Inventory System for an Equipment Installation Company in the USA


About the Company

The company installs telecommunication equipment for businesses. Each project is unique, with solutions tailored to meet the specific needs of clients.

USA🇺🇸

Timeline

✅ Delivered in 2 months
🔄 Ongoing support: 2 months

Project Goals

• Centralize the reception and processing of requests
• Simplify the accounting of clients, objects, and equipment
• Automate the collection of equipment configurations
• Track the status of elements and reuse
• Set up notifications for key changes

Results

• Digital accounting of all objects and equipment
• All client and installation history in one place
• Simplified reinstallation and analysis of requests
• Minimum manual work — automation replaces dozens of spreadsheets
• Instant notifications — the team responds quickly to changes

How We Solved It

1

Airtable as the Core

We built a system on Airtable with modules for requests, objects, configurations, and equipment.

2

Unified request database

All requests with addresses, clients, tasks, and teams are entered into a central database and updated automatically.

3

Clients and objects

Linked client and object databases allow for viewing full history and preparing repeat solutions faster.

4

Equipment configurations

Items are grouped into sets with unique IDs. The system allows configurations to be assigned to objects.

5

Accounting and reuse

After the project is completed, equipment is moved to the "available" status and becomes available for new tasks.

6

Slack notifications

All changes to requests and statuses are automatically transmitted to Slack — to the right people in the appropriate channels.

    • Before

    • After

    • Before

    • Before

    • After

    • After

    • Requests were manually tracked in different tables or emails.

    • All requests in one system with automatic updates.

    • Before

    • Requests were manually tracked in different tables or emails.

    • After

    • All requests in one system with automatic updates.

    • Client history was lost, making repeat work difficult.

    • A separate database for clients and objects with a complete history.

    • Before

    • Client history was lost, making repeat work difficult.

    • After

    • A separate database for clients and objects with a complete history.

    • Equipment configurations were not recorded.

    • Each item has an ID and status, everything is under control.

    • Before

    • Equipment configurations were not recorded.

    • After

    • Each item has an ID and status, everything is under control.

    • After installation, equipment was lost from the system.

    • Equipment is returned to circulation and reused.

    • Before

    • After installation, equipment was lost from the system.

    • After

    • Equipment is returned to circulation and reused.

    • Changes were communicated manually or with delays.

    • Automatic notifications in Slack — fast and accurate.

    • Before

    • Changes were communicated manually or with delays.

    • After

    • Automatic notifications in Slack — fast and accurate.

TAKE THE FIRST STEP

Book a short call, and we'll:
• show how automation can save you time and money
• talk through what we can simplify in the next 2–3 weeks

    moc.ycnega-kcud%40nalsur
about