# ChairPulse

## Documentation

- [Introduction to ChairPulse](https://chairpulse.documentationai.com/getting-started/introduction.md): ChairPulse is the all-in-one dental equipment management platform that combines maintenance scheduling, compliance tracking, AI diagnostics, and SOP management to keep your practice running smoothly.
- [Quickstart Guide](https://chairpulse.documentationai.com/getting-started/quickstart.md): Go from zero to a working ChairPulse setup in minutes. Create your account, configure your practice, add equipment, and explore the dashboard.
- [Key Concepts](https://chairpulse.documentationai.com/getting-started/key-concepts.md): Understand the core building blocks of ChairPulse, including equipment categories, room types, compliance primitives, subscription tiers, user roles, and task management.
- [Dashboard Overview](https://chairpulse.documentationai.com/dashboard/overview.md): Understand everything your ChairPulse dashboard shows at a glance, including quick stats, alert bars, maintenance tasks, compliance checks, active issues, and the onboarding experience for new users.
- [Alerts & Notifications](https://chairpulse.documentationai.com/dashboard/alerts-and-notifications.md): Learn about the different types of alerts and notifications on your ChairPulse dashboard, including issue alerts, compliance warnings, invoice reminders, SOP status updates, and the notification bell.
- [Navigating the Interface](https://chairpulse.documentationai.com/dashboard/navigating-the-interface.md): Learn how to use the ChairPulse sidebar, office switcher, user menu, help resources panel, and onboarding checklist to navigate across features and offices.
- [Equipment Overview](https://chairpulse.documentationai.com/equipment/overview.md): View and manage all your practice equipment from the Equipment list page, with filtering, sorting, and quick actions.
- [Adding Equipment](https://chairpulse.documentationai.com/equipment/adding-equipment.md): Walk through the full equipment setup wizard to add new equipment from the master catalog or duplicate an existing piece of equipment.
- [Equipment Detail Page](https://chairpulse.documentationai.com/equipment/equipment-detail-page.md): Explore all eight tabs on the equipment detail page, from health overview and maintenance schedules to compliance tasks, SOPs, and documents.
- [Equipment Categories](https://chairpulse.documentationai.com/equipment/equipment-categories.md): Reference list of all 30 equipment categories in ChairPulse, including sub-categories for dental chair and delivery unit systems.
- [Documents and Photos](https://chairpulse.documentationai.com/equipment/documents-and-photos.md): Upload, manage, and organize equipment-related documents such as manuals, warranty certificates, invoices, and photos.
- [Rooms & Locations Overview](https://chairpulse.documentationai.com/rooms-and-locations/overview.md): Manage your office layout by creating rooms and locations, viewing assigned equipment, and organizing your practice's physical spaces.
- [Managing Rooms](https://chairpulse.documentationai.com/rooms-and-locations/managing-rooms.md): Create, edit, and delete rooms in your dental practice to organize equipment locations and streamline maintenance tracking.
- [Room Types](https://chairpulse.documentationai.com/rooms-and-locations/room-types.md): Reference for all 9 room types in ChairPulse, with descriptions of how each type is typically used in a dental practice.
- [Compliance Module Overview](https://chairpulse.documentationai.com/compliance/overview.md): Automated compliance tracking for dental practices -- understand the 8 compliance categories, how the engine works, and how to get started.
- [Compliance Setup Wizard](https://chairpulse.documentationai.com/compliance/setup-wizard.md): Step-by-step guide to the compliance setup wizard that generates a personalized compliance plan for your dental practice.
- [Compliance Dashboard](https://chairpulse.documentationai.com/compliance/compliance-dashboard.md): Monitor your compliance status, view risk summaries, and complete tasks from the prioritized task timeline.
- [Completing Tasks](https://chairpulse.documentationai.com/compliance/completing-tasks.md): How to complete compliance tasks using the task completion modal, including evidence collection and staff assignment.
- [Inspector Primitive -- Pass/Fail Inspection](https://chairpulse.documentationai.com/compliance/primitives-inspector.md): How to record pass/fail inspection results for compliance tasks like spore tests and equipment inspections.
