What is JobClock?

JobClock is an autonomous AI scheduling agent that automatically handles the scheduling of Jobber Jobs on the Jobber marketplace. Our intelligent system seamlessly integrates with your Jobber account to provide 24/7 automated scheduling services for your clients, reducing your administrative workload while improving client satisfaction.

Getting Started

Your Dedicated AI Agent Phone Number

When you subscribe to JobClock, a dedicated phone number is automatically purchased from your geographical region. This becomes your AI agent's exclusive phone number that clients will use for all scheduling interactions.

How It Works

Confirmations & Jobber Integration

When a client successfully schedules, reschedules, or cancels an appointment through JobClock:

This ensures complete transparency and keeps all parties informed throughout the scheduling process. Both you and your client always have a clear record of what was scheduled and when.

Jobber Connection Management

JobClock requires a secure connection to your Jobber account to access your calendar, clients, and requests. This connection is established through OAuth, ensuring your credentials remain secure.

Connecting to Jobber

To connect your Jobber account to JobClock:

Once connected, JobClock will automatically validate your Jobber credentials periodically to ensure the connection remains active and functional.

Disconnecting from Jobber

If you need to disconnect your Jobber account from JobClock, you can do so from your Profile page:

Connection Troubleshooting

If you experience issues with your Jobber connection:

• Check Connection Status: The Settings page will show your current connection status and any error messages
• Reconnect if Needed: If credentials become invalid, simply disconnect and reconnect to refresh your authorization
• Multiple Accounts: JobClock can only be connected to one Jobber account at a time.
• Permission Changes: If you modify permissions in Jobber, you may need to reconnect to ensure JobClock has the necessary access

Configuration & Customization

JobClock offers extensive customization options through the Settings page to ensure your AI agent works perfectly for your business:

Company Information

• Set your company name, contact person, and phone number
• This information is used for escalations and client communication

AI Agent Configuration

• Agent Name: Choose what your AI agent calls itself
• Voice Selection: Pick from various AI voices to match your brand
• Intro Message: Customize what your agent says when they pick up the phone
• Extra Context: Add specific information about your business, services, FAQ responses, and any special instructions

Schedule Configuration

• Scheduling Trigger: Choose when to begin the scheduling process - either immediately after request creation or after quote approval. This allows you to control whether clients schedule before or after receiving and approving a quote
• On-Site Assessment: If required (only available with quote approval trigger), enable this to have clients schedule an assessment visit first, then receive a separate scheduling text for the actual appointment after quote approval
• Calendar Integration: Connect your Jobber calendar via ICS URL to check availability
• Time Zone: Set your local time zone for accurate scheduling
• Available Hours: Define when appointments can be scheduled
• Booking Parameters: Set appointment duration, advance booking requirements, and booking window
• Change/Cancellation Policy: Set minimum notice requirements for changes and cancellations. If a caller tries to modify an appointment that violates your policy (e.g., less than 24 hours notice), the AI agent will refuse the change and escalate the call to the company representative
• Blackout Periods: Configure lunch breaks, meetings, or other unavailable times
• Weekend Scheduling: Choose whether to include weekends
• Concurrent Bookings: Set how many appointments can be scheduled simultaneously
• Schedule Capacity: Configure your team's capacity through the Schedule Config tab to manage how many jobs can be handled at once. Note that jobs are not automatically assigned to specific team members, enabling you to assign jobs to specific team members as you see fit.

Request Filters

• All Clients Toggle: Choose whether to process requests from all Jobber clients or only selected ones. We recommend starting with "No" and selecting a few clients initially before enabling this option for all clients
• Specific Client Selection: When "All Clients" is set to "No", you can select specific Jobber clients whose requests will be processed. At least one client must be selected or no requests will be processed
• Request Created After: Only process requests that were created on or after a specified date. This is a required field and is initially set to your account creation date.

Schedule Reminders

• Automatic Reminders: Enable automatic reminder texts for clients who haven't contacted your AI agent
• Reminder Frequency: Set how often reminders are sent (e.g., every 2 days)
• Reminder Time: Choose what time of day reminders are sent
• Smart Stopping: Reminders automatically stop once the client has spoken with your AI agent with regards to their request

Testing Your AI Agent

Before going live with real clients, you can test your AI agent's behavior using your dedicated phone number:

• Find Your Number: Your agent's dedicated phone number is always displayed on the Status page when you're logged into JobClock
• Test Calls: Call your agent's number directly to test its voice, behavior, and configuration
• Test PIN: Use the special test request PIN 424242 to simulate a complete client scheduling experience
• No Credit Usage: Test calls using PIN 424242 do not consume any credits from your account
• App Must Be Running: Your AI agent can only receive calls when the JobClock app is actively running

