Run Your Home Healthcare Agency. Powered by AI.

Smart Scheduling

Intelligent appointment booking with provider availability, room assignments, and waitlist management.

Patient Management

Complete patient records with demographics, insurance info, medical history, and communication preferences.

Billing & Invoicing

Create invoices, track payments, manage insurance claims, and generate financial reports.

Staff Coordination

Manage provider schedules, staff assignments, roles, and departmental organization.

Embeddable Booking Widget

Public booking widget with responsive service selector, date picker, time slots, and confirmation -- embed anywhere with one line of code.

Google & Outlook Calendar Sync

Bidirectional sync so external events show as busy and bookings push to your calendar automatically.

Waitlist & Round-Robin

Customers join a waitlist when slots are full with auto-notify on cancellation. Round-robin assigns bookings by workload across staff.

Group Classes & Packages

Multi-customer capacity per slot with class rosters, plus multi-session bundle pricing with remaining session tracking.

No-Show Protection

Require credit card on file, charge configurable deposits at booking, and enforce cancellation policies with auto-charge for no-shows.

Recurring Appointments

Schedule weekly, biweekly, or monthly recurring series with edit-one-vs-all management and auto-reminders per instance.

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

GPS Real-Time Tracking & Trip Replay

Live vehicle position tracking with trip replay, breadcrumb trails, and telematics webhook integration for third-party hardware.

Geofencing & Zone Alerts

Draw circle or polygon geofences around job sites, yards, and customer locations. Get instant enter/exit alerts with after-hours and active-hours detection.

ELD/HOS Compliance

FMCSA hours-of-service tracking with 11-hour driving, 14-hour on-duty, 30-minute break, and 60/70-hour cycle rules. Daily log timeline with automatic violation detection.

Driver Safety Scoring & Coaching

100-point safety scores across 7 event types and 5 categories — speeding, hard braking, rapid acceleration, distracted driving, and more. Coaching alerts and leaderboard ranking.

NHTSA Recall Alerts

Automatic VIN checks against the federal NHTSA recall database. Get notified the moment a recall is issued and track resolution status per vehicle.

DVIR & DOT Inspections

DOT-compliant driver vehicle inspection reports with pre-trip and post-trip checklists, defect tracking, and mechanic sign-off workflows.

Custom AI Agents

Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.

Pre-Built Agent Templates

Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.

40+ App Tool Integrations

Agents read and write data across CRM, Invoicing, Projects, Helpdesk, and every installed app with scoped CRUD tools.

Scheduled Agent Execution

Run agents on a cron schedule -- daily pipeline reviews, weekly reports, overnight lead qualification -- with full execution history.

Desktop Control & Deep Linking

Agents open apps, navigate to specific records, and manage windows so you jump straight to the data that matters.

Streaming Responses & Tool Execution

Watch agents think in real-time with streaming output and live tool-call visualization as they query, create, and update records.