Overdue Obligations

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Client Health

Team Activity Feed

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Clients

Obligations

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Technician Workload

Team Members / Technicians

Manage the list of people who can be assigned to complete obligations.

Data Management

Loads example clients & obligations to try the app

Cover Me Mode (PTO / Reassign)

Going on PTO? Temporarily reassign all your clients to a teammate with one click. This updates primary/secondary tech assignments so nothing falls through the cracks.

Notifications

Enable browser notifications for upcoming and overdue obligations.

User Accounts

Manage login accounts. Admins have full access. Technicians can only view/complete their assigned obligations.