Step 01
Auto-capture the call into ServiceTitan
Transcribe the call and pre-fill the customer and equipment record — make, model, age, warranty, symptom, address — so you confirm accuracy instead of typing live.
For HVAC customer service representatives
Keep the calls. Drop the typing.
Mission carries the CRM data entry, confirmations, and estimate follow-up so you stay on the phone booking jobs.
Your day
You’re the front door — until the keyboard slows you down
Calming the homeowner, reading the urgency, and turning a price-shopper into a booked job is skilled work. Re-keying the same record into ServiceTitan call after call is not.
65%Live conversations — calming, diagnosing, selling, booking
De-escalating the sweating homeowner, reading a true no-cool emergency, and turning a stalled estimate into a yes. Your booking rate lives here.
35%Admin tax — data entry, confirmations, chasing notes
Typing equipment, address, and symptom notes into the CRM, texting confirmations by hand, and re-keying notes so the tech shows up informed.
What it costs
Admin between calls is the throughput ceiling
Every minute spent re-typing the last call is a minute the phone rings into voicemail — and in HVAC, a missed call is a job your competitor just booked.
Up to 12 hrs
Per week confirming by hand
Vendor copy admits manual appointment confirmations alone consume up to 12 hours a week of CSR time.
120 calls
On a peak heatwave day
Volume spikes hard in a heatwave or cold snap while most shops staff for average — so peak-season calls leak to voicemail.
Up to $1M/yr
Left in unsold estimates
Contractors who work the follow-up list to a yes-or-no have added as much as $1M in a single year. The busy-CSR default leaves it on the table.
Industry averageTop quartileWith Mission
With Mission: Hand off the typing and chasing and you answer more calls and work every estimate — pushing booking toward the top quartile.
What Mission does
It carries the busywork around every call
Mission listens, captures, confirms, and chases in the background — so you confirm instead of type and follow up without dropping the queue.
The result
You keep the conversations; the queue stops winning
The panicked homeowner, the urgency read, the maintenance-plan sell, and the booking decision stay yours. The typing, chasing, and confirming get carried.
The phone wins, every time
- Typing the last call’s notes while the next three ring into voicemail
- The follow-up list you never reach once the queue gets busy
- Techs arriving without notes — then you field the angry callback
You stay on the call that books
- The record is pre-filled — you confirm it and move to the next caller
- Every estimate gets worked; only warm replies reach your phone
- Crews arrive with a complete job note, so callbacks dry up
More booked
Calls answered, not missed
Missed-call text-back holds the lead so peak-season overflow stops walking to a competitor.
0 dropped
Estimates that go unworked
The follow-up engine keeps chasing to a yes-or-no even when the phones are slammed.
Fewer
Callbacks from bad handoffs
A complete tech-ready note means crews show up informed instead of blamed for miscommunication.
Safe by default
It drafts and confirms — you stay in control
Mission pre-fills records, queues the texts, and assembles notes, but the final accuracy check and every booking decision are yours. Nothing goes out unapproved where it matters.
Connected
Works inside the tools you already run on — email, calendars, sheets, your CRM, your portals.
Approved
Anything risky or off-mission is held for your sign-off before it touches data or goes out the door.
On mission
You set the assignment once. The work stays on it for days and weeks without drifting.
Observable
You always have a clear view of what ran, what changed, and what needs a call — no transcript spelunking.
Stop re-typing. Start booking.
Keep the conversations that win the job — let Mission carry the data entry, confirmations, and follow-up between every call.