For owner-operator HVAC contractors
Keep the wrench. Lose the paperwork.
Catches the calls, quotes from your book, invoices, and reconciles the supply house — Mission diagnoses the operating constraint before prescribing the build.
Your day
The trade is the job. The admin is the tax.
You’re the lead tech, dispatcher, estimator, and bookkeeper across two trucks. The diagnosis and the price are why people call you — the chasing and re-keying just follow you home.
- The trade and judgment
- Diagnosing the system, sizing the replacement, reading repair-versus-replace, setting the price, doing the clean install, and being the trusted name that turns one job into a referral — the part only you can do.
- The admin tax
- Chasing missed calls back, typing invoices from job photos and memory, building and re-sending quotes, nudging customers to pay, and re-keying supply-house receipts into QuickBooks with the right markup — after a twelve-hour day on the tools.
What it costs
When you’re on a roof, the next job is calling someone else.
Nobody with a dead AC in July leaves a voicemail — they dial the next contractor on the list. The phone you can’t pick up is the bleed, and the paperwork you push to nights is the ceiling.
The call goes to whoever answers
When you’re on the tools, contractors miss roughly 62% of calls — and about 80% of those callers won’t leave a voicemail. They just dial the next company on the Google list.
Peak season money dies on voicemail
Directional vendor figures put unanswered-call losses around $3,800 a month for HVAC shops, with the broader trades range running $45K–$120K. Every missed emergency is a system sale your competitor just booked.
The office shift starts after service
Trade reporting puts small shops near 15.4 hours a week on admin, with techs spending 2+ hours a day on paperwork — invoicing, chasing, and reconciling at the kitchen table after the last call.
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 answers, quotes, invoices, and reconciles. You decide.
You set the rules once — your flat-rate book, your service area, your approval on every quote and dispatch. Mission works the phone and the paperwork inside the tools you already run from the truck.
- Catches and triages every call and text
Answers the moment a call lands while you’re on the truck — captures name, address, system, and “no cool / no heat,” texts an acknowledgment, and books or holds a slot, so the 4-hour callback gap and the 80% no-voicemail leak close.
- Turns your notes into a quote before you leave the driveway
Builds a clean written estimate from your on-site notes, photos, and your own flat-rate book, sends it the moment you give the number, then runs the follow-up cadence so the deal stops leaking between verbal and written.
- Drafts the invoice the moment a job is done
Pulls parts and labor from the job record into an invoice the second the job is marked complete — no kitchen-table session, no “did I bill that?” — then sends it for your final review and one-tap approval.
- Chases payment and reconciles the supply house
Follows up on overdue invoices until they’re paid, matches each counter purchase to its job, applies your parts × 2.5–3.5 markup rule, flags missing receipts, and queues the QuickBooks entry — so the margin stops walking out the door.
The result
Keep the trucks running. Stop being the bottleneck for your own business.
When the phone gets answered and the books run themselves, a long install no longer costs you the next three callers — and your revenue stops being capped at exactly what you personally can touch.
You’re the phone, the price book, and the cleanup.
- The phone rings while you’re on a roof, so the no-cool caller dials the next contractor.
- The quote you promised “tonight” gets built late or never, and the deal goes to whoever sent one first.
- Invoicing, payment chasing, and supply-house reconciliation pile up for the kitchen table after dark.
You run the tools. The phone and the books run themselves.
- Missed callers get texted back, qualified, and booked; the emergencies come to you flagged.
- A quote from your own flat-rate book goes out before you leave the driveway, on your one-tap approval.
- Invoices, payment follow-up, and supply-house reconciliation move without you.
Safe by default
It drafts and confirms. It never prices or dispatches over your call.
A wrong quote or a botched dispatch costs you a customer. Mission answers, books, drafts, and chases — and the diagnosis, the repair-versus-replace call, the pricing, and the final yes stay with you, under your approval.
- 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.
Keep the wrench. Lose the phone and the paperwork.
Tell us what eats your day — the missed calls, the quotes you never sent, the 9pm invoicing — and we’ll show you the work Mission would carry.
Not ready to talk? Map one workflow yourself — free, no sign-up, and the first three steps put a dollar figure on it.