Welcome to Joby — the all-in-one CRM built for service businesses. Joby brings your leads, customers, calls, texts, scheduling, estimates, invoices, and payments together in one place, so your whole team can run the day from a single screen.
This guide is a quick tour of what Joby does, who it's for, and how to get started.
What is Joby?
Joby replaces the patchwork of tools most service teams juggle — a separate CRM, phone system, texting app, scheduler, and invoicing software. In Joby it all lives together and stays connected: a missed call can become a lead, a lead becomes an estimate, the estimate becomes a scheduled job, and the job becomes a paid invoice — without ever leaving the app.
Who Joby is for
Owners & admins — set up the business, manage the team, and see the full picture in reports.
Office & sales — capture leads, send estimates, and keep customers moving forward.
Dispatchers — schedule appointments, assign work, and track the team in real time.
Field technicians — see their jobs, clock in, and update work right from the mobile app.
How work flows in Joby
Most work follows one simple path: Lead → Estimate → Job → Invoice → Paid.
Lead — a new opportunity comes in by call, text, web, or added by hand.
Estimate — price the work from your Price Book and send it to the customer.
Job & schedule — book the appointment, assign a tech, and track time and location on site.
Invoice — turn completed work into an invoice in a click.
Get paid — collect payment with Joby Pay.
What you can do in Joby
A quick map of the main areas:
Communication — a built-in phone system, one-to-one and bulk SMS, email, and a shared Conversations inbox.
Leads & clients — manage every lead and customer with full history, notes, tasks, and follow-ups.
Estimates, invoices & payments — build estimates from your Price Book, send invoices, and get paid with Joby Pay.
Scheduling & field operations — a team calendar, appointments, time tracking, live location tracking, and dispatch.
Automation & AI — visual call flows, automated workflows, and Joby AI to help handle routine work.
Reports — see revenue, calls, lead conversion, and team performance at a glance.
Mobile app — your team can do all of this from their phone in the field.
Get started in 5 steps
Set up your company profile — add your business details so they appear on estimates and invoices.
Invite your team — add your agents and set their roles and permissions.
Add your first lead — start tracking work in the CRM.
Create your first estimate — price a job and send it to a customer.
Complete your setup checklist — finish the remaining items to unlock calls, SMS, and more.
You'll find a step-by-step guide for each of these in the Getting Started collection.
Tip: You can sign in to Joby with your email, or with your Google or Apple account — on both the web and the mobile app.
Need help?
Search this Help Center anytime, or reach our team right from the messenger in the bottom-right corner of your screen. We're glad you're here — let's get you up and running.