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Hiring an airtable freelancer

M

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

    5 replies

    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
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    • ScottWorld
    • Brainy
    • 8711 replies
    • December 2, 2024

    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

    Scott Rose, Expert Airtable Consultant at ScottWorld.com
    L
    • Leslie_Burke
    • Inspiring
    • 51 replies
    • December 2, 2024

    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
    Forum|alt.badge.img+18

    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!
    Adam, Consultant @ The Time Saving Co
    Dimitris_Goudis

    Hey @Mattp1, 

    Your project is similar to a system I built with a construction company to automate their business. The project aimed to track all operations and finances from the prospect level to the final delivery. 

    Everything you mentioned as requirements is doable on Airtable. Some key points to consider: 

    - How do you currently track the updates on the initial quote comparing the final delivery.
    - Do you want to connect this system with your accounting processes? (create invoices, deliver invoices) 
    - Do you mind adding forecasting and task-tracking features?

    I help companies to build and own their operational system in 1-2 weeks, working fully on this project, guaranteeing quick delivery time and team training on your side. 

    Happy to schedule a 30-mins meeting to look on a sample for that case. 
    https://cal.com/dimitrisgoudis/meet-dimitris

    Thanks
    Dimitris Goudis

    Reply


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