CRM / Operations

The 4-Table Airtable Architecture That Runs a $2M Trucking Operation

How we replaced a legacy TMS system with a simple Airtable setup. 4 tables, 3 automations, and complete visibility into loads, drivers, and dispatch.

CM
Chris Mott
Founder, ResultantAI
Dec 22, 2025 10 min read
Trucking operations dashboard
⚡ TL;DR
  • Replaced a $50K/year TMS with a $50/month Airtable base
  • 4 tables: Loads, Drivers, Trucks, Customers
  • 3 automations: Load assignment, status updates, invoice generation
  • Built and deployed in 10 days
  • Now tracking $2M+ in annual freight
$2M+
Annual Freight Tracked
4
Tables Total
10
Days to Deploy
99%
Cost Reduction

The Problem: Enterprise TMS for a 12-Truck Operation

Beaver Pumice runs a specialized trucking operation — 12 trucks moving volcanic rock from quarries to construction sites across the Pacific Northwest. They were using a TMS (Transportation Management System) that was built for companies with 500+ trucks.

The software cost $4,200/month. It required 3 days of training just to create a load. And half the features — cross-docking, intermodal routing, LTL consolidation — were completely irrelevant to their business.

What they actually needed:

That's it. Four requirements. The $50K/year TMS was a sledgehammer for a finishing nail.

The Solution: 4 Tables That Do Everything

We built the entire system in Airtable with just 4 linked tables. Here's the architecture:

Database Schema
📦
Loads
The core table
👤
Drivers
Who's driving
🚛
Trucks
Equipment tracking
🏢
Customers
Billing & contacts

Table 1: Loads (The Heart of the System)

Every load gets a record. This is where all the action happens.

📦 Loads Table Fields
Field Type Purpose
Load ID Auto-number Unique identifier (BP-001, BP-002...)
Customer Link to Customers Who's paying for this load
Driver Link to Drivers Who's driving it
Truck Link to Trucks Which vehicle
Status Single Select Pending → Assigned → In Transit → Delivered → Invoiced
Pickup Location Text Quarry address
Delivery Location Text Construction site address
Pickup Time Date/Time When to load
Delivery Time Date/Time When delivered (actual)
Rate Currency What we charge
Weight (tons) Number Load weight

Table 2: Drivers

Simple roster of who's available and their current status.

👤 Drivers Table Fields
Field Type Purpose
Name Text Driver's name
Phone Phone For dispatch contact
Status Single Select Available / On Load / Off Duty
Current Load Link to Loads What they're currently hauling
Loads (All) Link to Loads History of all loads

Table 3: Trucks

🚛 Trucks Table Fields
Field Type Purpose
Unit Number Text Truck identifier (T-01, T-02...)
Type Single Select Dump Truck / Flatbed / Tanker
Status Single Select Active / Maintenance / Out of Service
Current Load Link to Loads What it's carrying now

Table 4: Customers

🏢 Customers Table Fields
Field Type Purpose
Company Name Text Customer company
Contact Name Text Primary contact
Email Email For invoices
Default Rate Currency Standard per-load rate
Loads Link to Loads All loads for this customer
Total Revenue Rollup SUM of all load rates

The 3 Automations That Make It Work

The tables are just data. The automations make it a system.

Automation 1: Load Assignment Notification

Trigger: When Load status changes to "Assigned"

Action: Send SMS to Driver with pickup details

SMS Template
New Load Assigned: {Load ID}
Pickup: {Pickup Location}
Time: {Pickup Time}
Customer: {Customer}
Delivery: {Delivery Location}

Reply CONFIRM when loaded.

Automation 2: Status Update Chain

Trigger: When Load status changes to "Delivered"

Actions:

Automation 3: Weekly Invoice Generation

Trigger: Every Monday at 8am

Action: For each Customer, generate PDF invoice of all "Delivered" loads from previous week, email to customer, mark loads as "Invoiced"

💡 Why This Works

These 3 automations eliminate 90% of the dispatcher's busywork. No more texting drivers manually. No more forgetting to update truck status. No more spending Friday afternoons building invoices.

The Dashboard View

The owner wanted to see everything on one screen. We built a Kanban view grouped by Load Status:

Drag a card from "Pending" to "Assigned" → assign a driver → automation sends SMS. That's it.

What We'd Build Next

After 6 months of running this system, here's what we'd add for a V2:

But here's the thing — the current 4-table system handles $2M in annual freight. Sometimes simple is enough.

When NOT to Use This Approach

This architecture works for small-to-medium trucking operations. It probably doesn't work if:

For those cases, you probably do need a real TMS. But for a 12-truck operation moving one type of freight? Airtable is plenty.

Running Operations on Spreadsheets?

If your business runs on spreadsheets and manual processes, there's probably a simple Airtable architecture that could save you 10+ hours/week.

Let's Talk Architecture →
CM
Chris Mott
Founder, ResultantAI

Chris builds operational systems for service businesses. The Beaver Pumice project led to two referrals — TruckQuote.com ($15K) and a $110K TMS replacement project for a larger fleet.