Settings Overview
A map of the Settings page — the seven groups, what every tile does, the real click path to each one, and the order to set them up in.
You'll need Owner or Admin access for this.
Video walkthrough coming soon
Want this one filmed next? Request it
What it is
Settings is the one page that holds every choice about how your business runs in Joby — your company details, who is on the team, your phone numbers, your services, your estimate documents, and your bill. Everything on it is grouped into seven areas so you are never scrolling through one long list.
At the top of the page you get a search box and a My Account block. Below that come the groups: Business, People, Channels, Pipeline, Quotes & Docs, Connections & AI, and Admin.
1. Search settings
Type any word — "tax", "phone", "commission" — and the page filters down to the matching tiles. Fastest way in when you know what you want but not where it lives.
2. "Finish setting up your account"
A banner with a count of what is still unfinished. Press Continue setup to open the Get set up checklist. It disappears on its own once nothing is left.
3. My Account
Always at the top, always visible to everyone. Opens Account Settings — your own photo, display name, email and password.
4. Status dots and tags
Every tile shows where it stands at a glance — see the colour key below.
Reading the dots and tags
- Green dot — Configured. Nothing to do here.
- Amber dot — Action needed. Something important is missing.
- Hollow (outlined) dot — Not configured yet. Optional, but worth a look.
- Orange dot with a crown — Needs a paid plan. Clicking it explains the upgrade instead of opening the page.
- "Required" tag — Joby will not work properly until this one is filled in.
The Settings page is a desktop screen. On a phone you get the More tab instead, which carries a short list: Billing & Plan, Integrations, Notifications, Company Info, Account Settings, and Tap to Pay on iPhone where it applies.
When to use it
- Your first week. Work top to bottom until the setup banner is gone.
- Someone joins or leaves. Add, deactivate, or change what a person can see.
- You add a service or a new place you work. New service types, new service areas.
- Your messages or estimates need to change. Reusable text templates, terms, deposit and tax defaults, logo.
- You want less manual work. Automatic follow-ups, reminders and alerts.
- You want your books or calendar connected. QuickBooks, Xero, Square, Google Calendar and more.
- Billing questions. Plan, usage and payment details.
If you only need to change your own photo, name, email or password, you do not need Settings at all — go straight to Settings›My Account›Account Settings.
Before you start
You need the right access
The Settings page needs the Settings permission — the account owner and anyone with the Admin role has it. Without it, Settings does not appear in the menu. Individual tiles have their own rules on top of that: some are admin-only, some are only shown when an add-on is switched on for your account.
Have these to hand
Your legal business name and address, business hours, a logo file, the list of services you sell, the list of places you advertise, and the email address of everyone who needs a login.
- You need at least one phone number before calls and texts work anywhere in Joby.
- Sending business texts in the US also needs carrier registration — that is Settings›Channels›Phone Registration, and it is a paid-plan feature.
- Some tiles only appear if the add-on is enabled on your account: Linked Companies, Extension Pool, External Lead Sources, Documents Hub, Service Plans and Tap to Pay on iPhone. If you expect one and cannot see it, contact support.
Step-by-step
- Open Settings from the left sidebar. On the Modern theme, click your name at the bottom of the sidebar and choose Settings.
- If you see the Finish setting up your account banner, press Continue setup first. It walks you through the same items in a sensible order and tells you how many are left.
- Clear every tile tagged Required: Company Settings, Team Members, Phone Numbers, Service Types and Lead Statuses.
- Work through the rest group by group, in the order they appear on the page: Business, People, Channels, Pipeline, Quotes & Docs, Connections & AI, Admin.
- Inside each page, save as you go. Pages that use a pop-up to add something (service areas, ad sources, teams, payment methods, price book items) only keep the change when you press Save in that pop-up.
- Use the search box at the top of Settings whenever you come back later — it is quicker than remembering which group something lives in.
Tip: Get Service Types, Lead Statuses and Ad Sources right early. They become dropdown choices on every lead, filters on every list, and columns in every report — changing them later means re-tagging old work.
