Leads
Website forms, calls and referrals with follow-up reminders.
Business systems
More than a CRM. Your whole business, end to end.
A CRM tracks leads. Ours runs the rest too: scheduling, your team, timesheets, payroll files, employee files, customer portals, billing and documents, set up for your industry and your state.
Timesheets42 approved · payroll file readyPay period Nov 1–15
Employee files2 CPR cards expire in 30 daysReminders sent to Amina and James
What's inside
Everything in one secure place.
Customers
One record per client, resident, shipper or traveler.
Your team
Hiring, onboarding, roles and who can see what.
Timesheets & payroll
Clock-ins become approved hours, ready for payroll.
Employee files
State documents, checks, training and expiry alerts.
Schedule
Shifts, visits, jobs and loads with mobile check-in.
Document package
Branded handbook, hiring packet, policies and forms, with e-signatures.
Client portal
Real-time updates for families and customers.
Billing
Invoices, payments and insurance claims.
Compliance vault
Credentials, policies and inspection-ready records.
Connected to your website. New inquiries flow straight into Leads, so nothing gets lost between your site and your office.
Your team, paid and compliant
Hours in. Payroll out. Every file in order.
Your staff clock in from their phones. You approve hours in one click. Payroll gets clean numbers, and every employee's required documents, education and CE hours live in one file.
1
Clock in
Staff check in and out from their phone at the client's home, the facility or the job.
2
Timesheets build themselves
Shifts, visits and breaks roll up by pay period, with overtime flagged.
3
Approve in one click
Managers review exceptions, fix missed punches and approve.
4
Ready for payroll
Download a payroll-ready file or read the totals straight into your payroll. A direct payroll connection can be added later.
Employee file checklist
Set up for your state and industry. Example for a Texas care agency:
- Hiring packetBranded application, offer letter, agreements and handbook sign-off, plus I-9, W-4 and direct deposit
- Criminal history checkBefore an offer, kept in the file
- Registry checksMisconduct and Nurse Aide registry, before hire and every year
- Health screeningTB screening and vaccination records
- Licenses and certificationsCNA, LVN, RN, CPR and first aid, with expiry dates
- EducationDiploma or GED, transcripts, course certificates
- Training and CE hoursAnnual training, CNA in-service and nurse CE hours by renewal cycle
- New-hire reportReminder to file with the state within 20 days
What you see every morning
Timesheets to approve6
Documents missing3
Expiring in 30 days2
Annual registry checks due1
Training hours on track94%
Sample data. Each employee also gets a simple portal to upload documents, see their schedule and view their hours.
Document packages
Every form you need. In your brand.
Every business we build for gets a full document package with its own logo and colors, written for its industry and state. Your team signs electronically, and every signed copy files itself.
Employee handbook
Policies, conduct, pay and timekeeping, safety and privacy, with a signed acknowledgment.
Hiring packet
Application, references, background checks, offer letter, agreements and new-hire checklist.
Job descriptions
One for every role, with qualifications, duties and a signature line.
Training and credentials
Orientation and skills checklists, training logs and license trackers, with expiry alerts.
Employee records
Evaluations, corrective action, time off, time corrections and exit checklists.
Customer forms
Intake, service agreements, consents and the industry forms your customers sign.
Shaped to your industry:
- Care registry checks, TB and CE logs, client and resident forms
- Trucking driver files, lease agreements, safety policies
- Staffing placement agreements, credential files, timesheets
- Real estate deal checklists, agent agreements, closing files
- Travel booking terms, traveler forms, supplier records
One-stop shop. Brand, website, system, app and paperwork, all from one team. Editable Word and PDF copies are yours to keep. We recommend an attorney or HR review before you use them.
Industries
One core system. Shaped to your industry.
Same secure foundation, different screens, words and steps. Pick yours.
Live
Don't see your industry?
Event rentals, cleaning, construction, wellness, legal and more. If you run on customers, schedules, staff and invoices, we'll build it around you.
Watch it work
See everything we do, start to finish.
Short narrated walkthroughs. Tap any one to watch with sound.
Security
Private by design. Built for health data.
Your marketing site and your private system live separately. The private side runs on HIPAA-eligible hosting with a signed business associate agreement.
Encrypted everywhere
Data is encrypted in transit and at rest, with daily backups.
Role-based access
Owners, managers, staff and families each see only what they should.
Activity log
Every view and change is recorded for audits and inspections.
You own your data
Export everything at any time. No lock-in.
Let's build yours. Live in 30 to 45 days.
Tell us how you work. We'll show you your own screens and a clear price in writing.