Reports & live figures
Sales, cash, jobs and enquiries update as the work happens, so you stop waiting for a Friday spreadsheet. Check them on your phone from anywhere.
- Owner's dashboard. The handful of figures you check most, live on one screen and on your phone.
- Tap through to the detail. Tap a figure to see the invoices, jobs or enquiries behind it.
- Profit by job. Labour, materials and subcontractors set against the price, for each job and each type of work.
- Sales and enquiries. Enquiries by source, how many turned into work and what that work was worth.
Appointment diary
The diary shows each chair or room with its bookings, gaps and online appointments as they arrive. A late cancellation goes to the waiting list in one click.
- Diary by chair or room. Each chair, room or adviser in its own column.
- Online booking. Patients book the slots you open, by appointment type.
- Waiting list. People who want an earlier slot, with the times they can do.
- Gap offers. Offer a cancellation to the waiting list in one click.
Customers & CRM
Open a name and see the calls, emails, quotes, jobs and invoices behind it. Nobody in the office has to ask where things are up to.
- Who to chase today. A short list each morning of the enquiries and customers that need a call, warmest first.
- Lead ratings. Mark each enquiry hot, warm or cold so the best ones get a call before the rest.
- Contact timeline. Calls, emails, notes, quotes and invoices in date order on one page per customer.
- Where enquiries come from. Each enquiry keeps its source, whether that was Facebook, Google, a referral or the writing on the van.
Treatment plans
Each plan you propose goes on a pipeline with its value. Patients who go quiet get a follow-up, and the plan sets out the stages and costs in plain English.
- Plans pipeline. Each proposed plan by stage, with its value.
- Plans from your fee scale. Stages, items and fees picked from your own price list.
- Accept online. Patients read and accept their plan from a link.
- Monthly payment option. Spread the cost into monthly payments if your practice offers it.
Recalls & reminders
Patients due a check-up or hygiene visit get a text, then an email, then go on a call list. You see who has booked and who still needs a nudge.
- Recall backlog. Who is due, who has been asked and who has booked.
- Reminder sequence. Text, email and then a call list, until they book.
- Booking link. Patients pick a slot from the reminder.
- Intervals per patient. Each patient keeps the recall interval the clinician set.
Invoicing, payments & cashflow
Finished work turns into an invoice with a card payment link, and late ones get a reminder on day 7, 14 and 21. Everything goes across to your accounts package.
- Invoice from the job. The invoice uses the quote and job lines, plus any extras the team added on site.
- Card payment link. Each invoice carries a Stripe link, so customers pay by card in two taps.
- Reminders on day 7, 14 and 21. Overdue invoices get chased in your wording, and the reminders stop when the money arrives.
- Direct Debit runs. Monthly fees go out in one GoCardless run, and the system retries failed payments.
Marketing & reviews
Your marketing sits in the same system as your quotes and invoices, so you can trace an advert to the money it made. Campaigns and review requests go to the right customers.
- Which ads made money. Facebook and Google spend set against the invoices those enquiries turned into.
- Lead source tracking. Each enquiry keeps its source, from the ad click to the word-of-mouth referral.
- Email campaigns. Pick customers by what they bought, when and where, and send them a campaign.
- Opens and bookings. See who opened each campaign and who went on to book or buy.
Team, HR & rota
Build the rota, approve holidays in a click and see who is trained for what. You get a warning weeks before a certificate or ticket runs out.
- Rota planner. Build the week on a grid, copy last week, and see gaps and overtime as you fill it.
- Holiday requests. Staff ask on their phone, you approve in a click and their allowance updates.
- Absence records. Sickness and other absence logged against each person, with return-to-work notes.
- Timesheets from the phone. Hours logged on the phone or taken from the jobs they worked, ready to check and send to payroll.
Memberships & classes
Each member has their plan, payments and attendance on one record. Classes show spaces left and a waiting list, and monthly fees go out by Direct Debit.
- Member records. Plan, payments, attendance and bookings together.
- Plans and prices. Monthly, termly or pay-as-you-go plans.
- Direct Debit runs. Fees collected each month, failed ones retried.
- Class bookings. Classes by day with spaces left.
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