Stoking the efficiency engine
We’ve been expanding our use of Quickbase Automations everywhere we can, like in order and inventory management. Before, when someone requested supplies from the field, fulfillment staff would have to manually create different purchase orders for things like lumber or nails and email them to each vendor. Now, a button click automatically triggers a P.O. notification to the appropriate vendor for a specific product.
When an order is received, if it’s something we stock, the system will automatically allocate what we have in the warehouse to that job. With Quickbase, we know at-a-glance what we have in the warehouse, how much is allocated out to specific projects, and how much we expect to need in the future, so we don’t run out.
Another area where we’re using Quickbase Automations is in accounting. Right now, about 95% of the work that goes into invoicing and paying bills, for us and our customers, is automatically done behind the scenes. The system even sends out emails to those with outstanding payments due without anyone having to initiate them. All that efficiency is enabling Accounting to focus more time and expertise on activities that will help support and grow the business.
We also recently started using Quickbase Automations with an integrated telephone and text messaging software to help make communications more interactive. If a customer buys a door from Lowes, we coordinate the installation via phone and then our system automatically sends an email or text to the customer to confirm the date. And we just began an automation project that will simplify the submission of multiple documents, in the right format, from our digital measuring software to the Lowes portal for carpeting, tile, and hardwood purchases.