Articles and guides for your line of work
Practical know-how for your profession: scheduling appointments and jobs, client records, job sheets, quotes, pricing and going digital — from the CRM FLOW team.
Dental practice software: how to choose the right one for your practice
A complete guide to choosing dental practice software: cloud vs on-premise, key criteria, a 10-question checklist and the mistakes to avoid.
7 min readElectronic patient records in the dental practice: what they are and what they should include
What an electronic patient record is, what a complete dental patient chart should include, and how to organize it for speed, safety and continuity of care.
6 min readFDI Dental Chart: What It Is, How the Numbering Works and Why Digital Wins
What the FDI dental chart is, how the two-digit tooth numbering system works, and what a digital dental chart adds to the modern dental practice.
6 min readSMS appointment reminders: Fewer missed appointments at your dental practice
How SMS appointment reminders reduce missed appointments in your dental practice: when to send them, what to write, and ready-to-use message examples.
6 min readGDPR in the dental practice: a practical compliance guide for dentists
A practical GDPR guide for your dental practice: key obligations in plain language, common risks and practical measures to protect patient data.
6 min readDigital dental practice: 7 steps for a smooth transition from paper
Digitize your dental practice in 7 practical steps: appointment schedule, patient records, SMS reminders, GDPR compliance and staff training.
6 min readPlumber job sheets: what they must include so you don’t lose money
Which fields a plumber’s job sheet needs, why materials get forgotten more often than labour and how filling it in on site prevents disputes.
5 min readPlumbing quotes: how to write one that wins jobs
How to write a plumbing quote that customers understand and accept: structure, breakdown of materials and labour, validity period and the usual mistakes.
4 min readPlumber pricing: how to charge correctly for materials and labour
How to work out a plumber’s hourly rate, how to charge for materials, what a call-out charge is and why emergency jobs are priced differently.
3 min readInstallation records by property: the file that brings in repeat work
Why job history should be kept by property, not by customer, what goes on the installation record and how it becomes a source of repeat work.
3 min readPlanning the day’s route: how to fit in more jobs without rushing
How to plan a plumbing team’s daily route: grouping jobs by area, buffer time for emergencies, realistic arrival windows and keeping customers informed.
3 min readThe installer’s declaration (YDE): what it is and what goes with it
What Greece’s installer’s declaration (YDE) is, when it’s required, which documents accompany it and the mistakes that get the file sent back.
3 min readElectrical installation testing: what gets checked under the HD 384 wiring standard
The tests in an electrical installation inspection: continuity of protective conductors, insulation resistance, earth fault loop impedance, RCD tests and earthing.
3 min readPeriodic electrical inspection: when it’s due and how to schedule it
How often an electrical installation must be re-inspected by type of premises, what it involves and how electricians turn it into scheduled, recurring work.
3 min readConsumer unit and circuit records: the file that saves you an hour on every visit
What goes into a distribution board record, why the single-line diagram isn’t enough, and how a history per installation cuts the time of every future job.
3 min readElectrician pricing: from quote to payment without gaps
How to charge for electrical work, what to price separately for certification and testing, and how to close the loop from quote to getting paid.
3 min readPricing garden maintenance: per visit, per month or annual contract?
The three pricing models for garden maintenance, when each one fits, how to calculate an annual contract and what always stays outside it.
5 min readPesticide spray records: what to log and for how long
What every plant protection product record must include, how many years to keep it and why the harvest interval is the field that causes problems.
4 min readA seasonal garden maintenance schedule
Which maintenance jobs fall in each season, how to turn a task list into a dated schedule, and why the seasonal plan shouldn’t live in one person’s head.
4 min readClient record cards in a nail studio: what’s worth keeping
What makes a nail client’s record card useful — products, colours, timings, sensitivities and photos — and how to fill it in without eating into the appointment.
4 min readNail studio price lists: how to work out the price of every service
How to work out material and time costs per service, why time at the desk is your real product, and what to do about repairs and nail art.
4 min readSterilising tools in a nail salon: protocol and records
Cleaning vs disinfection vs sterilisation, what makes an autoclave count, which tools are single-use and what to log so you can prove it.
4 min readLegal fees: how to agree them and how to bill them
Fee models for a law firm, what a written fee agreement should say, how to set an hourly rate and why unrecorded time is the biggest revenue leak.
4 min readDeadlines and court dates: how to make sure none are missed
Why a phone calendar isn’t enough for a law firm, which date you should really record, how to set up double reminders and what to check every Monday.
