Inbound calls, voicemails, and outbound calls — Koda listens, extracts customer details, and creates clients, notes, and requests in Jobber automatically.
Connects to your phone system & CRM
Cloud business phone system. Voicemails, answered & missed calls.
Enterprise phone by Zoom. Recordings & voicemails with transcripts.
Field service CRM. Clients, work requests & notes created automatically.
Every call — inbound, voicemail, or outbound — becomes a client in Jobber without lifting a finger.
Koda processes every call on your Dialpad or Zoom Phone line — inbound calls, voicemails, and outbound calls. Answered or missed, it doesn't matter.
Koda's AI analyzes the transcript and pulls out every detail it can find — name, phone, address, email, and service type.
Koda creates up to four things from every call — each one happens automatically, no manual entry required.
Name, phone, email, address — tagged "KodaAI" as lead source
AI summary, call participants, duration, and clickable recording link
Service details and job description ready for dispatching
Your team gets a text with caller info so they can follow up fast
When your team offers to schedule an on-site assessment during a call, Koda detects it. You get an SMS to approve sending a booking link — the customer picks a time, and the assessment appears in Jobber.
AI detects scheduling offer in the call
Approver reviews details and sends booking link via SMS
Customer picks a time from smart-optimized slots
Assessment created in Jobber — ready to dispatch
Approve & Send
Customer Books
Smart Scheduling
Koda doesn't just offer random time slots. It looks at your existing Jobber calendar, calculates real drive times between job sites, and prioritizes times that keep your techs in the same area — so they spend more time working and less time driving.
Koda geocodes the customer's address and calculates actual driving time to each existing appointment. No guessing — real routes, real minutes.
Already have a 10 AM in Greenville? Koda ranks nearby time slots highest so the next assessment lands on the same route. Less windshield time, more billable hours.
Koda pulls 14 days of your Jobber schedule before generating any slots. Conflict-free times only — with built-in drive time buffers between jobs.
Set assessment duration, max drive time, working hours, and a designated approver for each phone line — all from the settings page.
How Koda ranks time slots
Wed, Feb 19 — 11:00 AM
12 min drive from 9:30 AM assessment in Greenville
Wed, Feb 19 — 2:00 PM
22 min drive from 12:30 PM job in Simpsonville
Thu, Feb 20 — 9:00 AM
No nearby assessments — open morning slot
Fri, Feb 21 — 3:00 PM
48 min drive from only job in Spartanburg
Slots with the highest proximity scores are shown first to the customer.
All the features, by plan. Every plan includes a 14-day free trial.
| Feature | Free $0/mo |
Starter $99/mo |
Professional $199/mo |
Enterprise $399/mo |
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| Limits | ||||
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Calls per month
The number of calls Koda processes each month. Every inbound, outbound, or missed call counts as one. No per-call fees — just pick the plan that matches your volume and stop worrying about lost leads. |
25 | 150 | 375 | 1,000 |
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Phone numbers
Track multiple business lines under one account. Route calls from different numbers — service areas, departments, or brands — to the same Jobber account. Perfect for growing businesses with more than one line. |
1 | 2 | 5 | 10 |
| AI Extraction | ||||
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Customer name extraction
AI listens to voicemails and call recordings to pull the caller’s name automatically. No more sticky notes or asking “who called?” — the name goes straight into Jobber. |
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Phone number capture
Caller ID and any phone numbers spoken during the call are captured and attached to the Jobber client record. Your team can call back instantly without hunting for the number. |
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Address extraction
When a caller mentions their address, Koda pulls it out and adds it to the Jobber client. Your dispatcher can route the right tech to the right location without a follow-up call. |
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Email extraction
If a caller says or spells their email, Koda captures it and adds it to their Jobber profile. Send quotes and invoices right away without asking for the email again. |
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Service type detection
Koda identifies what the customer needs — AC repair, plumbing leak, electrical issue — and includes it in the work request. Your team knows the job before they arrive, so they bring the right tools and parts. |
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Urgency detection
Koda flags emergency calls — burst pipes, no heat, electrical hazards — so your dispatcher can prioritize urgent jobs. Faster response to emergencies means happier customers and fewer escalations. |
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| Jobber Integration | ||||
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Auto-create new clients
New callers become Jobber clients automatically — no manual data entry. Koda creates the client with name, phone, address, and email from the call. A 5-minute office task done in zero seconds. |
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Auto-create requests
A work request is created in Jobber with the service details from the call. Your team sees the job in their queue without anyone typing it in — dispatch happens faster, and nothing gets forgotten. |
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AI call summary notes
Every call gets an AI-written summary attached as a note to the Jobber client. Your team sees what was discussed without listening to the full recording — saving 5–10 minutes per call. |
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Recording link in notes
A clickable link to the voicemail or call recording is embedded right in the Jobber note. Listen to the original call from the client’s profile — no switching apps or digging through your phone system. |
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Existing client detection
Koda searches Jobber by phone number before creating a new client. Returning customers get a note added to their existing profile instead of a duplicate — keeping your client list clean and your history intact. |
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Assessment booking flow
When a customer needs an on-site quote, Koda creates an assessment in Jobber instead of a work request. Your team can schedule the visit, do the walkthrough, and convert it to a job — all within Jobber’s workflow. Professional and Enterprise plans support per-phone-line booking settings with different approvers for each number. |
1 number | 5 numbers | 10 numbers | |
| Notifications | ||||
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SMS notifications
Get a text message the moment Koda processes a call. See the customer name, service needed, and phone number on your phone — even when you’re on a ladder or under a house. |
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Multiple SMS recipients
Send call alerts to your whole team at once. Dispatchers, owners, and techs can all receive the same SMS notification simultaneously — so the right person can act on it immediately. |
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Recording link in SMS
The voicemail recording link is included right in your text notification. Tap to listen on your phone without logging into your phone system — hear exactly what the customer said in seconds. |
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| Call Processing | ||||
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Inbound voicemails
Voicemails left by customers are transcribed and processed automatically. Koda extracts the details and creates the Jobber client while you’re still on another call — no voicemail backlog at the end of the day. |
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Answered calls
Calls your team picks up are also processed. Koda summarizes the conversation and adds the client to Jobber — capturing details your tech might forget to log when they’re busy on the next job. |
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Outbound calls
When your team calls a customer, Koda processes that too. Outbound call summaries and client details are logged in Jobber automatically — so follow-up conversations are always documented. |
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Missed call tracking
Missed calls still get captured. Koda logs the caller’s information so your team can follow up — no lead falls through the cracks, even when every line is busy. |
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| Support | ||||
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Email support
Get help via email from the Koda team. We respond within one business day to troubleshoot issues, answer questions, or help configure your settings. |
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Priority support
Jump to the front of the queue with faster response times and direct access to the engineering team for complex issues. Your business doesn’t stop — and neither does your support. |
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14-day free trial on every plan. No credit card required.
For small businesses
For growing businesses
For large operations
Start your 14-day free trial today. No credit card required.