For HVAC service technicians
You didn’t get into this trade to type.
Write-up, builds the quote, and chases every unsold estimate — Mission diagnoses the operating constraint before prescribing the build.
Your day
The wrench work is the part you’re proud of.
On a two-truck shop you’re the tech and the office both. Every stop is diagnose, fix or quote, then write it up — and the write-up is the part that follows you home.
- Diagnosis, the repair, and the kitchen-table trust call
- Reading the intermittent fault, red-tagging a cracked heat exchanger, and getting a $6,000 replacement approved with an honest conversation. Only-a-skilled-human work.
- Re-keying findings, building quotes, chasing parts and leads
- Work orders, invoices, photo labeling, warranty portals, and follow-up — none of it needs HVAC skill, all of it lands on the most expensive, most tired person in the company, at night.
What it costs
The admin tax is the ceiling on a two-truck shop.
Every hour you spend writing up or chasing is an hour off a billable call. Growth stalls on your evenings, not on demand.
The desk follows you into the van
Field techs spend roughly an hour a day on the desk side — and small shops run as much as ~15 hrs/week on admin.
Admin burns a truckload of billables
At a $125–175 billable hour, the admin a small shop absorbs can cost as much as six figures of billable capacity.
Aging estimates die without pursuit
The aging condenser flagged today sits in the system with no call, no email, no follow-up — high-margin replacement revenue that dies in silence.
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
You diagnose, decide, and talk to the customer. The agent types, chases, and remembers.
It works inside the tools you already run — Housecall Pro, Jobber, FieldEdge, ServiceTitan — and your flat-rate price book. You approve; it does the assembly.
- Draft the write-up and invoice from field input
Speak it or snap the photos and notes; the agent assembles a clean work order and invoice — make/model/serial, readings, parts, photos labeled — for you to approve and send before you leave the driveway.
- Build the estimate from your price book
Say “needs a new condenser and a surge protector” and the agent pulls the flat-rate line items into a presentable quote, ready for one-tap send. You set the scope and price; it does the typing.
- Run unsold-estimate follow-up, always on
The agent watches every flagged-but-unsold recommendation and sends the timed follow-up texts and emails, routing “ready to book” replies straight back to you. No lead dies in silence.
- Drive maintenance re-booking and warranty filing
It tracks who’s due for a tune-up, reaches out to fill shoulder-season slots, and registers equipment in the Goodman/Trane/Carrier/Rheem portal so the 10-year warranty stays alive.
The result
Keep the craft. Hand off the clerking.
The diagnosis and the customer trust stay with you. The typing, the chasing, and the remembering stop eating your evening.
Finishing invoices at the kitchen table
- Findings jotted on paper, re-typed hours later when memory’s fading
- Quotes you “meant to write up” that never go out — pure leaked revenue
- Flagged replacements and due tune-ups that nobody ever follows up on
Write-up done before you leave the driveway
- Clean work order and invoice drafted from your voice and photos, ready to approve
- Every quote assembled from the price book and sent the same day
- Unsold estimates and tune-up customers chased automatically — leads come back warm
Safe by default
Nothing goes out without your say-so.
The agent drafts and proposes; you approve. Every invoice, quote, and follow-up waits for your hand before it touches a customer.
- 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.
The diagnosis is yours. The write-up shouldn’t eat your evening.
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.