People & onboarding
Applications, caregiver records, and client information.
XTENSIONCARE CRMSchedule Calendar
October 2026 · Caregiver assignments at a glance · Sample names and visits
Caregiver
Mon12
Tue13
Wed14
Thu15
Fri16
Sat17
Sun18
Jordan EllisCaregiver
9 AM – 5 PMSample Client
9 AM – 5 PMSample Client
Alex MorganCaregiver
10 AM – 6 PMSample Client
9 AM – 5 PMSample Client
Priya ShahCaregiver
8 AM – 4 PMSample Client
9 AM – 5 PMSample Client
Mateo RiveraCaregiver
8 PM – 8 AMSample Client
Avery ChenCaregiver
8 AM – 4 PMSample Client
8 AM – 4 PMSample Client
Morgan ReedCaregiver
7 AM – 3 PMSample Client
7 AM – 3 PMSample Client
Taylor BrooksCaregiver
9 AM – 5 PMSample Client
9 AM – 5 PMSample Client
Swipe to see the full calendar →
Clock In/Out
Westlake Village, CA
JDAssigned clientJane Doe
AMCaregiverAlex Morgan
My Schedule
DateOct 14, 2026
Time9 AM – 5 PM
LocationWestlake Village, CA
UPCOMING VISITJane DoeChoose your assigned shift
Clock In
Times shown in the agency's local time.
Location check requiredLocation is checked when clocking in or out.
DashboardClockInbox
IN-HOME CARE CRM
Smarter home care management.
One connected platform.
Client and caregiver records Scheduling and assignments Verified hours to billing
THE ESSENTIALS
A connected view of your agency.
These are the main areas the CRM brings together. We can show the detailed workflows in a private walkthrough.
Schedules & matching
Visits, assignments, and caregiver availability.
Visits & time
Clock records, location checks, and timesheet review.
Billing & oversight
Invoices, payments, and team controls where included.
CAREGIVER ONBOARDING
Caregiver Onboarding
From electronic applications to reviewed documents and hiring status, keep each next step clear inside the Agency CRM.
01
Electronic Job Application
Caregivers can apply online, while your team keeps their details in one record.
02
Fast, Reliable, and Compliant
Keep document checks visible to support your agency’s compliance review. Your team makes each decision.
03
Hiring Status Tracking
Follow each applicant’s progress and see what remains before assigning care.
Ask for a private walkthrough of the full caregiver workflow.
Three plans. One connected Agency CRM.
Per caregiver or user account, per month. Billed monthly in USD; five-account minimum.
Compare all featuresFor your daily operationsMonthly billing
Basic
Organize your people and care visits.
$6per account
per month
From $30/month with five accounts
Book a demoKeep applicant and caregiver records, active and inactive clients, schedules, and time entries together.
Proposed essentials
- Applicants, onboarding & caregiver roster
- Active and inactive client records
- Recurring & overnight schedules
- Clock-in/out & timesheet review
- Installable caregiver web app
For growing agenciesMonthly billing
Professional
Connect staffing, verified hours, and billing.
$10per account
per month
From $50/month with five accounts
Book a demoBring staffing decisions, location checks, work offers, and client billing into one coordinated workflow.
Builds on Basic
- Everything proposed in Basic
- Care Matching by ZIP radius & availability
- Geofencing & location exception review
- Job postings, work offers & follow-ups
- Invoices from verified timesheets
- Manual payment recording & balances
For teams with more to manageMonthly billing
Premium
Give each team member the right access.
$15per account
per month
From $75/month with five accounts
Book a demoCoordinate team responsibilities, protect pricing access, and keep training records organized.
Builds on Professional
- Everything proposed in Professional
- Team roles & module permissions
- Separate pricing view & edit access
- Admin reminders & settings activity log
- Training, quizzes & certificates
- Training logs & record PDFs
PLAN PREVIEW
Current CRM capabilities and monthly rates. Feature grouping across Basic, Professional, and Premium is proposed and does not change access in the current CRM. Final inclusions will be confirmed before subscription.
A FEW HELPFUL DETAILS
Clear before
you choose.
Talk through your agency’s needs with us.
Ask about the CRMHow is the CRM price calculated?
The monthly rate is $6 for Basic, $10 for Professional, or $15 for Premium, per caregiver or user account. Billing is monthly with a minimum of five accounts, so the monthly minimums are $30, $50, and $75 respectively. For example, ten Basic accounts equal $60 per month.
Are these the final plan inclusions?
The prices are confirmed for this mock-up. Features are grouped into proposed business packages using the current Agency CRM. This page does not activate a subscription or change access in your existing CRM. Final inclusions will be confirmed before subscription.
How do caregivers access their workspace?
Caregivers can use a desktop or mobile browser, or add the caregiver web app to their iPhone or Android Home Screen. They can open their schedules, clock in and out, view timesheets, and access documents according to their account permissions. Working with records requires an internet connection.
How do location checks work?
The agency sets a client’s service location and radius. When a caregiver manually clocks in or out, the app requests the device’s location. Outside-radius or unverified locations can be submitted with a reason for agency review. Location approval is separate from approval of worked hours; this is not continuous background tracking.
What can we do with Billing & Invoices?
Create invoices from verified timesheets at the client’s billing rate, add manual items, review drafts, and print or save invoices as PDF. Record payments received and track outstanding balances. Payments are recorded manually; the CRM does not collect online payments or run payroll.
Can we limit a bookkeeper’s access?
Custom team permissions are proposed for Premium. An administrator can choose which sections a team member may view or edit and control access to pricing. For example, a bookkeeper can work with authorized billing information without access to every agency workflow.
Is the Home Care Support Team part of CRM pricing?
The Home Care Support Team is a separate service for administrative and coordination support. Explore its weekly support plans.
Can we review the CRM before choosing a plan?
Yes. Request a walkthrough of onboarding, scheduling, geofencing, timesheet review, invoicing, and team controls using the workflows that matter to your agency.
LET’S SEE HOW IT FITS
Choose your tools.
Keep care connected.
Let’s walk through the work your agency does every day.