Hey everyone 😄. Here's my second Make build. I set it up for a mock car service company: you create a quote, add the services, click "Generate Invoice", and a few seconds later the PDF is in Google Drive and linked back to the quote.
How it works:
- Airtable holds everything: customers, services with prices, line items and quotes
- A button on the quote sends it to Make through a webhook
- Make pulls the quote and all its line items, and builds the invoice in HTML
- PDF.co turns it into a PDF
- The PDF goes to Google Drive, and the link goes back into Airtable
For a small business this cuts invoicing from a few minutes of copy-paste per client down to one click, with fewer mistakes in prices and totals.
I attach a quick video walkthrough and a few screenshots of the system, and the invoice created.
A few questions for everyone here:
What other regular and repeating tasks in small (or BIG:) businesses would you point, that are not on the surface - like invoice creation, and can be automated or optimized?
What would you add next to the system, to make more easy to use or client-ready?
and, sure, other feedback is always welcome ;) and thanks a lot for the feedback on my first build, it really helps and encourages to move forward!
Wishing you guys a great week ahead 🙏😊