4 min readThe case file: what it should contain and how to organise it
How to structure a case file anyone can read, what goes in the communication log, how long to keep files after the matter ends and what confidentiality requires.
4 min readAccounting practice fees: fixed monthly, per task or a mix?
How to set a monthly fee per client type, what to bill separately, why fees stay flat while clients grow, and when to review your prices.
4 min readCompliance calendar for an accounting practice: how to set it up
How to organise a practice’s filing calendar so no deadline relies on memory, who checks what, and how to handle last-minute extensions.
4 min readClient documents: how to stop the chase every month
Why chasing paperwork is an accounting practice’s invisible work, how to build a list per client, what a deadline does and when to charge for lateness.
4 min readClient records at a massage centre: assessment, consent, history
What to fill in on the first visit, which health questions really matter, why consent is written down and what to note after every session.
4 min readWellness centre pricing: single session, package or membership?
How to cost an hour in a massage clinic, why packages are a liability rather than income, when a membership pays and what to do about gift vouchers.
4 min readCancellations and gaps in the schedule: what actually works
What a no-show really costs, how to write a cancellation policy you’ll enforce, when a deposit makes sense and how to fill last-minute gaps.
4 min readNotary fees: how to organise billing and collection
How to agree the fee before the file opens, handle disbursements and duties, ask for a deposit, and make sure no deed is left unpaid.
3 min readThe notarial deed file: what it contains and how to organise it
How to structure a deed file anyone can read: stages, documents per deed type, a log of communication with the parties and what confidentiality requires.
3 min readDocuments for a property sale: the checklist and how not to lose track of it
What a property sale needs from seller and buyer, which documents expire, how to track them per file and how to avoid last-minute postponed signings.
3 min readSession cancellations: policy, prevention and what to do with the gaps
How to set a cancellation policy that works therapeutically, how reminders reduce unexplained absences and what to do with the gap in your day.
2 min readPsychotherapy session notes: what to write, when and for whom
When to write session notes, what they need to contain to be useful months later, what never goes in, and how to protect a practice’s most sensitive records.
2 min readThe medical record in a psychiatric practice: what it contains and how to keep it up to date
The parts of a psychiatric record — history, medication and its changes, allergies, referrals — keeping it current without bureaucracy and what confidentiality requires.
2 min readEstate agent commission: instruction, viewings and getting paid without disputes
Why commission is won or lost in the instruction agreement, what your viewing records must prove, when the fee falls due and how to track what you’re owed.
2 min readThe property record: what it should contain to work for you
How to structure a property record that answers every call: instruction, documents, photos, viewing and offer history — and who gets to see it.
2 min readBuyer requirements: how to record them and match them to your listings
How to record what each buyer is looking for so new listings find a buyer from your own client base: requirement fields, priorities and follow-up rhythm.
2 min readThe dietitian’s client record: dietary history, measurements and plans in one place
What a dietitian’s client record should contain: history taking, measurements per session, dated meal plans, test results — and who gets to see them.
3 min readDietitian session packages: how to price them and keep track of payments
Single session or package? How to set up a dietitian price list, what to do about cancellations and how to know at any moment what has been paid.
3 min readTracking client progress: what to measure beyond the scales
Body measurements, body composition and adherence to the plan: how to organise follow-ups so progress shows even when the weight won’t budge.
3 min readThe animal’s medical record at the vet practice: what it should contain
The pet medical record: microchip, owner, vaccinations, visits, tests and drugs — and how to link several animals to one household.
3 min readVaccination and parasite treatment reminders: how to make sure no dose is missed
Vaccination and parasite treatment reminders at a vet practice: next-dose dates, when to send the message, what it says and what to do if owners don’t reply.
3 min readVet practice billing: consultations, drugs and supplies without missing a thing
How to build a vet bill: exam, procedures, drugs, consumables, cost estimates for surgery and outstanding balances per owner.
3 min readHair colour formulas: how to record them so the colour always comes out the same
Shade, developer, mixing ratio, timing, skin test and photo: what to record in every colour formula so the result is the same, whoever does the colour.
3 min readAppointment scheduling for hair salons and barbers: by chair, by service, no gaps
Salon and barbershop bookings: a column per stylist, a duration per service, colour processing time, walk-ins, reminders and no-shows.
3 min readHair salon price lists: how to price cuts, colour and treatments
How to work out a salon or barbershop service price: cost per chair hour, products, hair length, packages — and how to see takings per stylist.
3 min readTry CRM FLOW in your business
Appointments and jobs, client records, quotes and payments — nothing to install.