Before You Start
Koda connects your phone system — Dialpad, Zoom Phone, or Quo (OpenPhone) — to Jobber, automatically turning calls into clients.
How Koda Works
Customer calls your business number
When someone calls and leaves a voicemail, or you miss a call, your phone system (Dialpad, Zoom Phone, or Quo) captures the audio and recording.
Koda's AI extracts the details
Our AI reads the transcript and pulls out the caller's name, phone number, address, and what service they need.
New client created in Jobber
A new client and work request are automatically created in your Jobber account. You get an SMS notification instantly.
What You'll Need
Jobber Account
Jobber is the CRM where your clients and work requests are stored. Koda will create new entries here automatically.
Works with all Jobber plans (Core, Connect, Grow)
Don't have Jobber yet?
Sign up for JobberA Phone System — choose one
This is the business phone that captures your calls, voicemails, and recordings for Koda to process. Click the one you'll use — we'll walk you through connecting it after sign-up.
Already have a business phone number?
You don't have to change it. With any provider you can either port your number over (5–10 business days — your customers keep calling the same number) or forward your existing line to your new number (instant). Either way, nothing changes for your callers.
Quick Checklist
Setup takes about 5 minutes
Common Questions
What if I don't have a phone system yet?
You'll need an account with one of our supported phone systems — Dialpad, Zoom Phone, or Quo (OpenPhone). All three offer free trials. Once you have a phone number set up (with call recording turned on for Zoom and Quo), you can connect it to Koda in a couple of minutes.
Can I keep my existing business phone number?
Yes! With any supported phone system you have two options:
- Port your number: Transfer your existing number to your new provider permanently (5-10 business days)
- Forward calls: Keep your current phone service and forward calls to your new number (instant setup)
Either way, your customers can keep calling the same number they always have.
What if I use a different phone system?
Koda currently works with Dialpad, Zoom Phone, and Quo (OpenPhone). We're adding more based on customer demand. Contact us to request a specific integration — or use call forwarding to send your existing line to one of the supported systems.
What Jobber plan do I need?
Koda works with all Jobber plans - Core, Connect, and Grow. You just need to be able to authorize third-party app connections.
Is my data secure?
Yes. We connect to Jobber and your phone system securely (OAuth where supported, or an API key you generate for Quo) — we never see your passwords. All data is encrypted in transit and at rest. You can disconnect at any time from your settings.
Can I try it before paying?
Yes! Paid plans include a 14-day free trial with full access to all features. A credit card is required to start a paid trial, but you won't be charged until day 15 and can cancel anytime before then. The Free plan needs no card.