The ULTIMATE in Equine Management Software
WiseOption
 
 
 
 
 

 

Training
 
These are some of the unique features
of Wise Option that come standard.
 
  • Quick Search - Search for either horse or customer by any of the following:
    • Horse: Name / Neck Band / Sort ID
    • Customer: Names / Sort ID / Phone / Zip
  • Customer Management Form - Detailed customer information at a glance with a complete list of horses and patients.
  • Boarding Module - Use both daily and monthly rates to meet all your clients needs. Multiple rates allowed per horse helps in invoicing daily activities such as Regumate or supplements.
  • Departure Reports - Contains as much or little information as you would like including: Immunization Record, Future Reminders, Breeding Records, and Flush/ET Records.
  • Multiple Procedure Entry - Enter multiple tasks for multiple horses at one time.
  • Procedure Management Form - Allows you to view, print or edit multiple procedures based on horse, task, professional, status and many others.
  • Triggers - Create triggers to generate multiple procedures at one time. For example, you can schedule a pregnant mare for all her vaccinations, palpations and other tasks off of one trigger. Set it up once and use it over and over.
  • Recurring Tasks Report - Shows due dates of tasks that you have set as recurring based on your settings.
  • Form Letters - Easy to use form letters makes client communication effortless.
  • Advanced Billing Module
    • Syndicate / Multiple Owners - Automatically calculates bill for horses with multiple owners based on percentage owned.
    • Billing Checklist - Easy to follow checklist that will ensure smooth billing every cycle.
    • Horse & Customer Review from within the billing module.
      Unbilled Procedures Report - Allows you to review the procedures prior to billing.
    • Pre-Billing Report - A consolidated detail of all customer accounts and invoices that were created.
    • Charge Service Fee - specify your own interest rate.
    • Summary Account Statement / Invoices - Easy to read customer statements that de- tail all credits, invoices, previous and current balance. Invoices are per horse and include details of each procedure for that period.
  • End of Period Reports - Reports based on a specific period that contain details about credits and charges that can be divided into categories and groups. These reports are also exportable to Excel for simple transfer into popular accounting programs.
  • Account Reports - Including Aging Accounts Receivable and Current Account Balances.
  • Labels for Mailing - Makes customer mailings simple.
 

 

Online Demo
 
 

 


Wise Option, Inc.