How do I add my first customer?
Go to Customers in the sidebar. With no customers yet, you’ll see an Add customer button in the middle of the page — tap it, fill in their information, optionally add their property, then create a service for them. After your first customer is added, use the Quick Actions + button in the bottom-right to add more.What’s the difference between per-service and subscription billing?
Per-service billing creates charges when work is completed. Subscription billing creates charges on a schedule (weekly, monthly, quarterly, semi-annual, or annual) regardless of when work is done.How do I set up my crews?
Go to Team Roster → Crews, click the crew name, then click Edit to update the name, color, start address, and start time. A default crew is created automatically when you sign up.Can I try ProBase with sample data before adding my own?
Yes — when it’s switched on for your account, tap Explore Demo on the Explore a demo account banner at the top of HomeBase. You can also use the Explore a demo account step in the Get started checklist, the Explore a demo account row in Activate your Beta Partnership, or Tour a demo in the Help group at the bottom of the navigation menu. A Tour demo card also appears on your Customers, Schedule, and Money screens while they’re still empty. Any of them opens a fully-loaded sample business seeded for your trade. Nothing you do there touches your real account, and the demo is wiped and rebuilt every night. See Exploring a demo account.
How do I schedule recurring services?
When you create a service for a customer, set the service interval (weekly, bi-weekly, monthly, every 2 months, quarterly, or every 6 months). When you complete an appointment, you can automatically schedule the next one based on this interval.How do I reschedule an appointment?
Click on the appointment from the calendar or service details page to open the appointment detail page. Tap More Actions, select Reschedule, enter the new date/time and reason, then save. A new scheduled appointment will be created and the original will be marked as rescheduled.If you only need to move the visit within the same day, tap the start time · duration row in the Schedule section instead — it changes the start time and duration without creating a new appointment.How do I optimize routes?
Open the Schedule page and switch to the Day view (use the Today button to jump to today’s date). Click Reorder stops to open the reorder panel, then tap Optimize drive to let ProBase calculate the most efficient stop order automatically. You can also enable background auto-optimization in Settings > Scheduling so routes are optimized automatically whenever appointments are created. See Route optimization for details.
When are billing line items created?
For per-service billing: automatically when appointments are completed. For subscription billing: automatically on each upcoming billing date — ProBase uses the day you created the service as the recurring billing day, and you can see the next charge dates on the service details page.How do I share a payment link with a customer?
Open an invoice from the Money page and tap Send Invoice. A pre-filled SMS message will be ready with the customer’s unique payment link. You can tap Send SMS to open your messaging app with the message ready to send, or Copy Message to paste it wherever you like.How do I record a payment?
From the Money page or from a customer’s billing history, click the Record Payment button. Choose the payment method (Cash, Check, Credit Card, Bank Transfer, Venmo / Zelle, or Other), select the invoice, enter the amount, and save.Can I adjust a charge manually?
Yes. From the customer’s billing history page, use the Add Charge button to bill the customer or the Add Credit button to give them a discount or adjustment. These buttons are at the top of the billing history page.
Can I see my LawnStarter, Lawn Love, or Home Gnome work in ProBase?
Yes. Open Integrations in the sidebar under Business and connect the account. Your marketplace customers, properties, services, jobs, and earnings then flow into ProBase on their own — see Connecting a marketplace account.How do I claim new marketplace jobs?
Claiming always happens in the marketplace app. When work is waiting near you, an Available to claim card appears on HomeBase — tap View jobs in LawnStarter to open the list in the app. Anything you claim lands on your ProBase schedule at the next sync. See Available to claim.Why can’t I complete or reschedule a marketplace job in ProBase?
The marketplace owns that work, so those actions happen in its app. A marketplace job has one button for it — Open in LawnStarter, which becomes Complete in LawnStarter once the marketplace shows the job as started — and it takes you straight to that job’s screen, where completing, rescheduling, skipping, and messaging all live. The result syncs back to ProBase. You can still assign a crew and adjust the start time to fit the visit into your day. See Marketplace jobs.Why did a marketplace job disappear from my schedule?
Because the marketplace no longer has it assigned to you — it was taken back or returned to the pool for another pro to claim. ProBase removes those visits on the next sync rather than leaving work on your schedule that isn’t yours. A visit that was cancelled stays on your schedule marked Cancelled instead. See If a job goes back to the marketplace.How often does marketplace work update?
ProBase checks each connected account about every 15 minutes for new and changed customers and jobs, and runs a full refresh overnight. Earnings and payout deposits come across with the nightly run, with a Full re-sync, or when you tap Refresh on the marketplace record’s Billing History. See How marketplace syncing works.Where do I see what the marketplace has paid me?
On the customer record named after the marketplace — for example a customer called LawnStarter. Its Billing History lists what each completed visit earned you and every deposit the marketplace has sent. To see only the deposits, set the type filter to Payments. See Marketplace earnings & payouts.What is the amount shown on a marketplace service?
