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Joby CRM Review

Pricing, Phone System, and Mobile App

Joby CRM combines customer records, calls and texts, dispatch, estimates, and payments for home-service teams. This review checks its published plans, QuickBooks workflow, mobile and offline limits, legal terms, and data-exit evidence. Joby CRM LLC appears in the legal documents; the app stores name a different seller, whose relationship was not verified.

Joby CRM starts at $89/month. Review its phone system, dispatch, QuickBooks sync, mobile app, contract terms, security evidence, and data exit.

What this review covers

Joby CRM combines customer records, calls and texts, dispatch, estimates, and payments for home-service teams. This review checks its published plans, QuickBooks workflow, mobile and offline limits, legal terms, and data-exit evidence. Joby CRM LLC appears in the legal documents; the app stores name a different seller, whose relationship was not verified.

70/100Grade BHigh evidence confidence
Visit Joby CRM See how the score was built

Pricing

Pricing evidence

Starter $89/month, Pro $129, and Grow $250, each listing unlimited users. Calls, SMS, AI, extra numbers, and a $5/active-worker live-location add-on can raise the total. Enterprise API, SSO, and SLA terms require a quote.

Contract

Contract evidence

The live pricing page showed a 7-day, card-required trial on October 5, 2026. Plans renew monthly or annually. Monthly cancellation takes effect at period end without an unused-month refund; annual purchases and metered credits have separate refund rules.

Strongest fit

Likely fit to test

Home-service teams comparing a communications-led CRM with dispatch, estimating, invoicing, and field apps.

Main caution

Verify before buying

The buyer still needs to test call and accounting workflows, confirm the app-seller relationship, inspect current assurance material, and run a complete export.

Joby CRM company, app seller, and support routes

What stands out

Joby publishes monthly plan prices, detailed phone and QuickBooks documentation, a DPA, a subprocessor list, and retention terms.

Location
Los Angeles, California, United States (Joby CRM LLC mailing address); Google Play lists a Miami, Florida app-seller address
Legal entity
Joby CRM LLC in published legal documents; BH HOME SOLUTION GROUP, LLC is the app-store seller; their public relationship was not verified
History
No product or company founding date verified in reviewed public sources
Category
Home-service CRM, communications, dispatch, and operations
Phone
Public Facebook contact: +1 305-427-3288; Google Play app-support contact: +1 650-547-1295
Support
[email protected], public guides/FAQs, and included onboarding; standard coverage hours and response targets not verified

Public operating signals

Official Joby CRM Instagram identified the service-business product and showed an April–May 2026 daily-post run; official Facebook, which identifies Joby CRM as the responsible page, showed a September 2026 contractor/AI workflow post. The observed accounts show current product communication. Approximate public audience and visible reactions are not scored as product quality or support performance.

Source

Joby CRM plans, communications usage, and cancellation terms

Pricing
Starter $89/month, Pro $129, and Grow $250, each listing unlimited users. Calls, SMS, AI, extra numbers, and a $5/active-worker live-location add-on can raise the total. Enterprise API, SSO, and SLA terms require a quote.
Contract
The live pricing page showed a 7-day, card-required trial on October 5, 2026. Plans renew monthly or annually. Monthly cancellation takes effect at period end without an unused-month refund; annual purchases and metered credits have separate refund rules.

Joby CRM calls, dispatch, QuickBooks, mobile work, and data exit

Joby publishes monthly plan prices, detailed phone and QuickBooks documentation, a DPA, a subprocessor list, and retention terms.

Security
Joby's DPA and subprocessor register describe encryption, access controls, logging, backups, U.S.-primary processing, and named providers. Joby says it is not currently SOC 2 certified; no Joby CRM-specific public assurance artifact was located.
Data exit
Joby generally allows up to 30 days for post-termination export before active-system deletion, subject to retention and backup terms. CSV export is named, but the public file does not define a complete portable export or deletion proof.

Third-party assurance

Vendor security controls documented

Joby publishes a DPA, Privacy Policy, retention schedule, communications/AI/payment addenda, and a named subprocessor register. It describes TLS, provider-supported encryption at rest, role-based access, organization separation, logging, monitoring, restricted production access, backups, and an incident process. Joby’s own subprocessor page says it is not currently SOC 2 certified; no matching public CSA STAR, TrustPartners, SOC/ISO artifact, or trust-center record was located for the reviewed product/entity names.

