Hiring an airtable freelancer

[Mattp1]

We are looking to create an air table for a building contractor business.

the job would entail building an initial base and then providing on-going support as necessary.

Below is a snapshot of what we are after -

Once quotes are received they are input and it should progress through the system (relatively automatically) all the way to invoicing and archiving.

Noteworthy items would be;

Builder/client

Quoted amounts

Attachments

ETA

We would like to add attachments for;

site plans, site specific safety forms (JSA/SWMS), job take-off, notes for additional variations.

plus the potential to attach photo's if possible.

If possible we would like the ability to filter through individual clients individually 

We envisage the workflow to be as below but are open to ideas.

Quote received

Quote sent

Purchase order received

Schedule 

Completed jobs archive

Lost opportunity archive

[Mike_AutomaticN]

Hey @Mattp1!

I’d be happy to help out. I’ve built plenty of similar systems. Please feel free to reach out via private message, or schedule a call for Mon/Tues using this link. 

I’d love to hop on a brief call to go through your specific needs. 

Mike, Consultant @ Automatic Nation

[ScottWorld]

I am one of the top expert Airtable consultants.

If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

[Leslie_Burke]

Hi, @Mattp1:

I'd love to discuss your project with you. I've completed similar projects including the automated creation of JSAs with electronic signatures for another client. Feel free to schedule time with me to discuss your project here. 

Best of luck!

Leslie

[TheTimeSavingCo]

Hi Matt, I'd be happy to help with this! 

We'd take a look at this together to see if we could handle it all within Airtable, and if not we'd integrate third party tools as needed, for example automating PDF creation for the quotes and sending them out, creating the invoices in **bleep** Online, or maybe even conberting those site safety forms into a digital format instead of having them as attachments

Adding photos is definitely doable, but depending on the plan you're on and how many photos are expected to be uploaded you might hit a wall pretty quickly.  The Teams plan allows for 20 GB of attachments for example, and photos uploaded from our phones can be pretty big; assuming each photo is 5MB, you'd have 4000~ images or so and you'd run out of space, so we might need to consider looking into a service that allows for image compression too

I'm pretty active on the forums so you can get a grasp of how I work from my activity here as well as some reviews, and I've got a bunch of example projects that you can find here!

If you think I could help, here's a link to schedule a free half hour call to see if we're a good fit!

Best of luck either way!