What's New in Podium

See every tech's day at a glance with Timeline View

When techs have overlapping jobs, the calendar gets hard to read. The new Timeline View gives each technician their own row and expands it when appointments overlap — so every job is visible and nothing gets buried. Find it under Schedule, or tap T to jump straight there.

Three automations worth turning on today

We've added three ready-to-go automations you can set up in minutes — no configuration required. Head to Automations → Browse Automations to find them.

• Appointment confirmation — fires the moment a job is booked, so customers get an instant confirmation that their appointment is on the calendar

• Appointment reminder — sends automatically the day before, starting at 9am (adjustable to fit your business hours)

• Review request after payment — triggers when an invoice is paid and sends the review invite without anyone having to remember

Organize your calendar by trade or division with Business Units

If you run HVAC, plumbing, and electrical under one roof, your calendar and job types can now reflect that. Business units let you group job types by trade or division, assign the right techs to each, and filter your dispatch board so you're only seeing what's relevant. Book a job and the right techs surface automatically based on who can do that type of work.

See your margin before you send the estimate

Estimates and invoices now show material cost, labor cost, total cost, gross profit, and margin percentage — right below the total. Build a quote and know before you send it whether you're hitting your target. After the job, see exactly where margin went. Visible to account owners only, never shown to techs or customers.

Multiple disclosure templates

When techs build estimates or invoices in the field, they'll now be prompted to select the right disclosure template before submitting. If you only have one template, it applies automatically — nothing changes. If you run multiple trade types or job types that need different disclosures, your techs get the right one every time.

Canadian address support

HVAC, plumbing, and electrical businesses in Canada can now enter Canadian addresses and provinces in the FSM mobile app on both iOS and Android.