Joby

Sophia Martinez

Settings and Administration

Add custom fields to service types so every job captures the exact info your business needs, like square footage, gate codes, or floor counts.

Add Custom Fields to Service Types

Define the geographic boundaries your business covers using polygon, circle, or rectangle on a map.

Add a Service Area

Define the categories of work your business does — they drive job routing, reports, and tech skill matching.

Manage Service Types

Company Settings

Set work hours for your agents — one shift at a time, or bulk-apply a schedule to multiple agents at once.

Configure Agent Schedules and Work Hours

Add a new technician, set their login access, commission rate, service areas, skills, and assigned services.

Add and Configure a New Technician

Group agents into teams for shared queues, dashboards, and reporting.

Manage Team Assignments

Control what each team member can see and do in Joby by configuring role-based permissions.

Configure Agent Role Permissions

Team and Permissions

Block specific numbers, auto-block VOIP marketing carriers, and create frequency-based spam detection rules — all on one page.

Block Numbers and Filter Spam Calls

Pick which of your company's phone numbers appear in the dialer dropdown when placing outbound calls. Per-user setting — every teammate configures their own dialer.

Choose which numbers show in the dialer

Customize the SMS and email Joby sends to a technician when a new lead is assigned to them, using merge tags to auto-fill the lead's details.

Customize SMS and Email Templates for Lead Notifications

Communication Settings

REST API for reading and writing leads, clients, appointments, and tasks. How to request access, manage keys, and integrate with ChatGPT, Claude, Zapier, Make, n8n, or your own backend.

Joby Developer API

Joby now integrates with Zapier. Automatically connect leads, clients, invoices, and payments to Slack, Gmail, Google Sheets, Calendars, and thousands more apps — no code required.

Joby + Zapier: Connect Your CRM to 6,000+ Apps

Connect Joby to QuickBooks Online with Intuit's OAuth flow. Sync invoices, payments, customers, and items automatically, and pick the deposit account where Joby payments land in your QuickBooks chart of…

Joby + QuickBooks Online: Sync Invoices, Payments, and Customers

Connect Joby to Google Calendar with Google's official OAuth flow. Pick which lead statuses sync, and Joby creates, updates, and removes calendar events automatically as leads move through your pipeline.

Joby + Google Calendar: Auto-Sync Leads to Your Calendar

Connect Gmail or Google Workspace to Joby with Google's OAuth flow, set it as your compose default, and pick it as your Customer Email Sender so estimates, invoices, receipts, and…

Joby + Gmail: Send Compose, Estimates, and Invoices from Your Real Address

Connect Thumbtack Pro to Joby with OAuth. Every new Thumbtack lead auto-creates as a lead in Joby with contact info, project type, and message — tagged so your reports show…

Joby + Thumbtack: Auto-Sync Every New Lead Into Your CRM

Connect your Facebook Pages to Joby with OAuth. Every submission to your Facebook or Instagram Lead Ads forms auto-creates a lead in Joby with contact info, form answers, and the…

Joby + Facebook Lead Ads: Auto-Sync Every New Lead

Integrations and Developer Settings

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

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.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Reading along with you

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.

Collections