For HVAC comfort advisors
You close the deal. Then type it up all night.
Proposal, pre-stages financing, verifies the AHRI match, and works your unsold quotes — Mission diagnoses the operating constraint before prescribing the build.
Your day
Three appointments a day — and the paperwork around them is the real ceiling.
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.
- The diagnosis and the close
- 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.
- The desk work
- 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.
What it costs
Every hour at your desk is an hour you’re not in front of a homeowner.
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.
The day only fits so many homes
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.
One proposal means retyping the same house
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.
Cold quotes starve the biggest revenue line
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.
Directional patterns from the trade and from operator interviews — not Mission results. Your numbers get established in the assessment.
Where the constraint often shows up
It does the typing, the lookup, and the chasing. You keep the design and the close.
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.
- Drafts the proposal from your visit
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.
- Pre-stages financing and verifies the AHRI match
Pre-fills the lender application from CRM data so approval isn’t a kitchen-table stall, and confirms a valid AHRI certificate for the proposed combination — flagging a mismatch before it costs a rebate, tax credit, or warranty.
- Compiles rebate, permit, and HERS packets
Assembles the required forms and documentation for the utility and jurisdiction, and tracks which steps — permit, HERS test, rebate application — are still outstanding on each sold job.
- Works your unsold quotes
Keeps a live board of open proposals and auto-drafts the reminder texts and emails on your cadence — you approve and send — so five-figure quotes stop going cold while you’re at the next appointment.
The result
Stop selling at your desk. Let the paperwork build itself.
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.
You close the deal, then go type it up half the night.
- Re-keying survey notes into a load calc and proposal across three or four tools, after hours.
- Financing stalls at the kitchen table while you wait on an external portal.
- Good quotes go cold because there’s no time to circle back between appointments.
You walk in to a drafted proposal and a worked pipeline.
- A populated load calc and a Good-Better-Best draft are waiting for your review.
- Financing is pre-filled and the AHRI match is verified before you present.
- Every open quote gets a timely, personalized follow-up you approve and send.
Safe by default
It never sends or commits without you.
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.
- 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.
You close the deal — let the paperwork build itself.
Thirty minutes on your week, and you leave knowing what the seat is really costing.
Not ready to talk? Map one workflow yourself — free, no sign-up, and the first three steps put a dollar figure on it.