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Service areaWhistler, BC

Business automation for Whistler companies

Trim Automation provides business automation for Whistler companies. I grew up here and return regularly, so I understand how seasonal volume affects bookings, guest requests, property work, scheduling, quoting and staff handoffs.

I build the operational software itself: AI workflows, structured intake, CRM automation, quoting systems, guest or client portals, invoicing integrations and internal dashboards. Important customer communication, pricing and exceptions keep a clear human review point.

Kamloops/Whistler based and regularly in Whistler, so first meetings can happen 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

Recent work

Common questions

Can you handle seasonal volume swings?
A well-designed workflow can keep enquiries, booking details and follow-ups moving during peak periods. Staffing decisions still depend on the work that needs a person.
Do you work with tourism and hospitality businesses?
Yes. Guest communication, bookings and scheduling can all become hard to manage during peak periods. The same is true for quoting and property-service work.
Remote or in person?
Both. I'm in Whistler regularly, and the build work itself happens wherever. What matters is seeing how your operation actually runs first.
Does Trim provide business process and AI workflow automation in Whistler?
Yes. Trim maps the current process, identifies the data, rules and exceptions, then builds or connects the software needed for intake, booking handoffs, quoting, CRM updates, guest or client communication, invoicing and reporting. AI is used where it helps, with human review for consequential work.

Which process should become software in Whistler?

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.