VoIP & Add-Ons

In this article, you will learn how to activate the time clocking feature, configure company-wide overtime rules, and assign hourly compensation rates to your technicians. Automating your time clocking setup eliminates manual calculation errors and ensures that employee pay calculations are accurate across your business operations. Activating and Configuring Time Clocking Settings In order to […]

In this article, you will learn how field technicians can clock in for shifts and view their personal time sheet history using the mobile application. Providing mobile time tracking tools empowers technicians in the field to manage their working hours transparently while providing management with live labor data. Using the Mobile Time Clock In order […]

In this article, you will learn how to create custom workflows from scratch to automate customer communication and repetitive tasks. Automations act as a 24/7 virtual assistant that automatically handles routine tasks such as review requests, payment reminders, and follow-ups. By putting your busy work on autopilot, you can ensure your customers are always kept […]

In this article, you will learn how to access, navigate, and analyze the Calls and Texts report in JobyDesk. The Calls and Texts report serves as your ultimate dashboard for tracking total communication volume and maintaining team accountability. By evaluating inbound and outbound communication trends, you can monitor team responsiveness and ensure maximum efficiency across […]

In this article, you will learn how to build a custom call flow route from scratch using the VIP Phone System drag-and-drop IVR builder. The drag-and-drop IVR builder ensures every single customer call is intelligently routed based on your company’s business hours and team availability. Setting up tailored call flows helps maximize team efficiency and […]

In this article, you will learn how to manage communication credits, call recording, AI transcriptions, and voicemail preferences. The VoIP settings section serves as your financial and AI control center. Automated call recording and AI transcription eliminate manual note-taking by extracting action items from client calls, while custom voicemail preferences ensure team members never miss […]

In this article, you will learn how to upload and organize audio files in the Audio Library. The Audio Library serves as a central repository for all your company’s custom audio branding. By storing custom greetings, hold music, and voicemail drops in one place, you can quickly apply unified audio across all call routes and […]

In this article, you will learn how to transfer existing phone lines or buy new numbers in JobyDesk. Managing your phone numbers centrally allows you to organize your business lines into a clear directory. Whether transferring your established business numbers or obtaining new local lines, setting up proper caller routing ensures your clients can reach […]

In this article, you will learn how to activate the VoIP phone system in JobyDesk. The VoIP phone system acts as a centralized workspace for all your business communications, bringing together inbound and outbound calls, SMS, and AI-powered transcriptions. Enabling this feature unlocks the full suite of communication controls needed to manage local lines and […]

In this article, you will learn how to configure and deploy the customer portal for your clients. Implementing a self-service customer portal empowers your clients to review their service history, approve estimates, settle invoices, and request new bookings independently. This modern digital storefront enhances the overall client experience while drastically minimizing administrative phone calls to your […]

In this article, you will learn how to enable, configure, and manage automated commission tracking for your technicians and subcontractors. Managing field compensation accurately is essential for retaining top-tier talent and protecting your operational margins. Manual commission calculations often introduce costly errors and friction into your administrative workflow. By automating this process, you can save […]

In this article, you will learn how to set up, customize, and manage the automated Review Engine to build your online reputation on autopilot. The Review Engine is designed to maximize your business’s online growth by performing two essential functions: amplifying positive feedback from happy customers and catching unhappy ones before they post publicly. This automation […]

In this article, you will learn how to enable, configure, and send interactive documents and e-signatures for your field service business. Streamlining client authorizations and waivers is crucial for maintaining efficient operations. By utilizing the JobyDesk Add-on Center, you can upload custom PDF templates, make them interactive with drag-and-drop fields, and effortlessly track signed agreements […]

In this article, you will learn how to build, customize, and share lead forms to capture new inquiries seamlessly. Lead forms are a fantastic way to capture new customer inquiries directly from your website or social media channels. By embedding these forms or sharing direct links, you remove friction for potential clients, allowing them to submit […]

In this article, you will learn how to customize and create job statuses to fit your business operations. Custom job statuses provide field service leaders with a simple yet powerful way to tailor software workflows to match exact company terminology and real-world processes. By organizing your board with personalized terms and colors, your team can track […]

In this article, you will learn how to set up and configure the online booking add-on for your business. The online booking add-on is the easiest way to let your customers schedule services directly from the web. It streamlines your scheduling process by allowing customers to book open slots on their own, while automatically generating […]