Business automation for Kamloops companies
Trim Automation is a Kamloops-based business automation company. I build custom AI workflows, CRM automation, quoting systems, client intake, invoicing integrations, portals and internal tools for service and professional businesses.
Unlike firms focused mainly on marketing automation or AI strategy, Trim builds the operational software itself: process mapping, business rules, implementation, testing, staff review and handoff. The system can connect Gmail, Google Sheets, QuickBooks or your CRM without forcing a full platform migration.
Based in Kamloops. Coffee, a walkthrough of your operation and a straight answer on what's worth automating, in person.
What I build
- Quoting and sizing tools that apply approved business rules and prepare review-ready documents
- 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
- Dashboards and reports that refresh from approved data sources on a defined schedule
- Custom internal tools when off-the-shelf software doesn't fit how you work
Common starting points
Custom quoting and sizing calculators
Turn spreadsheet formulas, price tables and approval rules into a tested quoting workflow.
Customer intake-to-quote systems
Collect complete requests, prepare the quote record and show staff exactly what needs review.
Client update and approval portals
Keep project status, documents, decisions and approval history in one controlled client view.
Recent work
Local newsletter, featured on CBC
Verified local trades directory
Live local deals tracker, featured on CBC
What an engagement looks like
Find the costly bottleneck
Walk through the real process, including the spreadsheet, inbox, documents and people involved. If an existing tool is enough, that is the recommendation.
Map the rules and risks
A Workflow Blueprint documents the inputs, calculations, exceptions, permissions and acceptance tests before a custom build is quoted.
Build against working milestones
You review usable versions as the system takes shape. Pricing rules and customer-facing outputs keep explicit human approval points.
Launch with a clear handoff
The finished scope includes documentation, training and an agreed support path for fixes, monitoring and later changes.
Scope, cost and support
The first paid step should match the size of the decision. Prices are working ranges in Canadian dollars and are confirmed in writing before work starts.
Workflow Blueprint
From $1,500 CAD
About one week
A requirements map, recommended approach, acceptance tests and fixed build quote for one costly process.
Custom operational software
$8,000-$30,000+ CAD
Usually 4-12 weeks
A calculator, quoting engine, portal or internal app built around the agreed rules, integrations and permissions.
After launch, support is agreed to fit the system. That can mean a documented handoff, a small maintenance arrangement or scoped improvements as the workflow changes. You work directly with Isaac throughout.
Common questions
- Do you actually work in person in Kamloops?
- Yes. Kamloops is home base. First conversations can happen over coffee or at your shop, because seeing how the work actually flows beats any discovery form.
- What kind of Kamloops businesses is this for?
- Established service and professional firms such as engineering, trades, clinics, property and professional services, especially when important work still moves between email, spreadsheets and staff memory.
- Does Trim Automation provide business process and AI workflow automation?
- Yes. Trim maps the existing process, identifies the rules and review points, then builds and connects the software needed to automate intake, quoting, CRM updates, documents, invoicing, follow-up or reporting. AI is used where it helps; calculations and important approvals remain testable and controlled.
- What does a first conversation cost?
- Nothing. Tell me the process that is causing trouble and you'll get a straight answer on whether it is worth automating, including no.
- What does a project usually cost?
- Workflow Blueprints start around $1,500 CAD. Custom software builds typically range from $8,000 to $30,000 or more, depending on calculation rules, integrations, permissions and documents.
- What happens after the software launches?
- The launch scope can include documentation, training and an agreed support path. Depending on the system, that may be a handoff, ongoing maintenance or separately scoped improvements.
Which process should become software in Kamloops?
Show me the spreadsheet, formula or repeated decision. I’ll tell you whether an existing tool is enough, or what a custom build would realistically require.