Invoicing & Client Management Operating System for a U.S.-based dumpster rental company. Built on Airtable and Softr, it centralizes client records, invoicing, and container tracking into one streamlined platform.
The company ran on manual spreadsheets and paper-based billing, with client records, invoicing and container tracking living in separate places.
An operating system on Airtable and Softr that centralizes client management, links rental and permanent containers to client profiles, and automates invoicing with PDF generation and email delivery through Zapier and Stripe. Real-time dashboards cover payment status, and service request forms feed straight into the invoicing pipeline.
The ACR Dumpsters Portal was developed to modernize operations for a U.S.-based dumpster rental company, replacing manual spreadsheets and paper-based billing with a fully digital system. Built on Airtable (backend), Softr (client-facing interface), and Zapier (automation), the platform connects client management, invoicing (Stripe), and container tracking into a single operational hub. Key features include centralized client management with a full view of active and historical records, container tracking for both rental and permanent units linked to client profiles, automated invoicing workflows with PDF generation and email delivery, real-time dashboards for payment status and operational insights, service request forms that feed directly into the invoicing pipeline, and automated notifications and task routing to keep teams aligned. The system significantly improved billing accuracy, eliminated redundant manual steps, and provided staff and management with a clear, real-time overview of financial and operational performance. It also enhanced the customer experience through a professional, mobile-friendly client portal.
1 / 3 · Invoicing & Client Management Portal screenshot 1
ProjectHub gives Cresa's Client Solutions team one place to run pursuits, client work, and internal initiatives, with role-based views, a Broker Scorecard, and reporting leadership pulls on demand, including AI reports built from plain-English questions. Built on Softr, Softr Databases, Softr Workflows, and Vibe Coding.
An operations platform for First Gen Financial Group, which runs supplemental benefits for employers' hourly workforces. Built on Softr and Airtable with Vibe Coding, it onboards new employers from DocuSign to census, turns every benefits change into customer success tasks and checks each month's payroll against the roster.
Your next chapter starts with a better way to work.
