Search results for FSNotes

Refpro turns a real estate deal into a lender-grade underwriting package in under 10 minutes. Investors underwriting a fix and flip, a BRRRR, or a ground-up build enter the deal once and get back a complete report: verdict, maximum allowable offer, margin, total project cost, DSCR, and the risk notes a lender will ask about. Every financial figure is computed exactly from formulas, never estimated and never rounded off, so the numbers hold up when a lender checks them. AI drafts the narrative sections. The math stays exact. Output includes a 1-Page Deal Sheet built for lenders, plus DOCX and XLSX exports. Members can send a deal package directly to lenders through the Refpro Lender Network. Refpro is not a lender. Reports are a preliminary underwriting screen, not an appraisal and not a lending commitment.

Taskrol is a CRM and field service software for appliance repair workflows, combining job management, client databases, parts tracking, invoicing, payments, and communication tools in one app for iOS, Android, and web. The Quick Job tool enables service job creation by capturing customer details, addresses, devices, and notes on one screen. Technicians can search parts by descriptions or model numbers using the integrated catalog. The inventory system tracks stock by location and generates shopping lists when items run low. Financial tools provide revenue, margin, and cost analysis using purchase data. AI-powered invoicing compiles parts and labor entries. Dispatch features include calendar and map views for assigning jobs based on location, skills, and availability. Customizable user roles offer tailored access for owners, managers, operators, and technicians.

PawLoop is dog walking management software that consolidates scheduling, client information, invoicing, and payment tracking into one platform. The software creates comprehensive client and pet profiles that update automatically across the system. Scheduling features include recurring walk patterns, one-off changes, and centralized handling of cancellations, with day, week, and month views for planning. Client and pet profiles store pickup instructions, access codes, veterinary details, medication notes, and behavioral information for quick access to care details. The billing system generates branded invoices from completed walks, tracks payment statuses, and flags unbilled work. Expenses can be logged and monitored alongside income. The mobile-accessible platform allows walk completion marking, note updates, and payment tracking. A client portal enables clients to view schedules, past visits, and invoices.

MyFileTracker is web-based CRM and operations software for nutritionists and wellness coaches, built first for Independent Herbalife Distributors. It brings client management, nutrition and measurement follow-up, orders, discounts, inventory and invoicing into one platform, so coaches can stop juggling spreadsheets and paper records. Client profiles store contact details, goals and follow-up notes and work on mobile and desktop. The measurement module records weigh-ins, body composition and progress over time. Inventory covers stock levels, reorder alerts and product SKUs, while invoicing supports order-based invoices, payment tracking and Peppol-ready e-invoicing. Solopreneur bookkeeping is supported as a secondary use case. Localized pages are available in Dutch, English, French and Spanish. MyFileTracker is not official Herbalife software, not MLM or recruiting software, and not an income programme; it makes no promise of income, rank or customer volume.

DentoD is a cloud-based dental practice management software tailored for dental practices. It offers CDT-coded charting for general dentistry, periodontal, and endodontic procedures using Universal and FDI tooth numbering systems. A real-time dashboard tracks appointments, patient data, and revenue metrics. Patients can book appointments anytime via a customizable online portal with clinic-specific branding options. The software supports PPO insurance claims, EOB management, and ensures HIPAA-compliant data security. Operating without server installations, DentoD simplifies transitions from paper-based systems to digital workflows. Features include patient portals, appointment scheduling, billing tools, analytics, and multi-location support. Implementation involves account creation, branding setup, and portal activation. Its charting system provides five-surface detail for full mouth documentation, treatment tracking, and clinical notes.

Curaflow is compliance management software for UK care providers, featuring five independent portals for different care service lifecycle stages. The Registration portal streamlines CQC and Ofsted applications with roadmaps, document sharing, and progress tracking. The Policies portal offers service-specific policy libraries, automatic branding, staff acknowledgment tracking, and audit exports. The Compliance portal provides audit templates, RAG-rated action plans, and mock inspection tools. The Care portal supports daily documentation with point-of-care notes, care plans, and auto-updating risk assessments. The Grow portal aids client acquisition by tracking council DPS applications, tenders, and enquiry pipelines. Each portal operates independently with separate logins. The software ensures UK GDPR compliance with EU-hosted databases and provides regulator-aligned frameworks and audit-ready evidence exports.

Littview is systematic review software that streamlines the literature review process from import to reporting. It supports reference imports from BibTeX, RIS, PubMed, EndNote XML, and Zotero, with automatic duplicate detection and manual verification options. AI-assisted screening evaluates papers against custom criteria, providing confidence scores and reasoning explanations. Disagreements among reviewers are routed to a workspace where AI suggests resolutions based on notes and evidence. Customizable extraction forms allow AI to pre-fill data fields, linking each data point to the source PDF for accuracy verification. The platform generates PRISMA 2020-compliant reports, including flow diagrams, evidence tables, and AI-drafted sections for methods and results. Role-based access controls enable team collaboration, while audit trails document decisions for transparency and defensibility.

