The visit page

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Overview

Every scheduled visit has its own page, and that page is where the work happens. It’s built for a phone held in one hand on someone’s driveway: the facts you need at the top, the button you’re most likely to press next, and everything else one tap away. Open a visit by tapping it anywhere it appears — your daily schedule, the calendar, HomeBase’s overdue list, the customer’s or property’s Visits card, or the job page. On a computer the same page uses the wider layout, with the breadcrumb trail across the top instead of the back arrow.

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What’s on the page

From the top down:

1. The header card — the service name, the visit’s state, and the customer, property, time and crew rows
2. Directions and Text on my way — the two hand-offs you want before you arrive
3. The action row — Start visit, ⋯ More, and a quiet third action
4. The timer — only once the visit is started
5. What you need for this visit — the AI briefing, when there’s something worth saying
6. Visit · Details · Notes — the three tabs holding the work

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The header card

The card carries the job’s name as the page title, a coloured state pill, and one line underneath saying when the visit is: An assessment visit carries an extra Assessment chip beside the state pill, so you always know which kind of visit you’re looking at.

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The rows under the title

Under the title sit the rows that place the visit — the customer, the property, the date and time, and (on a business with more than one crew) the crew. Each one is a button that opens what you’d want from it:

• The customer — opens the contact sheet: Call and Text message first, then Copy phone number, Email, Copy email, and Open customer profile
• The property address — opens the address sheet: a satellite preview of the property, Copy address, Get directions in your chosen maps app, and Open property profile
• The date and time — opens a short sheet offering Change time (move the visit within the day and set how long it should take) or Reschedule (move it to another day)
• The crew — opens the Assign a crew sheet, one row per crew with that crew’s day described underneath; tapping a row assigns the visit. This row only appears when your team has more than one crew — with a single crew there’s nothing to choose, so ProBase leaves it out entirely

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Directions and Text on my way

While a visit is scheduled and you haven’t started it yet, two wide buttons sit right under the header: Directions and Text on my way.

• Directions opens turn-by-turn directions to the property in your chosen maps app
• Text on my way opens the SMS sheet with a message already written — see Texting the customer you’re on your way

Once you tap Start visit, these two move into the ⋯ More sheet: you’re already there, so they stop taking up the top of the screen.

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The action row

One solid button, an outlined ⋯ More button beside it, and sometimes a quiet third action underneath. What sits there depends on where the visit is: See Timing a visit for Start, Pause and Resume, and Completing a visit for what Complete visit opens.

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The More sheet

Tap ⋯ More and a sheet slides up with everything that isn’t the main button. It’s always in the same order, so you learn where things are:

1. Directions — only once the visit is started (before that it’s a button at the top)
2. Text on my way — same
3. Complete visit (Mark assessment complete on an assessment)
4. Change time — move the visit within the day and adjust how long it takes
5. Reschedule — move it to another day
6. Move to another crew — only on a business with more than one crew
7. Pin this time (or Unpin, if it’s already pinned) — lock the visit’s time so routing leaves it alone
8. Send Confirmation — only on a visit scheduled for a future day
9. Cancel this visit — with a line underneath naming this visit’s date and the next visit’s date
10. Cancel job — in red, always last; cancels every upcoming visit for the job

See Cancelling a visit for the last two.

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Move to another crew

Tapping it opens the same Assign a crew sheet you get from the crew row, with each crew’s day described underneath its name — “6 jobs · finishes 4:40 PM”. Tap a crew and the visit moves straight away, with a confirmation naming where it landed: “Moved to Alex — now stop 4. Later visits keep the crew they have.” By default only this visit moves — the job’s later visits keep the crew they have. Flip Assign to all future service appointments on in the sheet to move the whole chain. See Assigning a crew.

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Pin this time

Pinning locks the visit to its current time so nothing ProBase does — optimizing, rebalancing, assigning or the background pass — will move it. Once pinned, the visit’s date-and-time row carries Pinned to 8:00 AM with a line explaining why. The row then reads Unpin. See Pinning a visit’s time for the whole story, including what pins cost you on a route. On a completed job visit the sheet holds just these rows instead:

• Send the report again (or Send service report, if it never went out) — only once the customer has rated the visit, since until then that’s the solid button
• Record payment — opens the Record payment flow with the customer and the visit’s open invoice already filled in, for when they paid you on the spot. Only shown if your role can record payments

A cancelled visit has no ⋯ More at all.

