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KodaAI for Jobber
Field Service CRMAI-powered call processing that automatically creates clients and work requests in Jobber from your phone calls.
- Voicemail transcription
- Auto-create clients
- SMS notifications
More Coming Soon
Additional integrations are on the way
Account Overview
Business Name
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Subscription Status
-Plan
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Account Settings
Login Email
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VerifiedPassword
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Activity Report
See everything KodaAI has done for your business
Automated Actions
Time Savings Breakdown
Recent Activity
Usage This Month
Subscription & Plan
Manage your subscription and billing
Current Plan
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Status
ActiveAvailable Plans
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Team
Manage who can access this account
Only the owner can manage the team.
Members
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Pending Invites
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Integrations
Jobber
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Phone Provider
Choose your phone system
Connect Quo (OpenPhone)
Complete each step inside Quo, then check it off. The last step is pasting your API key.
Connection requirements
Connected Phone Numbers
Calls to these numbers will be processed by Koda
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Toggle numbers on/off to control which lines are processed. Use "Add Number" for Zoom Phone or manually entered numbers. Use "Sync" to refresh from connected providers.
SMS Notifications
Get text alerts when calls come in
Notification Settings
SMS Notifications i
Enable or disable all SMS notifications
Voicemail Notifications i
Send SMS when voicemails are received
Outside Business Hours i
Send SMS for calls outside 8am-6pm
Weekend Notifications i
Send SMS for calls on weekends
Return Call Button
Choose how the "Return Call" button works on SMS detail pages
Recipients i
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Booking Links
Automatically send scheduling links to customers when your team offers one on a call
Enable Booking Links i
AI detects when your team offers to send a scheduling link and triggers the approval flow
Automatic Follow-Up Reminders i
When a customer doesn't pick a time, automatically resend the booking link with a friendly reminder
Assessment Users i
Team members who can perform assessments. The AI listens for these names in calls. Mark one as default for when nobody is named explicitly.
Phone Line Settings
Each phone line has its own approver, time windows, and duration settings. Select a line below to configure it.
Missed Call
Automatic actions when a call is missed and no voicemail is left
Missed Call Task
Create Task for Missed Calls i
Automatically create a Jobber task when a call is missed
Create Task for Voicemails i
Automatically create a Jobber task when a voicemail is received
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Repeat Caller Alerts
Alert when the same number calls multiple times without getting through
Voicemail Auto-Booking
Enable Auto-Booking i
When a voicemail is received, KodaAI texts the customer to collect any missing info and offers available assessment times
How long to wait after a voicemail before texting the customer (default: 2 minutes)
Agent Personality
The name KodaAI uses when texting customers
Service Knowledge
The bot uses this to determine if your business offers the requested service
Phone Lines
Choose which phone lines trigger the chatbot on missed calls
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Business Hours
Business Hours Mode i
Restrict chatbot to specific hours. When off, chatbot runs 24/7.
Escalation & Limits
Reminders before escalating (0-2)
Inactivity before timeout (5-1440)
Days from today for follow-up task
Rate limit per conversation (1-100)
Voicemail Booking Simulator
Simulate a voicemail arriving and test how the AI agent collects missing info via text
Generates a random voicemail and starts the booking flow
Extracted Data
Test Codes
Generate codes to test the chatbot via SMS on a real phone
Text START <code> to to begin a test conversation.
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Usage This Period
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Started
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Completed
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Escalated
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Conversion
Inbound SMS
Configure how customer text messages and photos are handled
MMS Photo Capture
When enabled, photos texted to your SMS number are stored and attached to client notes
SMS Conversations
Track SMS conversations with customers. Creates conversation threads with notes and tasks in Jobber
Jobber Integration
Control how calls are processed in Jobber
Client Creation i
Choose which call types should create a new client record in Jobber (notes are automatically added when clients are created)
Processing Delay i
Wait before processing calls, giving staff time to enter client info in Jobber first
Work Request Creation
When a new client is created from a call i
Choose how work requests and assessments are handled
Note Creation for Existing Clients i
When a call involves an existing client, choose which call types should add a note to their record
Note Content
Include Recording Link in Notes i
Add a link to the call recording (if available) to the note
Late Payment Follow-Up
Create Task for Late Payments i
Automatically create a Jobber task when an invoice is past due
AI Custom Instructions i
Add specific instructions for how the AI processes your calls (e.g., "We don't do driveways", "Always ask about pool size")
Lead Source Mappings i
Map spoken lead sources to a Jobber field. If no field is selected, the feature is off (the raw spoken source still appears in the call note).
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Danger Zone
Disconnecting integrations will stop Koda from processing your calls. This action cannot be undone.
Need help? Contact support@koda-solutions.com