Joby

Sophia Martinez

Estimates, Invoices, and Payments

Build your price book using the starter catalog, add unlimited items with sub-item variants, edit each item with a name and cost, and pull items into estimates to track margin,…

Build your price book

Price Book

Build estimates fast by pulling line items from your Price Book, then send them to customers in one click.

Create Estimates with Price Book Services

Estimates

Activate Joby Pay (powered by Stripe Connect) so customers can pay invoices online with credit card or ACH.

Activate Joby Pay to Accept Online Payments

Connect Stripe, set up your accepted payment methods, and choose how customers pay invoices.

Add and Configure Payment Methods

Joby Pay

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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.

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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.

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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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