Billing & Credits

JobClock uses a credit-based system that's fair and transparent:

When Credits Are Used

• Credits are only consumed when a client successfully schedules, reschedules, or cancels an appointment
• Maximum of 1 credit per call, regardless of call duration
• No credits are used for failed calls, hang-ups, or unsuccessful scheduling attempts
• Test calls using PIN 424242 do not consume credits

Credit Types

• Plan Credits: Included with your monthly subscription, reset each billing period
• Top-up Credits: Additional credits that don't expire and carry over month to month (unless you downgrade your plan)
• Usage-based Billing: When enabled, top-up credits are automatically purchased when plan credits run out

Credit Management

• View your current credit balance on the Status page
• Monitor credit usage and purchase additional credits on the Billing page
• Enable usage-based billing to ensure uninterrupted service
• Track credit consumption in your conversation history

Request Management

JobClock organizes all Jobber requests into three categories, viewable on the Status page:

Active Requests

• Non-archived Jobber requests that your agent can currently process
• These are available for scheduling, rescheduling, or canceling
• Clients can call and use their PIN to interact with these requests (they have received a text message prompting them to do so)

Closed Requests

• Requests that have been successfully processed by JobClock (at least 1 credit was consumed)
• These requests are no longer active on Jobber but remain in your history
• Useful for tracking successful scheduling activities

Ignored Requests

• Requests that have been filtered out based on your configuration settings
• May be excluded due to client filters, date filters, or other criteria
• These requests won't be processed by your AI agent

Request Actions

• View Conversations: See all call interactions related to each request
• Credit Usage: Track which conversations consumed credits
• Text Reminder Status: For active requests, view when the last reminder text was sent, who it was sent to, and when the next reminder is scheduled (if reminders are enabled)
• Jobber Integration: Click to view the full request details in Jobber

Text Reminder Tracking

For each active request, you can view detailed information about text reminder status:

• Last Text Sent: When the most recent reminder was sent to the client
• Recipient Information: Which phone number received the reminder text
• Next Reminder Schedule: When the next reminder will be sent (if reminders are enabled and still needed)
• Automatic Stopping: Reminders automatically stop once a client has had a conversation with your AI agent about their request

Active Request Deactivation

When you modify request filters in your settings, some active requests may no longer match your criteria and will be deactivated. JobClock ensures clients are always informed when this happens:

• Filter Change Impact: Changes to client filters, request creation date filters, or other request criteria may cause some active requests to become ignored
• Automatic Notifications: When an active request becomes ignored due to filter changes, the client automatically receives a text message notification
• PIN Status Update: The message clearly informs them that their request PIN has been deactivated and can no longer be used for AI scheduling
• Alternative Contact Path: The notification includes your company representative's contact information to ensure they still have a clear path forward for scheduling assistance

Conversation History

The Call History page provides comprehensive tracking and analysis of all client interactions:

Viewing Conversations

• Click on any conversation row to view the complete call transcript
• See exactly what was discussed during each call
• Review scheduling outcomes and any issues that occurred

Filtering & Analysis

• Status Filtering: View conversations by outcome (Scheduled, Cancelled, Unscheduled, etc.)
• Credit Usage: Filter to see only conversations that consumed credits
• Test Mode: Separate test conversations from real client interactions
• Date Sorting: Sort conversations by date and time
• Request PIN: Filter by specific request to see all related calls

Conversation Details

• Call duration and phone number
• Request PIN and scheduling status
• Credit consumption indicator
• Feedback rating (thumbs up/down for quality tracking)

Escalation & Error Handling

We understand that the customer-client relationship is crucial to your business. JobClock includes comprehensive escalation procedures to ensure no one ever feels stuck or helpless:

When Escalation Occurs

• Technical difficulties that prevent scheduling
• Complex requests that require human intervention
• Client requests to speak with a human representative
• Any situation where the AI cannot provide adequate assistance

Escalation Process

• Client Notification: The caller receives a text message with your company representative's contact information
• Business Notification: You receive a text with details about what went wrong and who needs assistance
• Seamless Handoff: The client can immediately contact you with full context of their request
• No Dead Ends: There's always a clear path forward for resolution

Special Instructions & Notes

Your AI scheduling agent can handle custom instructions from clients:

• Clients can provide specific instructions during their call (access requirements, special equipment needs, etc.)
• The AI agent automatically adds these instructions as notes to the request in Jobber
• All special instructions are preserved and visible when you view the job details
• This ensures important client requirements aren't lost in the scheduling process

Getting Help

Need assistance with JobClock? We're here to help:

• Use the conversation history to troubleshoot specific call issues
• Check the Status page for real-time app health and configuration issues
• Review this User Guide for detailed explanations of all features