UBAGI LTD: Service management system
Airtable, database design, interface and automations
A working Airtable system for a plumbing and maintenance business, bringing customers, service requests, technicians and payments into one place.
- Customers, Service Requests, Technicians and Payments tables connected with linked records
- Requests tracked by service type, priority, status, assigned technician and estimated cost
- A management dashboard with totals and charts for request status, technician workload, payments and service types
- Automations that send emails for new and emergency requests, and update or create customer records from the service form
Database tables
Management dashboard
Automations
Business value: management sees every request, technician and payment in one place, and urgent jobs raise an alert automatically.