For lumber and building materials dealers
We find the work that repeats, like checking each proof of delivery (POD) against its invoice, and help your team automate it. Our AI agent only reads.
A free 30-minute call. No data or access needed.
Our agent is ready for testing.
A fictional lumber dealer’s software, as we would map it with your team.
- Deliveries
- Repetitive work
Where we start
Your software already knows how your yard works.
Every delivery ticket, proof of delivery and credit leaves a trail in your tools. We start there, with the people who do the work.
Examples of the software lumber and building materials dealers run, not a list of integrations: Epicor BisTrack, BisTrack Delivery, DMSi Agility, Agility POD, ECI Spruce, Paladin, Acumatica, QuickBooks, Outlook, Gmail, Excel, Google Sheets, Microsoft Teams, OneDrive, Google Maps, Trimble Maps, DispatchTrack, Descartes, Geotab, Hyphen SupplyPro, MiTek Supply, Levelset, Avalara, Billtrust, and in-house tools.
BisTrack
Agility
Outlook
Gmail
Excel
Google Sheets
Microsoft Teams
OneDrive
Google Maps
Maps
SupplyPro
Follow a delivery
Refused on site. Still on the invoice.
With the automation on, each proof of delivery is compared with its invoice, the driver's count is converted into your billing unit, and the credit or redelivery is drafted. Your yard manager chooses; AR approves.
- Today
Someone notices, calls and keys the credit.
- Compare
Invoiced against delivered, line by line.
- Draft
A $128.17 credit, drafted.
- Review
Credit or redelivery is your call.
Illustrative workflow. Contractors, jobs and amounts are fictional.
The automation prepares.
Your team decides.
Kestrel is meant for reconciling delivery paperwork, never the decision about what the contractor is owed.
The automation
- Reads delivery tickets, POD notes and photos
- Compares delivered with invoiced, line by line
- Converts field counts to your billing units
- Drafts the credit or redelivery and the contractor note
Your team
- Credit or redelivery
- Approving credit memos
- Anything sent to the contractor
- Dispatch and routes
A good fit if
- You deliver to contractor job sites from your own fleet
- Drivers capture proof of delivery with photos or signatures
- Short, damaged and refused items turn into calls and manual credits
Probably not yet if
- Most sales are cash-and-carry at the counter
- Delivery exceptions are rare
- Your ERP already turns POD exceptions into credits for you
You work with Bom and Andre.
They run your call, the walkthrough and the build.
Practical questions.
Start with
your workflow.
Where do delivery exceptions slow down?
- 01You tell us where the repetitive work is.
- 02We say honestly whether we can help.
- 03If we can, we plan a free walkthrough at your site.