For parts & warehouse clerks
Stage the trucks. Skip the paper chase.
Branches, files the warranty claims, and tracks every core — Mission diagnoses the operating constraint before prescribing the build.
Your day
Knowing the parts is craft. The chasing is busywork.
You’re the reason trucks roll out fully loaded and techs never get stuck on a job. But you sit between a field-service platform, a stack of distributor portals, the manufacturer warranty sites, and a shadow spreadsheet — and the clerical motion crowds out the judgment.
- The parts judgment
- Anticipating what tomorrow’s installs will need, deciding when to substitute, catching that a “defective” return is actually fine, negotiating a will-call when a branch is out, and spotting a truck’s count drifting before it costs the shop.
- The admin tax
- Re-keying packing slips, counting bins, chasing branches for delivery dates and credits, filing warranty claims into one portal after another, matching cores to deposits, and reconciling system counts back to what’s actually on the shelf.
What it costs
When the chasing slips, the shop loses money quietly.
The repetitive 70% is exactly what costs the shop when it falls behind — uncredited cores, expired warranty windows, phantom inventory. None of it shows up as a crisis. It just leaks.
Paid-for parts vanish before invoicing
One to two percent shrinkage starts with untracked truck-stock grabs — parts paid for but never billed to a customer are pure margin loss (ServiceBizHub).
Warranty money dies in the inbox
Miss the roughly thirty-day warranty filing window or lose the core, and money the shop already earned is silently forfeited — leakage that becomes structural when claims live in disconnected spreadsheets and email.
Hand tracking breaks as the fleet grows
Once the fleet pushes past about fifteen trucks, per-truck tracking by hand hits a wall — the clerk becomes the ceiling on how many trucks the shop can keep stocked and accurate.
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 chasing, matching, and filing across the systems you already use.
You set up the workflow once — inside the field-service platform, the distributor portals, and the manufacturer warranty sites. Mission’s agent runs the repetitive transactions and surfaces only the exceptions. Every credit and every count stays confirmed by you.
- Chases the will-calls and backorders
Watches open POs and will-calls, emails and messages branches for ETAs and pricing, and flags only the exceptions — late, short, or a price change — so you stop calling the supply house for a delivery date a third time.
- Shepherds warranty claims and RMAs
Drafts and tracks claims in the Carrier, Trane, Goodman, and Lennox portals, watches the filing-window clock, and chases the credit until it posts — escalating anything that stalls. You approve every submission.
- Tracks every core and its deposit
Maintains the cores-owed list, matches each old compressor or motor to its RMA and deposit, and nudges when a core is aging unreturned in the corner — so the deposit you’re owed doesn’t quietly slip away.
- Reconciles receiving and signals restock
Matches packing slips to POs, surfaces shorts, damage, and price mismatches for you to confirm, and compares yesterday’s job usage to each truck’s list and warehouse min levels to draft the restock pulls. You approve.
The result
You stage the trucks. The paperwork stops being yours.
When the branch-chasing, warranty filing, core tracking, and receiving match run on their own, the count finally matches reality and the credits the shop earned actually get filed.
You’re the backbone, buried in clerical motion.
- Cores pile up in the corner because the paperwork never got done.
- The monthly count never matches — techs grab parts and don’t say anything.
- Warranty credits that should’ve been ours slip past the window.
You handle the parts. The agent does the chasing.
- Every core is matched to its deposit and nudged before it ages out.
- System counts and physical counts stay reconciled as parts move.
- Every warranty claim gets filed inside the window and chased to credit.
Safe by default
It drafts and chases — it never posts a credit or count on its own.
An unrecovered core or a wrong inventory adjustment is real money. Mission chases, files, matches, and surfaces exceptions, and only acts on what you’ve approved — every credit and every count confirmed by you.
- 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.
Stage the trucks. Skip the paper chase.
Tell us the will-calls, warranty claims, cores, and receiving that route through you every week, and we’ll show you the busywork 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.