The Farriers App 3.0.1

Equitotal Limited – Freeware – iOS
aus 4 Bewertungen

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This calendar application offers a comprehensive array of features designed to streamline appointment management and enhance customer interactions. Users can view their schedule in various formats, including daily, weekly, and monthly layouts. Appointments are color-coded by type, allowing for quick identification of standard, tentative, personal, and invoiced appointments. The option for tentative appointments facilitates internal scheduling without notifying customers, providing flexibility for rescheduling.

Appointment reminders are efficiently managed through automated email and SMS notifications. Customizable emails allow for tailored communication and the inclusion of attachments such as terms and conditions to ensure clients are well-informed.

The invoicing process is straightforward. Associating a service with a horse prompts reminders to schedule the next appointment before finalizing an invoice. There is also the flexibility to create invoices independently of appointments. However, it’s important to note that deleting an appointment results in the complete removal of its record.

This platform simplifies payment collection by enabling transactions from any location, regardless of mobile signal availability. Key features enhance operational efficiency, including rapid invoicing and the ability to receive payments even if customers are not physically present. Comprehensive horse and customer records are maintained in one centralized system, which also tracks outstanding payments and appointment reminders.

<ul>
 <li>Customer Records: Efficiently manage detailed profiles for each customer alongside access to horse records.</li>
 <li>Separate Yard/Barn Records: Distinct records facilitate organization and oversight of multiple locations.</li>
 <li>Color-Coded Calendar: This feature supports easy navigability through different appointment types.</li>
 <li>Reports: A variety of exportable reports aid in data analysis and business management.</li>
 <li>Multi-User Access: Support for additional users allows for personalized calendars while maintaining office-level access for administrative roles.</li>
</ul>

The home interface offers a streamlined view of today’s and tomorrow’s appointments, minimizing wasted time by clearly displaying customer attendance statuses. Ongoing monitoring of monthly sales, outstanding invoices, and scheduled appointments is seamlessly integrated into the user experience.

The horse record section provides thorough details regarding each equine client, including ownership information, location, shoeing frequency, and historical billing records. The innovative Form Builder feature enables customization of forms for client needs, enhancing communication efficiency as completed forms can be easily sent directly to owners.

For payment processing, customers can conveniently sign up for GoCardless, ensuring direct withdrawals from their bank accounts. This method is not only cost-effective but also provides increased security over traditional card payments. Users have the option to accept credit/debit card payments or merely log the payment method utilized.

Overall, this application presents a user-friendly interface tailored specifically for farriers and barefoot trimmers while supporting effective business management through a free trial period that requires no advance payment information.

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