Inventory

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 access and analyze the Business Report Suite to gain real-time visibility into your business operations and make data-driven decisions. The Business Report Suite delivers essential operational and financial data, allowing field service leaders to monitor customer lead conversions, track marketing channel return on investment (ROI), oversee team […]

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 navigate and utilize the financial reports dashboard to monitor your business’s financial health. 1Understanding your financials is crucial for scaling your business and maintaining a healthy cash flow. The financial subgroup houses five distinct reports designed to give you complete operational visibility, allowing you to track billing, collections, […]

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 access and utilize the inventory reports group in JobyDesk. Physical inventory represents a massive portion of your operational capital. Tracking it accurately ensures you never delay a job due to missing parts while preventing you from overspending on dead stock. By using these reporting dashboards, you can transform your […]

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 […]

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 […]

In this article, you will learn how to manage a complete job workflow from the initial office dispatch all the way to final client payment and closeout. Efficiently tracking your projects ensures your field service operations run smoothly. This workflow allows your team to maintain complete visibility over client information, schedules, line-item pricing, and task […]

In this article, you will learn how to create and track purchase orders within your inventory system. Managing stock levels is crucial for maintaining efficient field operations. JobyDesk automatically alerts you when essential parts are running low, helping your business prevent stockouts and stay ahead of demand. By utilizing purchase orders, you can seamlessly restock […]

In this article, you will learn how to customize, navigate, and update your JobyDesk schedule to efficiently manage your team’s workload. The schedule serves as the central hub for keeping dispatching on track and the entire team aligned. By learning how to leverage different layouts, adjust job durations, and log events or time off, you […]

In this article, you will learn how to build your parts catalog and manage your inventory stock levels. Keeping your inventory organized is key to running an efficient field service business. By setting up structured item folders, tracking item details, and maintaining proper quantities, you ensure your technicians always know what is available for their […]

In this article, you will learn how to create reusable note templates for your team. Saved snippets and note templates help streamline your workflow and keep your team’s communication consistent. By building out standard messages, you save time and can quickly drop pre-written notes into different areas of your workflow rather than typing them from […]

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 […]

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 […]

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 […]

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, […]

In this article, you will learn how to create and send an invoice to your customers. Creating clear, professional invoices is essential for billing your customers accurately, keeping your financial records organized, and getting paid faster. JobyDesk allows you to generate invoices from scratch or instantly convert an existing job’s details into a ready-to-send bill, […]

In this article, you will learn how to build, customize, and send an estimate to a potential customer. Providing a clear and professional estimate allows you to outline your proposed services, pitch optional add-ons, and secure a customer’s signature or deposit before you begin work. JobyDesk makes it easy to generate estimates and control exactly […]

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 […]

In this article, you will learn how to create checklists. Creating checklists is a great quality-control tool for service professionals who perform ongoing work for customers. Instead of manually outlining steps for every new job, JobyDesk lets you create and assign standardized forms for your team in advance. Creating a checklist In order to create […]

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 […]

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 […]

Welcome to the JobyDesk guide on job creation. Getting a new job into your system is quick, flexible, and designed to fit naturally into your daily workflow. To make things as easy as possible, JobyDesk allows you to initiate a new job from several different areas in your workspace, including: For this walkthrough, we will […]