✦ 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 |
|---|
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 |
|---|
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 | Notes | 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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Orders assigned to a warehouse other than Delta or USA — reassign them to the right location.
Orders with a tracking number that hasn't moved — a label was created but the parcel never entered the carrier network. Oldest first.
Manually create a branded Receipt and/or Prescription (RX) PDF — no Shopify order needed.
| Product / description | Compression | Qty | Unit price |
|---|
Wholesale performance and accounts that need a nudge.
Open balances on B2B orders — filter and export for follow-up.
Wholesale orders from the .com store — read-only tracking.
Orders tagged Key Account across both stores (.ca + .com).
Log a new wholesale order request — attach a file and mark it invoiced when done.
One order paid for two people? Find the order, assign pairs to a second name, and download two separate receipts.
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.