The AI Office Assistant takes the repeat office work off your plate. It sorts email, captures new inquiries, drafts invoices and quotes, and prepares replies to reviews. Pfitztech runs this same kind of system in its own business every day. Nothing goes to a customer until you approve it.
Sound familiar?
- You do invoices and quotes late at night after the real work is done.
- New inquiries sit in your inbox for days and go to whoever replied first.
- You forget to ask happy customers for reviews.
- Customer details are scattered across texts, emails and notebooks.
- You have tried AI tools but never had time to set them up properly.
How it works
- Office audit. We sit with you for an hour and list every repeat task: quotes, invoices, follow-ups, reviews and scheduling.
- Connect your tools. We connect your email (Gmail or Microsoft 365), accounting software such as QuickBooks Online, and your calendar.
- Draft and approve. The assistant prepares drafts such as invoices, replies and booking summaries. You check them and click send.
- Team training. A hands-on session so you and your staff can use AI tools safely on your own work.
What we install and set up
- Inbox sorting that flags new inquiries, bookings and urgent customers
- Inquiry intake that captures name, contact details, request and photos
- Invoice and quote drafts in your accounting software
- Review reply drafts
- Calendar summaries with address, contact and notes
- A half-day team training session
What you get
- Hours back each week
- Faster replies to new inquiries
- Invoices out the day the work is done
- A consistent review process
- Clear rules: nothing is sent without your approval
Not in the Okanagan? The same service is available remotely, worldwide, as the Managed AI Office Desk.
Who it’s for
Owner-operators and small teams in any industry in the Okanagan, from service companies and retailers to clinics, offices and property managers, who are buried in email and admin.
Good to know
The assistant drafts and organizes. You stay in control of pricing, invoices and anything sent to customers. We work with the tools you already pay for wherever possible.
Pricing
Every job starts with a free on-site assessment. You get a fixed-price quote before any work starts, and most services can begin as a 30-day paid pilot so you can see results before committing to anything ongoing.
Frequently asked questions
Will the AI send emails or invoices to my customers on its own?
No. It prepares drafts. You approve every invoice, quote and customer message before it goes out.
Which software does it work with?
Gmail or Microsoft 365, QuickBooks Online and Google or Outlook calendars are the most common. We confirm your setup during the assessment.
Is my customer data safe?
We use the business versions of the tools you already have, limit access to what is needed, and document where your data goes.
Do you offer AI training on its own?
Yes. The half-day team training can be booked separately for any business or office.
How long does setup take?
Most offices are running within two to three weeks, starting with the task that costs you the most time.
Related services
See it on your site first
Book a free 45-minute on-site assessment. We walk the site, show you what the system would give you, and leave you with a written plan. No software pitch.
Pfitztech Contracting Ltd. · Licensed electrical contractor, Technical Safety BC LEL0203920 · FSR-B on every job · Serving Kelowna, West Kelowna, Lake Country, Vernon and Penticton · 250-575-5721