Joby

Sophia Martinez

CRM Basics

Open a job, capture customer details, assign a team, and track progress from lead to paid.

Create and Manage Jobs in Joby

Attach contracts, signed estimates, before-and-after photos, permits, or any other file directly to a job in Joby.

Upload and Manage Job Documents

Customize the pipeline stages every job moves through, with optional sub-statuses for finer tracking.

Customize Lead Pipeline Statuses

Tag jobs with the marketing channel that produced them, attach tracking numbers per source, and measure ROI per channel.

Add and Track Ad Sources

Jobs

Create individual or business clients, store multiple emails, phones, and service locations, organize with tags, and add custom fields. Leads also auto-create matching clients in the background.

Add and Manage Clients

Add the people behind a business client, assign them to service addresses, and choose who an estimate, invoice, or job is addressed to.

Manage client contacts

Clients

Assign internal work to your team with a due date, and set it to repeat daily, weekly, or monthly so recurring work doesn't depend on anyone remembering it.

Create tasks and recurring tasks

Tasks and Follow-Ups

Show only the tabs you actually use in the Joby sidebar. This is a per-user setting, so every teammate can shape their own sidebar around their role.

Customize your sidebar navigation

Keep the tabs you open constantly at the top of your sidebar. One click on the pin icon and they stay there. Per-user setting — everyone pins what suits their…

Pin your most-used tabs for quick access

Search and Navigation

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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.

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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.

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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.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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