Ai clerical help for HVAC company

I own an HVAC and plumbing contracting company and am looking for a patient tech coach to work with me 1-on-1 over Google Meet / screen-share. I have limited computer experience and want someone to guide me step-by-step directly on my screen rather than doing it for me. Goals: 1. Local AI & Office Setup: Walk me through installing and configuring Claude for Desktop and the Filesystem MCP so it can securely read my local price books, invoices, and job costing spreadsheets. 2. Workflow Automation: Teach me how to connect incoming supplier bills and receipts (via Make.com or Zapier) into Google Sheets and match them to our jobs. 3. Computer & Screen-Sharing Security: Ensure best practices are followed so my computer, business accounts, and sensitive customer data remain completely secure while learning. Looking for an expert with strong communication skills who can explain things in plain, straightforward terms. Hourly contract, 1–2 hours per session.