Run every rental, delivery and hospice invoice from one record.
Track clients, serialized equipment, supply bins, deliveries, maintenance and hospice billing in one place — so the office, warehouse and drivers work from the same facts.
Google and Microsoft sign-in is planned. QuickBooks and Excel workflows use file exports, not live sync.
Google WorkspacePlanned work-account sign-in
Microsoft 365Planned work / school sign-in
QuickBooksBookkeeper CSV export · not sync
Microsoft ExcelCSV / XLSX file workflow
Design previews only; no live connectors, partnerships or endorsements. Sign-in does not sync operational data. Accounting exports may require bookkeeper mapping.
Daily operations
Manage the full order workflow.
From the first hospice request through delivery, service and billing.
01 · Clients, patients & orders
Keep hospice requests and orders together.
Keep the hospice, source order and next action in one record. Review requests, assignments and outstanding work.
A workflow illustration — not a completed delivery or real signature.
Maintenance & hospice billing
Connect equipment history to service and billing.
Maintenance and hospice billing stay attached to the same equipment record. Review service status and billable dates before the next assignment or invoice.
Catalog names are source-based. Acme quantities, serials, tracking setup and records are fictional.See the full catalog →
Fictional role examples · not customer reviews
What each role needs to see.
These fictional Acme examples illustrate role-specific needs. They are not customer reviews or measured results.
FICTIONAL EXAMPLE
“I need a daily view of scheduled deliveries, rented equipment, and issues that require my review.”
Acme DME · OwnerFictional role exampleFICTIONAL EXAMPLE
“I need the hospice request, assigned equipment, and order status in the same record.”
Acme DME · Operations leadFictional role exampleFICTIONAL EXAMPLE
“I need the stop details, assigned unit, and proof-of-delivery requirements before I leave.”
Acme DME · DriverFictional role exampleFICTIONAL EXAMPLE
“I need to verify service dates and contract rates before approving an invoice.”
Acme DME · Billing leadFictional role example
Shaped with a working Las Vegas hospice-contract DME shop: PlatinumMED, our tenant-zero design partner. No employee quote or endorsement is represented here.
Import & launch
Start with your existing records.
A two-week go-live is a target, not a guarantee. Timing depends on data quality, training and owner approval.
01 · Map your records
Import active records.
Patients, facilities, coverage, catalog, serialized units, rentals, open orders and documents from authorized exports.
02 · Review the dry run
Review the import.
Resolve rejected rows, preserve source IDs, invite staff and approve tenant settings before any changes apply.
03 · Test the workflow
Validate daily operations.
Order → equipment assignment → signed delivery → maintenance return → hospice invoice review.