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Mountain Valley Home Comfort
Why Mountain Valley chose Podium for field service management
Mountain Valley had more than 20,000 customers and 5,000 maintenance agreements when Phillip considered switching software. Moving that much customer information was a major consideration, but he wanted AI capabilities his existing provider hadn’t delivered.
“My decision was we’ve gotta try,” Phillip says.
He chose Podium FSM to bring the team’s work into one system and start putting AI to use in the business.
How Podium connects customer conversations to jobs
With Podium, Mountain Valley’s team can see a customer’s conversation and link it directly to the job. Staff have that context available while they’re talking with the customer.
“It’s nice because everything resides in one place,” Phillip says.
He also reports that technicians find the workflow easier and less complex. As the team uses more of Podium’s AI capabilities, he says they’re saving more time.
How Operator saves time on custom reporting
Operator creates custom reports and delivers them to Phillip’s message list every day. Those updates flag unanswered customer questions, past-due invoices, and issues that need the office team’s attention.
“It already creates custom reports that used to take me hours and it creates them on a daily basis.”
Phillip gets the information he wants about the business without spending hours putting each report together.
What time savings mean for customer relationships
Phillip wants his team to have more time to do quality work and build relationships with customers. That’s the opportunity he sees in using AI at Mountain Valley.
“I want to make more time for better relationships because people buy from people they like.”
Success stories

How Mountain Valley Home Comfort simplified HVAC operations with Podium
“Everything resides in one place. We can talk to the customer, see the conversation, and link it directly to the job.”

How TodayAir got its HVAC team live on Podium in 10 days
“The onboarding experience was better than expected. We hit our deadlines. Every ask that we’ve had has been met.”

Thumbs Up Simplified HVAC Operations by Moving from ServiceTitan to Podium
"It’s robust, it’s dynamic, and y’all are improving the software. And that just is the biggest thing for me."

From ServiceTitan to Podium: How Spicewood Plumbing Found a Better Fit
"The intelligence of the Podium software works as a second set of hands."
Webinars

Owner’s Toolbox: Session 1
Memberships 101: The Money You’re Missing
Pull up your customer list. Now pull up your membership count. That gap is revenue you already paid to acquire and never went back for.
Most home services businesses aren’t short on contacts. They’re short on the hours it takes to work them. Nobody in the office has four free hours a week to call the maintenance list.
In 20 minutes, this session covers how to size the gap between your database and your member count and what it’s actually worth, what a membership program needs to hold up (structure, pricing, and renewal cadence), and how Podium’s AI Membership Coordinator texts your maintenance customers, checks your calendar, and books the visit without anyone making a call.
Plus, see what it looked like for Air Design:
446 members contacted
166 jobs booked
$24K in revenue
and zero calls made by the team
Your slow season doesn’t have to be slow.

Six 20-minute sessions. One system.
AI Operating System: What it replaces, and what changes once every tool works off the same calendar.
AI Membership Coordinator: Turn a stale maintenance list into booked jobs.
Onboarding: A real look at your first weeks on Podium
Operator: Chase down invoices and cold estimates in seconds, while you're on a job.
Payments & Mobile App: Get your techs paid before they leave the driveway.
Product Updates: What's new across the system

What does it actually take to grow a home services business right now? Join us for a live conversation with Phillip Little, as he shares how he's managing seasonal demand, staffing, customer expectations, and the day-to-day chaos of running a service business.
Phillip also shares how tools like Podium fit into that picture, from never missing a call to getting invoices paid faster. No script, no sales pitch — just real answers from a real home service owner.

You built a real business. You shouldn't have to dig through reports to know what's happening in it. Operator surfaces the gaps, chases the invoices, and tells you what to do next while you're running the business.
Watch this session for a first look at your AI business manager!

If you're running your HVAC business on a stack of disconnected tools — scheduling here, invoicing there, a spreadsheet for memberships — you already know what it's costing you. Missed calls. Leads that slipped through. During busy season, it all stacks up with different customer details in five places.
This webinar is for the owner who's done patching things together.
We'll show you how contractors are replacing their entire stack with one system and what that looks like when the phones are ringing and the dispatch board needs to stay full.
You'll walk away knowing:
Where your revenue is actually leaking (and it's not where you think)
How AI answers calls, books jobs, and follows up on estimates automatically — without adding headcount
How real HVAC businesses made the switch without a six-month implementation
No enterprise fluff. No features you'll never use. Just a clear look at how one system can run your business so you don't have to run it manually.
Featured Podcasts

AI Employee: How Home Service Businesses Are Scaling Without More Staff
Recorded live at AHR Expo 2026, this episode of Service Business Mastery features host Tersh Blissett in conversation with Podium co-founder Dennis Steele about how AI has moved past simple chatbots into agents that work like real employees for HVAC and plumbing companies. Dennis traces Podium's path from a 2014 Google-reviews point solution to a full communication platform, and explains how that decade of infrastructure now powers Larry, Podium's AI employee, which answers calls, texts customers, and books jobs straight into the calendar.
The two dig into real customer stories — including an angry driver who ended up booking a service call after Larry handled his complaint over text — plus how AI can scale to unlimited simultaneous calls, cover after-hours shifts, mine customer data for new revenue, and be customized through Podium's AI Studio playbooks. They close on why onboarding an AI employee should look like onboarding a human one, and what service business owners should know about AI security and voice cloning.
Key takeaways
Podium spent three years and fifty million dollars building its own phone system before AI agents existed, which is why its AI employee, Larry, can already text, talk on the phone, and book appointments straight into the calendar.
A ten-truck HVAC company in Utah turned an angry driver's complaint into a booked estimate when Larry responded calmly over text instead of escalating, turning a bad moment into revenue.
Podium, founded in 2014 and now at 1,100 employees, is preparing to launch outbound AI calling that analyzes ServiceTitan accounts for open estimates and lapsed memberships and automatically reaches out to close them.

