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CRM software built for home service businesses

Built for HVAC, plumbing, electrical, and garage door businesses. Podium keeps customer conversations and service history connected to the jobs your team runs, with equipment details ready for the technician before they arrive.

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Customer records

Customer records that give your team the full service history

Podium’s home services CRM connects customer information to past conversations and completed work. When someone calls back, your office has the details to pick up where the last conversation ended.

Customer communication history

Find previous calls, texts, and notes in the customer’s record. Check what was discussed before answering a question or booking another visit. Your AI employee, Larry, uses that history to bring context to the conversation.

Mobile access to service history

Technicians can review previous visits and job notes from their phones before arriving. They can see what was done, then add notes and photos from the current job for the next person who needs them.

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Properties and equipment

Track customer properties and equipment in your CRM

Connect service history to the properties and equipment your team works on, so the office and technician can review earlier work before the next visit.

Property records and address search

Search by address from Contacts and open the property record without leaving your workflow. Previous appointments and notes give your office context when a customer calls about a recurring issue.

Customer equipment tracking

Attach equipment records to each property, including serial numbers, equipment status, filter sizes, and refrigerant types. Technicians can review the equipment tied to their job before heading out.

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Connected field service

CRM and field service management in one system

Podium’s CRM capabilities are built into Podium FSM. Customer information stays connected to the work your office schedules and your technicians complete.

Customer records connected to scheduling and dispatch

Details captured during booking stay with the job as it moves onto the dispatch board. Technicians can review customer history and property information from the field without calling the office for the background.

Estimates and invoices tied to the job

Technicians can build estimates and send invoices from the mobile app. The job overview connects billing information with property details and notes, giving the office a view of the work and its paperwork.

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Estimate follow-up and maintenance outreach

Follow up on open estimates and book maintenance visits

Keep quoted work and seasonal service on your team’s radar, with customer history available for the next conversation.

Follow-up on unsold estimates

Podium finds estimates that need attention and starts the follow-up. Your team can review the quoted work and previous conversations before taking the next step.

Maintenance membership outreach and booking

The AI Membership Coordinator contacts members who are due for service, checks calendar availability, and books the visit. Your office spends less time working through seasonal call lists.

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Multiple locations

Manage service operations across multiple locations

Run multiple locations from one Podium account, with each location’s work organized and a view of the business from one place.

Scheduling and dispatch by location

Keep jobs, technicians, and schedules organized by location. Teams can manage their location’s work while the business maintains visibility across operations.

Membership management by location

Keep maintenance members organized by location alongside your jobs and schedules. Your office can track each location’s membership work as the business grows.

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Data migration and onboarding

Move your customer records into Podium CRM

Podium’s onboarding team helps move your customer history and trains your office and technicians on the new system.

CRM data migration

Podium’s onboarding team helps move your customer records and service history from your current software. Before the move, your onboarding contact reviews your data and confirms what can transfer, including available equipment details.

Training for office staff and technicians

Your teams receive training on the system they’ll use to manage customers and jobs, with a dedicated onboarding contact supporting the transition.

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See the customer record behind the next job

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

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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.