Airtable for Contractors - Tracking Jobs, Estimates, Invoices, and Payments скачать в хорошем качестве

Airtable for Contractors - Tracking Jobs, Estimates, Invoices, and Payments

Get my course - have a look here 👉 https://www.nerdenterprises.com/nerds... View this on my website and find other great content: https://www.nerdenterprises.com/produ... To access this you'll need to join Nerd Buzz for free here (takes 5 seconds): https://www.nerdenterprises.com/join-... Review all of my courses here: https://www.nerdenterprises.com/cours... Index 0:31 Airtable and the Financial Tracker 1:50 Creating a new "base" in Airtable 2:29 Adding in the first table to the new created base "Contractor" 3:17 Adding a total of 3 tables added to contactor base 4:29 Creating new fields in the table "clients" table 6:20 Building out the "jobs" table 8:02 Adding in a client in the "Clients" table so it could populate in Jobs table 9:41 Reviewing how you link a VLOOKUP option from table to table 10:46 Setting up the tasks table 11:14 Critically important point in tasks table 12:47 Color coding a fields drop down menu 14:29 Filling up dummy info in Jobs table to populate info in tasks 16:25 Trickiest is how to set-up a "roll-up" in balance field in Jobs table 18:31 Adding a function in the "roll-up" setting 18:56 Switching over to tasks table, adding additional task 19:37 From 18:56, the Jobs table is accumulating the tasks 20:15 Adding in a payment in Tasks table 22:18 Being able to filter in fields 23:25 Renaming the view field as master list 24:24 As you add new jobs you create new views from the task list 24:50 Refresher of how views are created 26:95 View grouping by type 26:36 Audience questions 29:28 In clients table, using a drop down for "state" field 32:36 Cleaning up a list of abbreviated states that include state name 33:20 Adding in the abbreviated states into the state field in clients table 36:35 Blocks you can create , to create cool forms like the estimate 38:22 Creating a setting in the form for 36:35 39:40 Consolidating 2 text fields together 41:10 Adding in the tasks to the form 44:21 Bottom line for how the form will look like when its finished 45:16 Key for certain things to show up, you add a line number when creating the form 48:18 Sharing a task with someone 49:19 Not collaborative to share to a client, Airtable will charge per user 50:29 Rant on contractor for unfinished work 52:48 Seth offers support plans 54:37 Audience question about dumping QBO data into Airtable This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Nerd Enterprises, Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Nerd Enterprises, Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.