Kestrel HVAC Supply
Example document
Invoice
| Item | Model | Serial | Qty |
|---|---|---|---|
| Gas furnace, two-stage | KF-80T2 | KF8-2610-4471 | 1 |
| Evaporator coil | KC-36A | KC3-2609-1186 | 1 |
| Filter rack | KR-16 | none Skipped | 1 |
Made-up supplier and data, for illustration only.
Automation, websites and online visibility for owner-run businesses
Automate the busywork. Get found online.
We automate the invoices, forms and monthly workbooks your office does by hand, and build the website and search presence that brings the work in.
Free, no obligation. You get a short written plan that’s yours to keep.
See it work
Real workflows, running on made-up data.
Pick one, or let them play. Every demo here is something we build for owner-run businesses.
Demos of what we build, on made-up data
Supplier invoice in. Warranty registered.
Example with made-up dataWarranty registration
Reading the invoiceReady for the office to reviewApproved by the office
DealerGunflint Mechanical
Purchase dateOct 6, 2026
Dealer PO2291
Furnace modelKF-80T2
Furnace serialKF8-2610-4471
Coil modelKC-36A
Coil serialKC3-2609-1186
The filter rack has no warranty to register, so it gets skipped.
Someone in the office approves it instead of retyping it.
Bills and sales rows go in. The monthly workbook fills itself in.
Example with made-up dataBills and receipts
Kestrel HVAC Supply
Amount842.15
Example Fuel Stop
Amount96.40
Example Office Supply
Amount58.75
October sales export
| Date | Invoice | Job type | Amount | Taxable? |
|---|---|---|---|---|
| Oct 3 | 1041 | Parts sale | 186.50 | Yes |
| Oct 9 | 1042 | Service plan | 420.00 | No |
| Oct 14 | 1043 | Equipment | 2,350.00 | Yes |
| Oct 22 | 1044 | Repair labor | 640.00 | No |
Sales-tax workbook, October (example)
Reading the billsReady for review
| 1 | Item | Source | Amount |
|---|---|---|---|
| 2 | Taxable sales | Sales export | 2,536.50 |
| 3 | Exempt sales | Sales export | 1,060.00 |
| 4 | Total sales | Rows 2 + 3 | 3,596.50 |
| 5 | Purchases entered | Bills, receipts | 997.30 |
The workbook, not the filing. No tax advice.
The workbook, not the filing. No tax advice.
More on bookkeeping automationSomeone sends a request from your site. It lands in your inbox.
Example with made-up dataOwner’s inbox
1 new
New service request
from gunflintmechanical.example
- Name
- Pat
- Issue
- Furnace won’t kick on
- Best time
- Weekday mornings
Someone asks who to call. Your listing and your site tell the same story.
Example with made-up dataBusiness Profile
Gunflint Mechanical
Heating and air conditioning contractor
- Hours
- Open weekdays, plus emergency calls
- Website
- gunflintmechanical.example
- Services
- Furnace repairAC installsTune-upsDuct cleaning
Search
furnace repair near me
gunflintmechanical.example
Furnace Repair and Heating Service | Gunflint Mechanical
Repairs, installs and seasonal tune-ups from a local, family-run crew. Request service online.
AI assistant
Who can fix my furnace in the north metro?
Gunflint Mechanical does furnace repair, AC installs and tune-ups in the north metro. Their site says you can request service online, and they take emergency calls.
Source: gunflintmechanical.example
Illustration. Nobody controls Google’s results, so we don’t promise rankings.
More on online visibilityTell us what eats your week. We’ll point you to a starting place.
Find your fitWorkflow automation, step by step
Watch a warranty registration run itself.
This is the kind of work we automate first: the same steps every time, done by hand. Here’s one from start to finish.
A supplier invoice lands in the inbox.
The automation watches one mailbox and only opens invoices from suppliers you approved. Anything else gets left alone.
It reads the invoice.
