✦ One app to rule them all ✦
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| Date | Order # | Customer | Rep | Total | Status | Tracking | Documents | Actions |
|---|
Let contacts at a facility know you’re coming — create personalized Gmail drafts in one click.
Your scheduled facility sessions — sourced live from the WORKINGS sheet. Select a date and facility to log a new session directly from here.
| Date | Facility | City | Session Time | Status |
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Customers whose benefits renewed on Jan 1, 2026 but haven't reordered yet. Warmest leads shown first.
| Customer | Last Ordered | Benefit Status | Orders | Total Spent | Follow-up |
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Shopify orders with 20-30 or 30-40 mmHg items that haven't had receipts sent yet. Click Create & Send to generate the Receipt + RX PDFs, email them to the customer, upload to Drive, and mark the order done.
Track replacement shipments — old and new tracking numbers.
| Customer | Orig Order | Old Tracking | Reason | New Order | New Tracking | Status | Handled By | |
|---|---|---|---|---|---|---|---|---|
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Track customer-reported issues and support tickets.
| Customer | Order # | Type | Priority | Description | Status | Assigned To | |
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Manage return labels, refunds, and exchange orders.
| Customer | Order # | Items | Reason | Label Sent | Refund | Exchange Order | Status | |
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Searchable per-customer notes and history.
| Date | Customer | Category | Note | Created By | |
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Track RX submissions, insurance claims, and renewal dates.
| Customer | Order # | RX Sent | Insurance | Claim # | Status | Renewal | Handled By | |
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Manage reps, RingCentral SMS, and automated outreach.
Opens Gmail compose in your browser — sends from your own account.
Sends an SMS via RingCentral from the company number.
Texts a personalized link to pick colours. We detect the customer's size automatically.