OFFICE MANAGER VS. AUTOMATION

Hire for the work that needs a person, and automate the paperwork that doesn't.

An office manager means salary and benefits every week of the year, and the follow-ups, bills and reminders live in their head. We build that work into the QuickBooks, email and calendar you already own, so it keeps running when people come and go.

Where the work lives

Both options get the bills entered and the leads called back. The difference shows up on a sick day, in a slammed week, and on the day someone leaves.

Office managerOak City Intelligence
What it costs youSalary and benefits go out every week of the year, whether the week is slammed or slow.The written plan is credited in full toward setup, and if you want us running it day to day, that price is set on the call.
When they're outOn a sick day or a vacation week, the inbox and the unpaid bills wait until they're back.Follow-ups go out and bills reach QuickBooks on a holiday the same as on a Tuesday.
When they leaveThe work stops the day they give notice, and you start hiring and training all over again.Everything we build lives in your own accounts, so it stays with your business.
Judgment callsA good office manager reads a tense client and decides what to do on the spot.Routine steps run on their own, and anything that needs a decision comes to you to review and approve.

When hiring an office manager is the better call

If your office has walk-ins to greet, a front desk that needs someone in the room, or people problems that need a judgment call every day, hire the person. Automation doesn't sit at a desk, calm an upset client in the lobby, or notice that a new hire is struggling. You can also do both: the person handles the people, and the busywork runs in the background so their day isn't spent typing bills into QuickBooks.

Questions owners ask

Will this replace my office manager?

It doesn't have to. What we automate is the repetitive part of the job, like chasing paperwork and entering bills, which leaves your office manager free for the work that needs a person. If you haven't hired one yet, automation can cover that work while you decide.

What happens to the work if I stop working with you?

It stays where it is. We build inside your own QuickBooks, email and calendar, and your data stays in accounts you own and control. Nothing is locked inside a platform of ours.

How does getting started work?

It starts with a free discovery call. Next you get a written plan, then we build inside your own accounts, and then it goes live. If you go ahead with setup, the plan is credited in full toward it.

Talk it through before you post the job listing.

Book a call