Builders Board

We have a client with a series of projects that need accurate tracking of; status, task, estimated spend, invoices, budgets etc. Have setup the basics but need help in refining it and ironing out the bugs.

I am looking for someone to help me create a rental inventory database where, within a project, multiple items can be checked out for periods of time.

Hello! The The Chicago Architecture Center (CAC) is looking for an Airtable specialist to assist with the creation of an Airtable-based application to collect and manage data pertaining to Open House Chicago (OHC). This application will store information about past, present, and prospective OHC sites, along with related contacts and attendance statistics. It will facilitate the electronic collection of submissions and updates from participating sites, and the review, finalizing and export of this content by CAC staff. We are looking for someone with strong knowledge of Airtable to work closely with the small internal team that is leading this project. The team is very familiar with existing OHC data and operations and includes an experienced web developer. The team has a clear vision of the desired product and ability to do much of the work, but has no experience with Airtable. See more about the job and apply:

I manage a growing Nursing Agency based in Sydney. We recruit temp nurses on our books and supply to our client on as need basis. Every client have their own requirements and procedures to get a nurse approved to work with them (Onboarding Process). We have a fantastic client allocation software but we struggle with Onboarding and clearance of nurses with Hospital Clients. Current Setup: Recruiter interviews and scans their docs on onedrive. Also there is a compliance checklist in pdf (8 pages) - the recruiter will fill out 1st page on this checklist. Docs scanned in ondrive then taken over by compliance team. Compliance team continues to complete the checklist in pdf. Then compliance team adds nurses on to a different tracking excel sheet (the excel is basically a workflow - step by step process) to get the nurses cleared at different clients. For example, nurses hired for Hospital A and Hospital B are added to 2 excel sheets).

We are looking to hire an Airtable expert to create a solution for integrating our data and processes into one place. We are a Fine Art Gallery using an inventory management software, CRM Software and various Microsoft Excel spreadsheets. We would like to determine if Airtable is the right database to import all of our data and images and documents to function as our inventory management and crm functions, including consignments, sales, quotations, price sheets, digital catalogues, contact management and segmentation.

My needs: CRM - Sales funnel (receiving leads from an outside platform) Project quotations (getting contact, account, opportunity data from the CRM base) Project management (receiving won deals from the CRM and their proposals - from the Project quotation), to build a project gantt, owners, resources, and finances G&A finances (planning and execution) P&L integrating finances from Projects and G&A, on a monthly basis.

We need an expert to help us convert a few excel based processes into Airtable and train a few users. I would prefer onsite presence 3 days per week for at least 2 months.

Hi, I am looking for expert help in creating new databases. I have created a few databases to track projects and work. Business is expanding and I need to separate some of the tables I created and create separate databases. Really need to speak with someone about how I have been using it and the long run needs. First priority is to create a client tracking program and the best way to move people from a lead to an active account to tracking touchpoints to these clients. My name is Mari.

Hello everyone; I run an agency, with the following linked activities: CRM - Sales funnel (receiving leads from an outside platform) Project quotations (getting contact, account, opportunity data from the CRM base) Project management (receiving won deals from the CRM and their proposals - from the Project quotation), to build a project gantt, owners, resources, and finances G&A finances (planning and execution) P&L integrating finances from Projects and G&A, on a monthly basis. Who can set this up for me? The team at Airtable, I must say, are less than responsive.

Hello! Hirsh Marketing is looking for an Airtable expert. We’d like to schedule a 1-hour consultation call. Please email bonnibelle@emilyhirsh.com. Thanks!

Trying to get airtable set up to meet my needs for a variety of case types. I see that there is a lot of potential here and I have been able to get a lot sorted out with the legal templates airtable provides, however there are still some things that I am just not quite savvy enough to put together. Mainly I am struggling on how to set up my time keeping/billing components in such a way that will generate invoices that I can submit to my clients or to the courts for court appointed work. This will probably not be a big job for someone who is more database geared than I.

Hi, Users are overwhelmed by passwords, and companies like slack have implemented passwordless login which I personally think is great. If you want to do the same for your app, check out my latest article on how the basics of rolling your own: https://chinarajames.com/passwordless-login-magic-links/ This use case came up for me because I wanted persons to update their own airtable record and it’s not practical to have over 300 persons as collaborators on a base, so built an app for them to login and edit their records. This is basics of how I did the login part. Hope someone finds it useful.

You must be familiar with investment and finance concepts and formulas and have experience with data and programming. I have the basic personal finance sheets done, but would like to do more to include: Investments projection Stock values (possibly with Zapier and Google Sheets?) Scraping of web values and putting them up for comparison on my Airtable. Open to other ideas. Please contact me ASAP.

