Heritage Mountain Heating & Cooling is a family-owned HVAC company in Maple Ridge, British Columbia. As call volume grew, the team needed to stay responsive without burning out, so it handed conversations to Podium's AI employee. It answers at any hour using playbooks written in the company's own voice, and the owner corrects its answers with one button and a note.
Business type: Contractors & home services. Tool used: Podium AI Employee. Result: The source reports 41 appointments booked in 30 days.
Source: Podium (case study) (Company case study) · Added Thu, Oct 29 · Last updated 2026-10-29
The source reports 41 appointments booked in 30 days. (as reported by the source)
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Heritage Mountain Heating & Cooling is a family-owned HVAC company in Maple Ridge, British Columbia. As call volume grew, the team needed to stay responsive without burning out, so it handed conversations to Podium's AI employee. It answers at any hour using playbooks written in the company's own voice, and the owner corrects its answers with one button and a note.
Podium AI Employee.
The source reports 41 appointments booked in 30 days. (as reported by the source)
Write playbooks for your common calls in your own words. Let the AI answer calls and messages any time of day. Have it book appointments when the customer is ready.
Answers come only from the source. Questions it doesn't answer are left out.
Our own prompt for copying this setup. Swap in your details. Not quoted from the source.
You handle calls and messages for [company], a family HVAC company. Speak warmly and simply, like our team does. Answer questions about furnaces, heat pumps and AC. Book service visits into open slots. If you aren't sure, say a team member will follow up and log the question.
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