Field Service App Starter · Industry version
Home Care Field Service Template
Visit scheduling built for care — care plans, verified visits, continuity-first assignment — in code your agency owns.
In home care, a missed visit isn't a rescheduling inconvenience — it's a person who didn't get medication reminders, a meal, or a safety check. This starter shapes dispatch around care plans, visit verification, and caregiver continuity, and generates it as code your agency owns and controls.
- 6 core entities
- Dispatch board
- Code you own
- Vibe + Governed modes
01 · The problem
Why a generic Field Service falls short
Field service software optimizes for the fastest qualified tech; home care optimizes for the same qualified caregiver. Clients depend on continuity — the aide who knows the stairs, the routine, the dog — and a scheduler that treats caregivers as interchangeable wrenches breaks the relationship the whole service is built on.
The visit itself is also different: it executes a care plan. Tuesday's visit has specified tasks — bathing assistance, medication reminders, mobility exercises — that must be completed and documented per visit, because the family and the case manager both read the record. A generic work order with a free-text notes box can't carry a plan or prove it was followed.
And home care is verified and audited. Agencies billing public programs need electronic visit verification — who arrived, where, when, for how long — and client records demand real access controls, not a shared office login. Generic dispatch tools weren't built with either obligation in mind.
02 · Data model
The data model, adapted
Everything in the base Field Service starter —
customersjobstechnicianswork_orderspartsservice_agreements— plus the entities this industry actually runs on:
| table | what it holds |
|---|---|
care_plans | Per-client task specifications by visit type — what each visit must include, set by the care coordinator. |
visit_records | Verified visit documentation — arrival and departure with location, tasks completed, and caregiver observations. |
03 · Screens
Modules through the industry lens
Continuity-first scheduling board
01The board prefers each client's established caregivers and flags substitutions loudly, because a stranger at the door is a service failure even when the visit happens. Open shifts from call-outs surface with qualified, familiar candidates ranked first.
Care-plan-driven visits
02Every visit inherits its task list from the client's care plan, and caregivers check off tasks as they complete them. The visit record becomes proof of care delivered — readable by the coordinator today and the auditor next year.
Caregiver mobile view with verification
03Arrival and departure capture time and location for visit verification, and the day's schedule leads with what matters at the door: the care plan, the client's preferences, and notes from the last visit. Documentation happens in the doorway, not from memory at 9 p.m.
04 · In practice
Workflows it models
Morning call-out coverage
01A caregiver calls in sick with four visits scheduled. The coordinator sees each client's familiar-caregiver list, fills three from it, and places one substitute with a briefing note — families get notified before they'd have noticed.
New client intake to first visit
02The coordinator builds the care plan with the family, sets the visit schedule, and assigns a primary caregiver by skills and geography. The first visit's record — tasks done, observations — closes the loop back to the family that same evening.
Monthly compliance review
03Verified visit records roll into the month's report: visits delivered versus scheduled, task completion rates, late or short visits flagged with reasons. The audit file assembles from data captured at every doorway, not reconstructed after the fact.
Home Care Dispatch template — frequently asked questions
Does it support electronic visit verification?
Visit records capture arrival and departure times with location from the caregiver's phone — the core of EVV. Because you own the code, formatting submissions to your state's aggregator is an integration your team controls and can adapt as requirements shift.
How does it maintain caregiver continuity?
Each client has established caregivers the scheduler prefers by default; substitutions are flagged and briefed rather than silent. Continuity becomes a measurable rate per client — one of the truest quality metrics an agency has.
Where does client data live, and who can see it?
In your database, on your infrastructure, with role-based access in code you control — caregivers see their assigned clients, coordinators see their caseloads. Owning the deployment keeps sensitive records inside your governance.
Can it handle both hourly visits and live-in shifts?
Both are visit shapes on the same schema — an hour-long medication check and a 24-hour live-in shift with task blocks. Your service mix is configuration in your data, not a different product edition.
Related
Dual7 App Starters
Build your Home Care Dispatch on your terms
Visit scheduling built for care — care plans, verified visits, continuity-first assignment — in code your agency owns. Describe your version to start — the output is a project you own.