Jobs & Scheduling
13 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 Company Events and Logging Time Off on Mobile
In this article, you will learn how to create company events, log employee time off, and manage these schedule entries directly on the mobile calendar. Effectively managing your team’s schedule ensures that company-wide meetings, individual time off, and field work are properly aligned. By maintaining an up-to-date schedule, you prevent scheduling conflicts and keep your […]
Creating, Scheduling, and Dispatching a New Job on Mobile
In this article, you will learn how to quickly create, schedule, and dispatch a new job directly using the JobyDesk mobile app. Creating jobs on the go allows field service managers and technicians to instantly log incoming work, assign available team members, and keep operations running efficiently from anywhere. By completing this process on mobile, […]
Viewing Jobs and Job Statistics Reports
In this article, you will learn how to access and analyze the Jobs and Job Statistics reports to monitor performance and operational efficiency. As your operation grows, tracking job statuses, revenue, and overall team efficiency becomes essential for smooth daily operations. JobyDesk provides dedicated reporting dashboards to help you monitor revenue, identify field performance trends, […]
Customizing Job Statuses
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 […]
Setting Up Online Booking
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 […]
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 […]
Managing Jobs from Start to Finish
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 […]
Navigating the Schedule and Calendar Views
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 […]
Creating Notes Template
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 […]
Creating Job Checklists
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 […]
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 […]
Creating and Dispatching a New Job
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 […]