Categories / Operations & Inventory
Podium Mountain Valley: 20k customers migrated; reviews 2×; Operator delivers daily reports
An HVAC company migrated 20,000+ customers into Podium, roughly doubled Google reviews, and uses AI Operator for daily reports and past-due alerts that used to take the GM hours.
- Task
- connect texts/reviews with field jobs; get AI daily reports and past-due invoice alerts without hours of spreadsheet work
- Result
- 20,000+ customers + 5,000+ maintenance agreements migrated; Google reviews roughly 2× after Podium; Operator creates custom daily reports that previously took GM hours; surfaces unanswered customer questions and past-due invoices in real time
- Tools
- Podium (messaging, Google reviews, HVAC FSM)
- AI Operator (daily custom reports + escalations)
- Setup
- start with Podium for reviews/texts → migrate FSM data (customers + maintenance agreements) → link conversations to jobs → ask Operator for daily custom reports and overdue-invoice/unanswered-question alerts → techs use simpler mobile workflow
Step-by-step setup guide + copy-paste prompt
Prerequisites
- Podium messaging + reviews, then HVAC FSM migration.
- Account Owner (and your Podium rep) for Operator / reporting setup.
Step-by-step setup
Step 1. Start with reviews + texts. Get Google review requests and customer messaging live in Podium first so the team learns the inbox before a full FSM cutover.
Step 2. Migrate customers + maintenance agreements. Work with Podium onboarding to move customers and agreements (Mountain Valley moved 20k+ customers and 5k+ agreements).
Step 3. Link conversations to jobs. So texts/reviews sit on the same customer record as the field job.
Step 4. Ask Operator for daily reports. Use AI Operator for custom daily summaries, unanswered customer questions, and past-due invoice alerts (exact menu labels can vary — your rep enables Operator on the account).
Step 5. Simplify tech mobile workflow. Train techs on the lighter mobile path so field adoption sticks.
Copy-paste prompt
Draft 5 daily Operator report questions for an HVAC GM: yesterday's revenue, open past-due invoices over {{days}} days, unanswered customer texts, today's open jobs, memberships due this week.Sources
- Podium: Mountain Valley Home Comfort. Credit: Mountain Valley leadership.
- Podium Help: Managing Your AI Employee in Settings
Industries: AI automation for Home Services & Contractors
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