G2

Erich B.

Tech Writer

Computer Software

Small-Business (50 or fewer emp.)

9/13/2026

"Joby CRM Keeps Work Orders and Project Documentation Perfectly Organized"

5/5

What do you like best about Joby CRM?

What I like best about Joby CRM is how well it organizes the entire work order process in one place. The interface makes it easy to track project status, scope of work, materials, schedules, assigned technicians, photos, documents, and inspection records without jumping between different systems. I especially like the Photos & Documents section because it keeps site plans, before-and-after photos, test results, labeling details, and inspection sign-offs together, making project documentation much easier to review and manage. Overall, the clean UI, organized workflow, and centralized project information make Joby CRM practical for keeping field work and office operations aligned. Review collected by and hosted on G2.com.

What do you dislike about Joby CRM?

One area that could be improved is the level of customization available across some parts of the workflow. While the interface is clean and well organized, larger projects with many work orders, documents, photos, and technicians can sometimes require extra navigation to find specific information. I would also like to see more advanced reporting and customization options so teams can tailor dashboards and reports to their specific processes. These are relatively minor issues, but improving them would make Joby CRM even more efficient for larger, more complex operations. Review collected by and hosted on G2.com.

What problems is Joby CRM solving and how is that benefiting you?

Joby CRM helps solve the challenge of keeping project information, field activities, and documentation organized in one central system. Instead of managing work orders, schedules, materials, technician assignments, photos, documents, and inspection records separately, everything can be connected to the same project. This makes it easier to monitor progress, quickly find important information, and keep the field and office teams on the same page. The result is better organization, less time spent searching for documents, smoother project coordination, and more consistent project documentation. Review collected by and hosted on G2.com.