You've outgrown spreadsheets and manual workarounds.
We build what comes next.
We find the manual work, bottlenecks, and blind spots slowing your business down then build the automations, AI-powered tools, and live numbers that let it run smoother – without it all relying on you.
- Connect your tools and automate the busy work — no more copying data between apps
- Live dashboards and reports that put the right numbers in front of the right people
- In-house AI tools that turn hours of paperwork into minutes, and replace pricey vendors.
No pitch deck. If it’s not a fit, I’ll tell you.
I built these systems for my own business first. They gave us back 20+ hours a week and fueled our best months ever. Now I build them for yours.
Jared Davis, Central Florida Service Business Owner
Job #1043 is running 18% over budget
2 invoices past 30 days — reminders already sent
PO #219 · $4,200 waiting on you
- Built automatically. Nobody touched a spreadsheet.
What got you here won't get you to the next level.
The processes that worked $1M start breaking at $3M. Here’s where it usually shows up:
Your team spends hours moving information around.
Re-typing jobs into QuickBooks, building reports by hand, chasing paperwork. You’re paying skilled people to do clerical work.
- We build: automations that move it for you.
Everything waits on you, or one key person.
Approvals, pricing, scheduling, answers. When they’re out or buried, the whole business slows down.
- We build: approvals and workflows that run without them.
Revenue is up, but you're not sure profit is.
Your numbers live in five places and none of them agree. You can’t see which jobs, crews, or services actually make money.
- We build: live reports & dashboards with numbers you can trust.
Diagnose. Build. Manage.
We find the cause before we choose the fix — then we own the systems so they keep working.
Operations Diagnosis
A map of how work and money move through your business, what’s breaking, and what to fix first.
- Process map of your current workflow
- Findings report with the cost of each gap
- Prioritized fix list
$1,495 fixed fee
Fully credited toward your Build.
Build
A defined project to close the gaps that matter most — connected to the tools you already use.
- Job costing and financial visibility
- Approvals, quoting, and follow-up automation
- Custom admin tools your team actually uses
Flat-fee project. Scoped before we start.
Manage
We own the systems after launch. You get the results without becoming the IT department.
- Monitoring, fixes, and updates
- Changes as your business grows
- Monthly numbers review with you
Monthly retainer. Cancel anytime.
Your team runs the business. We run the back office systems.
You keep leading your people. We take responsibility for the systems they work in — so the numbers are right, the handoffs hold, and nothing depends on one person’s memory.
Workflow Automation
Your apps connected so approvals, handoffs, and data entry run themselves.
Dashboards and Reporting
QuickBooks and your field software in one live view, with the right numbers for each person.
In-House Tools
Custom tools that replace vendors, like AI that turns field notes into finished client reports.
Reviews and Follow-Up
Automatic review requests and customer follow-ups that never get forgotten.
What's quietly holding your business back?
Seven yes-or-no questions that show where your operation is costing you time, money, and growth. Every “no” is a gap, and you’ll know exactly where to start.
Manual Work
- Does information flow between your apps without anyone retyping it?
- Could your office handle twice the jobs without hiring more admin help?
Bottlenecks
- Could you step away for a week without approvals, quotes, or scheduling stalling?
- Do follow-ups on quotes, invoices, and review requests go out without anyone having to remember?
Blind Spots
- Does your whole team work from the same up-to-date numbers?
- Does every purchase get approved before the money is spent?
- Do you know which jobs, crews, or services make the most money, this month and not at tax time?
We don't sell anything we haven't run ourselves.
Every system Lumina builds was proven first in real Central Florida service businesses:
Pushed the close rate to nearly 70% and took 20+ hours of admin work off every week.
Before: Every job lived in someone’s head. Selling on the phone depended on guesswork, follow-ups slipped, profit by job type was a mystery, and every client report ran through third-party software that cost $6k a year.
The right sale on every call. A custom Sales Call Playbook tool guides the office manager through each live call. It asks the right questions and recommends the right service, so selling never depends on guesswork.
Jobs that move themselves. A custom job system takes every job from inquiry to invoice, with follow-ups, scheduling, and job folders handled automatically.
Profit you can see. Live financial and operational dashboards show trends, margins, and exactly which job types make the most money.
Reports in minutes, not hours. The inspector’s raw field notes go in, and a polished, industry-standard client report comes out, for pennies.
up from 45%
of Admin work back for the office staff
in eliminated reporting software costs
Put every dollar under approval and got a $4M team working from the same numbers.
Before: The business had outgrown its manual processes. Anyone could spend company money. There were no approvals and no accountability, receipts showed up weeks late or never, and division managers were working without numbers.
Every purchase approved first, in minutes. Requests ping the right manager instantly, get logged automatically, and the requester hears back the moment a decision is made.
Every receipt captured on the spot. Employees submit receipts from the field, each one matched to its approved purchase order (PO), so accounting sees who spent what, where, and why.
Every manager sees their numbers. Division-specific live dashboards put the right KPIs in front of the right people, so the whole team pulls in the same direction.
discretionary spending in the first 90 days
receipts reach accounting, down from 2-3 weeks
of purchases approved before money is spent
A business owner who builds systems — not a software salesman.
I’ve run Bio Pro since 2019 and built its entire back office myself. I speak your language: margin, cash, and getting your evenings back. I work directly with you, from diagnosis through the systems we keep running.
What's still running through you?
30 minutes. No pitch deck. We’ll talk through where your time and margin are going, and whether a Diagnosis makes sense.