Quote the job with a margin you can see, build the medical plan, staff every shift with hard eligibility checks, deliver on the day and learn from it afterwards — without re-keying a single detail between systems.
Sales pipeline & quoting
A three-column proposals board — Potential, Interested, Quote Sent — keeps your pipeline visible, and the quote builder prices the whole job properly before you commit to a number.
Price personnel by grade, vehicles, mileage, accommodation, treatment-centre builds and an admin charge — with a colour-coded profit-margin slider so you can see what each discount actually costs you.
Every revision requires a summary of what changed, so when the client asks "what's different from version two?", the answer is already written down.
Email the quote for the client to accept or decline, then create the invoice from the accepted quote in one click — it flows straight into the Finance Centre.
Planning & the EMP
Planning Intelligence gives you data-driven estimates — predicted patient presentations and hospital transfers, peak demand, a clinical risk rating and ranked planning gaps with jump-to-fix buttons — explicitly framed as estimates for a competent planner to review, never a substitute for professional judgement.
Staffing & delivery
Per-day shift accordions show filled-versus-needed at a glance, and direct assignment runs hard eligibility checks before anyone is booked — role, availability, clashes, expired training and DBS. Staff pick up their shifts in the crew mobile app.
After the event
The event doesn't end at load-out. Post-Event Analysis turns delivery into learning, and the client portal keeps your customers informed without another phone call.
Narrative, staff feedback aggregation and client feedback — fed automatically from the portal — across nine fixed analysis themes, with tracked follow-up actions. Patient contact counts are drawn straight from your ePCRs, and the full PDF report includes age-profile and presenting-complaint charts.
Clients self-register through an approval queue, then see their upcoming events, outstanding invoices, engagement letters, the approved EMP, health and safety incident reports for their events, and a message thread with your planning team. Their post-event feedback form feeds the PEA automatically — and quotes are deliberately not exposed in the portal.
Self-serve signup provisions your workspace and subdomain automatically — build your first quote and EMP today.