Eruntar is healthcare management software that unifies clinical operations through six integrated modules. The Doctor Module supports appointment scheduling, electronic health records, telemedicine, AI-assisted clinical notes, e-prescriptions with safety checks, and lab orders. The Pharmacy Module streamlines medication workflows with decision support, verification, and inventory tracking. The Laboratory Module manages diagnostics, including sample tracking and report distribution. The Nurse Module aids medication administration, vital sign documentation, and shift handovers. The ICU Module integrates critical care devices and clinical scoring. The Reception Module handles patient registration, queue management, and admissions. Unified patient records eliminate duplicate data entry. Eruntar complies with HL7 FHIR, LOINC, SNOMED CT, and ICD standards, while adhering to HIPAA and GDPR for data protection.

Trackr is job and field management software for process serving, repossession, and debt collection agencies, covering the workflow from enquiry through to invoice. Office staff assign and track jobs in real time; field agents log attempts, notes, and completion details from their phone, so nothing gets typed twice. Licence checks and nearest-agent assignment send the right person to each job automatically, with automatic job numbering and no per-job fees or job limits. Trackr also handles quoting, one-click job-to-invoice conversion, mileage calculation, and supplier cost tracking, synced two-way with Xero. Custom reports and AI-assisted note clean-up keep paperwork under control. Agencies running more than one office get centralised, single-login management, with isolated agency data, restricted support access, and NZ-hosted servers.

HireBest is AI-enabled interview intelligence platform that enhances the interview process with live AI coaching, virtual and in-person interview transcription, and robust analysis capabilities, all on a platform of standardized methodologies, AI tools, and practitioner-led training. Its Job Cipher feature transforms job descriptions into detailed role definitions, outlining deliverables and success criteria as evaluation scorecards. Structured interview templates ensure consistency and legal compliance across teams. The Interview Hub centralizes candidate data, including profiles, job ciphers, guides, notes, and transcriptions. Henry, the AI assistant, transcribes interviews, summarizes content and ratings, and enables searchable candidate data. Rating rubrics prompt numerical scores and rationales aligned with Job Cipher criteria. The software integrates with applicant tracking systems and supports Hogan personality assessments.

Mufal is an AI meeting assistant that operates invisibly during video conferences, providing real-time transcription in multiple languages so participants can focus on discussions. It integrates seamlessly with screen sharing and offers live guidance and instant answers without being detectable to others. After meetings, Mufal generates notes, extracts action items, and creates shareable recaps. The Meeting Canvas feature simplifies acting on outcomes, while Conversation mode adapts AI coaching for scenarios like sales calls and interviews. Meeting Intelligence tracks key topics, commitments, and follow-ups. Transcriptions include speaker labels, timestamps, and full-text search. Supporting Google Meet, Zoom, Microsoft Teams, and Slack Huddles, Mufal runs on macOS, Windows, and iPhone with a lightweight overlay for minimal system impact.

elCobrador is a comprehensive SaaS platform built for credit unions, mutuals, finance companies and lenders looking to manage the entire credit and debt collection lifecycle with maximum efficiency. The system centralizes loan origination, amortization schedules (French, direct and fixed installments), credit scoring and debtor database inquiries. It streamlines high-volume batch debt collection via automated direct debit and payroll deduction agreements, ensuring automatic bank reconciliation. For field operations, elCobrador features a mobile web terminal for sales agents and door-to-door collectors without requiring app installation, recording receipts and real-time GPS geolocation. In addition, it integrates biometric digital signing (selfie and ID) for instant issuance of electronic promissory notes and contracts with full legal validity. Includes Business Intelligence dashboards for early delinquency tracking and daily cash flows.

ProPlannr is Pilates programming software that centralizes class planning and program development. It features a curated exercise library with filterable search and a drag-and-drop interface for building programs. Instructors can use premade templates or create custom programs, setting repetitions, sequences, and teaching notes for each session. The scheduling feature assigns programs to teaching calendars with daily, weekly, or monthly views. An in-app runner displays the planned program during classes for real-time reference. Mobile functionality allows video playback of exercises while teaching. Personal libraries store frequently used exercises and programs for quick access. The community feature lets instructors share programs or gain inspiration from others. Studios can manage multiple instructor accounts and create custom exercise libraries. Programs can be exported as PDFs for offline use.

