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

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

Integrations and Developer Settings

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.

Prototype answer unavailable

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