Problem
Surgical clinics often build quotes by hand: copy last month’s spreadsheet, look up the procedure price for the patient’s tier, apply discounts, work out the deposit and installments, paste it into a letterhead, and hope nothing drifted. The people doing it are not technical, and the data is patient data — no SaaS, no cloud.
Approach
- Single-binary desktop app in Go with a Fyne GUI, packaged for macOS so it installs like any other app. Everything lives in a local SQLite file.
- Patient registry with Brazilian masks and lookups (CPF/CNPJ, CEP address autofill) — the fields invoicing needs later.
- Procedure catalog priced by tier, plus a reusable catalog of extras (implants, technology fees).
- Automatic budgets: pick a patient and one or more procedures; the app computes gross and final totals, splits fees vs hospital vs extras, applies fixed then percentage discounts, and lays out the deposit, installments and PIX (cash) options with a validity date.
- Export to branded PDF (default) or Word, in Portuguese or English, plus a WhatsApp summary.
- NFS-e (service invoice) issuing against the municipal system, so a closed budget turns into an invoice without retyping.
- Basic stock control — items, lots and movements — for the supplies the clinic keeps on hand.
- Clinic profiles: name, letterhead and settings live in a per-clinic folder with a YAML config, so any clinic that follows the same quoting process can run it under its own brand.
Why it matters
Small businesses rarely get software shaped to how they actually work. This one is: Portuguese-first UI, money math done in one place and tested, and a release path (pre-push gates, CI, Mac packaging) that keeps a non-technical user’s app boring and reliable.
What’s next
- Fuller invoicing flow (cancellations, reports for the accountant)
- Stock tied to procedures, so a budget can reserve supplies
- Sync/backup for a second workstation without giving up local-first