User Guide

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

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.

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 Messages: Customize what your agent says when making or receiving calls
• Extra Context: Add specific information about your business, services, FAQ responses, and any special instructions

Schedule Configuration

• 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

Request Filters

• Client Filtering: Choose to only process requests from specific Jobber clients
• Date Filtering: Only process requests created after a specific date

Testing Your AI Agent

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

• Your agent's phone number is displayed on the Status page when the app is running
• Use the test request PIN 424242 to simulate a client scheduling experience
• Test calls help you verify your agent's voice, behavior, and configuration before real clients interact with it

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
• Jobber Integration: Click to view the full request details in Jobber

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