AI-native consulting firm
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For commercial mechanical and HVAC service contractors

We find the office work your team repeats, like pricing preventive maintenance (PM) findings and asking for not-to-exceed (NTE) increases, and help your team automate it. Our AI agent only reads.

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A free 30-minute call. No data or access needed.

Our agent is ready for testing.

Example map of a fictional mechanical contractor’s appsA line drawing of six of a fictional mechanical contractor’s apps: Outlook, ServiceChannel, Teams, Excel, ServiceTitan and Sage Intacct. A line shows work orders moving from Outlook through Excel into ServiceTitan. Three markers show repetitive work the agent would find: PM findings priced by hand, NTE increases typed into portals and Invoices checked against the NTE. Fictional example.Example map of a fictional mechanical contractor’s appsA line drawing of six of a fictional mechanical contractor’s apps: Outlook, ServiceChannel, Teams, Excel, ServiceTitan and Sage Intacct. A line shows work orders moving from Outlook through Excel into ServiceTitan. Three markers show repetitive work the agent would find: PM findings priced by hand, NTE increases typed into portals and Invoices checked against the NTE. Fictional example.

A fictional mechanical contractor’s software, as we would map it with your team.

  • Work orders
  • Repetitive work

Where we start

Your software already knows how your shop works.

Every PM visit, work order and invoice leaves a trail in your tools. We start there, with the people who do the work.

Examples of the software commercial mechanical and HVAC contractors run, not a list of integrations: ServiceTitan, BuildOps, ServiceTrade, Jonas Construction Software, Sage Intacct, QuickBooks, Viewpoint Vista, Viewpoint Spectrum, Outlook, Excel, Microsoft Teams, SharePoint, OneDrive, Gmail, Google Sheets, Google Drive, ServiceChannel, Corrigo, Fexa, Bluon, GPS Insight, Bluebeam, Procore, DocuSign, and in-house tools.

Follow a PM visit

Over the NTE? Ask before the truck rolls.

With the automation on, a PM visit's notes, photos and your price book become a repair proposal and an NTE-increase request for your service manager. The customer approves in their portal; nothing is sent without your team.

  1. Today

    Notes, price book, portal, email.

  2. Draft

    A proposal from the tech's own notes.

  3. Check

    $298.52 over the NTE.

  4. Review

    Approved before the work, not after.

Illustrative workflow. Sites, equipment and amounts are fictional.

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The automation prepares.
Your team decides.

Kestrel is meant for the paperwork between the visit and the approved repair, not the repair itself.

The automation

  • Reads visit notes, photos and the asset record
  • Prices the repair from your price book
  • Checks the work order total against the NTE
  • Drafts the proposal and the increase request

Your team

  • Diagnosis, scope and safety decisions
  • Prices and anything sent to the customer
  • Submitting in ServiceChannel or Corrigo
  • Scheduling the repair

A good fit if

  • You service property-managed or national-account sites through facility portals
  • Repairs found on PM visits often run past the work order's NTE
  • A coordinator builds proposals from tech notes, photos and a price book

Probably not yet if

  • Most of your work is residential replacement sales
  • You mostly bill construction projects by pay application
  • Your field service software already runs proposals and portal approvals end to end
Bom PattanapaisalAndre Romero-Carey

You work with Bom and Andre.

They run your call, the walkthrough and the build.

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Practical questions.

Start with
your workflow.

Where do PM findings stall before the repair?

  1. You tell us where the repetitive work is.
  2. We say honestly whether we can help.
  3. If we can, we plan a free walkthrough at your site.
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Next open times

Send us a note.

The founders read every note and reply by email.

Example viewed: Repair proposals and NTE increases.
You can tell us about a different workflow in your note.

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