- [Meter Primitive -- Numeric Reading](https://chairpulse.documentationai.com/compliance/primitives-meter.md): How to enter numeric measurements and compare them against compliance thresholds for tasks like waterline testing.
- [Heartbeat Primitive -- Confirmation](https://chairpulse.documentationai.com/compliance/primitives-heartbeat.md): How to use the simple confirmation primitive to check off routine compliance tasks like daily warmups and weekly flushes.
- [Clock Primitive -- Expiration Tracker](https://chairpulse.documentationai.com/compliance/primitives-clock.md): How to track expiration dates for licenses, certificates, and safety equipment with advance notice warnings.
- [Certificate Primitive -- Certificate Upload](https://chairpulse.documentationai.com/compliance/primitives-certificate.md): How to upload compliance certificates with service details for annual inspections, calibrations, and professional certifications.
- [Auto Primitive -- Auto-Tracked Tasks](https://chairpulse.documentationai.com/compliance/primitives-auto.md): How auto-tracked compliance tasks work when connected equipment or process-based automation handles compliance verification.
- [Requirement Review](https://chairpulse.documentationai.com/compliance/requirement-review.md): How to review, confirm, and dismiss generated compliance requirements after the setup wizard completes.
- [Uploading Evidence](https://chairpulse.documentationai.com/compliance/uploading-evidence.md): How to attach photos, documents, and notes as evidence when completing compliance tasks.
- [Compliance History](https://chairpulse.documentationai.com/compliance/compliance-history.md): View completed compliance tasks, filter by date and category, review evidence, and export audit trails.
- [Inspector View](https://chairpulse.documentationai.com/compliance/inspector-view.md): Present your compliance status in an inspector-friendly format during regulatory inspections and audits.
- [Maintenance Overview](https://chairpulse.documentationai.com/maintenance/overview.md): Schedule, track, and manage recurring maintenance tasks for all your dental equipment from the Maintenance page.
- [Calendar View](https://chairpulse.documentationai.com/maintenance/calendar-view.md): Navigate your maintenance schedules using Day, Week, and Month calendar views with color-coded task status indicators.
- [Room View](https://chairpulse.documentationai.com/maintenance/room-view.md): View your maintenance schedules organized by room and room category, with shared task detection and room-level assignment.
- [Task Templates](https://chairpulse.documentationai.com/maintenance/task-templates.md): Use the Task Template Library to quickly set up pre-built maintenance tasks from ChairPulse's curated collection of dental office task templates.
- [Completing Maintenance Tasks](https://chairpulse.documentationai.com/maintenance/completing-maintenance-tasks.md): Learn how to mark maintenance tasks as complete, add notes and photos, record who performed the work, and manage missed tasks.
- [Issues Overview](https://chairpulse.documentationai.com/issues/overview.md): Track, diagnose, and resolve equipment problems with ChairPulse's Issues module -- from initial report through AI-assisted troubleshooting or technician service to final resolution.
- [Creating an Issue](https://chairpulse.documentationai.com/issues/creating-an-issue.md): Report a new equipment issue with photos, priority level, and description -- then choose whether to start AI diagnosis or schedule a technician.
- [Issue Detail Page](https://chairpulse.documentationai.com/issues/issue-detail-page.md): View and manage all aspects of an equipment issue -- from the overview and lifecycle progress to AI diagnostics, service history, and timeline.
- [AI Diagnostic Chat](https://chairpulse.documentationai.com/issues/ai-diagnostic-chat.md): Use ChairPulse's AI-powered diagnostic chat to troubleshoot equipment issues interactively with step-by-step guidance, photo analysis, and real-time escalation to a technician.
- [Diagnostic Reports](https://chairpulse.documentationai.com/issues/diagnostic-reports.md): AI-generated diagnostic reports provide structured troubleshooting plans with likely causes, recommended steps, safety notes, and helpful resources for equipment issues.
