📦 Feature Walkthrough

Here's a detailed overview of the current Airtable application we’re evolving into a SaaS product 🚀

🔍 Current App Capabilities

The Airtable base powers operations for a lead-based paint testing company. It organizes and streamlines the entire lifecycle from client intake to compliance tracking.

At present, the application is made up of several logical modules via Interface Designer tabs. Each module is a functional area of the business:

🧑‍💼 Secure Team

• Client List – Manage all clients
• Documents – Store and retrieve documents
• New Project / Client Forms – Add new clients or jobs
• All Projects – View full project listings

📆 Intake & Coordination

• Dashboard – Overview of projects at various intake stages
• Waiting Room / Unscheduled / Booked Appointments – Schedule management
• Scheduling Issues – Handle conflicts
• Bulk Project Intake – Efficiently onboard multiple projects

🕵️ Inspector Portal

• Scheduled / Unscheduled – Assigned vs pending inspections
• Data Upload – Add inspection data
• Compliance Flags – Highlight non-conformances
• Completed Projects – Archive past jobs