How to check it worked
- Go back to Settings and look at the dot on the tile you just finished. It should now be green.
- Check the Finish setting up your account banner. The number next to it should have gone down, and the banner disappears entirely once everything is done.
- Create one test lead. Your new service type, lead status and ad source should all be selectable in the dropdowns.
- Send yourself a test text and place a test call to confirm the phone side is live.
- Open Settings›Estimate Settings›Pages & Terms. The Preview panel beside the editor shows the document exactly as your customer will see it, logo and terms included.
- Still unsure a change saved? Type the setting name into the Settings search box, reopen the page, and confirm the value is still there after a refresh.
Common mistakes
Hunting for a name that has changed
- "Job Types" is now Service Types (Pipeline group).
- "Templates" is now Communication Templates (Pipeline group).
- "Visual Workflows" is now Automations (Pipeline group).
- There is no separate Field Workers page in Settings any more — office agents and field workers are both on Team Members.
Mixing up the two Custom Fields pages
Settings›Business›Custom Fields adds fields to clients and to leads in general. Settings›Pipeline›Service Types›Custom Fields adds fields that only appear for one kind of job. Adding a field in the wrong place is the usual reason it "doesn't show up".
Editing yourself under Company Settings
Company Settings is your business. Your own name, photo, email and password are under Settings›My Account›Account Settings.
A tile you expected is not there
- Your role may not allow that page — an admin can change this on Team Roles.
- It may be an add-on that is not switched on for your account. Contact support to enable it.
- It may need a paid or Pro plan — those tiles show an orange dot and a crown, and clicking them explains the upgrade rather than opening the page.
Skipping Phone Registration
Buying a number is not enough to text US customers. Until Settings›Channels›Phone Registration is approved, carriers can block or filter your messages and you may never see a bounce.
Closing a pop-up without saving
Service areas, ad sources, teams, payment methods and price book items are all added through a pop-up. Clicking outside the pop-up discards the entry — press Save first.
Note: Renaming or deleting a service type, lead status or ad source affects every lead and every report that already uses it. Rename with care, and prefer deactivating over deleting when you are unsure.
More detail (1)
Every group, explained
Business — who you are
People — who can log in
Channels — how customers reach you
Pipeline — how work moves
Quotes & Docs — what customers sign
Connections & AI — outside tools
Business
- Company Settings (Settings → Business → Company Settings) — business name, contact details, address and business hours. Your logo lives here too, and it appears on estimates, invoices, emails and customer portals. Tagged Required. Read the guide.
- Service Areas (Settings → Business → Service Areas) — the places your team accepts work. Add one with Add Service Area. Read the guide.
- Custom Fields (Settings → Business → Custom Fields) — your own extra fields, split across a Clients tab and a Leads tab. They show up on the forms, and as columns, filters and report figures. Read the guide.
- Linked Companies (add-on) — create and switch to a second company that sits under the same subscription.
People
- Team Members (Settings → People → Team Members) — one list for everybody. Office agents always have a login; field workers can have one or not. Commission rate, skills and service areas for a field worker are edited from this page. Tagged Required. Read the guide.
- Team Roles (Settings → People → Team Roles) — what each person can see and do. Build one with Create Role, then attach it to people on Team Members. Read the guide.
- Office Agent Scheduling — shift templates and who is available when. Read the guide.
- Teams (Settings → People → Teams) — group people together for call routing and dispatch. Add one with Add Team. Read the guide.
- Time Tracking — clock entries, hourly rates and payroll figures. Read the guide.
Channels
- Phone Numbers — your numbers and who owns each one. Tagged Required; nothing else in Channels works without at least one. Read the guide.
- Phone Registration — the US carrier registration you must complete before business texts get delivered. Paid plans only. Read the guide.
- Call Groups — send incoming numbers to a team or a call flow, and choose how the phones ring. Read the guide.
- Visual Call Flows — drag-and-drop builder for "press 1 for sales", voicemail and after-hours handling. Read the guide.
