Dashboard
Every morning, see which clients need you: missed reports, open blockers, falling hours and overdue invoices, grouped by client account.
Built for every side of a placement
Your staff report the work, your clients see it, and you see which accounts need attention.
For Agencies
Know where every account stands
Client Health
Each account is On Track, Needs Attention or At Risk, by rules you can read. At Risk means 3 or more missed reports in the last 7 days, a blocker open more than 3 days, or an invoice more than 30 days overdue. Needs Attention means 1 or 2 missed reports, any open blocker, or any overdue invoice.
Daily Reports
Read every report like an inbox, by client or by staff member. Missing reports come first, with tags for blockers, low hours, late and short reports.
Weekly Summaries
Every Saturday, a summary is drafted for each client from the week's reports. You read it, edit it and send it. Nothing goes out on its own.
Invoices
Monthly invoices are drafted on the 1st from each placement's rate. Send them, mark them paid, and see overdue ones in the account's health.
Messages and Notifications
Message any staff member or client contact one to one, and get notified when an account's health changes, a blocker comes in or a report is missed.
Team and Account Managers
Invite more admins, or account managers who see only their own clients and nothing about money.
For Staff
A daily report built to take under 3 minutes
Today
One form per client: tasks done, work in progress, blockers, hours worked, and optional notes and links.
My Reports
Their own history with missed days marked, for any date range, such as the 1st to the 15th for a pay period.
Catch Up and Fix
A missed day can still be sent for 7 days, and a sent report can be changed for 24 hours.
Messages
Staff can message their agency's admins and the managers of their clients.
For Clients
Clients see the work they pay for
Weekly Summary
Each week, a short summary of their team's work, reviewed by you, by email and in their portal.
Client Portal
A read-only portal with their summaries, their staff's daily reports, their invoices and their messages with you.
Your View Stays Yours
Clients never see health status or internal flags like “sent late” or “low hours”.