Airtable as Your Business Command Center

Hey there 👋,

If you run an SMB, you know time is your most valuable asset. The difference between growth and burnout? Smart automation.

That’s why I created SMB Stack—your go-to guide for automating and optimizing your small business.

Each issue will cover actionable, no-fluff automation tactics to help you:
✅ Save hours on manual tasks
✅ Improve customer experience
✅ Grow revenue without adding headcount

Issue #2: Turn Airtable into Your Business Command Center

If you're running a service business (HVAC, cleaning, tree care, painting, etc.), you know how scattered your customer info, payments, and job schedules can get

The fix? Own your data by syncing it all with Airtable.

Use Airtable as a custom database to:

• 📋 Track customers, their contact details, and job history.

• 📅 Automate syncing of jobs and payments from Jobber, Housecall Pro, ServiceTitan, and other tools.

• 📊 Instantly generate monthly performance charts.

Why Airtable?

• Flexibility: Track exactly what matters to your business.

• Automation: Use Zapier to sync data from platforms like Jobber, Housecall Pro, and ServiceTitan automatically.

• Insights: Create dashboards and charts to understand your revenue, busiest services, and customer growth.

Check out my recent deep dive on exactly how you can set this up step-by-step:

Read the full breakdown →

What’s Next?

In the coming weeks, we'll cover more SMB-focused automation topics like:

• Automating quotes and invoices

• Automated customer follow-ups

• Streamlining job scheduling

Have a specific automation you're curious about? Reply to this email—I'd love to help.

Let's automate and scale your SMB together 🚀

See you next time!

- Drew