Hi, Hope everyone is well. I would like someone to consult with on an ongoing basis to help me with using airtable to keep track of the ongoing with my catering business. I need things like a tab based system for all my recipes food cost sheets inventory sheets calendars for my events and a few more things along the way. If anyone could help me that would be amazing. Thanks so much Maurizio

I am looking for an Airtable expert (for hire) to assist with some customization of our CRM, project management and basic budget management tables. We need someone who can guide us on best practices in understanding our statewide CRM with a diverse group of contacts and activities.

I need some formulas written that should be easy for someone who knows how. Some IF, Then style formulas. I need 4 or 5 different ones in the same spreadsheet. Let me know if you can help.

We have a shopify store with pricing tiers and currently use Stitch Labs to integrate with our store and manage our inventory. However, there are several issues with Stitch labs and we are looking for a new inventory management system / ERP. We already use Airtable to track our PO’s and delivery dates, quality control / receipts and mailing list but would love to have someone integrate these with both our shopify store and our Quickbooks account so we can issue PO’s from there instead of using an ERP. Would love to hire someone to help us link everything together.

Simple Solutions Restoration 105 Southeast Parkway Suite 103 Franklin, TN 37064 615-934-7736 AirTable Consulting Seeking AirTable Ninja to help with multiple facets of organization structure. OVERVIEW We are actively seeking an experienced AirTable operator to help with multiple objectives. Primary focus is on cleaning up our current base while addressing/modifying records and the way in which they interact with other fields/tables. GOALS (Phase 1) Organize/condense current tables in company base Using the page designer to create work orders/purchase orders/invoices to display information needed for payments Review and make suggestions with regards to how our current base is built and how the relationships are being used (i.e. recommendations on how our table could be more efficient/effective for the purposes in which we need to use it). SPECIFICATIONS We are looking for

I am looking for a creator to start our Airtable CRM and Custom Product Production schedule. We are a business with only 2 employees but multiple decoration parts and need assistance in creating a incoming inquiry > production job > all production steps w/order statuses > finished ready to delivery > delivered to customers with a follow up thank you for your order type email please leave a review. We have industry specific software available but it lacks in several areas and I think Airtable fills my specific needs better. Also want to know if a base can send generated emails after an order status has been changed to the next step, but only some steps need customer notification. {ie can we send a customer a proof of a project, then get proof approval inside Airtable via a check box or something - not sure}. I know I would have time to start the Airtable but as we are about to hit our busy season I don’t know if I could complete it in time and I’d rather

Thought it would be a great time to post another update on Destiny Search Project and our use of Airtable. For those that do not know we posted this original post when we first started using Airtable in 2016. Well, we have continued working on updating the system continually. We are now in Alpha Testing of our newest version (4.5 now!) With the addition of some of the beta features, and now including Blocks, we have really made some big changes. The biggest change is that we have now used embedded forms on our website to create a very easy to use interface for volunteers. We went with forms as when we have active searches we have many “staff” that come and go with very few permanent team members. We didn’t want to have to manage adding, removing, and training volunteers daily (sometimes hourly) so used forms to develop an easy to learn the system. In the future, we hope to learn more a

Applicant must be willing to sign non-disclosure agreement as the data is proprietary and HIPPA sensitive This is a short term project, starting any time after 1/17/19. Must be completed within approximately one week We are looking for someone to help us in 2-3 areas: This design is going to be used for a small call center answering calls from different cities. The callers are asked several questions to determine if they are qualified or not. If qualifed, the caller is scheduled for a specific appointment at an office. Need to receive constant data feed of phone calls received from RingCentral (link through Zapier), with pertinent data sorted by specific phone numbers designated for a particular city. Looking to pick up certain fields of data from RC and discard the rest. Sub - ability to rapidly and easily identify duplicate phone numbers Sub - ability to easily locate which callers have not be spoken to and need callbacks Need good method for c

I am looking for a consultant to help develop an Employee Training database and then another applications to track construction projects.

I’m a concert promoter who produces events across the country featuring nationally known artists and attractions. I’m looking to hire an Airtable designer (hourly or by project) who can take the information I normally write down on index cards detailing the artists or shows, their parameters and requirments, their representatives, etc. and create an Airtable base that will take advantage of the features that Airtable offers. Once the base is created, I foresee a need for continued services tweaking and improving the base. Please contact me if you are interested with thoughts, experience, costs, etc. Reach me via email if you like at steve@foxstl.com . Thanks, Steve

Hi I would like to have an Integromat scenario created to gather data from an API website and then have a Gmail sent, on a weekly basis, notifying me of upcoming TV air dates. Thank you, Mary

While answering a question on the forum about Checklists, I decided I would write a blog post about how to use Zapier to automatically create Checklists, assign them to a project and then to a collaborator… Creating Checklists with Airtable and Zapier and here’s a link to the base: I hope you find this useful!!