase sends you and change your preference at any time
- [Push notifications](https://docs.probaseapp.com/getting-started/push-notifications.md): Turn on phone alerts from ProBase, and what to do when they stop arriving
- [Updates](https://docs.probaseapp.com/getting-started/updates.md): The bell, the Updates drawer, and how ProBase tells you something needs your attention
- [HomeBase](https://docs.probaseapp.com/getting-started/homebase.md): Your daily command center for field work
- [Getting around ProBase](https://docs.probaseapp.com/getting-started/navigation.md): Find your way around the navigation drawer, the mobile app bar, and the bottom bar
- [Quick Actions](https://docs.probaseapp.com/getting-started/quick-actions.md): Use the floating action button for fast access to common tasks
- [Managing your service catalog](https://docs.probaseapp.com/getting-started/service-catalog.md): Create and manage reusable service templates
- [Industries (trades)](https://docs.probaseapp.com/getting-started/industries.md): Tag your services by trade so ProBase tailors your catalog and job-completion fields
- [Creating jobs](https://docs.probaseapp.com/getting-started/creating-jobs.md): Create confirmed work with a multi-step wizard for customers, properties, and services
- [Adding your crews](https://docs.probaseapp.com/getting-started/adding-crews.md): Set up your work crews for scheduling and routing
- [Business Profile](https://docs.probaseapp.com/getting-started/settings.md): Configure your business profile, timezone, and scheduling preferences
- [Choosing your maps app](https://docs.probaseapp.com/getting-started/maps-preference.md): Pick whether directions and address links open in Google Maps or Apple Maps
- [Adding your first customer](https://docs.probaseapp.com/getting-started/your-first-customer.md): Add a customer and set up their first property
- [Connecting a marketplace account](https://docs.probaseapp.com/marketplace/connecting-accounts.md): Connect your marketplace accounts to sync customers and jobs into ProBase
- [How marketplace syncing works](https://docs.probaseapp.com/marketplace/how-syncing-works.md): When marketplace customers, jobs, and payouts refresh in ProBase — and how to pull the latest right now
- [Available to claim](https://docs.probaseapp.com/marketplace/claiming-jobs.md): See marketplace jobs waiting to be claimed right from HomeBase
- [Marketplace jobs](https://docs.probaseapp.com/marketplace/marketplace-jobs.md): Working a LawnStarter, Lawn Love, or Home Gnome job from your ProBase schedule
- [Marketplace customers](https://docs.probaseapp.com/marketplace/marketplace-customers.md): How marketplace customers, properties, and services look in ProBase
- [Marketplace earnings & payouts](https://docs.probaseapp.com/marketplace/payouts.md): See what a connected marketplace owes you and what it has already deposited
- [Adding new customers](https://docs.probaseapp.com/customers/adding-customers.md): Create customer profiles
- [Your contact form](https://docs.probaseapp.com/customers/contact-form.md): Capture new leads with a shareable, branded contact form
- [Importing customers in bulk](https://docs.probaseapp.com/customers/importing-customers.md): Use AI to import your existing customer list from any file format
- [Understanding customer status](https://docs.probaseapp.com/customers/customer-status.md): Track customer engagement with automatic status indicators
- [Customer properties & addresses](https://docs.probaseapp.com/customers/properties-and-addresses.md): Manage property locations
- [Managing customer services](https://docs.probaseapp.com/customers/managing-services.md): View, edit, and manage services for your customers
- [Adding customer notes](https://docs.probaseapp.com/customers/adding-notes.md): Track important information with customer and property notes
- [Viewing customer information](https://docs.probaseapp.com/customers/customer-history.md): View customer details, properties, work, visits, and billing
- [Archiving customers](https://docs.probaseapp.com/customers/archiving-customers.md): Hide customers you no longer work with while keeping their full history
- [Customer payment portal](https://docs.probaseapp.com/customers/customer-portal.md): Give customers access to view their invoices and pay online
- [Working assessments](https://docs.probaseapp.com/customers/assessments.md): Track leads that need a look before you can price them — photo requests, on-site visits, and turning the answer into a quote
- [Creating quotes](https://docs.probaseapp.com/customers/creating-quotes.md): Start a quote for a customer and property, then add the services you are quoting
- [Managing quotes](https://docs.probaseapp.com/customers/managing-quotes.md): Send quotes, track the answer, and turn a yes into a job
- [Creating appointments](https://docs.probaseapp.com/scheduling/creating-appointments.md): Schedule work for your customers
- [How recurring visits are scheduled](https://docs.probaseapp.com/scheduling/future-visits.md): Recurring services pre-schedule their whole chain of future visits
