We make Details a little better every month.
We’ve made 204 improvements so far this year. Here’s the most notable of those releases:
Bill Check
Trust your suppliers. Check the math.
Your suppliers send their invoices and receipts straight to Details, and every one gets checked line by line: missed group discounts, duplicate charges, bills for supplies you never received. When a bill is wrong, we send it back to the supplier to fix. Rolling out practice by practice now.
See how Bill Check worksInsights
Insights, with a longer memory.
Send us your old invoices and supplier exports and we import them as back-dated orders, marked "Before Details."
Insights started counting the day you joined, so last year was a blank.
Your full history is in your charts, and you can compare your Details era against the years before it.
Orders
Nothing gets lost in the inbox.
When a supplier emails an invoice or an update about your order, Details AI matches it to the right order and attaches it there.
Invoices and confirmations lived in whoever’s inbox they landed in.
Your order’s page collects its own paperwork, and Bill Check sees every invoice.
Orders
Easier to read means easier to get right.
We rebuilt the purchase order your suppliers receive, so every order arrives clear, complete, and easy to process.
The old PO did the job, but suppliers had to work to read it.
Suppliers see exactly what you ordered at a glance: less to misread, fewer back-and-forth calls about your order.
Bill Check
Shhhh. Pilot-group only for now.
The first group of practices have started Bill Check, sending real supplier invoices through it while we train it.
Checking a stack of supplier invoices line by line was nobody’s job, at our pilot practices or anywhere else.
Every invoice the pilot group sends makes Bill Check sharper for everyone who comes after.
Shop
Find it before you finish typing.
Type a few letters and results narrow as you go; filter by supplier, category, or price to land on the exact product.
Searches took a long time, and the Back button threw away your spot in the results.
Results come back fast, filters cut the catalog down to what you meant, and Back puts you right where you left off.
Inventory
Same scan, much clearer screen.
We redesigned the screen you see when you scan a Dot, and added a stock meter to every product page.
The old scan screen got the job done, but it wasn’t always clear what to tap next.
A cleaner screen makes check-in and check-out obvious, and the product page shows your stock at a glance.
Inventory
Who scanned what, and when.
Find it in Inventory: the product, the team member, and the time of every scan, searchable by either.
When something ran out early, there was no way to see how it left the shelf.
The full scan trail is a search away, by product or by person.
Insights
Budgets that count everything.
Log a purchase made outside Details, give it a category and a note, and it counts against the budget you choose.
Budgets only saw what went through Details, so the totals always ran light.
Every purchase lands in a budget, and the number you see is the number you spent.
Concierge
We notice before you have to call.
Pulse is an internal dashboard that shows our team how every practice is doing: orders flowing, savings landing, anything drifting off track.
You had to notice a problem and reach out before we could help.
Our team sees the early signs and can step in before a small thing grows.
Insights
Every spike has a story.
Click any month in your spending charts to open the orders behind it.
A tall bar in March was a mystery you solved by digging through orders one by one.
Click the month and the orders that built it are right there.
Insights
Stock up without the spike.
Log a bulk purchase once and spread its cost across the months it covers.
One annual order distorted the month you happened to place it in.
Your trend line shows what you used, not the day you stocked up.
Shop
Apples to apples, at last.
Product cards in the Shop show the price per each, and you can sort by it.
A case of 100 next to a box of 10 made the cheaper option look pricier.
The per-each number is on the card, so the comparison does itself.
Groups
Practice by practice is no way to run a group.
Buying groups and OSOs get a portal of their own, with analytics rolled up across member practices.
Group-wide numbers meant collecting them practice by practice.
Spend and savings across every member practice, in one view.
More every month.
Not a Details customer yet?
With Details, you can order all of your supplies in one place, from any supplier.
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