Everything inside Workflow.
A complete operating system for supported accommodation and residential services — people, homes, outcomes, finance, workforce and compliance in one place, with the same modules available across our sector products.
People & provisions
The day-to-day record of who you support and where they live.
People profiles
Full person record — onboarding, needs, risks, documents, notes, contacts and timeline in one profile.
Homes & provisions
Home profiles, room and bed level detail, occupancy, checks and everything tied to the property.
Daily notes & recording
Structured notes, key-work sessions and handovers with full handover history.
Referrals
Inbound referrals captured, triaged and matched to available provision with a clear audit trail.
Social feed
An internal feed so teams see updates, wins and urgent notices without another chat app.
Calendar & scheduling
Appointments, visits, reviews and staff scheduling, including Planday integration.
Outcomes, evidence & assurance
Progress captured as it happens, so inspection evidence builds itself.
Outcomes & progress
Goal setting, distance travelled and live outcome tracking per person and per service.
Regulation 32 reviews
Independent review packs compiled continuously from live records.
External reporting & assurance
Commissioner and regulator-ready reporting, with a stakeholder view for external partners.
Echo — voice of the person
Structured feedback capture from the people you support, fed straight into evidence.
Reports & analytics
Dashboards and detailed reports across occupancy, incidents, outcomes and activity.
Regulation & compliance
Compliance monitoring with escalation before deadlines slip, fully audit-logged.
Finance
Every cost, invoice and void tracked against the service that generated it.
Finance hub
A single overview of income, spend and position across every home.
Cost management
Budgets and cost lines tracked per home, per person and per category.
Invoice management
Raise, track and reconcile invoices without leaving the platform.
Voids & lost revenue
Live void tracking with the revenue impact quantified as it happens.
Staff expense claims
Submit, approve and reimburse expenses with receipts attached at source.
Reports & budgeting
Forecasting and budget reporting built on your live operational data.
Workforce
Recruitment through to supervision, in one staff record.
Safer recruitment & staff files
Compliant recruitment, vetting checks and complete staff files.
Staff directory & management
Roles, teams, contact details and staff records across every service.
Supervision
Supervision sessions, actions and reflective practice tracked and evidenced.
Training & learning
Training matrix, induction modules and renewal reminders.
On call
On-call rotas, escalation and a full log of out-of-hours activity.
Bonus plans
Performance-linked bonus plans with transparent calculation.
Operations & resources
The supporting machinery that keeps homes running.
Maintenance
Raise, assign and close maintenance requests against a specific property.
Policy & procedures
A controlled library of policies with read-and-understood tracking.
Getting started & user guide
In-app onboarding so new staff are productive on day one.
Company media bank
Central store for branded assets, photos and shared documents.
Support tickets
Internal support desk for staff, with ticket tracking and resolution.
Feature requests
Every user can suggest and vote on product ideas that shape the roadmap.
Configuration & control
Shape the platform to your organisation, safely.
Custom form builder
Build your own forms and templates — no developer required.
Roles, permissions & access control
Granular role-based access with a permission matrix and audit history.
System configuration
Homes, categories, workflows and organisation-wide settings.
Plan & billing
Manage your subscription, homes covered and billing in-app.
Stakeholder & visitor access
Time-limited external access for commissioners, visitors and partners.
AI assistant
An in-context assistant that drafts, summarises and answers questions on your data.
Want to see these features on your service?
Join the pilot and we'll configure a walkthrough around your homes, your referrals and your reporting requirements.
Register your interest