AI automation for Kelowna & Okanagan businesses
Kelowna's service businesses — trades, property, clinics, professional firms — run on the same stack as everyone else's: email, spreadsheets, QuickBooks, and too much manual admin in between. That in-between is what I automate.
Trim Automation is based in Kamloops, an hour and a half up the Connector — close enough that Okanagan clients aren't a remote abstraction, senior enough that you work with the person who actually builds the system.
Based in Kamloops — 90 minutes away. Remote-first with in-person visits when the project calls for it.
What I build
- Quoting workflows — enquiry read, numbers applied, drafted reply waiting for approval
- Client intake that flows from email or forms into your CRM and job tracking
- Invoicing and follow-up between your email, QuickBooks, and your CRM
- Live dashboards and reports that feed themselves instead of being assembled by hand
- Custom internal tools when off-the-shelf software doesn't fit how you work
Recent work
Rainwater Management
Stormwater engineering — quoting automated from 30 minutes to 30 seconds
Verified trades directory
Naturopathic clinic
Common questions
- Do you take on Kelowna clients?
- Yes — the Okanagan is comfortably inside the service area. Kamloops is 90 minutes away, so site visits are a morning drive, not a flight.
- What gets automated first?
- Usually whatever eats the most owner-hours: quoting, accounts-payable capture, client intake, or the weekly reporting someone assembles by hand. First call is about finding which one that is for you.
- Do we have to change our software?
- No. The automation connects Gmail, Sheets, QuickBooks, and whatever CRM you run, and works in the gaps between them. No migration, nothing new to learn.
What’s eating your week in Kelowna?
Tell me the one task that eats your week and I’ll give you a straight answer on whether it’s worth automating. No pitch.