Seth Godin live Oct 8

Get found and stand out in the age of AI

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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

AI Employees

Why Podium

Features

Plans

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Sales: 1-757-600-6753

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

Podium’s field service management software includes a built-in CRM, keeping customer history connected to every job. Manage scheduling, dispatch, estimates, and payments in one system, while your AI employee, Larry, answers calls and books jobs directly onto your dispatch board.

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Scheduling & Dispatch Software

Scheduling and dispatch that puts every job on the right tech

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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Field Service Technician App

Technician app that means techs show up ready

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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Hear how your AI employee, Larry, handles customer calls

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.

Hear how your AI employee, Larry, handles customer calls

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.

Hear how your AI employee, Larry, handles customer calls

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 & pricebook

Estimates that actually get signed

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.

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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Invoicing & Payments

Invoicing and payments before the truck leaves

Podium’s field service management software helps your field service business collect payment on site or by text link before the truck leaves, while your AI employee, Larry, follows up on unpaid invoices.

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 and Desktop. Your bookkeeper's workflow doesn't change.

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CRM & REPORTING

CRM and job reporting for clarity without asking

Built for HVAC, plumbing, and electrical businesses, Podium’s CRM capabilities give your team the customer history they need before the next visit. Equipment details and past conversations stay connected to the customer’s jobs, so techs arrive knowing what happened last time.

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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Run your field service business in one system.

Get a demo

Run your field service business in one system.

Get a demo

Run your field service business in one system.

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.

Does Podium prevent double-booking techs or jobs?

Yes. The dispatch board shows every tech, every job, and every open slot in real time. When Larry books a job, he checks real tech availability before putting it on the calendar. Your dispatcher has a live view of the full schedule and can reassign or adjust in seconds when a job runs long, a customer cancels, or an emergency comes in.

Does Podium support flat-rate pricing and price books?

Yes. Techs build estimates directly from your flat-rate price book in the field. Every line item pulls from the same price book so estimates are accurate and consistent regardless of which tech is on the job.

Can techs use Podium from their phones in the field even when offline?

Yes. The technician mobile app works without cell signal. Jobs, customer history, notes, and equipment details are all available offline. Everything syncs automatically when signal returns.

Can customers sign estimates digitally, and does Larry follow up on unsigned ones?

Yes on both. Customers sign on a tablet on-site or approve via a text link. When a customer doesn't sign before the tech leaves, Larry follows up automatically. No one on your team has to chase down estimates manually.

Does Podium sync with QuickBooks?

Yes, Podium syncs with QuickBooks Online and Desktop. Invoices, payments, and customer data transfer automatically. Your accounting workflow doesn't change.

How long does it take to get set up?

Most accounts are live within the first few weeks. Podium's onboarding team provides hands-on migration support for customers, equipment records, and job history, and stays with you through training. Weeks, not months.

Does it work for plumbing and electrical, not just HVAC?

Yes. The FSM is built for HVAC, plumbing, and electrical businesses. Service types, job workflows, price book structures, and maintenance agreement models all work across trades. You can run a single-trade shop or a multi-trade operation from the same platform.

What happens to my customer data when I switch?

Your data comes with you. Podium's onboarding team migrates your customer records, equipment history, job history, and contact lists as part of the standard onboarding process.

Does Podium FSM include an HVAC CRM?

Yes. Podium FSM includes customer relationship management (CRM) capabilities for HVAC businesses. Your team can access customer history and equipment details alongside the jobs they’re working on. Past conversations give the office and technicians context before the next customer interaction.

What is the difference between CRM and field service management software?

CRM software organizes customer information and interactions. Field service management software manages the work, including scheduling technicians and dispatching jobs. Podium FSM brings these functions together, so customer records stay connected to the work your team performs.