Features
Everything Petfolio does, on one page.
7 clinical services, the till and stock, double-entry books, 90 reports and the roles to run it all. Each module has its own page with the screens.
Clinical care
Every visit, every service, one record.
Examinations, rechecks, treatments, surgery, grooming, preventive care and boarding sit together on one visit, written once and remembered for the life of the pet.
See clinical careOne visit holds the whole consult
Add every service the pet received, each with its own vet, notes and price. The visit page reads top to bottom the way the consult happened.
On every planVaccines and deworming that come back on time
Every vaccine, rabies shot, deworming and anti-flea treatment carries its next due date. The due list shows who needs what this week, with the owner a tap away on WhatsApp.
On every planFollow-ups that never slip
Every recheck a vet asks for lands on the follow-up list with its date. The team is reminded on the bell before it is due, and the message to the owner is already written.
A record that follows the pet
Owners and their pets, species and breeds, photos, and every visit in order with the weight taken at each. The health timeline answers "when did we last…?" before it is asked.
Priced as the vet works
Set a fee per service, a price per surgery type, grooming prices by the pet's size (a small dog's bath is not a large dog's, a zero cut is not a styled one), and your own prices for X-rays, ultrasound, CBC and each chemistry test. Drugs given in the clinic and preventive items are priced from your catalogue, so the bill builds itself while the vet writes, and the vet can still set the final price.
Point of sale & stock
The till, the shelf and the supplier, in step.
A front desk that takes one payment per client, stock that adds up to the unit, and suppliers paid on their own terms.
See point of sale & stockOne bill per client, paid once
Pick the client and the till gathers what they owe: today's visits for any of their pets, products from the shelf and any earlier balance. One payment settles it, and one receipt prints.
On Plus and MaxOffers and promo codes
Run an offer without trusting anyone's mental arithmetic: a percentage or an amount off, buy one get one, or a bundle price. Each applies on its own at the till, or once a promo code is entered.
On Plus and MaxStock you can trust to the unit
Every movement goes through one stock ledger: a sale, a delivery, a transfer, a count, a drug given in the consult room. On-hand always adds up, per branch, and it is valued at what you actually paid.
On MaxSuppliers paid on their own terms
Purchase orders, goods receipts and supplier returns. A delivery is due on receipt, on credit or in instalments, and the dues list shows what to pay this week.
On Plus and MaxFinance & accounting
Books that keep themselves.
Every invoice, payment, delivery and cash-up posts to double-entry books as it happens. Your accountant opens a profit and loss, not a shoebox of receipts.
See finance & accountingDouble-entry, without the data entry
A chart of accounts is ready on day one, and the clinic's own work posts to it: sales, payments, purchases, stock and the till. Nothing waits for month end.
On MaxKnow where every pound is
Cash boxes, safes, bank accounts and wallets, with transfers between them and between branches. Expenses and other income by voucher, the recurring ones on a schedule, receipts attached.
On Plus and MaxVAT returns from the ledger
Tax is worked out line by line on every invoice, so the return adds up. File it, post the settlement and lock the period in one step.
On MaxPayroll with advances and bonuses
Monthly payroll with approval and payslips, salary advances recovered by instalment, and the staff-points bonus added for you.
On MaxAssets and budgets
A fixed asset register with monthly depreciation and disposal, and monthly budgets read against what actually happened.
On MaxReports & dashboard
90 reports. One question each.
Sales, clients, services, stock, purchasing and the books, each answered by a report you can filter, compare, export and schedule.
See reports & dashboardA dashboard each person arranges
Today's visits, takings, stock and money in one view. Every figure opens its full report on the same period, and each person hides, orders and sets the period of their own, kept for next time.
From the first client to the balance sheet
Start with where clients come from, who comes back and how the team is doing. Grow into sales, margins, stock turnover, supplier balances and an audit of voids and overrides, each compared with the period before.
On Plus and MaxThe month closed in one workbook
One Excel download closes the month: a summary beside the month before, then a sheet for money, stock, clinical work and the books. Every sheet opens with what it shows, what each figure means and what to check.
On Plus and MaxExcel, paper and your inbox
Any report downloads as Excel or CSV or prints on A4. Schedule the ones you read every week and they arrive by email.
On MaxClients & loyalty
Clients who come back.
Every client's account in one place, invoices that add up, and points that reward the clients who keep coming back.
See clients & loyaltyEvery client's account at a glance
Invoices, payments, credit notes and the balance per client, with a statement you can print or send. Overdue invoices are flagged every morning.
On every planPoints that reward paying, not discounting
Clients earn points on what they pay and spend them on a later bill. Welcome and birthday bonuses, expiry and a statement per client. Prices and VAT never change.
On Plus and MaxFind anyone in a keystroke
Press Ctrl K and search clients, pets, visits, invoices and products at once. Arabic spellings match however they are typed, and phone numbers match on their digits.
Team & branches
Run one clinic or a network.
Branches that share clients but keep their own stock and money, roles that fit how your team works, and recognition for the people doing it.
See team & branchesBranches that share clients, not stock
Clients and pets belong to the clinic, so any branch can see them. Stock, tills and money stay with each branch, and transfers move them between branches on the record.
On MaxRoles that fit your team
Make roles like vet, receptionist, cashier or accountant from 49 permissions. Decide who may see costs, give a discount, refund a sale or close a shift.
Recognise the work
Award points for the work your clinic values, under its own rules, and turn them into a bonus on payroll.
On MaxHelp inside the app
Open a support ticket from the app and follow the conversation with our team there.
On every planYour data, kept safe
Each clinic's records are its own, backed up off-site twice a day. Sign-in supports two-factor authentication.
See Petfolio run a day at your clinic.
We walk your team through a real day: the first visit, the till at closing, and the books the next morning.