Air Design Heating & Cooling is an HVAC company in Salt Lake City with roughly 600 maintenance-plan members. Twice a year, for about six weeks, the office manager called members one by one from paper folders, 3 to 4 hours a day, and most didn't answer. Now an AI agent finds members due for a seasonal visit, texts them, checks the real dispatch board and books the job on the calendar.
Business type: Contractors & home services. Tool used: Podium AI (Membership Coordinator agent). Result: In the first six weeks the source reports 471 members contacted, 187 jobs booked and $35,000 collected, with no outreach calls by staff. It says this saves 3 to 4 hours a day.
Source: Podium (case study) (Company case study) · Added Thu, Oct 29 · Last updated 2026-10-29
In the first six weeks the source reports 471 members contacted, 187 jobs booked and $35,000 collected, with no outreach calls by staff. It says this saves 3 to 4 hours a day. (as reported by the source)
Guide: AI answering service for HVAC companies: real examples and how to set one up
Air Design Heating & Cooling is an HVAC company in Salt Lake City with roughly 600 maintenance-plan members. Twice a year, for about six weeks, the office manager called members one by one from paper folders, 3 to 4 hours a day, and most didn't answer. Now an AI agent finds members due for a seasonal visit, texts them, checks the real dispatch board and books the job on the calendar.
Podium AI (Membership Coordinator agent).
In the first six weeks the source reports 471 members contacted, 187 jobs booked and $35,000 collected, with no outreach calls by staff. It says this saves 3 to 4 hours a day. (as reported by the source)
Get your maintenance members into one list with their due dates. Let the AI text members who are due for a visit. Connect it to your dispatch board so it only offers real open slots.
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.
Here is our list of maintenance-plan members with their last visit dates: [attach]. Write a short, friendly text inviting members who are due to book their seasonal tune-up. When someone replies, offer two open times from [schedule] and confirm the one they pick.
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