Front desk, back office and everything that lands on the owner after closing. The intake forms, the supplier invoices, the stock count nobody has time for and the people who did not turn up are the work we take over, so the hours you have left go to the clients in front of you.
WORKS FROM THE EXPORTS YOUR BOOKING OR PRACTICE SYSTEM ALREADY PRODUCES · PHOTOS OF COUNTS AND FORMS ARE FINE · NOTHING TO INSTALL, NOTHING FOR YOUR TEAM TO LEARN
Thirty supplier invoices read into the cost sheet. Two lines have moved up since last month and are flagged with the old price beside them.
The stock count from last night's photos totalled against the sheet. Three lines are short, and the reorder list is drafted for your yes.
The no-shows from the last two weeks pulled into one list, with the follow-up message drafted for each and ready to send on your word.
The hours and prices you publish were checked on all three places they live. One is out of step with the others, and the correction is drafted.
The monthly pack is built: what came in, what it cost, what changed. The week's intake paperwork is already in clean rows.
AN ILLUSTRATION OF THE SHAPE OF A WEEK, NOT A CLIENT'S LOG.
The whole list is on the front page. In this trade, one job is worth starting with, and these are the three that most owners hand over next.
Every morning before the first appointment: yesterday's intake forms read into the client sheet, with anything missing a signature or a date flagged to you.
Intake forms, supplier invoices, delivery notes and handwritten lists go in as files or photos and come out as clean rows in the sheet you already use, with anything odd flagged to you rather than filed away.
The count totalled against the sheet, the supplier invoices read into the cost line, and the reorder list drawn up on the schedule you set, so the count is not a weekend job and the shortage shows up before a client asks for the thing you have run out of.
Holiday hours, a price change, a new service. It checks the places those facts live and tells you the day something is out of step, with the correction drafted.
Also on the list for this trade: the people who did not turn up, pulled into one list with a follow-up drafted, so an empty slot is a conversation rather than a loss; the monthly pack, on the same day each month; and the reviews answered in your voice and shown to you before they go.
Counted late at night, on a scrap of paper, compared to nothing. What it should have told you about what actually sells never gets added up, so the shelf fills with the thing nobody books.
Somebody did not turn up and the diary has a hole in it. The follow-up that would have refilled it needed an hour nobody had, and the same person does it again next month.
Hours, prices and services across a booking page, a listing and your own site. Whichever one is stale is the one a client reads before they travel, and the front desk takes the call.
If it exports, scans or comes as a photo, it usually qualifies. On the first call we check yours and tell you plainly if a job cannot be done properly.
One call. Bring a fortnight of paperwork, a booking export and the sheet you keep now. We write down what your team does by hand, where the data lives, and which jobs you want gone first. We also say plainly what should stay out of scope.
It reads the paperwork, keeps the sheets current, runs the lists and watches the published details, inside rules you set: what may be sent in your voice, what comes to you first, and what it never touches. It runs on last month's paperwork first, so you see what it produces before any of it counts.
A plain summary every week, and the monthly pack behind it: what was handled, what it found, what needs your decision. The portal on your phone holds the same week: the log of what ran, the files it built, and a thread for asking it something at any hour. Read it between clients.
Health information is a conversation before it is a contract. We are not a HIPAA business associate today. If your records carry patient or client health information, say so on the first call: we will either keep that material out of scope and work on the admin around it, or tell you plainly that we are not the right fit for what you need yet.
We do not give medical, clinical, legal or compliance advice. Where a document contains dates or obligations, we pull them out and put them in front of you, and the judgement stays with you and whoever is qualified to make it.
We do not replace your booking or practice-management system. We work from what it exports. Moving you onto new software is not part of this.
We do not do payroll, tax or insurance claims. Hours and numbers are kept current and handed to whoever runs your payroll and files your returns. Claims go through the people who handle them today.
We do not move money, and no card or bank credential sits on our side.
We will not publish numbers from a client's business without their written permission, and we will not invent one to fill the space. What we offer instead is the demonstration: send a fortnight of your own paperwork through the free summary and watch what comes back, before you pay anything.
$399 a month plus a one-time $399 onboarding, covering the whole list for one business, whether the month is light or heavy. Nothing is counted by the task. Cancel by email and it stops at the end of the month you are in, with your files and your register sent to you. The front page has the full comparison, and the terms have the promise we make when something goes wrong.
Two minutes on the form, and the free summary comes back within two business days: the three chores eating your week, what we would take off first, and an honest no if this would not be worth it for you.
EMAIL ANSWERED IN ABOUT A MINUTE, ANY HOUR · YOUR SUMMARY BACK WITHIN TWO BUSINESS DAYS