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The AI briefing

On accounts with AI assistance, a cream card headed What you need for this visit sits between the action row and the tabs. It’s a few plain lines written from the job’s and property’s notes, the checklists waiting on this visit, and anything charged to it — the gate code, the dog, the thing the customer asked for last time. Tap the header row to collapse it once you’ve read it. ProBase remembers that on your device, so it stays collapsed next time — and it’s yours alone: collapsing it doesn’t change anything for the rest of your crew. The card is labelled AI summary and footed For you and your crew — never the customer. It appears only while a visit is still ahead of you (scheduled, working or paused) and only when there’s something worth saying — if the job has no notes, no open checklists and nothing charged, there’s no card rather than a card telling you there’s nothing to know. The briefing never reads the visit’s own This visit notes pad. The pad is what you write about this visit, so typing in it doesn’t change or re-write the card — and a visit whose only note is in the pad shows no briefing at all.

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The three tabs

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Visit

The work surface. It holds:

• Checklists — every checklist that applies to this job, as rows that open in place. The pinned Before photos and After photos rows come first. See Completing checklists on a job
• Charges — a second card holding anything you’ve added to this visit, with an Add a charge row at the bottom. See Charges on a visit
• History — on a completed or cancelled visit that has something logged, the record of what happened and when

On a cancelled visit the tab leads with Why it was cancelled instead, and the timer, checklists and charge row drop away.

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Details

The facts about the job behind the visit, in two cards:

• Service — the service name, the estimated duration, how often it repeats, how it’s billed, the price and tax, the job’s standing Charges, and This visit’s own charges as a separate list. The two lists never blend together. Tapping one of the This visit rows reopens it for editing — see Charges on a visit
• Property — the gate code, the dog, the lawn size and the rest of the property’s details (the address is already on the header card). When none of them have been filled in yet, the card holds a single Add property details row instead

Tapping Add property details opens the property editor in place, over the visit — fill it in, save, and you’re back on the same tab with the card filled in. You never leave the visit. An assessment visit has no Details tab — there’s no job behind it yet.

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Notes

Everything written about this visit, once each: your This visit notes pad at the top, then the property’s notes and the job’s notes read-only underneath. See Notes and photos on a visit.

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After the visit

A completed visit keeps the same page. A rating card appears under the header, What happened takes the timer’s place, and the checklists lock read-only. See Completing a visit. The card under the header reads No customer rating yet until the customer rates it, and then [First name] rated your service 5 stars with their words underneath. What happened picks up two extra rows on a job visit:

• Report — Not sent yet, or Sent Fri, Aug 28. See Sending the service report
• Charged — $85.00 · Draft invoice, with a chevron opening the invoice the charge landed on. The invoice opens full screen, and its back button brings you straight back to this visit. A visit that billed nothing has no row

A cancelled visit leads with the reason it was cancelled. A rescheduled visit leads with Moved to [date] — a row opening the visit that replaced it — the reason, and who moved it. It keeps a Send Reschedule Confirmation button so you can tell the customer about the new date. If nothing has been booked in its place yet, the heading reads Moved — no visit scheduled yet and doesn’t open anything.

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Marketplace visits

A visit that came from a connected marketplace uses this same page. The header card, the hand-offs and your own clock all work as normal — what changes is that the actions the marketplace owns (completing, rescheduling, cancelling, and adding charges) aren’t offered here. In their place the main button is Open in App, which takes you to the job in the marketplace app, and the header carries a marketplace pill plus a Last synced … Refresh row. A marketplace visit also has just one tab, Details — there are no checklists or charges to capture, and its notes are the marketplace’s. Its ⋯ More sheet holds only the two things that are genuinely yours: Move to another crew and Pin this time / Unpin. The marketplace owns the date and the outcome; the crew and the time of day are ProBase’s. See Marketplace jobs for the full picture.

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Next steps

• Timing a visit — start, pause and resume the clock
• Completing a visit — finish the work
• Sending the service report — tell the customer what you did
• Charges on a visit — bill for the extra you did
• Cancelling a visit — when the visit doesn’t happen