For HVAC comfort advisors
Mission drafts the proposal, pre-stages financing, verifies the AHRI match, and works your unsold quotes — so you stay in front of homeowners.
Your day
Reading the home, diagnosing the comfort complaint, designing the right system, and earning the trust to close a $8k–$30k financed decision — that is the part only you can do, and the part that drives the revenue. Everything else is rules-based admin that has to get paid down before you can sell the next home.
Re-keying handwritten survey notes and room dimensions into the load calc and proposal builder, pricing the job against distributor portals, confirming the AHRI match, filling out the lender app, assembling rebate, permit, and HERS paperwork, and chasing unsold quotes — every quote, across three or four tools.
Walking the home, reading the homeowner, designing the system that actually fixes the comfort problem, handling the objection, and closing a once-a-decade financed decision built on trust — the work that brings in the revenue, and the work no agent can do for you.
What it costs
You’re paid to close, and you’re capped at roughly three appointments a day. So every quote that takes a night to type up, every price chase, every cold proposal you never circled back to comes straight out of your selling capacity — and the company’s revenue runs through you.
A disciplined day is built around three sales calls max, because each one carries a long tail of prep, estimating, and follow-up. The post-visit grind is what actually caps how many homes you can touch.
A CRM, a Good-Better-Best builder, a Manual J load calculator, distributor pricing portals, lender apps, and rebate sites — re-keyed and reconciled for every proposal you write.
Comfort advisors drive the bulk of the revenue an HVAC company needs to succeed — so a quote that goes cold for lack of follow-up time is the company’s highest-ticket sale, leaked.
With Mission: When the typing, lookup, and chasing run on their own, your capped three appointments stop being eaten by the grind around them — the hours go back to closing.
What Mission does
You assign the workflow once. Mission’s agent works inside the tools you already run — your CRM, the proposal builder, the lender portals, the rebate sites — drafting and pre-staging the busywork and handing every conversation, design call, and final approval back to you.
Turns your dictated or photographed appointment notes and room dimensions into a populated load-calc input and a Good-Better-Best draft, pulling current distributor pricing — you review and adjust, never start from a blank screen.
The result
When the proposal drafts itself, financing is pre-staged, the AHRI match is verified, and your unsold quotes get worked on a cadence, the night-time grind disappears — and you spend your hours where the commission is, in front of homeowners.
The follow-up money you never had time to chase gets a timely, personalized touch on your cadence — no quote silently goes cold.
Proposals arrive drafted from your visit notes and current pricing, so the desk work is review and adjust, not build from scratch.
When the typing, lookup, and chasing run on their own, your capped three appointments stop being eaten by the grind around them.
Safe by default
An agent working your proposals and your homeowners only earns a place if you can trust it with the deal. Mission is built so the agent drafts, pre-stages, and proposes — and the design call, the price, and the close stay yours.
Works inside the tools you already run on — email, calendars, sheets, your CRM, your portals.
Anything risky or off-mission is held for your sign-off before it touches data or goes out the door.
You set the assignment once. The work stays on it for days and weeks without drifting.
You always have a clear view of what ran, what changed, and what needs a call — no transcript spelunking.
Walk us through a day in your truck and at your desk, and we’ll show you exactly what Mission would take off your plate.