Source

Documented capabilities

  • Leads, unified calls/SMS/email, browser and mobile softphone, call routing/recording/transcription, dispatch, scheduling, field-worker portal, estimates, e-signatures, invoices, payments, memberships, commissions, and reporting
  • Visual workflow automation, follow-up sequences, lead routing, response-aware messaging, status/task actions, and workflow analytics
  • Native iOS and Android applications for field/office workflow; documented offline use is limited to viewing job details, customer information, and notes

Documented integrations

  • Detailed QuickBooks Online connection with configurable directions for invoices, payments, customers, and optional estimates; customer matching, one-time import, status, retry, pause/resume, and reconnect guidance are public
  • Named Xero, FreshBooks, Wave, Stripe, Square, Twilio, Gmail/Google Workspace, Outlook/Microsoft 365, Google Calendar, Calendly, Thumbtack, HighLevel, CompanyCam, Google Maps, Zapier, Google Sheets, and CSV paths
  • Organization-enabled REST API plus a lead-event webhook registration endpoint; public scope, authentication, signing, retries/replay, delivery logs, limits, and pricing remain unverified

Looked for, not found in public sources

  • Named Joby CRM founder/executive, professional history, company/product founding date, or public explanation of the relation between Joby CRM LLC and app-store seller BH HOME SOLUTION GROUP, LLC
  • Standard-plan support hours, priority definitions, initial-response targets, telephone escalation, incident history, RTO/RPO, or public SLA/service-credit terms
  • Full offline creation/editing, photo/attachment/payment/call/message behavior, queued-sync design, conflict handling, or cross-platform field parity
  • API authentication/scopes/rate limits/full resource coverage and webhook event catalogue/signing/retry/replay/logging or access pricing
  • Joby CRM-specific public SOC 2/ISO artifact, auditor/report metadata, CSA STAR/TrustPartners listing, public trust center, fixed breach-notice timing, buyer-selected residency, or tenant-specific data-flow schedule
  • Complete data-export scope/formats/re-importability/assistance/fees and deletion or backup-rotation evidence

These are gaps in the public record. Ask the vendor directly; several may well exist without being publicly documented.

Where Joby CRM is documented well and where evidence stops

Documented strengths

  • Published Starter, Pro, and Grow prices with unlimited users on each listed plan
  • Calls, texts, dispatch, estimates, invoices, and payments linked to the customer workflow
  • Detailed QuickBooks guide and public legal, subprocessor, and retention documents

Buyer cautions

  • Communications and AI usage can raise the total cost beyond the monthly plan price
  • Documented offline access covers viewing selected records, not a full offline field workflow
  • No public Joby CRM SOC 2 certification or complete export manifest was located; the app-store seller differs from the legal entity
Operational fitField work, sales, estimating, and automation
20/22
Integration & data syncAccounting, ecosystem connections, and API evidence
11/14
Adoption & mobileField-team usability, onboarding, and offline evidence
10/14
Support & reliabilityReachability, published support, and operating evidence
7/14
Commercial clarityPublic pricing, billing model, trial, cancellation, and renewal terms
10/10
Security, privacy & exitThird-party assurance evidence, privacy governance, and practical data exit
8/18
Company transparencyNamed principals, sustained operating communication, and review context
4/8
Public-Evidence Fit & Exit Score
70/100

How each dimension is scored ↗

ServiceDax editorial walkthrough

How I would evaluate Joby CRM

Joby CRM brings calls, texts, customer records, dispatch, estimates, and payments into one home-service workflow. That makes it worth a look for a company losing work between the phone, office, and field crew. I would judge it by a real service day, not the length of its feature list.

The public file is unusually useful for a newer product: prices, legal terms, a QuickBooks guide, mobile listings, and a named subprocessor register are available. It still leaves questions about support commitments, full offline work, independent assurance, company identity, and a complete export.

Test a call through the finished job

Joby's phone system, inbox, dispatch board, field app, estimates, and invoices are meant to share the customer record. I would place a call, miss another, text the customer, assign a technician, change the appointment, send an estimate, and take a payment. The point is to see whether the next person has the right context without copying it between screens.