This is Part 1 of a two-part conversation on the HVAC Know It All Podcast. Host Gary McCreadie talks with James Christian, Senior Director of Product at Podium, about how AI is reshaping day-to-day operations for HVAC and home service businesses. James walks through what large language models actually are, how they evolved into "AI employees" that can text, call, and book jobs for a business, and why he sees them as augmenting overworked office staff rather than replacing people.
The conversation gets concrete about how an AI CSR can be trained like a real employee: matching technicians to calls based on skill level, pulling in GPS data to give customers an accurate arrival window, and even running an internal "office assistant" agent that reviews a week's schedule for inefficiencies. For dealers and contractors drowning in calls, texts, and dispatching, the episode is a practical look at why speed to lead and smart automation matter so much to winning and keeping business.
Key takeaways
Responding to a lead more than five minutes after they reach out can cut a business's chance of winning that job by 80 to 90 percent, which is why Podium built AI employees to answer around the clock.
Podium started roughly 14 years ago as a review solicitation company before expanding into full communication software and, eventually, AI employees that can book jobs directly in a business's software.
AI employees can be trained like real staff: a business owner can give plain-language feedback on a mistake, and the AI updates its own rules and plays back the fix for approval before the next call.

This is part two of Gary McCreadie's HVAC Know It All conversation with Jim Christian, Senior Director of Product at Podium. Picking up where part one left off, the two dig into what actually eats an overwhelmed owner's day — running calls, writing quotes, doing invoicing, even covering the phones at lunch — and how AI can take that busywork off a business's plate instead of adding another thing to manage.
Jim walks through a real example of an HVAC business where one office manager was single-handedly running a 1,000-plus-member maintenance agreement program, and how Podium's AI membership coordinator, AI CSR, and the Podium Operator are built to absorb that scheduling and follow-up load. The conversation turns practical on social media and lead capture, then candid on the flood of AI pitches landing in every owner's inbox: how to tell a real, embedded solution from a one-off point tool or an outright scam, and why Jim sees the industry shifting from software vendors selling a product to technology partners helping owners actually put AI to work.
Key takeaways
At 500 to 1,000+ members, a maintenance agreement program can mean roughly 2,000 individual appointments a year to schedule, which Jim says can turn into a full-time job for a single office manager.
Jim warns that point-solution AI tools are easy to build, so the real test of any AI vendor is whether it's actually embedded into how you work and tied to a measurable ROI, not just a slick pitch.
Gary shares a cautionary story of a contractor who sent $150 to an unvetted "AI guy" promising 30 extra jobs a year and got ghosted, underscoring why a few minutes of due diligence (website, reviews, references) matters before paying anyone.

Tersh Blissett opens his new show, Wrenches n Robots, with Jim Christian, Senior Director of Product at Podium, for a no-hype look at where AI actually earns its keep in an HVAC, plumbing, or electrical shop. Jim breaks down why the value of AI sits in the application layer rather than in the underlying model, walks through what an AI agent really is using Podium's AI membership coordinator as the example, and lays out where voice AI belongs after hours and during call overflow, and where forcing it everywhere can hurt a brand.
The conversation moves from Jim's own "AHR Expo moment," when a crowd that tuned out a talk on AI leaned back in the second he showed a Zapier slide, through Podium's three AI employees, the CSR, the membership coordinator and Operator, and into real numbers from hundreds of thousands of analyzed phone calls. For dealers and owners in the trades, it is a practical primer on judging any AI tool by the problem it solves and the return it delivers, with Podium's own build-out as the working case study.
Key takeaways
Podium's AI membership coordinator took a roughly 1,000-member HVAC contractor off paper agreements and weeks-long manual calling, putting renewal scheduling on autopilot so the office manager could focus on growing the membership base instead.
Speed to lead remains decisive: Jim notes that if a home services business doesn't respond within five minutes, the chance of winning that lead can drop by 90% or more, which is why Podium built always-on AI employees to answer first.
After testing AI-staffed calls against human-staffed calls, Podium found hang-up rates were statistically the same, roughly 20% on inbound, suggesting most hang-ups are wrong numbers or spam rather than rejection of AI itself.

In this episode of ACHR News' Newsmakers podcast, host Kyle talks with Jim Christian, Senior Director of Product at Podium, about why legacy field service management software can't keep up with what AI now makes possible for HVAC, plumbing, and electrical contractors. Jim walks through Podium's journey from a review-solicitation tool to a full communication platform to, over the last two years, a complete AI Operating System that layers AI employees like the AI CSR, AI Membership Coordinator, and Operator on top of a built-in field service management stack.
The conversation gets specific about what makes an AI employee useful versus a "glorified voicemail": deep access to back-office data like technician schedules, skills, and job history, not just a bolt-on integration. Jim also lays out the questions every contractor should ask an AI vendor before signing anything, where voice AI is headed over the next 12 months, and why Podium built its agents, including Operator, specifically for home services rather than retrofitting a general tool.
Key takeaways
Podium began building its AI Operating System about 24 months ago because integrations with other field service management software always limit how much back-office data an AI employee can see.
Podium has brought on hundreds of customers to its AI Operating System in the roughly six months since launch, and adoption is rapidly accelerating.
Jim recommends contractors ask AI vendors to show proof of ROI from other customers and to verify the vendor's data integrations are robust enough to actually book jobs, not just answer calls.




