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.
Professional offices
Less retyping in the office, more time for your clients.
New-client details copied from emails, documents chased by hand, a website that doesn’t say how to get started. We take that office work off your plate. We handle the paperwork, never the advice.
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 professional offices.
Less paperwork between clients, monthly reports that build themselves, and a website that makes it easy to reach you.
Long PDFs read for you, with the office approving each one
The automation reads long supplier invoice PDFs and fills in the paperwork. Someone in the office approves each one before it’s sent.
Workflow automationMonthly reports that build themselves
The monthly sales rep reports are put together automatically, so nobody builds them by hand each month.
Bookkeeping & reporting 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 & hosting
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.
A new-client form that fills in your records
A short web form for contact details and what the person needs, with the answers dropped into your records so nobody retypes them. Your staff reviews each one.
Workflow automationA list of what each client still owes you
A checklist of documents still missing for each client, with a draft reminder for your staff to review and send.
Workflow automationA weekly list of what needs attention
Files with nothing done in a while, or renewals and follow-ups coming up, pulled from the dates your records already hold.
Workflow automationA monthly report from your own numbers
A one-page report built from the export your software already produces, so nobody assembles it by hand.
Bookkeeping & reporting automationA site that says how to get started
A plain page for each service, who’s on the team, and a contact form that sends the request to the right person.
Websites & hostingA Google profile and listings that match
Your profile, your site and the directories where clients look all show the same name, address and hours.
Online visibility
What’s out there
What other providers already offer professional offices.
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.
Practice management for law firms
Software like Clio covers client intake forms, billing and online payments, document management and automated client reminders.
Practice management for accounting firms
Tools like Karbon and TaxDome offer workflow automation, invoicing and payments, and document management. Karbon’s page also lists a client portal and e-signatures.
Agency management for insurance
Agency management systems keep policy records, alert staff to renewals, exchange data with carriers and create certificates and forms from policy records.
CRMs and property-search sites for real estate
Real estate CRMs schedule follow-up sequences and flag overdue leads, and some platforms bundle a property-search (IDX) website with lead capture.
Marketing agencies for law firms
Agencies build sites with practice-area pages and attorney bios, run local search and paid search, and track where inquiries come from.
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.
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.
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.
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.
What does your office copy from one place to another?
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.