Case study · In-home care · Fresno, CA
We built their entire operating platform.
Jane’s Home Care is a nurse-practitioner-led home care agency. Running one means recruiting caregivers, training them, matching them to shifts, onboarding families, and courting referral partners, and it was all living in spreadsheets and a notebook. We built them one system that does all of it.
- Engagement
- Full-stack build + operate
- Since
- March 2026
- Scope
- Platform · site · SEO · automation
platform modules
Recruiting, training, matching, onboarding, forecasting: one login.
module training academy
New caregivers train and test themselves in-app: an 80% final exam gates approval.
step care plan builder
Families build their own care plan online and see pricing before the first visit.
referral sources tracked
Hospitals, facilities, and planners managed in a dedicated Facility CRM.
The platform
Five tools’ worth of software. One login.
Custom-built for how a care agency actually runs, in the client’s own brand, owned by the client. This is the Quick Match screen: filter every caregiver by day, shift, specialty, and service area, and staff a case in minutes instead of a phone tree.
Budget and forecasting. Hours, margins, and caregiver capacity projected before a case is accepted, not discovered after.
The client record: care plan, schedule, notes, and history in one place, so any coordinator can pick up any case cold.
- Command Center
- Prospects & clients
- Caregiver recruiting
- Training academy
- Quick Match
- Facility CRM
- Care plan builder
- Budget & forecasting
- Caregiver portal
- Analytics
- Care plan insights
- Templates
- Client handbook
- Employee handbook
- AI assistant
What it changed
Hours of admin became minutes of software.
Hiring caregivers
Applicants flow into a recruiting pipeline with stage-change emails that send themselves. No more resume folders and forgotten callbacks.
Training and compliance
A ten-module orientation academy with a final exam runs inside the platform. A new caregiver trains without the owner giving up an evening, and compliance gaps surface automatically.
Onboarding families
The seven-step care plan builder turns a website visitor into a priced, documented care plan. Abandon it halfway and the team is alerted within 30 minutes with a resume link.
Feeding the referral engine
Hospital discharge planners and facilities get branded digital brochures with per-partner tracking and automated follow-up tasks. 28 sources, none of them living in someone’s memory.
The front door
A clinical-grade brand to match.
A 50-plus page website built for local search, with the care plan builder as its front door and every inquiry landing in the platform automatically.
The outcome
An agency that runs like a company ten times its size.
Recruiting, training, matching, onboarding, forecasting, and referrals, all running in software the client owns. That is what we mean when we say we build operating systems, not websites.