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

Build the invoice from your price book, send it by email or text, let the customer pay online, and see at a glance who still owes you.

Create, send and get paid on an invoice

Invoices

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

Turn your iPhone into a card reader. Charge customers on the driveway — no dongle, no card reader, no extra hardware. Powered by Joby Pay + Apple Tap to Pay.

Accept payments in the field with Tap to Pay on iPhone

Refunds pull from your Joby Pay balance. If it's empty the refund fails. Here's how to top it up so you can always pay a customer back.

Add funds to your refunds balance

Let a client keep a card on file so you can charge invoices directly instead of sending a payment link. Send a secure link, or let Joby offer it at…

Store a credit card on file

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.

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

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

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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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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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