An operation or a long treatment almost always involves an estimate, and almost always on paper: it's handed over in the consulting room, the owner takes it home to think about and there it stays.
Here you prepare it in the dashboard, by item or by phase, and send it by WhatsApp with a private link. The owner reads it calmly and accepts it from their phone. If needed, you add a payment plan.
And it isn't left hanging: you see which estimates are pending, which were accepted and which are about to expire.
How it works
- You create the estimate from the client's record, by item or by phase.
- You send it by WhatsApp with a private link.
- The owner accepts it from their phone and it's recorded.
- In the dashboard you see what's pending, accepted and expired.
The dental clean they were thinking over at home
After the check-up, the vet prepares the estimate for the dental clean and you send it to the owner that same afternoon. They accept it from the sofa that evening, and the appointment is booked the next day.