Hey everyone! I’m working on an Airtable setup for my cleaning business. I want to make sure our pricing is spot-on, easy to input, and keeps good records even when prices change.
Here’s what I’m thinking of doing:
Make a table for pricing templates with stuff like unit, cleaning type, and price.
Have another table for cleaning tasks that pulls info from the templates.
Use a script to copy the template info into each task as actual values, not links.
I’m doing this to keep old prices correct for reports and bills, and to make it easy to update prices for lots of tasks at once.
Does this sound like a good plan? Have any of you done something similar that worked well? I’d love to hear your thoughts on how to make this better or easier to use as we grow.
sounds like a solid plan! i’ve used something similar for my dog walking biz. one tip: add a ‘last updated’ field to your templates. helps track when prices were changed. also, consider using airtable’s automations instead of scripts. they’re easier to manage and less likely to mess things up. good luck with your setup!
I’ve been using Airtable for my landscaping business for a couple years now, and your approach sounds solid. One thing I’d suggest is to consider adding a ‘valid from’ date field to your pricing templates. This way, you can set up future price changes in advance and have them automatically apply when the time comes.
Also, don’t forget to include a field for special notes or exceptions in your task table. We often have clients with unique situations that affect pricing, and having a dedicated spot for those details has been a lifesaver.
Lastly, if you’re using the script method, make sure you have a good backup system in place. We once had a script hiccup that messed up some of our pricing data, and it took ages to sort out. Now we run regular backups before any major changes or updates.