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

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:
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Workflow and process automation
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Scheduling, dispatch, and job management
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Inventory, purchasing, and material management
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Invoicing, financial operations, and reporting
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Vehicle, equipment, and maintenance tracking
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Custom business software and mobile apps
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Small-business planning & forecasting
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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.
Our Services

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

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.
