Scan your paperwork

The fastest way to get anything into HorseBook is to photograph it. Point your phone at a document — or upload a file on the web — and HorseBook reads it, figures out what kind of paper it is, pulls out the important bits, and shows you a filled-in record to check before it saves. You're reviewing and confirming, not typing.

What it can read

HorseBook recognizes the paperwork horse people actually deal with:

• Coggins tests (EIA) — lab, test date, result, accession number
• Registration papers — name, breed, registration number, sire and dam
• Health certificates (CVIs) — vet, travel dates, origin and destination
• Vaccine and other medical records — type, date given, next-due date
• Vet and farrier receipts — vendor, amount, date, line items → an expense
• Genetic test results — panel and findings

A Coggins certificate often carries both the horse's identity and a medical result — HorseBook can pull both from the one page. And if it hands you a document it doesn't have a special template for, it still saves the file and grabs what it can, so nothing gets lost.

How to scan

Same brain behind both: whichever way the document comes in, it runs through the same reader and creates the same records. The camera-versus-upload difference is just about where you are — barn or desk.

Review, then confirm

This is the step that matters, so it's built into every scan.

1. 1

   HorseBook shows you what it found — the record type and every field it filled in, with the document image alongside so you can compare.

2. 2

   Check the fields it flags as important: test results, dates and expiration dates, dollar amounts, registration numbers. Reading is very good on clean, printed documents, but a smudged fax is a smudged fax — glance before you trust.

3. 3

   Fix anything that's off, link it to the right horse (HorseBook suggests a match by name — see below), and confirm. Now it's a real record on that horse, with the original image attached.

Matching to the right horse

When a scan looks like it belongs to a horse you already have, HorseBook suggests the match by registered name and asks you to confirm — it won't silently merge two horses. If it's a registration paper for a horse that's new to your barn, it offers to create the horse from what it read. Either way you get the last word.

Scans by plan

Reading a document uses one scan from your monthly allowance. It's a shared count across the upload hub and the phone camera:

• Free trial — 20 scans/month
• Hobby — 5 scans/month
• Pro — 200 scans/month

Typing records in by hand is always unlimited on every plan — the scan count only applies to the AI reader. See Billing & plans for the rest.