Getting Started
10 articles
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 […]
Acquiring and Porting Phone Numbers
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 […]
Activating the VoIP Phone System
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 […]
Creating and Managing Tags
In this article, you will learn how to create and manage custom tags within your JobyDesk workspace to better organize your clients and projects. Tags are flexible labels you can apply to customers and jobs. By establishing custom tags, your team can instantly categorize information, track priority statuses like VIP or callbacks, and filter through […]
Setting Up Your Company Profile
In this article, you will learn how to set up your company information, branding, and operational parameters to completely personalize your workspace. Configuring your company profile is essential for powering your daily business operations. By establishing accurate business details, service areas, and operational hours, you ensure that your scheduling, billing, and public-facing communications always remain […]
Customizing Estimate and Invoice Templates
In this article, you will learn how to customize the design, layout, and content of your JobyDesk documents. Creating professional, branded documents is essential for building trust and credibility with your customers. By customizing your invoices, estimates, work orders, and payment receipts, you ensure a consistent brand experience that highlights your professionalism while making it […]
Adding Company Team Member and Subcontractors
In this article, you will learn how to build your schedule by adding both in-house technicians and external subcontractors to your platform. Adding team members to JobyDesk is essential for organized dispatching and accurate scheduling. By defining roles, services, and rates for each individual, you ensure that the right technician is assigned to the right […]
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 […]
Setting Up Your Price Book
Welcome to the JobyDesk guide on setting up your Price Book. Your Price Book is the engine that drives your estimates and invoices. It acts as your master catalog for all your services, parts, and labor rates. Taking the time to properly configure your Price Book ensures your team charges consistent prices and saves your […]
Creating and Managing Job Types
Welcome to the JobyDesk guide on setting up Job Types. Job Types act as your customizable service templates. Instead of manually adding the same line items, descriptions, and checklists every time a customer calls for a common service, you can create a Job Type to automatically pre-load everything your technician needs. This ensures your pricing […]