Sound Familiar?
These are the problems every caretaker business faces before they build a real system.
Manual Client Tracking
Client notes, care plans, and visit logs spread across notebooks and phone messages.
Scheduling Chaos
Booking conflicts, missed visits, and last-minute changes handled through texts and calls.
Delayed Billing
Invoices created manually, sent late, and tracked in spreadsheets.
No Business Visibility
No clear picture of revenue, client retention, or team performance.
How It Works
A clear, automated workflow from first contact to final payment.
Capture Lead
New client inquiry captured automatically. Contact details, care needs, and location stored.
Create Care Plan
Build a digital care plan with services, schedule, and assigned caregiver.
Schedule Visits
Calendar scheduling with automated reminders for clients and caregivers.
Log & Bill
Visit logs recorded after each appointment. Invoice generated automatically.
Report & Grow
Monthly reports on revenue, visits completed, and client satisfaction.
Everything You Need
Built-in tools that cover every part of running your caretaker business.
Client Management
Complete client profiles with care history, notes, and family contacts.
Care Plan Builder
Digital care plans with services, frequency, and caregiver assignments.
Visit Scheduling
Smart scheduling with conflict detection and automated reminders.
Invoicing & Billing
Auto-generated invoices after each visit. Online payment collection.
Caregiver Portal
Staff view their schedules, log visits, and access client info.
Reports & Analytics
Revenue tracking, visit logs, and business performance dashboards.
See It In Action
Real-time data, clean dashboards, and instant reports — built for your industry.
Live Dashboard Stats
Sample Report Preview
- Monthly Revenue Report
- Visit Completion Rate
- Client Retention Report
- Caregiver Performance
- Outstanding Invoices