USA Insulation of Toledo, Kalamazoo, and SE Michigan
Airtable allows us to really carve up our data to manage our business by the numbers. It’s a database that looks like an Excel spreadsheet. We’re using it in three primary areas.
The first way is to better track sales information and the performance of every single salesperson when it comes to the leads they’re assigned. I can quickly access their close rate and how long it takes them to close those sales on average. We can import our sales into Airtable each morning from our CRM and every salesperson has a unique link assigned to them where they can go to view how they’re performing.
The second use is to assess the cost of goods sold. Once our install teams complete a job they fill out a form in Airtable that looks just like a Google form. They enter information including hours of labor on the job, the materials they used, and the quantity of those materials. This allows me to see how my installation crews are performing against each other in terms of the average cost of goods sold.
The third way we’re using Airtable is to identify our profitability by product and by the installation crew. Being able to see this data means we can make adjustments to our pricing models quickly to ensure that we’re not losing money on jobs. And we can identify which crews are performing the best and why. The why is critical and where Airtable really helps us.
We are able to use this data to not only help us run our business more efficiently and profitably but also to help guide our employee performance reviews by letting people know exactly how they’re doing–by the numbers.
Add new comment
Contractors Embrace Province™ Slate
4 Colorful Takeaways from Roofing Contractors
Why residential roofing contractors are more mindful of color when it comes to shingle selection
Why Homeowners and Pros Prefer Stone Veneer to Stone
With the depth of selection in Westlake Royal Building Products, builders and homeowners have an almost-endless range of design possibilities to explore. Ben Drury, Product Development Manager for their exterior product brands, explains why Versetta Stone is so effective in so many different applications.
Lowe’s to Open Next-Day Delivery Fulfillment Center for Pros
Lowe's makes its next move into the pro market.
How to Solve the Deck Ledger Problem in Fat Walls
Brick veneer and rigid exterior foam raise questions about deck ledger connections. We provide some answers.
Un-Linked-In: Remodelers' Supply Chain Strategies
Remodelers share coping strategies for the ongoing supply chain problems
Pro's Picks: Mezzo with Trimworks
This Pro's Pick saves on labor, time, and cost—for both pros and homeowners.
Owens Corning® Unveils PINK Next Gen™ Fiberglas™ Insulation
3 Materials That May Forever Change the Home’s Makeup
With price spikes and shortages of traditional building materials, it may be time to start considering non-traditional ones