Back-Office Workflow Automation
The admin that eats your evenings, done in the background. We connect the tools you already use so information moves on its own and nothing gets typed twice.
- Weekend inquiries sorted from your inbox, added to your lead sheet and tagged by service.
- A booked job creates the customer record, the calendar event and the job folder.
- Job marked done. Invoice drafted from the quote and sent for your approval.
- Daily summary texted to you: jobs done, invoices out, payments received.
Busywork is the job nobody hired you for
Most owners spend hours each week copying details between email, calendars, spreadsheets and invoicing apps. It’s slow, and small mistakes cost real money.
Hiring for it is expensive, and doing it yourself at night means it’s always behind.
Most of this work follows the same steps every time. That makes it a good fit for automation, with AI handling the parts that need reading or writing.
What you get
- Quotes and invoices
- Draft quotes from job details, turn accepted quotes into invoices, and send payment reminders.
- Scheduling
- Bookings create calendar events, reminders and job folders automatically.
- Inbox sorting
- AI reads incoming email, labels it, pulls out key details and drafts replies for you to send.
- No double entry
- Customer and job details flow between your forms, CRM, spreadsheets and accounting.
- Documents from data
- Contracts, work orders and reports filled in from what you already entered once.
- Daily summary
- One short text or email with what happened and what needs you.
How it works
Watch a week
We walk through how work moves through your business and where it gets stuck.
Pick the big wins
We start with the one or two workflows that save the most time.
Build and connect
We connect your apps, build the flows and test them with real examples.
Hand over and support
You get a short guide and we monitor, fix and extend as you grow.
A good fit for
- Owners doing admin at night or on weekends
- Small teams juggling several apps that don’t talk to each other
- Businesses with repetitive quoting or invoicing
- Anyone who has thought about hiring an admin just to keep up
Common questions
What tools does this work with?
Most common ones: Google Workspace, Microsoft 365, QuickBooks, Jobber, HubSpot, Square, calendars, forms and spreadsheets. If it has an integration or an API, we can usually connect it.
Will AI send things without me seeing them?
Only if you want it to. Many owners start with drafts they approve, then let routine steps run on their own.
What happens if something breaks?
We monitor the workflows and get alerted when something fails, then fix it.
Is my data safe?
We use the tools’ official connections, give each workflow only the access it needs and don’t store your customer data ourselves.
See if it fits your business
Book a free 20-minute call. We’ll walk through how it would work for you, what it costs and whether it’s worth doing.
Rather talk now? Call (226) 602-0654 or email tiffindevelopments@gmail.com.
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