Joby

    Estimates

    Send professional estimates and get paid faster.

    Create estimates that match how you sell. Organize work into sections, offer optional upgrades, customize every detail, then let customers review, sign, and pay in one polished portal.

    Custom sections and optionsBuilt-in e-signaturesDeposits and payments

    See the full workflow

    From first draft to customer approval

    Build the scope your way, then give customers a clear, professional experience on any device. Explore both sides of the Joby estimate workflow below.

    01Build and customize

    Shape every estimate around the job

    Start simple or build a detailed scope. Joby gives you the flexibility to organize services, present choices, and control exactly what the customer sees.

    Create sections for phases, rooms, services, or project milestones
    Add optional items and upgrades customers can choose
    Customize descriptions, quantities, pricing, terms, and branding
    Joby estimate builder
    02Customer view

    Make the decision easy for your customer

    Customers receive a clean, mobile-friendly estimate where they can understand the scope, select options, approve the work, and move forward without a back-and-forth email chain.

    Review every section, price, and optional selection
    Approve and sign from a phone, tablet, or computer
    Pay a deposit or the full balance from the same portal
    Customer estimate portal

    Everything your estimate needs

    Organize estimates into clear, custom sections
    Offer optional services and upgrades
    Customize line items, pricing, terms, and branding
    Send estimates via SMS link or email to customers
    Customer portal for reviewing, signing, and paying
    E-signature collection with legal timestamp
    Stripe payment integration for deposits and full payments
    Track estimate status: sent, viewed, signed, paid

    Capabilities

    Flexible Sections

    Break work into phases, rooms, services, or any structure that makes the scope easy to understand.

    Options and Upgrades

    Present add-ons as optional choices so customers can build the package that fits them.

    Estimate Builder

    Customize descriptions, quantities, pricing, discounts, taxes, notes, and terms.

    Customer Portal

    Give customers a branded place to review the scope, make selections, sign, and pay.

    E-Signatures

    Legally binding electronic signatures with IP and timestamp logging.

    Stripe Payments

    Accept deposits or full payment directly from the estimate.

    Status Tracking

    Know exactly when an estimate was sent, viewed, signed, and paid.

    AI-Assisted Drafts

    Turn call context and job notes into a faster first draft, then review it before sending.

    How teams use it

    Owner

    Track estimate-to-close ratios and revenue pipeline. See which office agents close the most estimates.

    Office Agent

    Build and send estimates on-site or from the office. Get notified when customers sign or pay.

    Customer

    Review the estimate, ask questions, sign electronically, and pay — all from a mobile-friendly portal.

    Frequently asked questions

    Ready to get started?

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