Visit records that improve billing and analytics


Many teams lose money in small operational gaps: services not registered, products delivered but not billed, or payments collected but not linked to the visit.

In fichero.io, each visit is the transaction context where teams can register all relevant activity.

Minimum record for every completed visit

  • Visit status and final date/time
  • Services performed and amounts
  • Products sold and quantities
  • Payment method and amount paid
  • Optional notes and photos for context

Why this structure improves analytics

When records are complete, monthly dashboards become trustworthy:

  • Service income vs product income is accurate
  • Appointment volume matches real execution
  • Team performance analysis is based on complete data

Team habit to make it work

Before marking a visit as completed, use a short end-of-visit checklist. This one habit prevents most reporting inconsistencies and keeps balances updated per client file.