Two things, built on one foundation
Most organizations need both: a better way to run the work inside, and a better way to serve the customers outside. Start with either one. Because both share the same records, the second costs far less than the first.
A system to run the business
Your people record their work once: a shift worked, a session taught, a job completed, a visit made. Everything else is produced from that single record.
The screen your staff use to record their work is designed with them, on the device they'll actually use. That screen is where new systems succeed or fail.
- Approvals with a clear status on every item: recorded, approved, paid or billed, and who did each step.
- Payroll calculated from the work actually recorded, including hourly, per-session and salaried staff.
- Billing produced from the same record, with nothing typed twice.
- Rates and assignments with dates, so last year's figures still add up after a rate changes.
- Reports for managers, boards, funders and auditors, available when they are asked for.
- Exports to QuickBooks and your payroll company in the formats they accept.
- The right access for each person: staff see their own records, site leads see their site, the office sees everything.
A portal for your customers
Your customers, whether client organizations, families, schools or property owners, sign in to a private page that shows their own information and nothing else.
Because the portal reads the same records your staff use, what your customers see is always current, and nothing is copied from one system to another.
- View their own records, statements, schedules and history.
- Confirm or correct information, with every change recorded.
- Send requests, forms and documents to you directly, instead of by email attachment.
- Receive notices and updates in one place.
- Sign in securely by invitation only, with a code sent by email or their Google or Microsoft account.
Who it's for
Organizations of roughly 5 to 150 people where the work is done by people at sites or for clients, then recorded, approved, paid and billed. For example:
- Multi-site education and youth programs
- Staffing and placement organizations
- Tutoring, therapy and home-based service agencies
- Field service businesses
- Nonprofits running programs across several locations
- Property and facility management
Start with a conversation
Thirty minutes, no preparation needed. I'll tell you honestly whether a custom system is the right answer for your organization.
Get in touch