Before You Start
Koda connects Dialpad to Jobber, automatically turning calls into clients.
How Koda Works
Customer calls your Dialpad number
When someone calls and leaves a voicemail, or you miss a call, Dialpad captures the audio and transcript.
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 JobberDialpad Account
Dialpad is your business phone system. It captures calls, voicemails, and transcripts that Koda processes.
Works with Dialpad Pro, Enterprise, and AI Sales/Support plans
Don't have Dialpad yet?
Sign up for DialpadAlready have a business phone number?
You don't have to change your number. There are two ways to use your existing number with Dialpad:
Port your number to Dialpad
Transfer your existing number permanently to Dialpad. Takes 5-10 business days. Your customers keep calling the same number.
Learn how to port your numberForward calls to your Dialpad number
Keep your current provider and forward incoming calls to your Dialpad number. Set up instantly with your current carrier.
Learn about call forwardingQuick Checklist
Setup takes about 5 minutes
Common Questions
What if I don't have Dialpad yet?
You'll need to sign up for a Dialpad account first. Dialpad offers a 14-day free trial. Once you have your Dialpad phone number set up, you can connect it to Koda.
Can I keep my existing business phone number?
Yes! You have two options:
- Port your number: Transfer your existing number to Dialpad permanently (5-10 business days)
- Forward calls: Keep your current phone service and forward calls to your new Dialpad number (instant setup)
Either way, your customers can keep calling the same number they always have.
What if I use a different phone system?
Currently, Koda only works with Dialpad. We're planning to add support for RingCentral, Grasshopper, and other phone systems in the future. Contact us to request a specific integration.
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 use OAuth 2.0 to securely connect to Jobber and Dialpad - 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! Koda offers a 14-day free trial with full access to all features. No credit card required to start. You can cancel anytime during the trial.
