What you'll accomplish
By the end of this guide, you'll have a central order tracking system designed with Claude's help — built in Notion, Airtable, or Google Sheets depending on your preference — that consolidates orders from all your AMC portals, tracks deadlines, and shows you at a glance what's due when and which AMCs are most profitable.
What you'll need
How-To Guide: Build an AMC Order Tracking System with Claude
Before building anything, use Claude to design the right structure for your specific situation. Open Claude and paste this:
I'm an independent residential real estate appraiser on multiple AMC panels. I need to design a simple order tracking system. Here's my situation:
- I typically have [5-15] active orders at a time
- I work with [X] different AMC companies
- My typical turn time is [5-7] business days
- I work from [home office/car]
- I'm comfortable with [Google Sheets / Notion / both]
Design a practical order tracking system for me. Include:
1. What fields I should track for each order
2. What status stages make sense for my workflow
3. How to flag overdue orders automatically
4. What summary views would be most useful (e.g., orders due this week, revenue by AMC)
5. Which tool (Sheets vs Notion) you recommend for my situation
Fill in your actual numbers and preferences. Claude will generate a tailored recommendation.
What you should see: A specific system design with recommended fields, status workflow, and the tool that fits your working style — not a generic template.