- [Resolving Issues](https://chairpulse.documentationai.com/issues/resolving-issues.md): Close out equipment issues by marking them as resolved after self-diagnosis, scheduling a technician service call, or recording a tech visit with QR-code-based access.
- [Knowledge & Training](https://chairpulse.documentationai.com/knowledge/overview.md): Access your SOP library, create AI-assisted procedures, chat with the SOP Assistant, and build structured training paths for your team.
- [SOP Library](https://chairpulse.documentationai.com/knowledge/sop-library.md): Browse, search, and organize your standard operating procedures by category with the SOP Library.
- [Creating SOPs](https://chairpulse.documentationai.com/knowledge/creating-sops.md): Create new standard operating procedures using AI-assisted generation, document upload, or manual writing.
- [AI SOP Generation](https://chairpulse.documentationai.com/knowledge/ai-sop-generation.md): Walk through the AI-guided wizard to generate comprehensive, structured SOPs automatically with step-by-step instructions, safety notes, and troubleshooting guidance.
- [SOP Assistant](https://chairpulse.documentationai.com/knowledge/sop-assistant.md): Chat with an AI assistant that has access to all your standard operating procedures and can answer questions about your workflows and protocols.
- [Training Paths](https://chairpulse.documentationai.com/knowledge/training-paths.md): Browse and manage structured learning sequences of SOPs to train and onboard your dental practice team.
- [Creating Training Paths](https://chairpulse.documentationai.com/knowledge/creating-training-paths.md): Create structured training paths, add SOPs in sequence, organize with categories, and assign paths to your team.
- [Invoices Overview](https://chairpulse.documentationai.com/invoices/overview.md): Track equipment service spending, compare vendor pricing, and catch billing errors with ChairPulse Invoice Analytics.
- [Uploading Invoices](https://chairpulse.documentationai.com/invoices/uploading-invoices.md): Learn how to upload technician invoices to ChairPulse, what file types are accepted, and what fields AI extracts automatically.
- [Invoice Analytics Dashboard](https://chairpulse.documentationai.com/invoices/invoice-analytics.md): Understand spending trends, vendor comparisons, equipment costs, and reconciliation status through the Invoice Analytics dashboard.
- [Checklists Overview](https://chairpulse.documentationai.com/checklists/overview.md): Create and manage recurring office checklists for daily tasks, sterilization routines, opening and closing procedures, and more.
- [Reports Overview](https://chairpulse.documentationai.com/reports/overview.md): View task completion trends and staff workload summaries to monitor practice operations and team performance.
- [Office Settings](https://chairpulse.documentationai.com/settings/office-settings.md): Configure your office profile including name, address, state, timezone, practice type, and specialties.
- [Organization Settings](https://chairpulse.documentationai.com/settings/organization-settings.md): Manage your organization's offices, administrators, analytics, and billing from a single admin-level page.
- [Team Management](https://chairpulse.documentationai.com/settings/team-management.md): Invite team members, assign roles, manage office access, and control who can do what in your ChairPulse account.
- [Room Assignments](https://chairpulse.documentationai.com/settings/room-assignments.md): Assign staff members to rooms on a per-day-of-week basis so maintenance tasks automatically inherit the correct assignee.
- [Service Providers](https://chairpulse.documentationai.com/settings/service-providers.md): Manage your preferred technicians, repair companies, and service vendors within ChairPulse.
- [Operating Days](https://chairpulse.documentationai.com/settings/operating-days.md): Configure which days your office operates so ChairPulse schedules tasks only on days you are open.
- [Billing & Subscription](https://chairpulse.documentationai.com/settings/billing-and-subscription.md): Understand ChairPulse subscription tiers, pricing, AI usage limits, and how to manage your billing.
- [Common Issues](https://chairpulse.documentationai.com/troubleshooting/common-issues.md): Frequently asked questions and solutions for common problems you may encounter when using ChairPulse.
- [Getting Help](https://chairpulse.documentationai.com/troubleshooting/getting-help.md): Learn how to access in-app help, contact ChairPulse support, report bugs, and request new features.