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.
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.
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.
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.
Everything your estimate needs
Capabilities
Break work into phases, rooms, services, or any structure that makes the scope easy to understand.
Present add-ons as optional choices so customers can build the package that fits them.
Customize descriptions, quantities, pricing, discounts, taxes, notes, and terms.
Give customers a branded place to review the scope, make selections, sign, and pay.
Legally binding electronic signatures with IP and timestamp logging.
Accept deposits or full payment directly from the estimate.
Know exactly when an estimate was sent, viewed, signed, and paid.
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
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