Jessica Arey

I wanted to take this class after listening to Vita talk about her project management process on a podcast. The things she said really hit home and I wanted to know more! After taking this class my eyes are open to opportunity and possibilities, I didn’t think were attainable. This class has boosted my confidence and provided answers to questions I was not able to answer on my own. Vita really opens the door to her business and shows exactly how her and her team work together. As an instructor she is kind, cares about her students and delivers information that is invaluable.

Hi Vita! I want to thank you for showing how you create estimates using excel. I too come from a corporate background and used excel a lot. Early on in my business I decided to use QB for estimating and never looked back. I liked that the estimate template matches the invoice template and invoicing is easy at the end of the project. So, I’m eager to see how you incorporate QB into your process.

BUT, many times I use excel to get pricing and then copy the information into QB online just to send as a formal estimate. It all was working just fine until the projects started getting bigger and more complex and revisions became a painful nightmare of updating between excel and QB. It’s very manual and has way too much room for error.

Your presentation yesterday a has me re-thinking my estimating process. Thank you for opening my eyes and giving me permission to use excel as a format for sending a formal estimate to a client! Woo-hoo!!! I can’t wait to start creating templates!!!

– Jess

Hi Lisa,

Hope I explain this right becuase I’m very new to AirTable. I have each part of the project as a record within the project. For exacmple each line in the the fabric tab (or table) is connected to the project tab (or table). So going accross the top I have Designer – Project – Hard Treatments – Fabric/Trim – Shade Headrails – Upholtery Items. I like the way this works when I look at the veiws on my phone.

For example the fabric/trim tab (or table) then has columns across for Project Name (linked to project tab) – who is ordering – fabric info – prodcut link – status – order date – est. ship date – rc’vd – checked in – notes. Each column does differnt things. Most columns are a date or check box so I can easily see if something in a column is emplty and needs to be addressed.

So far it is working for me.
Hope this helps!
Jess

My overall goal is to maintain a full time salery while still having time to be mom/wife.

To enjoy family time with out feeling guilty about the pile of work that isn’t finished yet.
To stop worring about work things while I’m with family and friends.
No more dreams about possible mistakes that wake me up at night.
Feel a sense of accomiplishment at the end of each day, instead of feeling defeted by what didn’t get done.

I grew up in a family business and I’m ok with the boundries between work and family moving and bluring. Honestly, that is all I know. Work is connected to family and family is connected to work. Arey Design is a family member we talk about and refer to at the dinner table. But, right now Arey Design is taking over my home! I know I need to make a change but I’m not sure what that change is.