Health Matters (Occupational Health) Ltd
Booking and invoicing system
Booking
Staff pick the company and the service
Invoice details
Filled in automatically, with the price
Missing info flagged
Before anything reaches accounts
Accounts
The problem
Every service Health Matters delivered was logged in one Excel sheet that sat between the admin team and accounts. Company names, invoice emails and credit terms were typed in by hand each time, and the agreed price for each client had to be remembered or looked up. In the words of owner Shaun Doran, the sheet was “busting at the seams”, and the admin team was carrying the strain.
What we built
A booking and invoicing system built in Excel, the tool the team already used every day. Staff pick the company and the service, and the system fills in the invoicing details and price automatically, flagging anything missing before it reaches accounts.
How we built it
- No macros, so there are no security warnings and nothing fragile to maintain.
- We never took their historical bookings, because they held private medical information.
- The data is structured throughout, so the system is ready to connect to future automation.
The result
The system is in daily use by the admin team.
“The booking check is much cleaner, the data feels far less overwhelming, and you've somehow managed to achieve the rare feat of making a spreadsheet more user-friendly without breaking everyone's spirit in the process.”
“Conrad took the time to understand how we work before he built anything. The new system has taken real pressure off the admin team, and I'd recommend him to any business.”