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Business-type guide

Medical devices & equipment guide

A company that sells, installs and services medical devices and equipment: orders, stock, the field team and the service calls.

Day one

Installed on day one

What a device company cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

BillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfStoreStockTrack stock with batches and expiry datesFirst step: Receive a delivery into a batchTradeLedgerKeep trade customers’ accounts: licences, credit limits, ageing, collections, statementsFirst step: Add your customersOrderBookTake B2B orders from quote to dispatch, earliest expiry picked first, with your tax codesFirst step: Quote or take the orderTradeOrderNetSend purchase orders to your distributor and receive the batches onto the shelfFirst step: Link up with your distributorPriceQuoteGive patients written cost estimatesFirst step: Start the estimateSales & ReferralsTrack field visits to referring doctors and the revenue they bringFirst step: Add the doors your team knocks onServiceDeskReport breakdowns and track repairs to closureFirst step: Report the breakdownWarrantyVaultCheck warranty before paying for a repairFirst step: Record the coverPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for today
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Medical devices & equipment” when you sign up. 10 essentials are installed for you on day one: BillDesk, StoreStock, TradeLedger, OrderBook, TradeOrderNet, PriceQuote, Sales & Referrals, ServiceDesk, WarrantyVault, PulseBoard.
  2. Day 1 — finish setupSign-up lands you in Setup: specialties, apps, team, where and when, what you do and paperwork. Type it, or press Talk me through it and Rain asks the questions.
  3. Day 2 — bring your records inPatients first, then money owed, appointments, stock and prices, from CSV files through the import desk — each one read as a dry run before anything is written.
  4. Day 3 — invite your teamInvite each person from Team with the role they do. The roles this business’s own apps are built around: operations manager, finance manager, business development, quality officer, store keeper, doctor.
  5. Days 4–5 — run a real day on BillDeskThe bill builds itself, then Finalise to lock it, then Take the payment.
The store

Everything else it sees

The store shows a device company 95 live apps, back office included. These 20 are its own; install any of them when you need it.

Clinical
Revenue cycle
Operations
Compliance
Business
The team

Role guides for this business

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