The company also offers recording, transcription, bulk messages, and AI-assisted calling. Its Communications Policy places consent, opt-out, registration, and lawful use on the customer. Before switching those tools on, I would decide who owns the scripts and audit trail in our business.

Price the phone usage, not only the subscription

The published monthly plans are Starter at $89, Pro at $129, and Grow at $250, each listing unlimited users. The live pricing page showed a 7-day trial requiring a card on October 5, 2026. Phone, SMS, AI usage, extra numbers, and the $5-per-active-worker live-location option can change the bill. I would model a busy month of minutes, messages, and AI time, then ask for the first-year and renewal total in writing.

Monthly cancellation takes effect at the period end without an unused-month refund. Annual purchases, metered credits, and billing errors have separate rules in Joby's Refund Policy. Those details belong in the purchase review, not in a surprise after the trial.

Make QuickBooks handle the exceptions

Joby's QuickBooks Online guide describes which customers, estimates, invoices, and payments can move in each direction, how matching works, and how to retry or pause a failed sync. It also names records that do not sync. That is more useful than an integration logo, but it is still documentation, not a reconciliation test.

I would have the bookkeeper run deposits, partial payments, tax, credits, refunds, voids, duplicates, and a broken connection through a test company. We should know which system owns each record before real customer balances depend on it. Named connections to Xero, Stripe, calendars, and other tools need their own plan and direction checks.

Check the mobile app on a bad connection

Joby has iPhone and Android listings. Its mobile page documents access to leads, jobs, calls, messages, schedules, photos, and notes. The offline wording is narrower: users can view job details, customer information, and notes. I would not assume offline edits, payment collection, or queued messages from that statement.

Put the exact phones the crew uses into airplane mode. Open a job, change it, add a photo, log time, try a call and payment, reconnect, and resolve a competing edit. The App Store screenshots show leads, an inbox, a keypad, and a promotional schedule example, but cannot answer that test.

Resolve the company and support handoff

Joby's legal documents identify Joby CRM LLC in Los Angeles; both app stores identify BH HOME SOLUTION GROUP, LLC as seller. The reviewed public record does not explain the relationship. I would ask which entity signs the contract, holds the data, owns the apps, provides support, and handles an escalation.

G2 displayed 5.0 from 30 Joby CRM reviews, and Apple's U.S. listing showed 5.0 from six ratings at the source pass. They are separate, still-small samples. Public support material names email, guides, and onboarding, but I did not find standard staffed hours or response targets. A reference customer and a written support schedule would be more useful than treating a rating as an SLA.

Ask for assurance evidence and run an export

The DPA and subprocessor register describe access controls, encryption, backups, processing roles, and named providers. Joby says it is not currently SOC 2 certified. That is not a finding that the product is unsafe; it means I would request the current readiness or independent-testing material and confirm which controls apply to our plan and data.

The retention policy generally allows up to 30 days to export after termination, but the public record does not define a complete portable package. Before buying, I would export contacts, jobs, invoices, messages, recordings, files, photos, time records, and history into files another system can open. I would also ask about assistance, fees, deletion evidence, and backup rotation.

My shortlist decision

Joby belongs on a shortlist if missed calls and scattered conversations are the central operational problem. A working call-to-payment test, clean accounting recovery, mobile use in weak signal, written support and entity answers, and a usable export would tell me whether it fits. Its 70/100 Public-Evidence Fit & Exit Score measures the file we could verify, not whether the software will work for every contractor.

Public visual evidence

What Joby CRM's iPhone screenshots show

Joby's App Store gallery shows a leads list, conversation inbox, phone keypad, and a promoted schedule view. The direct screens use large type and familiar navigation. The schedule image adds marketing overlays, so it is useful for identifying a workflow to test, not proof of a current dispatch experience.

Professionalism

Clear mobile record layouts

The leads and inbox screens use readable names, statuses, and dates. The promotional schedule image is more polished but obscures part of the underlying calendar.

Simplicity

Primary tasks are visible

The leads list exposes status and service type; the inbox gives search and unread controls; the phone screen has an obvious keypad. The sample does not show the taps needed to finish a job.

