A job is the central record in Joby — everything attaches to it: calls, messages, estimates, invoices, time tracking, photos, and notes. This walkthrough takes you from a brand new job to assigning it to a technician.
1. Click New Job
You'll find the New Job button in the top right of the Jobs page.
2. Enter the client's first name
If the client already exists in Joby, you'll see suggestions as you type. Pick the existing client instead of creating a duplicate.
3. Enter the client's phone number
Phone is required because Joby uses it to send SMS confirmations and to match the job to incoming calls.
4. Open the service type dropdown
Service types are the categories of work you do. They drive your reports, pricing, and routing rules.
5. Select the service type
Pick the closest match. If nothing fits, you can add a new service type in Settings → Job Types.
6. Open the Ad Source dropdown
In the app this field is labeled Ad Source. It captures how the customer found you: Google, Yelp, referral, repeat customer, etc. Tracking this lets you measure which marketing channels actually pay off.
7. Choose the ad source
If you don't see the right option, add new sources in Settings → Ad Sources so your team can track them going forward.
8. Add a job description
Write what the customer actually needs in their own words. This is what your technician will read when they arrive on site.
9. Enter the customer's address
Joby auto-completes addresses as you type. The address is used for routing, time tracking GPS verification, and service area matching.
10. Open the subcontractor field
If your business uses subcontractors or 1099 technicians, this is where you assign the job to one.
11. Select the subcontractor
The selected sub will receive the job details by SMS and email and can update job status from their phone.
12. Click Send to notify the technician
The button label is Send Job. Clicking it notifies the assigned technician instantly. They can accept, reschedule, or view the job in the mobile app.
