Scheduling and rostering
Web app- Build the week on a board, a day timeline or a filterable table, with shift chips colour-coded by status.
- Roster direct, intensive and group support, including recurring shifts, multi-stop pickups, sleepovers and breaks.
- Publish a shift as a straight booking or ask the worker to accept it, with a decline freeing the slot to reoffer.
- An expired or missing NDIS Worker Screening Check blocks publishing, and other compliance or availability gaps are flagged as you assign.
- Assess cancellations against the price-guide notice rules and the service agreement, with the required attestations built in.
- Review each captured travel route on a map, with distance and time, before approving it into the claim.
Participants
Web app- One register with status, NDIS number, plan dates, funding type and readiness alerts.
- Capture the NDIS plan and per-category budgets, then watch utilisation move as supports are delivered.
- One profile holds contacts, consent, goals, risks, preferences, notes, documents and the linked shifts, tasks and incidents.
- Service agreements carry their agreed supports, rates and claim terms.
- Bring participants and workers across in bulk from a spreadsheet, with every row validated first.
Workers and compliance
Web app- A compliance register tracks screening checks, WWCC, clearances and licences with expiry dates on the record.
- Availability windows and leave sit alongside each profile, so rostering sees the truth.
- Invite workers, set their account type and manage logins from the worker record.
Intake and referrals
Web app- Track referrals through six stages on a board or a table, from first contact to accepted.
- Capture services requested, referral source and the next contact date.
- Convert an accepted referral into a participant record in one click.
Incident reporting
Web + worker app- NDIS Commission reportable categories with the notify-by deadline computed on the record.
- Link participants, workers and the shift, record immediate actions and witnesses, and attach evidence.
- Workers raise an incident from any shift in the app, and the office takes it from there.
- Five-day follow-up fields keep the report moving after the day itself.
Invoicing, billing and payments
Web app- Delivered shifts, travel and mileage price themselves from the NDIS support catalogue with the correct timing band and GST treatment.
- One Generate action splits the period into a bulk payment request for the NDIA and invoices for plan-managed and self-managed participants.
- Issue branded invoice PDFs, add manual charges and adjustments, and raise credit notes.
- Import NDIA claim results to reconcile, record payments and remittance, and track what is outstanding or overdue.
- Claim blockers are listed before you generate, so problems are fixed rather than rejected.
Tasks and claimable work
Web app- Admin and compliance tasks alongside claimable non-face-to-face work, NDIA-requested reports and establishment fees.
- Time and support code are captured on the task, and the claim line is generated in a click.
Insights and reporting
Web app- The dashboard opens on Today with everything waiting on the office, worst first, plus Operations and Finance views.
- Sixteen insight reports run over the period you choose, each with a summary, a trend and the table behind it.
- Export any of fifteen datasets to CSV with the fields, filters and sort you pick.
- Pin any insight or export to a weekly, fortnightly or monthly cadence and it is emailed to the recipients you name.
Notifications and alerts
Web + worker app- A live activity feed of clock-ins, travel, pickups and notes across the team.
- Office alerts for late clock-in, missed clock-out, overdue progress notes and high-priority incidents.
- Team announcements reach every worker, and each person tunes their own preferences.
Worker mobile app
Worker app- Accept or decline shifts that ask for a response, with reminders up to shift start.
- One-swipe clock in and out with a live on-shift timer, breaks and sleepover active support recorded against the shift.
- Track travel as the drive happens and record each group pickup as it is collected.
- Write guided progress notes with photos before leaving the participant.
- Geofenced clock-in and a clock-in window keep starts honest, with the app explaining any refusal.
- Keeps working through a dropout and syncs when the phone reconnects, with push notifications for new shifts and reminders.
- Workers set their own availability, reminders, email preferences and profile, and switch between providers they work for.
Payroll and Xero
Web app- Each pay week is built from the shifts workers actually clocked, laid out per worker with their SCHADS classification.
- The award is interpreted across the whole week: penalties, overtime, public holidays, sleepovers and allowances.
- A checklist walks the week to a close, and finalising takes a snapshot and pushes each timesheet to Xero.
- Invoices push to Xero from the billing flow, and payments recorded in Xero flow back to mark them paid.
- Record what you paid each worker with a reference and evidence attached, and export the detail as CSV.
Security and access
Web + worker app- Four kinds of access: owner, admin, provider employee and support worker, with support workers signing in to the mobile app only.
- Custom roles choose which screens a provider employee can see and what they can create, edit or delete on each.
- Owners can require two-factor authentication per role, on the web and in the worker app, and required members set it up at their next sign-in.
- Whole modules switch on or off per workspace, from payroll and invoicing to intake and e-signing.
- Send service agreements and consent forms for electronic signature and follow each one to Signed, with every step on the audit trail.