Mobile app

Create and manage leads on your phone

Everything you can do with a lead on desktop, you can do in the field — take the call, create the lead, assign a tech, schedule it, and build the estimate before you leave the driveway.

What you can do

On the lead	What it does
Create	Full new-lead form — client details, service type, location, schedule, field worker.
Assign	Pick one or more field workers, including subcontractors.
Schedule	Set start and end date + time right on the form.
Update status	Move it through your pipeline from the lead card.
Tag	Add tags for filtering and reporting.
Estimate	Add line items, pull from the Price Book, take a deposit, send it.

Part 1 — Open Leads

1. Tap Leads in the bottom bar

The Leads tab lives in the bottom navigation, next to Home, Chat, Phone, and Settings.

2. Find your way around the list

The list view gives you the same tools as desktop:

List / Calendar / Pipeline — three ways to view the same leads
Filter tabs — All, Unassigned, Created, Sent, and the rest of your statuses
Search — by name, phone, or email
Call and message buttons on every card — one tap to reach the customer

Tap + New (top right) to create a lead.

Part 2 — Fill in the lead

3. Enter the client details

Start with who the customer is — first name, last name, phone, email.

Two links save you time here:

+ Company — add a business name if this is a commercial client
+ 2nd phone — a mobile plus an office line, or a tenant plus a property manager

Existing customer?

Use Link to client at the top instead of retyping. Their details fill in automatically and the lead attaches to their existing record, so the full history stays in one place.

4. Set the Customer Type

Pick whether this is an individual or a business. For a business, the company name becomes the primary identifier across the app.

5. Choose the Service Type

Service Type is required. It drives your reporting, your Price Book defaults, and which techs are a fit for the job.

6. Pick from your service list

Your own service types appear here — the ones you set up in Settings.

7. Add the lead description

Type what the customer actually said. This is what the tech reads before they knock on the door, so specifics matter — "outlet in garage sparking, breaker keeps tripping" beats "electrical issue."

Above this you'll also find Ad Source (where the lead came from) and Call Group.

8. Enter the service location

Type the address and pick it from the suggestions — that fills in city, state, ZIP, and country in one tap, and gets the pin right for routing.

9. Set the schedule and assign a field worker

Set Starts and Ends, then tap Select field workers. You can assign more than one, and subcontractors show up in the same list.

Service Area auto-fills from the address — useful for routing.

10. Pick your techs

Tap each person you want on the job.

11. Confirm the assignment

The field shows how many are assigned — "1 field worker assigned".

12. Tap Create Lead

The lead saves and opens. Assigned techs get notified right away.

Part 3 — Manage the lead

13. Work the lead from its detail view

Everything you need is on one screen:

Status pill — tap it to move the lead through your pipeline
+ Add tag — tag it for filtering and reports
On my way — one tap texts the customer that you're heading over
Comment and Tasks — internal notes and follow-ups
Visits / Items / Payments tabs — the job's history, line items, and money

Part 4 — Build the estimate

14. Open Line Items

From the lead, go to Items to start pricing the job.

15. Add from Price Book

Type an item name manually, or tap Add from Price Book to pull in a saved service with its price already set. Faster and keeps your pricing consistent across techs.

16. Finish and send

The rest of the estimate lives in collapsible sections:

Section	What it's for
Customer Display	Control what the customer actually sees on the estimate.
Photos	Attach job photos straight from your camera roll.
Totals	Discounts and tax, per line or on the whole estimate.
Deposit & Payment	Require a deposit before work starts.
Notes	Terms, scope caveats, anything the customer should read.

Then pick how to finish: Preview to see it as the customer will, Save Draft to keep working, or Save & Send to deliver it. Save as Template stores the whole thing for jobs you quote often.

Tip — quote before you leave

Build and send the estimate on-site while the customer is standing there. Preview it, walk them through it, and send. Estimates sent on-site close at a far higher rate than ones emailed that evening.

Things to know

Situation	What happens
You create a lead on mobile	It syncs to desktop instantly — the office sees it the moment you tap Create.
The client already exists	Use Link to client. Joby also matches on phone and email to avoid duplicates.
You assign a field worker	They get a notification and the lead appears in their own app.
You skip the Service Type	You can't save — it's required, because reporting and Price Book defaults depend on it.
You lose signal mid-form	Finish the form and save once you're back on data. Don't close the app first.

Create and Manage Jobs in Joby — the desktop version of this flow

Build your price book — set up the items you pull into estimates

Tap to Pay on iPhone — collect payment on-site once the job is done

Need help?

Email [email protected] or message us from the in-app chat if a field worker isn't showing in the picker or a lead isn't syncing to desktop.

Create and manage leads on the mobile app