- Dialer Configuration — which number shows as your caller ID on outgoing calls, plus dialling defaults. Read the guide.
- SMS Configuration — rules for which number sends the text, by service type. Read the guide.
- Email Accounts — your default sending address, your own mail server, Gmail and Microsoft accounts. Read the guide.
- Phone Masking — hide your team's and your customers' real numbers behind extensions. Read the guide.
- Extension Pool (add-on) — the stock of extensions available for masking. Read the guide.
- Blocked Numbers — your spam list for incoming calls and texts. Read the guide.
- Live Transcription — turn speech into text while a call is happening. Read the guide.
Pipeline
- Service Types (Settings → Pipeline → Service Types) — the kinds of work you sell. Add one with Add Service Type. Tagged Required. This page also has a Custom Fields tab for extra fields that belong to one service type only. Read the guide.
- Lead Statuses (Settings → Pipeline → Lead Statuses) — your stages from new to closed. Add one with New Status. Tagged Required. Read the guide.
- Ad Sources (Settings → Pipeline → Ad Sources) — where your leads come from, so reports can tell you what is working. Add one with Add Ad Source. Read the guide.
- Booking Form — the public appointment form customers fill in. Choose the fields, grab the code to embed it on your website, and decide what happens to the requests that come in. Read the guide.
- Communication Templates — reusable text-message and email wording, so nobody retypes the same reply. Read the guide.
- Automations — automatic follow-ups, reminders, routing and alerts. Opens the Automations page, where you build them on a canvas. Read the guide.
- External Lead Sources (add-on) — partner companies that send you work, and how their commission is calculated. Read the guide.
Quotes & Docs
- Estimate Settings (Settings → Quotes & Docs → Estimate Settings) — everything about the estimate your customer sees, across tabs: Branding, Pages & Terms, Portal Text, Defaults, Email, Reminders, SMS, Price Book and Statuses. Read the guide.
- Invoice Settings — the same page with the Invoices tab selected, so invoices can have their own terms, wording and defaults.
- Price Book (Settings → Estimate Settings → Price Book → Add item) — your reusable catalogue of services and products. Items here show up in the Add from Price Book picker when someone builds an estimate, an invoice, or the Items tab on a lead.
- Payment Methods — what customers are allowed to pay with, and who collects each one by default. Add one with Add Payment Method. Read the guide.
- Tap to Pay on iPhone (add-on) — set up contactless card payments taken on a phone in the field.
- Documents Hub (add-on) — build your own documents that fill in customer details automatically, and collect signatures from more than one signer. Read the guide.
- Service Plans (add-on) — recurring plans, memberships and subscription billing.
Connections & AI
- Joby AI Hub (Pro plan) — tabs for the SMS Agent, Email Agent, Voice and Intelligence. Newer accounts also get Knowledge and Activity. Read the guide.
- Integrations (Settings → Connections & AI → Integrations) — connections to the tools you already use, sorted into Accounting, Payments, Communication, Scheduling, Sales & marketing, Field operations, and Automation & data. Today that includes QuickBooks Online, FreshBooks, Wave, Xero, Square, Google Reviews, CompanyCam, Google Calendar, Calendly, Facebook Lead Ads, Thumbtack, HighLevel, Zapier, Google Sheets, Gmail and Microsoft Outlook. Read the guide.
- Help Center — opens these guides. It can be switched off for a role.
Admin
- Billing — your plan, what you have used, and your payment details. Read the guide.
- Activity Logs — a history of who changed what. Read the guide.
- Toast Notifications — which events pop a small alert in the corner of the screen while you work. Read the guide.
- Developer Reference — the list of placeholders (customer name, appointment time, and so on) you can drop into text messages and emails so they fill themselves in.
Not everyone sees the same tiles
A tile is hidden when your role cannot open the page behind it, when the add-on is not switched on for your account, or — for a second company sharing a parent's subscription — when billing is handled by the main company instead.