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

Clients

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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Track the progress of all tickets 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.

{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.

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