Platform Feature

Sample Intake

Smoothly and efficiently transition all the necessary intake information into a single, user-friendly platform — simplifying onboarding for your team and your customers alike.

Schedule Demo
Why it matters

Intake without the headaches

Getting new sample intake has never been an easy task. Our environmental lab software streamlines the process so users can manage sample intake from start to finish on a single screen — no more switching between tabs or systems.

  • Efficiency: consolidates all intake-related activities in one place.
  • Clarity: clearly defined sections and fields prevent errors and ensure complete data collection.
  • Compliance: DOH integration and detailed documentation tools support lab operators.
  • Flexibility: accommodates various payment methods and customer scenarios.
Sample intake screen
Key features

Everything on one intake screen

Customer Information Section

A clearly labeled section lets users quickly input or select customer details — customer ID, water source type, and related metadata. Buttons like "Use Source" and "Add New Customer" streamline the flow for new and returning customers.

Source Details

Essential sampling information (Source ID, temperature, equipment type, and more) is well organized for easy input. Dropdowns and pre-filled data keep critical details consistent and accurate.

Sample Data Entry

The tabular Sampling Information section lets users add, copy, and manage sample rows efficiently. Columns such as Sample Number, Test Code, and Sampling Point are intuitively laid out for fast entry and review.

COC Notes & DOH Options

A dedicated notes section with the option to send results to relevant agencies (e.g., Department of Health) adds operational flexibility and compliance assurance.

Payment Integration

Multiple payment options — Cash, Credit Card, Check, Courtesy, Send Bill — make it easy to record transactions. A Miscellaneous Charges Breakdown panel displays itemized charges, discounts, and payment statuses, reducing billing errors.

Streamlined Actions & Visual Feedback

Buttons for "Hold Samples," "Create COC," and "Preview COC" make task execution straightforward, while real-time indicators like "Amount Received" and "Balance" keep every transaction tracked accurately.

Reduce the administrative burden on your lab operators

Smoother customer intake and sample processing workflows are one demo away.

Schedule Your Demo Now