Seth Godin live Oct 8

Get found and stand out in the age of AI

Save your seat

Seth Godin live Oct 8

Get found and stand out in the age of AI

Save your seat

Seth Godin live Oct 8

Get found and stand out in the age of AI

Save your seat

Meet Larry

Why Podium

Features

Plans

Resources

Sales: 1-757-600-6753

Watch a demo

Talk to Sales

CRM software built for home service businesses

Know who’s calling and what happened on the last visit. Podium keeps customer conversations and service history connected to the jobs your team runs, with equipment details ready for the technician before they arrive.

Watch a demo

Customer records

Give your team the history behind every customer

When a customer calls back, your office can see what was discussed and what work has already been done. Customer information stays with the record as different people on your team handle the next step.

Conversations with context

Find previous calls, texts, and notes without asking the customer to repeat themselves. Your AI employee, Larry, uses customer history to bring context to the next conversation.

Service history in the field

Technicians can review previous visits and job notes from their phones. They can see what the customer has already been told before knocking on the door.

Watch a demo

Properties and equipment

Know what’s at the property before you send a truck

Keep equipment details attached to the property where the work happens. Search by address from Contacts and open the property record without leaving your workflow.

Equipment records

Record details such as serial numbers, filter sizes, refrigerant types, and equipment status. Technicians can review the equipment tied to the job before the visit.

Property history

See prior appointments and notes for the property. When a customer needs another repair, your team has the earlier work in front of them.

Watch a demo

Connected field service

Keep the customer record connected to the job

Podium’s CRM capabilities are built into Podium FSM. The information your office captures stays connected as the job moves onto the schedule and out to the field. Technicians can review customer details, build an estimate, and send an invoice from the mobile app.

Explore field service management

Explore FSM

Follow-up

Give the next conversation a reason

See previous work and open estimates so your team knows what to discuss when reaching out. Podium finds estimates that need attention and starts the follow-up. For seasonal maintenance outreach, the AI Membership Coordinator contacts members who are due, checks availability, and books the visit.

Explore memberships and marketing

Explore marketing

Multiple locations

Keep each location’s work organized

Run multiple locations from one Podium account. Jobs, technicians, schedules, and members stay organized by location, with a view of the business from one place.

Talk through your move

Switching to Podium

Bring your customer history with you

Podium’s onboarding team helps move your customer records and job history into the new system. Before the move, your onboarding contact reviews the data available from your current software and confirms what can transfer.

Your office and field teams get training as part of implementation.

Talk through your move

Explore marketing

See the customer record behind the next job

See how Podium connects customer history to the work your office and technicians do every day.

Watch a demo

See the customer record behind the next job

See how Podium connects customer history to the work your office and technicians do every day.

Watch a demo

See the customer record behind the next job

See how Podium connects customer history to the work your office and technicians do every day.

Watch a demo

Frequently Asked Questions

Does Podium include CRM software?

Yes. Podium includes customer relationship management capabilities within Podium FSM. Customer information and conversations stay connected to service history, property details, and the jobs your team performs.

What types of home service businesses is Podium’s CRM built for?

Podium’s CRM is built for HVAC, plumbing, electrical, and garage door businesses. It connects customer conversations, property and equipment details, and service history to the jobs your office and technicians manage.

What is the difference between CRM and FSM software?

CRM software organizes customer information and interactions. Field service management software manages work such as scheduling, dispatch, and invoicing. Podium connects these functions so your team can move between the customer record and the job in the same system.

What should a home services CRM track?

A home services CRM should give your team useful context about the customer and their property. Look for service history, equipment details, previous conversations, and access from the field. Podium connects that information to the jobs your office schedules and your technicians complete.

Can technicians access customer history from the field?

Yes. The Podium mobile app gives technicians access to customer history, equipment details, and job notes. They can add notes and photos while working on the job.

Can Podium track equipment at a customer’s property?

Yes. Each property can have equipment records with details such as serial number, filter size, refrigerant type, and status. Equipment information is available to technicians on the job.

Can we move customer records from our current software?

Podium’s onboarding team helps migrate customer records and job history. The information available to transfer depends on your current system and account configuration. Your onboarding contact confirms the scope before the move.

Is the AI Membership Coordinator included?

The AI Membership Coordinator is a paid add-on that requires Podium FSM. The coordinator contacts maintenance members who are due for service, checks the schedule, and books available visits.