Appointment Notes & Client Reports
Record keeping that actually works & saves you time
Key Features
Private appointment notes for your eyes only
Type, dictate, or record voice notes during sessions
Transform notes into polished client reports
Customisable report layouts to match your style
Send reports instantly through the app
Bank-level encryption and GDPR compliant
Record Keeping That Actually Works
Equigate gives you two powerful ways to keep records: Appointment Notes for your private records, and Client Reports that you can share with clients in just one click.
During an appointment, capture everything you need with Appointment Notes. Type, dictate, or record a quick voice note—whatever fits your workflow. When you're ready to share findings with your client, transform your notes into a polished Client Report and send them instantly through the app.
From Yard to Client's Phone in Seconds
Gone are the days of printing reports or emailing PDFs when you get home. With Equigate, reports appear seamlessly in your client's app as soon as you hit send.
Safe, Secure & Compliant
No more driving around with a boot full of paperwork. All your data is protected with bank-level encryption and stored securely in the cloud.
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Experience the full power. See for yourself why clients and professionals trust Equigate