Joby

Sophia Martinez

Getting Started

A quick tour of what Joby CRM does, who it's for, how work flows from lead to payment, and how to get started.

Welcome to Joby CRM

How to fill in your company name, contact info, address, and business hours. These are the details that appear on your estimates, invoices, and customer messages.

Set up your company profile

Add a new agent so they can log in to Joby, take calls, and get assigned to jobs.

Invite Your Team

Quick Start

How to add a new job in Joby, including client details, service type, lead source, address, and technician assignment.

Add your first job

How to add a new client in Joby with their contact and company details.

Add your first client

Create an invoice in Joby and send it to your customer. You can create one from a job, from the client page, or by converting an accepted estimate.

Create your first invoice

First Day Setup

Switch between Classic, Pro, Warm, or Dark themes from the picker in the top right. Your choice saves per-user and follows you across devices.

Change Your Joby Theme

Account Basics

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Find guides, answers, and references.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.