# ProBase Docs ## Docs - [Customer balances](https://docs.probaseapp.com/billing/customer-balances.md): View and manage customer account balances - [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 - [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 - [Sharing payment links](https://docs.probaseapp.com/billing/sending-payment-links.md): Send invoices and share payment links with customers - [Setting up payment processing](https://docs.probaseapp.com/billing/stripe-setup.md): Connect Stripe to accept credit card payments online - [Recording payments](https://docs.probaseapp.com/billing/tracking-payments.md): Track online and offline payments - [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 - [Creating quotes and assessments](https://docs.probaseapp.com/customers/creating-quotes.md): Create quotes for new customers or schedule on-site assessments - [Viewing customer information](https://docs.probaseapp.com/customers/customer-history.md): View customer details, services, and billing - [Customer payment portal](https://docs.probaseapp.com/customers/customer-portal.md): Give customers access to view their invoices and pay online - [Understanding customer status](https://docs.probaseapp.com/customers/customer-status.md): Track customer engagement with automatic status indicators - [Importing customers in bulk](https://docs.probaseapp.com/customers/importing-customers.md): Use AI to import your existing customer list from any file format - [Managing quotes](https://docs.probaseapp.com/customers/managing-quotes.md): Send formal quotes to customers for review and approval - [Customer properties & addresses](https://docs.probaseapp.com/customers/properties-and-addresses.md): Manage property locations - [Adding your crews](https://docs.probaseapp.com/getting-started/adding-crews.md): Set up work crews - [Creating jobs](https://docs.probaseapp.com/getting-started/creating-jobs.md): Create confirmed work with a multi-step wizard for customers, properties, and services - [Creating your account](https://docs.probaseapp.com/getting-started/creating-your-account.md): Set up your Probase account - [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 sidebar and mobile navigation - [Getting started with onboarding](https://docs.probaseapp.com/getting-started/onboarding.md): Complete your account setup with the onboarding wizard - [Quick Actions](https://docs.probaseapp.com/getting-started/quick-actions.md): Use the floating action button for fast access to common tasks - [Business Profile](https://docs.probaseapp.com/getting-started/settings.md): Configure your business profile, timezone, and scheduling preferences - [Adding your first customer](https://docs.probaseapp.com/getting-started/your-first-customer.md): Add a customer and set up their first property - [Completing appointments](https://docs.probaseapp.com/routes/completing-jobs.md): Mark work as finished and document service details - [Viewing schedules](https://docs.probaseapp.com/routes/daily-crew-schedules.md): See scheduled work in the calendar - [Adding notes and photos](https://docs.probaseapp.com/routes/job-notes-and-photos.md): Document details about customers, properties, and services - [Route optimization](https://docs.probaseapp.com/routes/optimizing-routes.md): Let ProBase calculate the most efficient driving order for your crew - [Reordering stops](https://docs.probaseapp.com/routes/reordering-routes.md): Manually drag and drop appointment stops into your preferred order - [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 - [Creating appointments](https://docs.probaseapp.com/scheduling/creating-appointments.md): Schedule work for your customers - [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 - [Overdue jobs](https://docs.probaseapp.com/scheduling/overdue-jobs.md): Identify and resolve jobs that are past their scheduled date - [Rescheduling appointments](https://docs.probaseapp.com/scheduling/rescheduling-jobs.md): Move appointments to different dates or skip them for recurring services - [Planning routes](https://docs.probaseapp.com/scheduling/route-planning.md): Optimize driving routes for efficiency - [Weekly calendar](https://docs.probaseapp.com/scheduling/weekly-schedule.md): View and manage appointments across the week - [Common questions](https://docs.probaseapp.com/support/common-questions.md): Answers to frequently asked questions - [Contact support](https://docs.probaseapp.com/support/contact-support.md): Get help from the Probase team - [Troubleshooting](https://docs.probaseapp.com/support/troubleshooting.md): Solve common issues ## OpenAPI Specs - [openapi](https://docs.probaseapp.com/api-reference/openapi.json)