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PODIUM + SIMPRO

Grow your business with Podium's Simpro integration

Simplify your workflow and grow your business through SMS. From following up on quotes and sending job reminders to chasing invoices and collecting Google reviews, Podium helps you do it all via text—shrinking the time from first inquiry to cash in the bank and making it easier to scale your business.

POOL ASSIST

80% of our enquiries are sales related. Early evenings and weekends are some of the busiest times. If it’s outside business hours, we can send an auto-reply to ask for more information or tell them we’ll get back to them later, which is usually very well received.

Travis Hatch

Travis Hatch

Business Manager

$10m

payments processed via Podium

4.98

Google review star rating

Harness the power of text to deliver an unrivalled customer journey

Notify the customer when a quote is created

Automate quote notifications via text to your prospective and current customers faster, avoid email spam filters, and close more deals.

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Send a follow-up for a quote that is awaiting decision

Automatically send personalised SMS follow-ups to unresponsive customers after a set time, boosting conversions and keeping deals warm.

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Send a notification when a job is scheduled

Harness the power of two-way SMS to keep customers informed at every step. Automate job notifications and reminders to reduce phone tag, increase team efficiency, and improve the customer experience.

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Send a reminder for an upcoming job

Automatically send customers a reminder one day before their scheduled booking. The reminder will always reflect the latest appointment time, ensuring customers only receive one notification, even if schedule changes are made.

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Request a review after a task is completed

Let your reputation do the talking and stand out from your competitors online by automating SMS review invites after each job is completed. The default is to send the review invite the day after the job is completed—this can be customised to suit your preference.

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Send a follow-up message after a task is completed

Check in on work completed and uncover additional opportunities with automated follow-up messages after a job is completed. The default is to send a message 14 days after the job is completed—this can be customised to suit your preference.

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Notify a customer when an invoice is created

Get paid faster by sending invoice notifications via SMS—a fail safe for spam filters and lost emails. SMS also makes it easy for customers to ask questions and helps your team be proactive in managing outstanding payments.

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Send Reminders & follow-ups for unpaid invoices

Ensure you get paid on time, every time with Podium’s automated invoice reminders. Customers won’t forget their due dates, and if they do, our overdue reminders handle the follow-up, so you don’t have to.

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Deep two-way integration

Writebacks into Simpro

Keep your entire team on the same page and make your job management system the source of truth for all customer interactions. Every text message, phone call and voicemail is automatically logged in the customer’s notes—whether it’s from the office or your team in the field using the Podium App.

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AI Quote & job summary notes

Boost your efficiency in customer communications with AI-generated summaries of quotes and jobs automatically included as notes in the conversation thread in Podium.

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Rich customer data, syncing automatically into Podium

With Podium's contact attributes and events, you can view key customer information from Simpro directly in Podium. Use contact attributes as additional filters for automation or to segment your customer base for targeted marketing. You can even build custom automations using attribute and event data points!

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Know who's calling

Pick up the phone fully prepared. Imagine knowing who's calling and greeting every customer by name when you pick up the phone!

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Effortless lead creation with AI Lead Writeback

Effortlessly qualify leads in Podium and sync them to Simpro with a click of a button. Podium’s AI lead summary captures key details from the conversation and organises them in Simpro, so you’re ready to start quoting or booking the job in no time.

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Already a Podium user?

Set-up is free and easy. Simply click the ‘Connect Simpro’ button to get started.

Features

Take pressure off your phones and convert more customers, faster.

Learn about all the advantages you get with Podium.

  • Google Review Management

    Rank higher on Google and get found online with more reviews from easy textable invites.

  • Website Leads

    Increase leads by 10x just by letting people text or call your business right from your site.

  • After-Hours Automations

    Never miss a lead, even when you’re closed, with automated texts that keep them engaged.

  • AI Writing Assistant

    Generate responses in just one click and save hours writing replies to conversations and reviews.

  • Mobile App

    Put your entire business in your pocket, like texts, calls, reviews, payments, and more.

  • Bulk Messaging

    Keep customers engaged by sending special offers, from holiday sales to personalised discounts, that boost revenue.

  • Calling

    Make and receive calls from your business number(s) through the web and mobile app.

  • AI Call Summaries

    Never forget what was talked about with automatic transcripts and bulleted summaries.

  • Flat Processing Fees

    Save money compared to other POS apps with a trusted, flat rate. No surprise fees here.

Join other Home Services business using Podium

  • NEVER MISS A LEAD

    “We didn’t have a chatbot on our website. The good thing about Podium is that a customer can ask a question outside business hours, and I can quickly jump onto the app and reply. It also brings our Facebook and website chatbot into one place. Anyone from our team can jump in and respond or assign the message to the right person. The other thing that’s helpful is monitoring if customers don’t respond, so we can keep the conversation going with a lead that may otherwise have been lost.”

    Mark Cavanagh

    Owner & Manager, MC Electrical

  • LEVERAGE INTEGRATIONS & AUTOMATIONS

    “Once you’ve got someone on a platform, it’s easy to stay there. We have a lot of integration with Podium into Xero and Lightspeed, but we’ve also got templates that we quickly and easily set up. We have a template for estimates with all the parts we need, and we can even attach a link to the brochure. The customer can then accept the estimate, and it will turn it into a job in our other systems.”

    Travis Hatch

    Business Manager, Pool Assist

  • GET MORE REVIEWS

    “Podium has been sensational, not only because we've got more reviews for people to see, but also it's good for our team. Our techs genuinely want to try and get good reviews. It's like a badge of honour. We were looking for ways to better interact with customers, and our field staff and Podium does both.”

    Vasili Tsoutouras

    General Manager, Allstate Pest Control

  • WOW YOUR CUSTOMERS

    “People aren’t wowed by average anymore. You won’t get a good review from just doing average things. You need to go beyond that. Right from the very first moment we make contact with a customer, they have that sense that "Yeah, I’m dealing with a company that cares and has taken the time to acknowledge me." Podium has helped us wow our customers and share that amazing experience to build a great online reputation.”

    Dane Beazley

    Owner, Gold Coast Plumbing

Podium also integrates with

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