It’s your payout — what the marketplace pays you for one visit of that service, so you can see what a stop on your route is worth. It isn’t the customer’s bill; what the marketplace charges the homeowner never comes into ProBase, and finishing a marketplace visit doesn’t create a charge or invoice on your side. See the service page.What does the balance on the marketplace record mean?
It’s what you’ve earned since your last deposit — not a lifetime total. Each deposit settles everything before it, so the balance falls back toward $0.00 when one lands and builds up again from the jobs you finish after it. It’s the same figure the marketplace’s own pro app shows. See Reading the balance.
Can a customer have multiple properties?
Yes. On the customer’s page, click Add Property for each location. Each property can have its own services.How do I add notes to customers or properties?
Notes live in the Notes card on the customer’s page and on each property page. Tap the Add note row at the bottom of the card to open the Add Note window, or tap an existing note to edit or delete it. Appointment notes are captured during job completion. See Adding notes for details.
How do I view crew schedules?
Go to Schedule to see all appointments across all crews. On the calendar, appointments are organized by crew and you can filter by crew to see their schedule.Can I move an appointment from one crew to another?
Yes. Open the appointment’s detail page and tap the crew row to open the Assign Crew window, then pick a different crew. You can also change the crew while rescheduling the appointment.What are service records?
Service records are structured records that capture specific details about completed work - like chemical readings, materials used, observations, and chemical applications. They’re created during appointment completion and can be parsed automatically from your completion notes using AI, or added manually.
What if I need to change the optimized route?
In the Reorder stops panel, you can tap Optimize drive to see the suggested order before committing. If you don’t like it, tap Cancel to discard. You can also drag stops manually to any order you prefer.How do I see routes on a map?
The Schedule page shows all scheduled appointments for the day plotted on an interactive map. In the Day view on a phone, switch to map view using the card/map toggle above the schedule. On a wider desktop screen, the stop list and route map appear side by side automatically — no toggle needed.
How do I set up online payments?
Connect your Stripe account to accept credit card payments. Go to Payments in the sidebar (under Business) and click Connect with Stripe. Follow Stripe’s onboarding to provide your business information and bank account details. See Setting up payment processing for step-by-step instructions.What if a customer overpays?
When you record a payment that exceeds the customer’s balance, ProBase shows an overpayment prompt letting you choose what to do with the extra amount. You can record it as a tip (the excess appears as a separate tip entry in billing history) or apply it as a credit (the customer’s balance goes positive for use against future charges). See Recording payments for details.How do I issue a refund?
From the customer’s billing history page, click the Add Credit button at the top of the page and enter the refund amount with notes explaining the reason.
Can I access ProBase on my phone?
Yes. ProBase works on any device with a web browser, and all pages are built mobile-first. You can also add it to your home screen so it opens like an app — see Push notifications and the install step in onboarding.How do I get alerts on my phone?
Add ProBase to your home screen, open it from that icon, then tap Enable notifications — either on the Turn on notifications screen at the end of onboarding, or in the Action needed section of HomeBase — and tap Allow when your phone asks. Permission is granted per device, so each phone or tablet needs its own tap. These phone alerts are separate from text messages. See Push notifications.What is the bell at the top of the screen?
It’s your Updates — a running list of things that may need you, such as a new contact arriving through your form. The badge counts what you haven’t read yet, and an update clears itself once you’ve been to the screen it points to. On a computer the same thing is an Updates item at the bottom of the navigation drawer.Is my data backed up?
Yes. All data is automatically backed up and stored securely in the cloud.
How do I change my password?
Open the navigation drawer, tap My Profile in the footer at the bottom, then use the Update Password section.How do I update my business information?
Go to Settings in the sidebar under Business. From there you can update your business name, address, email, and website in the Business Profile section. You can also change your timezone and route optimization preferences in the Scheduling section. See Business Profile for details.I logged in and ProBase asked me to create a business. Did my password break?
No — your password is fine, and you’re already signed in. That Create your business screen appears when your user account isn’t attached to any business, usually because the business was deleted or you were removed from it. The blue panel on the screen shows the email address you’re signed in as. If you weren’t expecting it, contact support before creating a new business — creating one here gives you a fresh, empty business rather than your old data back. See “Your account isn’t linked to a business” after logging in.
An appointment isn’t showing on the calendar.
Check that the appointment has a date set. Refresh the page to reload the calendar data.A billing line item wasn’t created.
For per-service billing, ensure the appointment was marked complete. For subscription billing, check that the service is active and the billing interval is set correctly.The route optimizer isn’t working.
Ensure all properties have valid geocoded addresses. Check that the crew has a start location configured. At least 2 appointments are needed to optimize.I pressed Save and nothing seemed to happen.
Something on the form still needs your attention. ProBase scrolls the first field that needs fixing into view, puts your cursor in it, and shows the reason in red underneath — look for it above where the Save button was. See Saving and form issues.