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.
HVAC, plumbing & electrical
Spend less time on paperwork and more time on jobs.
Warranty registrations typed in from supplier invoices, a website that’s hard to use on a phone, a Google listing that’s out of date. We take that work off your plate so the office can keep up with the field.
Warranty 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.
What we do
What we do for HVAC, plumbing and electrical contractors.
The paperwork that follows every install, a website that turns searches into requests, and a Google listing that keeps up with you.
Warranty registrations from supplier invoices
The automation reads each supplier invoice as it arrives, registers the units with the manufacturer and logs every confirmation in a tracker.
Workflow automationA rebuilt website, hosted and kept up
Mobile-first and fast, with a clear way to send a request on every page. Small edits come in by email.
Websites & hostingSearch and the Google Business Profile
The profile, the site and the listings say the same thing, so Maps and AI answers get the details right.
Online visibility
More we can build
More we can build for your shop.
Each one is scoped to how your business actually runs, starting with the free audit.
Maintenance plan reminders
Pull the customers due for a seasonal tune-up from your records and draft the reminders for your office to send.
Workflow automationReview requests after a finished job
When a job is marked done, the customer gets a short note asking for a Google review, sent from your own account.
Online visibilitySupplier invoices into your books
Parts and equipment invoice lines entered into your accounting software instead of retyped.
Bookkeeping & reporting automationJob photos where people look
Before and after photos from real jobs added to your Google profile and your site, so people see your work.
Online visibilityQuote follow-ups that don’t slip
A list each week of estimates nobody has answered yet, so a good job doesn’t go cold.
Workflow automationA look at how a call becomes an invoice
Not sure where to start? We follow one job from the first call to the paid invoice and point out the steps worth automating.
AI & automation consulting
What’s out there
What other providers already offer contractors.
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.
Field service software
Platforms like ServiceTitan and Housecall Pro handle scheduling, dispatch, invoicing and online booking in one place.
Maintenance plans and memberships
Many of those platforms track service agreements, renewals and seasonal tune-up reminders.
Automated review requests
Field service platforms and reputation services can send a review request after each job.
Google Local Services Ads
Home services marketing agencies set up and manage Local Services Ads, the Google Guaranteed listings at the top of local searches.
Local SEO and reputation packages
Agencies bundle local SEO, Google Ads and review management for home service businesses.
What kind of work can you automate?
Repetitive office tasks that follow the same steps every time: retyping invoices, pulling data out of supplier PDFs, filling out warranty registrations, and moving information between your CRM, accounting software, and supplier portals. If you do it the same way every week, it's worth a look.
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.
Can you redo the website I already have?
Yes. We keep what's working on your current site, like your content, your photos, and the pages people already find, and rebuild the rest so it's faster and easier to use on a phone.
Do you manage Google Business Profiles?
Yes. We make sure your profile is accurate and matches your website, with the right categories, hours, services, and photos, since that's a big part of showing up on Maps.
What does your office retype every week?
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.