Talgora is clinic management software that streamlines aesthetic practice operations into one platform. It handles appointments, client records, payments, inventory, treatment photos, and team access. The scheduling tool coordinates rooms, practitioners, and treatment durations across branches to avoid double bookings. Client profiles centralize visit history, preferences, notes, and communication records. Treatment photos link to appointments for organized follow-ups. The system tracks prepaid packages, session usage, and inventory levels, automatically deducting materials used during treatments and alerting staff when supplies run low. Payment tools manage deposits, balances, discounts, and invoices. Role-based access controls ensure team members see only relevant information. Reporting features provide insights into revenue, occupancy, utilization, and branch performance without external spreadsheets.

PepLedger is an iPhone app for tracking personal research protocols, documenting doses, organizing cycles, and reviewing compounds. It features a database of 456 compounds and prioritizes privacy with real-time system load visualization. The Quick Log allows fast dose recording, while structured cycles include schedules and titration notes. The dashboard unifies active cycles, schedules, entries, and progress. Users can choose between the Living dashboard with visual orbit displays or the Tactical interface with a denser layout. Progress tools monitor weight, metrics, biomarkers, and observations. An AI coach reviews informational claims but advises independent verification, as it doesn’t provide medical advice. Free tools include a reconstitution calculator for peptides like semaglutide, printable dose log sheets, and a peptide half-life guide explaining system load calculations.

Xyzios is an AI-powered operating system for boutique fitness studios that integrates with booking platforms including Mindbody and Mariana Tek. The software analyzes booking data, attendance records, payments, and marketing spend to identify risks and opportunities within studio operations. Xyzios drafts retention messages for members showing silent churn, prepares payment recovery notes, and creates follow-ups for new visitors based on conversion data. All communications require staff approval before sending. The platform delivers executive briefs on revenue trends, member acquisition costs, and operational metrics. Multi-location support and unified dashboards enable consistent comparisons across studios. Xyzios consolidates data from advertising platforms, accounting systems, analytics tools, and review sites into a single interface. The software is accessible on desktop and mobile devices, maintaining the same functionality across both formats.

InviteVia is event invitation software that enables organizers to create and share digital invitations while collecting RSVPs. The platform generates a single shareable link that can be distributed through WhatsApp, Instagram, SMS, or email. Templates are available for weddings, birthdays, and other celebrations, with design styles that include minimal, modern, elegant, and playful options. Event details such as name, date, venue, and notes can be added to invitations. Guests can RSVP without creating accounts or downloading applications. The RSVP system collects information on attendance, plus-ones, and dietary preferences. A dashboard provides real-time tracking of guest responses and attendance counts. InviteVia supports 19 languages and operates on a freemium model, offering basic features at no cost with the option to upgrade for additional functionality.

TermoX is management software for HVAC and plumbing professionals that integrates scheduling, team coordination, and reporting into a unified system for web, iOS, and Android. The intelligent dashboard displays daily activities, reminders, and real-time technician updates. The slot-based planner enables drag-and-drop appointment management, while client mapping visualizes service locations. Team and absence management tracks availability and permissions within the planning interface. Technicians can update job statuses, attach notes, and add photos through the mobile app. AI-powered voice reporting converts verbal updates into professional reports with digital signatures and photo attachments. Automated SMS reminders notify clients of appointments, with communication status visible on the dashboard. The interface works across devices and requires minimal training. Monthly updates are included.

StitchInvoice is invoicing software that streamlines document creation and payment collection. It generates invoices, quotes, estimates, receipts, and credit notes from a single editor. A payability check flags potential payment delays, like missing purchase order numbers or currency mismatches, before sending. Requirements memory stores client-specific billing preferences, such as email addresses and currency selections. Payment intelligence tracks client behavior with metrics like average days to payment. The Autopilot feature sends automated reminders based on due dates, pausing when payments are received. Clients can approve and sign quotes electronically, with accepted quotes converting into invoices. Time tracking logs billable hours for invoicing. The software supports multiple workspaces for managing separate businesses with unique branding and settings.

Curb Service Business App is mobile software that streamlines service-based work into one platform. It manages jobs, routes, clients, and invoices from smartphones, replacing notes and spreadsheets. Job scheduling includes real-time tracking and weather alerts to plan around conditions. Route optimization maps efficient routes, while client profiles store details like gate codes and preferences. Invoices can be sent on-site, with payment tracking and job status updates. The app generates estimates, tracks their status, and converts accepted quotes into jobs. Crew management features enable task assignment and activity monitoring. Data import tools transfer client lists from spreadsheets. Integrated payment options include Venmo and Cash App. Weather-aware scheduling minimizes disruptions with alerts about conditions affecting work.