Admin Automation

Admin automation takes the small, repeated jobs off your plate: chasing quotes, asking for reviews, sending invoice reminders, entering supplier bills. It uses the tools you already have, writes in your wording, and can wait for your OK before anything reaches a customer.

~30 days — to your first automation, at a fixed price.

The follow-ups, reminders and paperwork that eat your evenings get done without you. Quotes get chased, reviews get asked for, and bills get entered, all in your own wording.

About this service

Every business has the same small jobs that pile up after hours: chasing a quote nobody answered, reminding someone about an invoice, asking a happy customer for a review, typing supplier bills into QuickBooks, sending the week's schedule to your crew or cleaners. None of it is hard, but it all takes time and it's easy to forget. We set things up so those jobs happen on their own, using the tools you already have. Anything a customer sees can wait for your OK first. Most businesses have their first automation running in about 30 days, at a fixed price agreed before we start. And because we also build custom software, we're not stuck when an off-the-shelf app can't do what you need. We work with trades, property managers, vacation rental hosts and service businesses across Vancouver Island and BC.

What's included

• Quote and invoice follow-ups
• Review requests after each job
• Supplier bills entered for you to approve
• Schedules sent to your crew or cleaners
• A weekly summary of jobs and money owed
• Works with QuickBooks, Jobber, Gmail and more

Frequently asked questions

What kind of admin can you automate?

Chasing quotes that haven't been answered, asking for reviews after a job, sending invoice reminders, entering supplier bills into your accounting, sending schedules to your crew or cleaners, and a weekly summary of what's booked and who owes you. If you do it the same way every time, it's usually a good fit.

Will it send things to customers without me knowing?

Only if you want it to. Anything a customer sees can wait for your OK first, and it's always written in your wording.

Does it work with the tools I already use?

Usually, yes. We work with things like QuickBooks, Jobber, Gmail, Google Calendar and Airbnb, so you don't have to switch systems.

How long does it take?

Most businesses have their first automation running in about 30 days. Simple ones are often live much sooner.

What does it cost?

Each automation is quoted as a fixed price before we start, so there are no surprises. A free call is enough for us to give you a number.

Can you build something custom if no tool does what I need?

Yes. We build custom software as well, like quoting tools, client portals and dashboards, so we're not limited to what off-the-shelf apps can do.