Your pipeline is the set of stages every job moves through, from brand new all the way to paid and closed. Joby ships with a default set, and you can add, rename, or reorder them to match how your business actually works.
Each status can optionally have sub-statuses — smaller categories under one stage. Useful when "In Progress" really means several things ("On Site", "Waiting for Parts", "Awaiting Approval"). Sub-statuses are always optional — you can save a status without adding any.
1. Open Lead Statuses
You'll find Lead Statuses under Settings. The page lists every status in your current pipeline and the button to add a new one.
2. Click New Status
The New Status button (top right) opens a form where you'll name the status, optionally add sub-statuses, and save.
3. Add Sub-Status — optional
Sub-statuses are completely optional. You can save a status without any. Add them when one stage in your pipeline really means several things — for example, an "In Progress" status with sub-statuses for On Site, Waiting for Parts, and Awaiting Approval.
4. Keep adding rows for more sub-statuses
Each click of Add Sub-Status creates a new empty row. Add as many as you need — there's no cap.
5. Name the sub-status
Use a short, recognizable name your team will see on the job card and in filters. Examples: Waiting for Parts, Awaiting Approval, Customer Out of Town, Scheduled for Follow-up.
6. Add another sub-status if you want
Click Add Sub-Status again to track more granular states under the same parent. You can always come back later and add more.
7. Name the next sub-status
Each sub-status becomes its own pill on the kanban card so dispatchers and agents can see at a glance what's actually happening on every job.
8. Click Create to save
The new status appears immediately as a new column on every job's pipeline view, and shows up in every status dropdown and filter across the app. Re-order or rename it any time from this same page.
