Available in Light for essential features, or Full for complete client management with advanced tools.
Everything in Light, plus advanced tools for complete client management.
Book and manage client appointments with calendar integration.
Full client profiles with service history and detailed notes.
Essential reports on clients served and appointments completed.
Automated email reminders to reduce no-shows.
Agencies submit referrals and track client status online.
Plan routes, assign drivers, and track delivery status in real-time.
Generate invoices and track payments for fee-based services.
Send emails directly from client records with templates.
Store documents and attachments with each client referral.
Streamline your intake process with smart appointment scheduling. Calendar integration, automated reminders, and conflict prevention keep your schedule running smoothly.
Calendar integration with automated reminders
Full version adds a referrer portal for agencies to submit clients online, delivery scheduling to coordinate logistics, and invoicing for fee-based programs.
Agencies submit and track referrals online
Send emails directly from client records and store important documents with each referral. Everything in one place for efficient case management.
Email directly from client records with templates
Join furniture banks across the country who are saving time and serving more families with efficient scheduling and management.