Customers & Leads
7 articles
Managing Leads and Converting Them to Jobs on Mobile
In this article, you will learn how to capture new inquiries, track potential clients through your pipeline, and convert won leads into scheduled jobs using the mobile app. Managing your sales pipeline directly from your mobile device allows field service leaders to capture opportunities immediately, nurture prospective clients, and close deals faster while on the […]
Creating a New Customer Account on the Mobile App
In this article, you will learn how to build your client database by creating a new customer account and navigating their complete profile on the mobile app. Maintaining accurate and detailed customer profiles helps streamline communication, ensures field technicians have precise location details, and provides a centralized view of financial and service histories. By keeping […]
Setting Up the Customer Portal
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 […]
Automating Customer Reviews with the Review Engine
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 […]
Creating and Embedding a Lead Form
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 […]
Creating and Managing Leads
In this article, you will learn how to capture new potential customers and move them efficiently through your sales pipeline in JobyDesk. Effectively managing your leads is essential for growing your field service business. By organizing your sales pipeline, you can ensure that no inquiry slips through the cracks, allowing you to track job value, […]
Adding and Managing Customer Profiles
In this article, you will learn how to add a new customer to your JobyDesk directory. Maintaining an organized and up-to-date customer database is essential for managing jobs, estimates, and invoices efficiently. Adding a new customer allows you to securely store their contact information, track their service history, and easily assign them to future scheduled […]