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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
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