For plumbing comfort advisors
Mission runs the follow-up cadence, the financing chase, and the reporting, so you stay on the phone closing.
Your day
Reading the homeowner, handling the line-item teardown without letting them dismantle the proposal, matching the right system to the right financing — that’s the part that brings in the money and can’t be scripted. The rest is follow-up logistics and data hygiene, and it’s the throughput limiter on how many deals you can run.
Logging call outcomes and deal statuses, building the 48-hour / 7-day / 14-day follow-up texts by hand, re-keying customers into Wisetack or GreenSky and chasing the approval, reconciling your spreadsheet against ServiceTitan, and compiling Friday’s numbers.
Handling objections in the living room, explaining a repipe or water-treatment system without losing the proposal, deciding which stalled deals are still alive, and structuring the financing that makes a $12k job feel doable — the work only you can do.
What it costs
Only about 37% of estimates close on the first visit, and roughly 60% of sales come after the fourth contact — but most shops quit after one or two. Every open quote that ages out is money you already earned the trust to win, sitting untouched in the system.
Yet most shops stop at one or two. You’re supposed to hit every open quote at 48 hours, 7 days, and 14 days — by hand, across dozens of live estimates, deals silently age out.
A worked example: 100 estimates a month at a $5,000 average, 40 unsold — warm money sitting open. Converting just 30% with disciplined follow-up is a directional ~$60K a month back.
The cap isn’t your selling — it’s the coordination and follow-up that consume the rest of the day. Admin is literally the throughput limiter on how many deals one closer can run.
With Mission: The 48-hour, 7-day, and 14-day cadence runs on every live estimate, where roughly 60% of sales actually come from — the fourth touch and beyond.
What Mission does
You assign the workflow once. Mission’s agent works inside the tools you already run — ServiceTitan, the financing portals, your phone and texts — keeping the busywork moving and handing every yes/no judgment call back to you.
Watches ServiceTitan for estimates that hit 48 hours, 7 days, and 14 days with no response, then drafts the personalized text or email — or queues the call with full context — so no live quote ages out of the pile. You still make the persuasion call.
The result
When the cadence runs itself, the financing answer lands in your hand, and the spreadsheet keeps itself, you get the hour back and stay on the phone — and the open estimates stop dying quietly.
The 48-hour, 7-day, and 14-day cadence runs on every live estimate — no deal ages out of the pile because no one followed up.
Shops that add disciplined quote follow-up are reported to lift close rate and convert 30–40% of previously cold estimates — vendor-sourced, but the direction is clear.
The follow-up logistics, the financing chase, and the Friday number-crunch run on their own, so your time goes to the part only you can do — closing.
Safe by default
An agent working your pipeline only helps if you can trust it with your customers and your numbers. Mission is built so the agent drafts, prefills, and proposes — and you keep the conversation and the call.
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 the day between the price and the install, and we’ll show you exactly what Mission would take off your plate.
