A lead in Joby is the central record for every customer job. This walkthrough takes you end to end: from capturing contact info, assigning a tech, tracking time and GPS, logging costs and payments, all the way to closing the job and running commissions.
1. Click New Lead
You'll find New Lead in the top right of the Leads page. This is the starting point for every new job in Joby.
2. Enter the client's first name
Type the client's first name. If they already exist in Joby, suggestions appear so you can pick the existing record instead of creating a duplicate.
3. Enter the client's last name
Last name is required because Joby sorts and searches contacts by it.
4. Enter the phone number
Phone is required. Joby uses it to send SMS confirmations and to match the lead to incoming calls later.
5. Click Select service type
Service type tells Joby what kind of work this is. It drives reports, pricing, and routing.
6. Pick the service type
Pick the closest match. If nothing fits, you can add new service types in Settings → Job Types any time.
7. Select the lead source
Track where this lead came from: Google, Yelp, referral, repeat customer. This is how you measure which marketing channels actually pay off.
8. Enter the service address
Joby auto-completes addresses as you type. The address is used for routing, GPS verification, and service area matching.
9. Pick the matching address
Click the suggestion that matches. This snaps the address to a real geocoded location, which keeps your map and dispatch accurate.
10. Confirm the service area
Joby auto-selects the matching service area based on the address. If the wrong area was picked, click to override it.
11. Open the Assign Agent dropdown
The assigned agent owns this lead in the office. They'll be the one following up on calls and progressing the job.
12. Open Select subcontractor
If this job will be done by a subcontractor or 1099 technician, you assign them here.
13. Choose Subcontractor or Technician
Pick the right role: Subcontractor for outside contractors, Technician for your W2 staff.
14. Review the message preview
Joby builds an SMS with the job details and shows you a preview before sending. Make sure the address and timing look right.
15. Send to Assigned Subcontractor
One click sends the job by SMS and email. The sub can accept, ask questions, or view full job details from their phone.
16. Click edit lead
You can edit any field on the lead at any time. Changes are logged in the activity timeline so you have an audit trail.
17. Update lead information
You can change the status, add payment details, update appointment time, or modify any other field. Save your changes when done.
18. Open the Activity tab
The Activity tab shows every interaction with this lead: calls, SMS, emails, status changes, and notes. It's your full audit trail.
19. Open the Time tab
The Time tab is where you and your techs log work time against this specific job.
20. Start the job timer
Hit Start Job Timer to clock in. Joby records your GPS location at the start so you can prove you were on site.
21. End the job timer
When work is done, click End Job Timer. Joby logs total time and end location automatically.
22. Open the Details tab
The Details tab is where you record the financials: total billed, tech cost, parts, payment method, and any commission splits.
23. Enter the total amount
Type the total that was charged to the customer. This is the gross revenue from the job, before splitting cost and commission.
24. Enter the tech cost
Tech Cost is what you paid the technician or subcontractor for the job. Joby uses it to calculate profit per job.
25. Enter additional payment
Use this field to record tips, surcharges, or any extra payment outside the standard total.
26. Enter the company parts percentage
Company Parts is the percentage of the parts cost the company absorbs (versus the subcontractor). This drives the commission breakdown.
27. Pick the Cash payment method
Select how the customer actually paid. Cash, card, check, ACH, financing — each appears in your payment method list.
28. Confirm the payment method
Joby attaches a small star icon next to confirmed payment methods so you know the entry has been verified.
29. Review the Total Paid
Joby tallies up everything paid by the customer and shows the running total. Verify it matches what you actually collected.
30. Mark the lead as Sent
The Sent status means the customer has received the estimate or invoice. Status changes are logged in activity.
31. Mark the lead as Done
Done closes the job out and moves it off your active board. The job stays in reports for revenue and commission tracking.
32. Set the end time
Set when the job actually finished. This affects how the job appears in your schedule view and tech utilization reports.
33. Save changes
Click Save Changes to commit everything. Joby logs the edit and runs any automations tied to the new status.
34. Open Commission Reports
Commission Reports show every closed job, the revenue, costs, and the commission owed to each technician or subcontractor.
35. Review commission details
You can see commissions broken out by tech, by period, by service type. Use this to run payroll or settle subcontractor payouts.
36. Click a lead ID to drill in
Click any lead ID to see the full commission breakdown for that specific job.
37. Open the Payments tab
The Payments tab shows every payment received against this lead, the method used, and which dispatcher or technician collected it.
