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Field service management software built for HVAC, plumbing, and electrical

Podium’s FSM software puts every part of the job in one system, from the first call to the paid invoice. Scheduling, dispatch, estimates, payments, and customer communication are built in, while your AI Employee, Larry, answers every call and books every job.

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Get every job on the right tech’s schedule

Scheduling & Dispatch Software

Podium’s field service management software gives your team a real-time view of every tech, job, and open slot. Larry books directly onto Podium’s dispatch board using real technician availability, so the right job gets to the right tech without manual handoffs or double-booking.

The visual dispatch board

See every tech, every job, and every open slot in real time. Larry books in, your dispatcher stays in control. Nothing gets double-booked. Nothing sits unassigned.

Books by skill and location

Larry knows which techs are qualified for which job types, whether that’s an HVAC install, a plumbing repair, or an electrical panel job, and where they are. He suggests the right person for the right job so your dispatcher doesn't have to figure it out manually.

Day-of-flexibility

When a job runs long, a customer cancels, or an emergency comes in, the board updates in real time. Reassign in seconds.

Automatic customer updates

When a tech is on the way, Larry texts the customer. No one has to remember.

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Your techs show up ready

Field Service Technician App

The technician mobile app gives your team customer history, equipment details, job notes, and photos in the field. Techs can access what they need even without cell service, while the office sees updates in real time.

Air Design, an HVAC contractor, reduced average time per home visit by 25% after techs started arriving with full customer history on their phones. That's the difference between 8 jobs a day and 10.

Full customer-history on their phone

Equipment on file, prior service history, notes from previous visits. The tech knows everything before they knock on the door.

Works offline

Jobs, notes, and customer information are available without cell signal. Everything syncs when signal returns.

On-the-way texts sent automatically

Larry notifies the customer when the tech is heading their way. No calls from the office, no manual texts from the tech.

Job notes and photos

Techs can add notes, photos, and job details from the field. The office sees everything in real time.

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Larry answers calls 24/7 and books jobs directly

Voice AI captures the issue and gets a same-day technician on the way with no transfers and no waiting.
Voice AI turns a cold emergency into an urgent same-day dispatch in under two minutes.
Voice AI handles a gas leak call with calm, collects the details, and routes it to dispatch without missing a beat.
Voice AI books a same-day urgent AC repair with no hold music and no hassle.

Larry answers calls 24/7 and books jobs directly

Voice AI captures the issue and gets a same-day technician on the way with no transfers and no waiting.
Voice AI handles a gas leak call with calm, collects the details, and routes it to dispatch without missing a beat.
Voice AI handles a gas leak call with calm, collects the details, and routes it to dispatch without missing a beat.
Voice AI books a same-day urgent AC repair with no hold music and no hassle.

Larry answers calls 24/7 and books jobs directly

Voice AI captures the issue and gets a same-day technician on the way with no transfers and no waiting.
Voice AI turns a cold emergency into an urgent same-day dispatch in under two minutes.
Voice AI handles a gas leak call with calm, collects the details, and routes it to dispatch without missing a beat.
Voice AI books a same-day urgent AC repair with no hold music and no hassle.

Estimates that actually get signed

Estimates & Pricebook

Podium’s HVAC, electrical, and plumbing estimating software lets technicians create professional estimates and sales proposals from their phones. Use your price book, present good, better, and best options, and get approval on the spot or through a text link.

Before Podium, Air Design's techs wrote estimates on paper. Maybe 5-10% got signed. After switching to digital estimates from their phone, conversion went to near 100%. The estimate didn't change. The format did.

Build estimates from the price book

Techs select services and parts from your flat-rate price book. Accurate and professional every time, no math required.

Good, better, best options

Tiered options let customers choose what works for their budget. Giving people a choice increases close rates.

Signed on the spot or via text link

Customers sign on a tablet or approve by text. Either way, you have a signed estimate before work starts.

Larry follows up on unsigned estimates

When a customer doesn't sign on site, Larry follows up automatically. No one has to chase down estimates.

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Get paid before the truck leaves

Invoicing & Payments

Chasing invoices is one of the biggest time drains in a field service business. Podium collects payment on site and follows up automatically on anything that slips through.

Podium’s FSM software helps your team collect payment before the truck leaves. Customers can pay on site or through a text link, while Larry follows up automatically when an invoice goes unpaid.

Tap to pay, text to pay, card reader

Techs collect payment at the job before the truck leaves the driveway.

Automatic payment reminders

When an invoice goes unpaid, Larry sends reminders at day 3, 7, and 14. No awkward calls required.

Membership billing on autopilot

Maintenance agreement renewals charge automatically on schedule. No expiration dates to track, no revenue slipping through.

QuickBooks sync

Invoices, payments, and customer data sync automatically to QuickBooks Online. Your bookkeeper's workflow doesn't change.

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Know what’s happening without asking

Customer Records & Job reporting

See every customer, job, conversation, invoice, and payment in one place. Larry flags what needs your attention before your team has to go looking for it.

Full customer records

Every customer's equipment, service history, membership status, open invoices, and past conversations in one place. When a customer calls, Larry already knows who they are.

Larry flags what needs attention

Unpaid invoices, expiring memberships, techs running behind. Larry surfaces what needs a decision before anyone has to go looking.

Revenue and job reporting

See jobs completed, revenue collected, estimates sent, conversion rates, and tech performance in one dashboard.

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One system. Every job, from the first call to the paid invoice.

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One system. Every job, from the first call to the paid invoice.

Get a demo

One system. Every job, from the first call to the paid invoice.

Get a demo

Frequently Asked Questions

Does Podium's FSM replace my current scheduling software?

Yes. Podium's FSM replaces your scheduling software, dispatch tools, and any disconnected apps you're stitching together. Everything runs in one place.