Service areaKelowna, BC
Operational software for Kelowna & Okanagan businesses
For Kelowna and Okanagan firms, Trim builds quoting, intake and reporting tools around the rules the operation already uses. The work can connect existing email, spreadsheets, accounting software or a CRM when that is the right fit.
Trim Automation is based in Kamloops, about two and a half hours away by road. You work directly with the person building the system, with an in-person visit when it helps.
Based in Kamloops. Remote-first, with an Okanagan visit when the project calls for it.
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
Recent work
Rules, review and customer documents
Verified trades directory
Same-day wellness booking
Common questions
- Do you take on Kelowna clients?
- Yes. Kelowna and the Okanagan are inside the service area. Work can run remotely, with a site visit scoped when it would help.
- 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?
- Not necessarily. A useful build can connect the tools you already use. If a change is required, that should be clear before development starts.
Which process should become software in Kelowna?
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.