Next-Visit Cards

When to reach out next, for every customer.

PrototypeJapanese only

Works on phones Solo business

Next-Visit Cards: who is due this month and next, with letters

Enter each customer's item, last visit date, fee, cycle and notes, and see who to contact this month and next, in order of the next due date, including anyone overdue.Copy ready-made letters for this month and the overdue ones in one go.Switch between piano tuning, shoe care and dog training to change the field names and wording.The page is in Japanese.

Problems it solves

Click a row to see an example and the screen that handles it.

Made for Tradespeople who rely on memory and sticky notes for follow-ups What it does Work out each next due date from the last visit and the cycle, and list who is due this month, next month or overdue.

For example"I forgot to contact a customer after a year, and they went to someone else."

On this screenThis month › Due this month and next
Made for Anyone typing follow-up messages by hand every time What it does Draft the letters for this month and the overdue customers, and copy them all at once. Nothing is sent.

For example"I flip back through my diary and type every follow-up message by hand."

On this screenThis month › Letters
Made for Anyone who can't recall what they did or used last time What it does Keep a card per customer with the item, last visit, fee and materials or notes.

For example"Looking at the shoes, I can't remember which cream I used last time."

On this screenThis month › Customer cards