Guides
Setup Guides.
Step-by-step guides to help you configure every part of Joby for your business.
Getting started with Joby
Create your account, invite your team, and import your first leads.
Setting up call groups
Configure call groups, assign office agents, and set up call routing rules.
Configuring service areas
Draw geographic zones on the map and assign field workers to each area.
Building your first workflow
Use the visual workflow builder to automate lead assignment and follow-ups.
Setting up estimates
Configure estimate templates, payment settings, and e-signature collection.
Importing leads from CSV
Map columns, validate data, and import leads from any spreadsheet.
Configuring the IVR call flow
Design your incoming call routing with the visual call flow editor.
Managing office agent schedules
Set up weekly schedules, overrides, and PTO for your team.