1:50Getting Started with Joby CRM: 10-Minute Setup
Company profile, job types, lead statuses, your first office agent and the settings that matter on day one.
Tutorials
Learn Joby in minutes.
Short walkthroughs of real work in Joby, grouped by what you are trying to do. Most are under two minutes.
- 36 videos
- 5 topics
- 78 minutes in total
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1:50Getting Started with Joby CRM: 10-Minute Setup
Company profile, job types, lead statuses, your first office agent and the settings that matter on day one.
Getting Started6 videos
Set up your account, team and integrations in an afternoon.
1:50
4:56Add Team Members & Set Roles and Permissions
Invite office agents and field workers, pick a role for each and control what they can see.
0:44Connect Your Email & Google Calendar
Link your mailbox and Google Calendar so emails and appointments sync both ways.
1:16Import Clients from a CSV File
Bring your existing customer list into Joby in one upload, with the columns mapped for you.
2:14Ad Sources & Call Groups: Track Where Leads Come From
Give every campaign its own number and group, so you know which ads actually ring.
1:16Change the App Theme
Switch between the Classic and Modern look, and light or dark mode, for your whole team or just you.
Leads & Clients10 videos
Capture every lead, keep client records clean and move jobs through the pipeline.
3:21Create a New Lead
Capture the caller, the job and the address in one form, and schedule it on the spot.
2:02Create a Lead from a Client Profile
Start a new job for a returning customer without retyping anything.
1:51Create a Lead from an Existing Client (Quick Guide)
The two-click version: find the client, add the job, done.
2:46Create a New Client
Add a customer with their contacts, addresses and notes before the first job.
4:35Managing Clients in Joby
The client record: history, documents, payments and every job in one place.
2:06Manage Your Lead Pipeline
Move leads from first call to done, and see what is stuck at a glance.
3:32Customize Lead Pipeline Statuses
Rename, reorder and color the statuses so the pipeline matches how your business works.
3:51Lead Management Workflow for Home Service Businesses
A full lead's journey through Joby, from the inbound call to the closed job.
1:55Online Booking Form: Let Customers Book 24/7
Put a booking form on your site: customers pick a service and a slot, Joby creates the lead.
1:18Client Portal: What Your Customers See
A personal link where customers see estimates, invoices, appointments and pay online.
Estimates, Invoices & Payments10 videos
Quote faster, collect signatures, bill the job and get paid online.
5:50Creating Leads & Estimates: From First Call to Quote
The complete flow: take the call, create the lead, build and send the estimate.
1:54Create & Send Estimates with E-Signature
Build an estimate from your price book, send it by email or text and get it signed online.
1:15AI Estimates: Describe the Job, Get a Quote
Type what the job is, and Joby drafts the line items and prices for you to review.
1:34Price Book: Build a Service Catalog & Quote Faster
Services, materials and bundles with prices and costs, ready to drop into any estimate.
5:12Create an Invoice
Turn a job or an estimate into an invoice, send it and track what is paid.
2:04Progressive Invoicing: Deposits & Scheduled Payments
Bill a big job in parts: a deposit now, the rest as the work moves or on a schedule.
1:33ACH Bank Payments for Invoices
Let customers pay invoices straight from their bank account, with lower fees than cards.
1:29Job Costing & Profit Tracking
Add costs and expenses to a job and see the real margin on every invoice.
1:46E-Signature Documents: Contracts Signed Online
Upload a PDF, place the signature fields once, and send contracts customers sign from their phone.
1:16Service Plans: Sell Maintenance Memberships
Create a membership with included visits and a discount, assign it to a client and bill it automatically.
Scheduling, Tasks & Team5 videos
Dispatch technicians, hand jobs to the field and keep the office in sync.
1:28Scheduling & Dispatch Calendar for Technicians
See every technician's day, drag jobs to reschedule and dispatch with one click.
1:41Work Orders: Send Jobs to Field Workers
Turn a signed estimate into a work order with its own pay and dates, and watch the crew tick it off.
1:25Create & Complete Tasks
Assign follow-ups to a teammate with a due date and close them when done.
1:46Create Recurring Tasks
Weekly, monthly or custom repeats for the work that never stops.
1:19Team Chat: Channels & Direct Messages
Keep office and field talking inside Joby, next to the jobs they are talking about.
Automations, Phone & Messaging5 videos
Reminders, follow-ups, call routing, templates and reviews on autopilot.
1:27Automations: Appointment Reminders & Follow-Up Texts
Reminders before the visit and follow-ups after the estimate, sent without anyone remembering.
1:32Phone System Setup: IVR Menu, Call Routing & Voicemail
Build the menu callers hear, route calls to the right team and catch voicemails as leads.
1:28Message Templates: SMS & Email with Variables
Write a message once, with the customer's name and appointment filled in automatically.
1:26Schedule Text Messages to Customers
Write the text now and let Joby send it at the right time.
1:21Get Google Reviews Automatically After Every Job
Ask for a review when the job is marked done, with your Google link already in the message.
Looking for something we have not filmed yet?
Every feature has a written guide in the help centre, and new videos land on the channel every week.