Turn Every Call Into a Customer

Inbound calls, voicemails, and outbound calls — Koda listens, extracts customer details, and creates clients, notes, and requests in Jobber automatically.

Service professional using tablet on the job

Connects to your phone system & CRM

Dialpad

Cloud business phone system. Voicemails, answered & missed calls.

Zoom Phone

Enterprise phone by Zoom. Recordings & voicemails with transcripts.

Jobber

Field service CRM. Clients, work requests & notes created automatically.

How Koda Works

Every call — inbound, voicemail, or outbound — becomes a client in Jobber without lifting a finger.

KodaAI flow diagram: Inbound calls, voicemails, and outbound calls flow through KodaAI to create clients in Jobber, add notes, send SMS notifications, and schedule assessments near existing jobs
Person making a phone call
1

A Call Happens

Koda processes every call on your Dialpad or Zoom Phone line — inbound calls, voicemails, and outbound calls. Answered or missed, it doesn't matter.

Inbound Call
Voicemail Left
Outbound Call
2

AI Extracts Details

Koda's AI analyzes the transcript and pulls out every detail it can find — name, phone, address, email, and service type.

Name Robert Thompson
Address 456 Oak Street, Greenville, SC
Service Leaky Faucet Repair
Email robert.thompson@email.com
KodaAI note in Jobber with AI call summary and recording link
New client created in Jobber by KodaAI with properties, request, and notes
3

Jobber Updated Automatically

Koda creates up to four things from every call — each one happens automatically, no manual entry required.

New Client Created

Name, phone, email, address — tagged "KodaAI" as lead source

Call Notes Added

AI summary, call participants, duration, and clickable recording link

Work Request Created

Service details and job description ready for dispatching

SMS Notification Sent

Your team gets a text with caller info so they can follow up fast

4

Book Assessments Automatically

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.

1

AI detects scheduling offer in the call

2

Approver reviews details and sends booking link via SMS

3

Customer picks a time from smart-optimized slots

4

Assessment created in Jobber — ready to dispatch

Approver reviews and sends booking request

Approve & Send

Customer picks an available time slot

Customer Books

Smart Scheduling

AI That Knows Where Your Team Already Is

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.

Real Drive Time Calculation

Koda geocodes the customer's address and calculates actual driving time to each existing appointment. No guessing — real routes, real minutes.

Proximity Clustering

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.

Calendar-Aware

Koda pulls 14 days of your Jobber schedule before generating any slots. Conflict-free times only — with built-in drive time buffers between jobs.

Fully Configurable

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

95

Wed, Feb 19 — 11:00 AM

12 min drive from 9:30 AM assessment in Greenville

Best
72

Wed, Feb 19 — 2:00 PM

22 min drive from 12:30 PM job in Simpsonville

Good
45

Thu, Feb 20 — 9:00 AM

No nearby assessments — open morning slot

20

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.

Everything Koda Does

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
Limits
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
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
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.

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.

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.

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.

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.

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.

Jobber Integration
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.

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.

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.

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.

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.

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
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.

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.

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.

Call Processing
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.

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.

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.

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.

Support
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.

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.

See full pricing details →

Simple Pricing

14-day free trial on every plan. No credit card required.

Free

Try it out

$0 /mo
  • 25 calls/month
  • 1 phone number
  • AI extraction
  • Jobber integration
Sign Up Free

Starter

For small businesses

$99 /mo
  • 150 calls/month
  • 2 phone numbers
  • SMS notifications
  • Jobber integration
  • Assessment booking (1 number)
Start Free Trial
Most Popular

Professional

For growing businesses

$199 /mo
  • 375 calls/month
  • 5 phone numbers
  • SMS notifications
  • Assessment booking (multiple numbers)
  • Priority support
Start Free Trial

Enterprise

For large operations

$399 /mo
  • 1,000 calls/month
  • 10 phone numbers
  • SMS notifications
  • Assessment booking (multiple numbers)
  • Priority support
Start Free Trial

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