Kestrel HVAC Supply
Amount842.15
Distributors & equipment dealers
Get the monthly paperwork off your office’s plate.
Warranty registrations typed in from long supplier invoices, a sales workbook rebuilt every month, rep reports pulled together by hand. We automate that repeat work so your office can keep up with the orders.
Bills and receipts
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.
What we do
What we do for distributors and equipment dealers.
Warranty paperwork, the monthly workbooks and the rep reports, handled with the office in control of what gets sent.
Warranty registrations from long supplier invoices
The automation reads the registration details off each supplier invoice PDF. Someone in the office approves every one before it’s sent.
Workflow automationThe monthly sales-tax workbook
The workbook fills in from the reports the office already runs. It’s a prepared workbook for the office and their accountant to work from. We don’t file anything and we don’t give tax advice.
Bookkeeping & reporting automationThe monthly sales rep reports
The reports are pulled together from the systems the office already uses, instead of by hand.
Bookkeeping & reporting automation
More we can build
More we can build for your office.
Each one is scoped to how your business actually runs, starting with the free audit.
Supplier invoices into your books
Part numbers, quantities and costs from supplier invoices entered into your accounting software instead of retyped.
Bookkeeping & reporting automationQuotes that don’t go quiet
A list each week of quotes no customer has answered yet, grouped by rep, so a sale doesn’t slip away.
Workflow automationLate orders on one list
A list each morning of purchase orders past their promised date, so the office knows which suppliers to chase.
Workflow automationAccount summaries before a sales call
A one-page summary for each customer, built from the sales rows you already export, for the rep to read before reaching out.
Bookkeeping & reporting automationA site that lays out the lines you carry
Brands, product categories and the areas you serve on clear pages, with a request form that goes to the right person.
Websites & hostingA look at how an order becomes an invoice
Not sure where to start? We follow one order from the quote to the paid invoice and point out the steps worth automating.
AI & automation consulting
What’s out there
What other providers already offer distributors and dealers.
Here’s what other providers already offer businesses like yours. If you already use some of it, we work with those tools and fill the gaps between them.
Distribution software (ERP)
Platforms built for distributors tie order entry, inventory, purchasing, accounting and reporting together, and often add online ordering for customers.
Equipment dealer management systems
Dealer systems run sales, rental, service and parts on one platform, with warranty claim handling and links to manufacturer parts catalogs.
Sales rep tools inside the ERP
Vendors describe mobile order entry for reps, built-in follow-up tracking and commission rules set by percentage, product or tier.
Exemption certificate software
Tax software vendors such as Avalara sell tools that collect exemption certificates from customers, check them and flag the ones that are missing or expired.
Do I have to switch the software I use now?
Usually not. We connect the tools you already have, like your CRM, accounting software, and supplier portals, instead of asking you to switch.
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.
What bookwork can you automate?
The bookkeeping tasks someone in your office does by hand every week or month: entering numbers from invoices, bills, and receipts, filling the same monthly spreadsheets, and pulling reports together from the systems you already use.
Are you a CPA? Do you do taxes?
No. StreamTec isn't a CPA firm, and we don't prepare tax returns or give tax advice. We automate the bookwork so your staff, and your accountant, start from clean, current numbers.
Which workbook or report eats your month?
Tell us, and we’ll send back a short written plan of what we’d take off your plate first. Free, and yours to keep.