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QAutomate lets you populate multiple child records (such as tasks and PO Lines) to your parent records (such as Projects or POs) with a click of a button..


QAutomate is an extremely versatile tool that can be used in any application. Here are the most common uses:

  • Project Plans: Maintain standard project plans that can then be populated into projects based on the type of the project. Also choose to hold out certain tasks on a project by project basis.
  • T&M Billing: Tracking time in Quick Base? Use QAutomate to create detailed invoices of time worked on a project
  • Estimates: Create detailed estimates in Quick Base based on standard items
  • Purchase Orders and Bills: Create purchase orders based on estimates or bills based on your itemized POs
  • Scope of Work: Create detailed scopes of work based on standardize scope libraries


  • Attach many "standard" child records to a parent record with a few clicks
  • Optional interface which allows you to choose which child records to populate into your parent record
  • Optional interface is fully customizable and branded to your company
  • Manage your "standard" item sets in a library in your application. No hard-coding. You can always change which child records are populated to which parent records


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Veilsun Project Builder Tool

By , Service King on September 19, 2013

I have worked with Rich & Deidre for about 8 months now and they have been working on a large comprehensive project for us. One of the big time savers for us is their "Project Builder" tool. It allows us to build a bank of tasks & add them individually, in sections, or as a whole to any current project we have, saving countless hours. This along with great reps like Deidre (smart as a whip & very personable) give us the personal attention you just can't get elsewhere. It really feels like they are a part of our business - couldn't see us doing without them. Great Team.

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