Plan header details

Capture customer, reference, and meta header information before building the quote.

Quotes

Create, review, and finalize quotation layouts ready for printing or PDF export.

Hospitals

Maintain hospital and client master records for quick quote setup.

Instruments

Store instrument details, configurations, and pricing for reuse in quotes.

Configuration item master

Maintain included configuration items mapped to instrument models for reuse across all quotes.

Additional item master

Manage priced accessories and optional add‑ons for instruments, ready to plug into quotes.

View quotes

Browse historical quotations for reference, follow‑ups, and reporting.

Instrument Report

View supply history of instruments across hospitals with dates, quantities, and prices.

Quote Follow-Up Logs

Track follow-up notes, due dates, and status for submitted quotations.

Backup data

Download a JSON backup of hospitals, instruments, and quotes stored in your browser.

Log service visit

Capture diagnostics, actions, and upload photos for instrument repairs during hospital visits.

Task Manager

Access employee and manager dashboards to assign, track, and complete tasks.