Powerful tools for schedulers, dispatchers, operations managers, and agency administrators. Streamline workflows, automate visit appointments, and maintain complete operational visibility.
Real-time, color-coded calendar and dispatch board of every visit and shift, with filters by service, client, provider, and location. Instantly reschedule, reassign, and message from a single view.
Automation engine broadcasts open shifts and visits in configurable waves. Auto-match based on skills, availability, proximity, client preferences, or customer continuity for rapid, logic-driven fulfillment.
Manage clients, referral sources, and technicians/technicians with comprehensive onboarding, credential tracking, and eligibility controls. Group provider teams by skill, discipline, region, or custom logic.
License, certification, background-check, and training tracking with onboarding checklists. Automated expiration alerts and enforcement rules keep every technician and technician compliant.
Collect and review structured feedback from clients, and technicians after every visit. Monitor service quality, address issues early, and support continuous improvement.
GPS-verified mobile check-in/out with geofencing, time-stamped location data, and digital client signature. An GPS check-in/out-ready, audit-proof record of every visit for customer and customer compliance.
Multi-customer billing across customer, customer, insurance, and private pay, plus batch invoicing, remittance, and QuickBooks integration. Mapping and reconciliation workflows for seamless operations.
Configure ISO 4217 currencies, set base and alternate currencies, and manage rate cards per service. Consistent reporting for agencies operating across regions.
Configure agency profiles, credential settings, notification templates, and service catalogs. Generate custom intake forms and templates for service plans, authorizations, and compliance.
Role-based access control with custom roles, granular permissions, and organized admin teams. SOC 2-aligned access controls at every level of your organization.
View visits and shifts by status—Active, Today's, Upcoming, Past, Pending Review, Cancelled, Draft, Unassigned, and Invitations—so no visit is ever overlooked.
Comprehensive dashboards with custom reports, utilization metrics, and actionable insights. Track KPIs across technicians, technicians, clients, customers, and service types.
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Current PageMobile app, availability management, GPS check-in, and earnings tracking for technicians and technicians.
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