Mobile App
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 […]
Adding an Item to Your Price Book on Mobile
In this article, you will learn how to build and manage your service catalog by adding new items directly into your price book using the mobile app. Maintaining a well-organized and up-to-date price book enables your team to quickly build accurate estimates and invoices directly in the field. By setting clear customer pricing alongside internal […]
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 […]
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 Invoices and Recording Payments on Mobile
In this article, you will learn how to build an invoice directly from a job, send it to a client, and record a collected payment using the JobyDesk mobile app. Creating invoices directly within active jobs streamlines your billing workflow by automatically linking all customer details. This allows field service technicians and teams to accurately […]
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, […]
Clocking In and Reviewing Shifts on Mobile
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 […]