- [Weekly calendar](https://docs.probaseapp.com/scheduling/weekly-schedule.md): View and manage a whole week of appointments on a time grid
- [Month view](https://docs.probaseapp.com/scheduling/month-view.md): See a whole month of appointments on one grid
- [Rescheduling appointments](https://docs.probaseapp.com/scheduling/rescheduling-jobs.md): Move appointments to different dates or skip them for recurring services
- [Overdue jobs](https://docs.probaseapp.com/scheduling/overdue-jobs.md): Identify and resolve jobs that are past their scheduled date
- [Jobs without assigned crew](https://docs.probaseapp.com/scheduling/jobs-without-assigned-crew.md): Find and resolve scheduled jobs that don't have a crew picked yet
- [Planning routes](https://docs.probaseapp.com/scheduling/route-planning.md): Optimize driving routes for efficiency
- [Daily crew schedules](https://docs.probaseapp.com/routes/daily-crew-schedules.md): View and manage today's appointments
- [Reordering stops](https://docs.probaseapp.com/routes/reordering-routes.md): Manually drag and drop appointment stops into your preferred order
- [Route optimization](https://docs.probaseapp.com/routes/optimizing-routes.md): Let ProBase calculate the most efficient driving order for your crew
- [Completing appointments](https://docs.probaseapp.com/routes/completing-jobs.md): Mark work as finished and document service details
- [Adding service items](https://docs.probaseapp.com/routes/service-items.md): Add extra charges for additional work or materials to an appointment
- [Service records](https://docs.probaseapp.com/routes/service-records.md): Document detailed information about completed work
- [Adding notes and photos](https://docs.probaseapp.com/routes/job-notes-and-photos.md): Document details about customers, properties, and services
- [Checklists overview](https://docs.probaseapp.com/checklists/overview.md): Reusable in-job forms that capture the same details on every visit
- [Building checklists](https://docs.probaseapp.com/checklists/building-checklists.md): Create your own in-job forms with the checklist builder
- [ProBase system checklists](https://docs.probaseapp.com/checklists/system-checklists.md): Ready-made checklist templates that match your industry
- [Completing checklists on a job](https://docs.probaseapp.com/checklists/completing-checklists.md): Fill out checklists in the field and share the results with customers
- [Your team roster](https://docs.probaseapp.com/team/team-roster.md): See everyone on your team, their role, their crews, and their account status in one place
- [Inviting team members](https://docs.probaseapp.com/team/inviting-members.md): Invite people to your team by email, set their role and crews, and manage pending invitations
- [Roles & permissions](https://docs.probaseapp.com/team/roles-and-permissions.md): Control what each person on your team can see and do with built-in and custom roles
- [How billing works](https://docs.probaseapp.com/billing/how-billing-works.md): Understand billing line items, invoices, and customer balances
- [Managing invoices](https://docs.probaseapp.com/billing/invoices.md): View, send, and manage invoices for your customers
- [Payment terms and due dates](https://docs.probaseapp.com/billing/payment-terms.md): Choose when invoices are due and decide whether customers see the due date and past-due wording
- [Tips and gratuity](https://docs.probaseapp.com/billing/tips.md): Choose how customers are asked for a tip — suggested percentages, a custom amount, or not at all
- [Service ratings](https://docs.probaseapp.com/billing/service-ratings.md): Decide whether customers rate their service before they can pay an invoice
- [Money overview](https://docs.probaseapp.com/billing/money-overview.md): Track all your invoices, outstanding balances, and payments in one place
- [Per-service vs subscription billing](https://docs.probaseapp.com/billing/one-time-vs-subscription.md): Understand billing types
- [Setting up payment processing](https://docs.probaseapp.com/billing/stripe-setup.md): Connect Stripe to accept credit card payments online
- [Accepting Venmo payments](https://docs.probaseapp.com/billing/venmo-payments.md): Let customers pay you on Venmo with a QR code and Pay-on-Venmo button on their invoice
- [Sharing payment links](https://docs.probaseapp.com/billing/sending-payment-links.md): Send invoices and share payment links with customers
- [Recording payments](https://docs.probaseapp.com/billing/tracking-payments.md): Track online and offline payments
- [Customer balances](https://docs.probaseapp.com/billing/customer-balances.md): View and manage customer account balances
- [Common questions](https://docs.probaseapp.com/support/common-questions.md): Answers to frequently asked questions
- [Troubleshooting](https://docs.probaseapp.com/support/troubleshooting.md): Solve common issues
- [Contact support](https://docs.probaseapp.com/support/contact-support.md): Get help from the ProBase team