How do I add my first customer?
Go to Customers > Add Customer, enter their information, optionally add their property, then create a service for them.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, annual) regardless of when work is done.How do I set up my crews?
Go to Crew (or Crews if you have multiple) in the sidebar, 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.
How do I schedule recurring services?
When you create a service for a customer, set the service interval (weekly, bi-weekly, monthly). 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. Click Manage Job (or the … button for appointments due today), 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.How do I optimize routes?
Open the Schedule page and go to the Today tab. 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: you create them manually each billing period — check the billing day configured in the service details to know when to add charges.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. You can also use the Invoice action in the floating action button (➕) from the customer’s page or the HomeBase dashboard.How do I record a payment?
From the Money page or from a customer’s billing history, click the Record Payment button. You can also use the Record Payment action in the floating action button (➕) on the customer’s page or the HomeBase dashboard. Choose the payment method (Cash, Check, Bank Transfer, Venmo/Zelle, etc.), 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 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?
For customers: open the customer page and click Edit, then use the Add Customer Note button inside the edit modal. For properties: click Edit on the property page and use Add Property Note in the modal. Once a property has notes, a + button also appears in the Notes section on the property page. 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. Click on the appointment to open the appointment detail page where you can view and edit the crew assignment in the appointment details section.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 includes a Map view that shows all scheduled appointments for the day plotted on an interactive map. Switch to map view using the toggle at the top of the Today tab.
How do I set up online payments?
Connect your Stripe account to accept credit card payments. Go to Payments in the sidebar (under “My 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. All pages are optimized for mobile viewing.Is my data backed up?
Yes. All data is automatically backed up and stored securely in the cloud.
How do I change my password?
Click on your profile picture in the top right, go to Profile, then click Update Password.How do I update my business information?
Go to Settings in the sidebar under “My 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.
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.