Automate your referral pipeline with ease and precision.

Streamline your entire lead management process with this fully automated Google Apps Script solution. Designed specifically for practices and businesses that track client referrals, waitlists, and team assignments, this script eliminates manual data entry, reduces errors, and ensures seamless synchronization across your master tracker, waitlist, and individual team member sheets.

Key Features:

• ✅ Real-Time Syncing: Automatically synchronize lead information between your master tracker and assigned team member trackers.

• ✅ Waitlist Management: Effortlessly move leads in and out of your waitlist as assignments change.

• ✅ Auto-Generated Unique IDs: Each new lead is automatically timestamped to ensure accurate record-keeping.

• ✅ Dynamic Sheet Organization: Monthly sheets are auto-created and organized to maintain a clean, chronological system.

• ✅ Year-Based Team Member Sheets: Each team member's tracker is segmented by year to keep your data organized and easily accessible.

• ✅ Selective Field Synchronization: Only the critical fields you designate are updated between trackers, giving you complete control over what data flows where.

• ✅ Built for Growth: Whether you're managing a small team or a growing practice, this script easily scales with your business.

Who This Is For:

• Group practices

• Coaching businesses

• Consulting firms

• Administrative teams who manage client pipelines

• Any business looking for a no-code, done-for-you automation for referral tracking

Why You'll Love It:

• Save hours of admin time each week

• Reduce human error

• Keep your entire team fully updated in real-time

• No recurring software costs — one-time purchase, full control

The Billing Extras Submission Tool is an innovative application designed to streamline the process of submitting billing extras for employees. Built on Google Sheets and integrated with Google Apps Script, our tool automates the generation and emailing of PDF reports directly from the spreadsheet. This ensures a seamless, efficient, and accurate submission process.

With the Billing Extras Submission Tool, employees can easily report their billing-related extras, which are then compiled into a PDF and sent automatically to payroll and directors for review. The application is designed to improve the accuracy of submissions, reduce processing time, and maintain a high level of security for personal and financial data.

Key Features:

Automatic conversion of spreadsheet data into a professionally formatted PDF.

Direct email submission to payroll and director with the click of a button.

Clear and user-friendly interface for entering billing extras.

Secure handling of personal and financial information.

Ideal for small to medium-sized businesses looking to optimize their billing extras submission process, our tool is a testament to our commitment to efficiency, security, and innovation.