Airtable consultant for businesses in Chambéry

A client in Chambéry: Protect’Toitures

I work with Protect’Toitures on its Airtable CRM and on organising the tracking of appointments, quotes and jobs. This includes day-to-day interfaces and team scheduling.

From quote to site visit: following the same job

When a quote is accepted, what information needs to reach the person scheduling the work and then the team doing it? This handover is a useful starting point for examining your workflow.

We can review job statuses, the information needed before a site visit and the views each person needs. The aim is to define a simple workflow, then test it on real cases.

Start with a real job

For our first conversation, choose a recent job and describe its journey: enquiry, quote, appointment and delivery. List the tools used at each stage and what you want to improve.