Completed

Build an online version (possibly in airtable) of project handover process

In our business we have a manual process of handing a project over where we ask a member of the sales staff to fill in a excel document and send to a member of the project team.

I want that process to be an online form with multiple fields. The fields we would need are listed below.

Client:

Builder:

Architecht:

Date Required:

Invoicing Contact Name:

Invoicing Contact email:

Site Contact Name

Site contact Number:

Site email:

Notes

Then the ability to upload the below documents:

Purchase Order

Plans

FFE Schedule:

Then a field for Urgency.

Once all that information is fed through a form i want a project to be created with all that information. Then for that to be assigned to another user.

Airtable / Stacker combination seems to be able to facilitate that but i am open to other online software that can assist.

Please send previous examples of similar projects.

Skills: Airtable, Software Architecture

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( 10 reviews ) Perth, Australia

Project ID: #28269618

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djnikiforov

Hello Airtable Expert is here I have just read your description and feel that I am the perfect fit for your project. If you're looking for a Airtable Expert , I am ready willing and able to take on your project. I poss More

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seekdeveloper

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mmadi

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Misstaqe

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DGTLServices

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TechnoDerivation

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itvinod83

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