Manage a home health or other company's staff, expenses, appointments, referral sources, and referrals.
- create and manage staff
- create and manage referral sources, appointments with them, and expenses.
- create and manage referrals (**No HIPAA data needs to be added**)
- staff can see their own data only. Executives see all data.

CarePath Home Health

Manage a home health or other company's business.

With this Timecard Demo:
- Employees Clock in and Clock out. 
- Clock In includes the option of adding the job you are on.
- Filter timecards by dates to create a PDF report
- Add and edit employees
- Add the Scheduling demo for a complete employee application.

Timecard Template

Allow employees to clock in and out of work.

With simple business invoicing you can:
  - create and manage clients
  - create a manage services you provide
  - create invoices quickly for your client jobs
  - manage a to-do list (optional)
  - manage inventory of equipment, tools, parts (optional)
  - create and manage business expenses (optional)
  - a Print function for invoices can be added after purchase.      This requires an experimental code column.

Simple Business Invoicing

Create invoices for clients easily.

With employee scheduling:
- Create shifts for your employees by the day or by the week
- Create and edit employees
- Create and edit shifts to use for scheduling
- Combine this app with the Timecard demo for a complete employee management application.

Employee Scheduling Demo

Schedule Employees by one day or a week in advance.

In this vehicle inspection app:
- There is a landing page for customers and staff. Staff can log in from here. Customers can request appointments. When customers request appointments only open time slots are available. Time slots can be managed in the table. A more complex booking table can be added with differing availability depending on the weekday and inspectors available. Contact me for information.

- Customers can see the mechanic/inspectors. Admin can add and edit the inspectors.

- Signed in users can view all appointments and approve pending appointments. When an appointment is tapped the option to start an inspection is available. The components of the inspection can be edited in the table.

- Inspections can be viewed, edited  and a pdf is accessible.

Vehicle Inspections

Manage appointments and vehicle inspections.

1. With this app multiple quizzes can be created with results reported in app. The Make creates the questions and the current set up allows rating questions on a 1-10 scale. Users can take the same quiz multiple times or be limited. In this instance, users are limited to taking the quiz once a day.

In this example the # of questions is limited to 5. To create a new quiz just tap the Add Quiz button. The Edit and Add buttons can be viewable to only admin.

2. Quizzes can also be created using ChatGTP. It will create 10 questions based on a URL or document you share. These can then be saved so users can take the quizzes.

Quiz Maker 1

Create quizzes 2 ways.

If your business runs lead campaigns for other businesses this CRM can help. Track different forms of communication (email, SMS, phone, FB) with potential leads.

- Connect the communication tables to integrations like Gmail. Twilio (for SMS). or Make & Zapier (for call tracking services services like Call Tracking Metrics or to Facebook Messenger).
This can be done for both receiving messages and sending responses.

- Create and manage campaigns for businesses you work with.

- Create a manage leads (customers) for the campaigns. Set up appointments between the business and the lead.

Communication Hub CRM

Manage communication with leads in a full CRM

Manage your bookstore's...
- customers
-staff
- inventory
- customer orders, gift cards, and credit
- look up books via ISBN and Title using Amazon's free API. Easily add them to inventory or as a customer order
- list of coffee recipes if your bookstore has a cafe

Bookstore Template

Manage your bookstore.

Manage your personal expenses...
- upload images of receipts and let AI extract the data to expedite expense tracking
- create and manage your categories using a pre-made list and your own
- add budgets to your categories to stay on track
- charts are generated automatically for month and YTD views

Expense Tracker

A personal expense tracker using AI to add expenses

Use this 1 person booking solution to:
- Manage clients, call, and email easily.
- create booking appointments for a 1 person business easily.
- able to cancel upcoming appointments easily.
- add vacation days off.
- create notes for your clients.
- the automation only allows new bookings to be created on days and times that are still open.

Simple 1 Person Booking Solution

Create a manage bookings for your clients easily.

With this template games can be created that teams of players can take daily and track their scores. It can be competitive or friendly. In this current setup:
- Each team has a captain who can invite up to 3 other team members.
- Team members take the quiz daily. The quiz is set up to last a specific number of weeks. Each week has a game message associated with it.
- Players can set up "personal characteristics" to use in the game.
- Each team can "chat" with each other in the app.

**It is recommended a game admin have their own app created to create new games, manage users, and edit questions and content.

Templates by Ron M