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Over 20 Years of Experience • Practical, Affordable Solutions • Serving Lowcountry Businesses

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Affordable automation that saves time, reduces costs, and helps prevent costly errors.

Coastal Workflow Solutions LLC gives small businesses an inexpensive way to automate everyday work. We connect the tools you already use and automate repetitive tasks to reduce errors, save money, and give you more time to grow your business.

 

We can help you with:

  • Workflow and process automation

  • Scheduling, dispatch, and job management

  • Inventory, purchasing, and material management

  • Invoicing, financial operations, and reporting

  • Vehicle, equipment, and maintenance tracking

  • Custom business software and mobile apps

  • Small-business planning & forecasting

  • Senior technology and everyday support—including phones, computers, TVs, streaming, passwords, and household finances.

 

We use practical AI and automation when they can simplify your work, improve accuracy, and reduce costs.

Workflow Consultation

Expert identification of bottlenecks and the design of lean, efficient operational systems tailored to your unique business needs.

Scheduling & Ordering

Schedule jobs and crews, organize upcoming work, and order required materials with one click.

Inventory & Custom Apps

Track inventory, materials, usage, purchasing, and real-time updates with custom mobile-friendly software.

PO & Invoice Automation

Turn supplier invoices into QuickBooks bills automatically. Reduce manual entry and organize purchase orders, approvals, and billing.

Financial Operations

Organize bookkeeping support, purchasing, expenses, invoices, and financial reporting in one efficient workflow.

Vehicle Maintenance Tracking

Automate service schedules, inspections, repairs, mileage, and maintenance records for vehicles and equipment.

Senior Technology & Everyday Support

Patient, one-on-one help with computers, iPhones, TVs, streaming services, Wi-Fi, passwords, accounts, household bills, and budgeting.

Our Services

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Why Coastal Workflow Solutions

We have over 20 years of experience in banking and program management, working with small businesses. We identify inefficiencies and create practical, affordable solutions that work with your current systems. When beneficial, we use AI and automation to save time, reduce costs, improve accuracy, and support business growth—without adding unnecessary complexity.

Our Services

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How It Works

01

Understand Your Process

We begin by mapping out your current operational flow to identify where time is being lost and where efficiency can be gained.

02

Identify Bottlenecks

By pinpointing repetitive tasks and inefficiencies, we determine the exact steps that are slowing down your daily operations.

03

Build a Practical Solution

We design a tailored workflow improvement plan that integrates seamlessly with your existing tools and processes.

04

Support Implementation

We provide hands-on support to ensure your new workflow is adopted smoothly, leading to immediate savings and improved accuracy.

Software & Platforms We Work With

We help businesses improve, connect, automate, and extend the software they already use.

FIELD SERVICE & CONTRACTOR MANAGEMENT

Housecall Pro • ServiceTitan • Jobber • FieldEdge • Service Fusion • Simpro • Workiz • FieldPulse

ELECTRICAL, CONSTRUCTION, ROOFING & HVAC

McCormick Systems • STACK • Procore • Buildertrend • Bluebeam • AccuLynx • JobNimbus • Roofr • EagleView • CompanyCam

ACCOUNTING & BUSINESS OPERATIONS

QuickBooks Online & Desktop • Xero • Sage • FreshBooks • Bill.com • Square

SPREADSHEETS, DATABASES & REPORTING

Google Sheets • Microsoft Excel • Smartsheet • Airtable • Microsoft Access • Looker Studio • Power BI

AUTOMATION & AI TOOLS

Zapier • Make • Microsoft Power Automate • Google Apps Script • ChatGPT • Microsoft Copilot • Google Gemini • Claude • Perplexity

BUSINESS & COMMUNICATION

Microsoft 365 • Google Workspace • Monday.com • Asana • Trello • HubSpot • Salesforce • Microsoft Teams • Slack • Dropbox • OneDrive • Google Drive

If your platform is not listed, contact us—we can still help.

About Our Mission

Coastal Workflow Solutions LLC gives small businesses practical, affordable operational support without forcing them into complicated systems they do not need.

Get in Touch

Contact Coastal Workflow Solutions at 410-982-7477 or email jeff@coastalworkflowsolutionsllc.com today for a free consultation to discuss your specific business needs.

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