Mountain Valley saves time with Podium

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.”