✓Three logging modesAccount scan, walk-in, or lead only. The counter picks the right one in a tap, and leads flow to the CRM instead of a sticky note.
✓Thirty-second counter loggingApplicant, phone, ATI number with format validation, DOJ or DOJ+FBI, ID type, and associate initials. Done before the applicant's ink dries.
✓Charged at the moment of loggingFor charge-at-scan accounts, the Square card on file is charged the second the scan is logged. No end-of-month scramble, no forgotten charges.
✓Billing that matches how each account paysPer-account billing methods: invoiced monthly, charged at scan, or pays by check. The system tracks each one correctly.
✓Invoices generated from the actual logMonthly invoices come straight from the scan records. Every line item is a real scan with a real date. Statements included.
✓An admin dashboard for the whole operationKPIs, accounts, applicants, and invoices in one place.
✓Feeds the CRM automaticallyScan activity flows into the CRM's live scan accounts tab and analytics with no extra work. Your reps see which accounts are growing and which went quiet.
