Industry

Senior Home Care

Selected Works

The Quick Overview

Track everything and take action.

As soon as you log in, view all of the most important financial related data of your business first.

View your calendar and take action

Make it easy for your staff and contractors to see what’s on the calendar. We even allow your customers to have a calendar view of tasks relating to their loved ones – ability to turn anything off/on.

Manage your projects and tasks

Create projects, assign contractors, create tasks, add or record timesheets, and more. Effectively manage all of your senior home and disabled care related projects and tasks.

Effectively Communicate

Customer transparency - toggle off/on

Provide the transparency needed by your customers in relation to their loved ones. Allow customers to see activity, view projects and tasks, sign contracts, upload/download documents, create/read tickets, access a knowledge base of answers to commonly asked questions.

Communication software

Set up zoom calls with your customers, staff, contractors as needed. All accessible and managed through the admin dashboard. Integrate with communication software such as Zoom, Twilio, and Amazon SES.

14 Day Free Trial

Accounting, Sales, & Reports

Automated accounting

Create contract templates, send invoices, and collect payments – see what’s paid and what’s pending

Track your sales

Track and create proposals, estimates, invoices, payments, credit notes, and items.

Set trackable goals

Set and track goals with different options that measure growth in your system, whether your entire team or specific members, enter the number to achieve your goal, start and end dates. Notify staff of your wins (or misses)!

Sync with QuickBooks, Xero, or Sage.

Easily sync your chart of accounts, customers, taxes, invoices, items, and payments with Intuit QuickBooks, Xero Accounting, or Sage accounting software.

Use reports for quick overviews.

We have preloaded reports to make it easy to see an overview or drill down into your sales, expenses, leads, timesheets, and knowledge base articles. Use this data to make better informed decisions moving forward.

Additional Features

Turn leads into customers

Funnel your leads down into customers by sending out an estimate, proposal, and/or contract for them to sign and send out an invoice in one place.

Integrate with most modern systems

Easily import and export data to and from our system using Zapier (for the less tech savvy folks) or our REST API (you know who you are ;).