Model numbers, serial numbers, the dealer and the purchase date come off the PDF. A part without a serial number gets skipped, not guessed.
It fills out the registration.
Every field goes into the manufacturer’s site the way your office would type it. Nothing submits on its own until it’s been checked against your real documents.
The manufacturer confirms it.
Each unit gets its confirmation number, and a unit that’s already registered gets caught instead of sent twice.
Your tracker updates and you get the summary.
Every unit is logged with its confirmation, and anything that needs a person is flagged at the top.
Watch the real thing run (43 sec)Recorded demo of the real automation, made-up data. No sound.
Services
What we take off your plate.
Most businesses start with one. The free audit tells you which one is worth doing first.
Workflow automation
Supplier invoices, warranty registrations, orders typed into two systems. If it follows the same steps every time, it can run on its own.
Learn moreBookkeeping & reporting automation
Monthly workbooks and reports filled from the reports you already run. The workbook, not the filing. No tax advice.
Learn moreWebsites & hosting
New sites and rebuilds that load fast on a phone and make it easy to send a request. We host it and make the edits you email us.
Learn moreOnline visibility
SEO and AEO, your Google Business Profile, reviews and social profiles that match your site, so people and AI assistants get the right answer.
Learn moreAI & automation consulting
Not sure where AI fits? We look at how your week actually runs and tell you what’s worth automating and what isn’t.
Learn moreCustom solutions
Something else slowing you down? Inventory tools, connecting two systems, a one-off fix. Tell us what it is.
Learn more
Not sure which one fits? Answer six quick questions
How it works
From the first call to ongoing support.
Free audit
A 15-minute call about where your week goes, then a short written plan you keep.
Proposal
A clear scope and the full price in writing, approved once and signed online.
Build and test
We build it and run it on your real documents first. You check the output.
Launch
It goes live, and the first runs get watched closely.
Ongoing support
Fixes when something changes, a regular check-in, and email support whenever you need it.
Why owners trust it
Careful with your business, start to finish.
Audit first
We don’t automate a process we haven’t seen. You tell us what eats your week and get back a plain-English plan that’s yours to keep, whether you hire us or not.
Tested on your real documents
Every automation runs in a sandbox against your real documents first. It isn’t allowed to submit anything on its own until you’ve checked the output.
You own it
Once it’s paid for in full, your site and the custom work we built are yours, and your domain stays in your name. If you ever leave, it comes with you.
Security first
Your data stays in your systems, passwords and keys never sit in email or code, and every site we host gets hardened security settings.
Who you’ll work with
Meet Joe
I grew up around the trades, so I’ve seen how many evenings go to paperwork that follows the same steps every single time.
I’m majoring in Accounting, Business Analytics and Artificial Intelligence, I’m on the CPA path, and I play college hockey. I’m not a CPA, so I don’t do tax work, but I know my way around a set of books. The person on your first call is the person doing the work.
What if I’m not sure what I need?
That’s normal. Pick “I’d like to explore my options” on the request form, or book a 15-minute call. We’ll look at where your time goes and tell you which of our services, if any, would actually help.
How do I know an automation won’t make mistakes?
Every automation runs in a sandbox against your real documents first. You see the output and check it, and it isn’t allowed to submit anything on its own until the output is right.
How much does it cost?
It depends on the business, so every service is a custom quote. You get the full price in writing before any work starts or any charge is made. The automation audit is free.
Who does the work?
Joe Kelly, the founder. The same person takes your first call, does the work, and answers your emails. There are no account managers or ticket queues.
Where are you located? Do you work with businesses outside Minnesota?
We’re based in Minnesota and work with businesses around the Twin Cities and western Wisconsin, plus anywhere in the US remotely. Most of the work happens over email, phone, and video calls, so distance usually isn’t a problem.
Tell us what eats your week.
We’ll send back a short written plan of what we’d fix first. It’s free, and it’s yours to keep.