Jobs

How To Set Up a Price Book

Welcome to the JobyDesk guide on setting up your Price Book. Your Price Book is the engine that drives your estimates and invoices. It acts as your master catalog for all your services, parts, and labor rates. Taking the time to properly configure your Price Book ensures your team charges consistent prices and saves your […]

How to Create Job Types

Welcome to the JobyDesk guide on setting up Job Types. Job Types act as your customizable service templates. Instead of manually adding the same line items, descriptions, and checklists every time a customer calls for a common service, you can create a Job Type to automatically pre-load everything your technician needs. This ensures your pricing […]

How to Create a New Job

Welcome to the JobyDesk guide on job creation. Getting a new job into your system is quick, flexible, and designed to fit naturally into your daily workflow. To make things as easy as possible, JobyDesk allows you to initiate a new job from several different areas in your workspace, including: For this walkthrough, we will […]