What do you like best about the product?

Quickbase works for me because it’s simple to use and feels intuitive, especially since I’m not an IT guy—I’m an accountant. It’s similar to Excel in how I can visualize and build processes, which makes it easy for me to create what I need without needing a coder. I also like that it’s flexible. I can build something that fits exactly how we run our business, and if we need to tweak it, we can. It’s not a one-size-fits-all solution, which is important for us. Another thing I appreciate is how Quickbase lets us manage everything from the point of sale to the point of swinging a hammer. It handles commissions, task management, and ensures things are done the right way. That kind of control is key for us.

What do you dislike about the product?

The app could do with an update but other than that it's perfect for what we do

What problems is the product solving and how is that benefiting you?

Before Quickbase, we were using Google Sheets, which caused all kinds of issues. It wasn’t secure, and it wasn’t built to handle the complexity of our business. At my previous company, we used a Microsoft Access database, but that required hiring someone with specific expertise to maintain it. Quickbase has been a great middle ground—it’s more secure and capable than Google Sheets but doesn’t require a dedicated coder to manage.

With Quickbase, we’ve been able to streamline our operations. It manages everything between the sale and the start of the job, which has made our processes much smoother. It’s also helped us as we’ve grown. For example, we’re splitting our business into two divisions, and Quickbase makes it easy to separate and manage those workflows. We’ve even built a second app specifically for one division, which we can also use as a template for other companies in our dealer network.

The biggest benefit is that Quickbase gives us control and flexibility. We can adapt it to fit our needs, and it’s helped us run our business more efficiently. It’s also a tool I can recommend to others in our industry because I know it works."