Distinctiveness

Communications are central

Inbox and phone have prominent positions in the app navigation. That supports Joby's communications-first positioning, but the images cannot prove call routing or AI follow-up performance.

Consistency

Shared navigation, mixed presentation

The direct screens share a bottom navigation and orange actions. The schedule example uses a different promotional treatment with floating notices; I would compare it with the live app.

Likely field usability

Readable sample; field conditions untested

The lists and keypad appear large enough to scan on a phone. Screenshots cannot establish outdoor readability, offline edits, sync recovery, calling reliability, or accessibility.

Screen 1 of 4

Leads list

What is visible: The Leads view shows five example records, tabs for assignment and progress, service types, status pills, locations, and a create action. The examples are dated February 2026.

My design read: The status and service type can be scanned without opening a lead. I would test filtering, duplicate handling, and whether long names or crowded routes remain legible.

View the source media ↗

Screen 2 of 4

Conversations inbox

What is visible: The screen shows a search field, All and Unread filters, a Subcontractors filter, contact previews, timestamps, and a new-conversation action.

My design read: The inbox puts the newest customer context close to the top. A static image cannot show whether calls, texts, and email truly stay linked to the same customer record.

View the source media ↗

Screen 3 of 4

Mobile phone keypad

What is visible: The phone screen shows a selected number, keypad, dial action, and tabs for Recent, Queue, and Missed calls.

My design read: The calling task is obvious. I would still test number switching, missed-call follow-up, permissions, weak signal, and recording consent in a real account.

View the source media ↗

Screen 4 of 4

Promotional schedule example

What is visible: The image shows a day calendar, named assignments, and floating appointment and payment notices. The notices are promotional overlays, not confirmed live interface elements.

My design read: A dispatcher can identify the intended schedule workflow, but the composite hides part of the calendar. I would request an unedited current schedule screen and test reassignment on both mobile platforms.

View the source media ↗

Joby CRM reviews on G2 and the App Store

G2 showed 5.0/5 from 30 Joby CRM reviews, including visible verified/organic context, and Apple showed 5.0/5 from six ratings. This is a positive but still early independent-review record. Google Play showed 100+ downloads but no numeric rating/count in the reviewed public extraction; no attributable Capterra, Software Advice, GetApp, or Trustpilot profile was located. Facebook’s 100% recommendation display is kept as social context rather than a five-star product score.

Ratings belong to the platforms shown and were read on 2026-10-05. We do not host reviews, and we never convert review sentiment into a security or exit-readiness claim.

What to test before choosing Joby CRM

  • Ask Joby to identify the exact contracting/data-controller/support entity, its relationship to the app-store seller, its operating history, and the accountable executive escalation path.
  • Run a QuickBooks exercise using the actual chart of accounts, taxes, customers, estimates, invoices, deposits, partial payments, credits, refunds, voids, duplicates, rejected records, and a failed-sync recovery; write down the system of record for each object.
  • Use the team’s exact iPhone and Android devices in airplane mode. Test work creation/changes, photos, time/GPS, payments, calls/texts, reconnection, and a deliberately competing edit; treat view-only offline access as the documented baseline unless Joby demonstrates more.
  • Request standard support/SLA and outage details, current assurance/readiness or independent-testing evidence, a customer-plan security schedule, subprocessor/data-flow details, and incident-notification commitments in writing.
  • Perform and inspect an administrator-run export before purchase. Confirm coverage, formats, files/media/history, migration assistance, cost, deadline, downstream-provider records, deletion evidence, and backup expiry for the company record.

Joby CRM alternatives for home-service teams

These are research comparisons, not automatic substitutes. The right option depends on the workflow, contract, and data controls your business needs.

Browse every field service software comparison ↗

Sources used for this Joby CRM review

Class A: legal, regulatory, product, or registry material. Class B: vendor-published support or product material. Class C: independent review platform or community source.

Something here out of date or wrong?Request a correction ↗

This file records what was documented in reviewed public sources on 2026-10-05. It is not a security certification, a legal opinion, or a recommendation. Where something is marked not verified, it means we looked and did not find it publicly. It does not mean the item is absent or deficient.