From the first call to the paid invoice. All in one place

One system connects the call to the calendar, the calendar to the tech, the tech to the invoice, and the invoice to the payment — automatically.

Dispatch board

Get every job on the right tech's schedule

Larry books directly onto the dispatch board with real tech availability and real calendar access. The right tech, the right job, the right time.

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 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.

Technician mobile app

Your techs show up ready

Air Design 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.

Estimates & Pricebook

Estimates that actually get signed

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.

Payments

Get paid before the truck leaves

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

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.

Customer Profiles & Reporting

Know what's happening without asking

Every customer, every job, every conversation, and every dollar in one place. Larry flags what needs your attention before you have 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

Jobs completed, revenue collected, estimates sent, conversion rates, and tech performance — all in one dashboard.

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

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

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

Frequently Asked Questions

Does Podium's FSM replace my current scheduling software?

For most home services businesses running on Google Calendar, a basic scheduling tool, or disconnected apps, yes. Podium replaces all of it. One plan covers scheduling, dispatch, estimates, invoicing, payments, and customer records.