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This walk-through builds a small job tracker: customers, the jobs you do for them, a board to move jobs along, and an email when a job is done. It takes about 20 minutes. Every step can be done by hand or by asking the AI builder.
#1. Sign in and create the app
- Go to apptown.app and choose Sign in. Signing in for the first time creates your account. There is nothing to install.
- On your apps page, create an app. Give it a name (
Field jobs) and a description of what it is for: Track our customers, the jobs we do for them, and who does each job. The AI builder reads this description with every request, so a clear one helps. - The app opens in the builder: its own menu on the left (Data, Views, Automations, Security, History, Branding, Sharing, Settings), the page in the middle, and a live preview of your app on the right.
With AI: type the description into the AI builder chat instead, for example "Customers with name, phone and address; jobs with a customer, a date, a technician and a status (New, Scheduled, In progress, Done)", and watch the tables and views appear. Then skip to step 4.
#2. Add tables and fields
A table holds one kind of thing. Under Data, add two tables:
- Customers with the fields Name (text), Phone (phone), Email (email) and Address (location).
- Jobs with Title (text), Customer (link to another table → Customers), Date (date and time), Technician (person), Status (single select with the options New, Scheduled, In progress and Done) and Price (price).
The Customer link makes a relationship: every job points to one customer, and each customer shows its jobs under Linked from. See all the field types.
#3. Add views
A view is a screen of your app. Under Views, add:
- Jobs board: a Kanban view of Jobs, grouped by Status. People drag a card to move a job along.
- Calendar: a Calendar view of Jobs on Date.
- Customers: a Table view of Customers.
Each view gets a name and an icon for the app's menu. Choose where it shows: on desktop, on phones and tablets, or both. Read more in Views and the menu.
#4. Try it with test data
The preview never touches real data. It works on a separate set of test records, so add a few customers and jobs in the preview, drag a job across the board, and switch the preview between phone and tablet (or open it at desktop size with Desktop ↗). The Test data sash in its corner is your reminder: nothing you do here is seen by anyone else.
#5. Add a rule and a formula
- On Jobs → Price, open Logic and add the validation
[Price] >= 0with the message The price can't be negative. - Add a formula field Overdue to Jobs with
AND([Date] < NOW(), [Status] <> "Done")and result type checkbox.
The expression box suggests fields and functions as you type and shows the result on a sample record. Everything about expressions: Expressions.
#6. Automate the email
Under Automations, add one:
- Trigger: A record changes in Jobs, only when Status changes, only if
[Status] = "Done". - Step: Send an email to
{{[Customer].[Email]}}with the subjectYour job "{{[Title]}}" is done. - Choose Test run: it runs on your test data and shows exactly what would have been sent, without sending anything.
More in Automations.
#7. Publish and share
- Choose Publish. People using the app see the published version; your later changes stay in the draft until you publish again. See Draft, publish and history.
- Under Sharing, create a group (paste a list of emails), give it the User access level, and share. Everyone in it gets the app at once, on every device. See Sharing.
- Want technicians to see only their own jobs? Add a role and a row filter under Security: Roles and security.
That's a complete app. From here, browse the view types and the automation steps to see what else it can do.