Thank you for adding your suggestion! Our enhancement roadmap is usually planned for at least 2 months in advance, though we are often looking for highly desired ideas (please vote!). 

Any new requests will be considered by our team to determine their universal benefit to all our customers and then added to the roadmap based on potential impact.

+3
Completed

Agency Admin Phone App

jstiles 6 years ago • updated by Lisa Izzo 5 years ago • 4

I've seen a Youtube video of the Caresmartz360 app for Agency Admin's. Can we please bring this back? I can't the number of times I've needed to quickly look at our caregiver schedule and either have to login to the website or pull our my laptop. The video I saw should an app that looked very easy to manage and for me as an owner would make CareSmartz360 an indispensable feature of my business, more-so than it already is.

+3
Planned

Add the task/communication link to the main tabs on the caregiver profiles.

Lara 6 years ago • updated by CareSmartz360 Team (Manager - Customer Support) 4 years ago • 2

Clicking the 3 dots on the right hand side to access the "task/communication" page in the caregiver profiles is an added step that I feel can be allieviated. We already have the task/communication tab on the client profiles, can we please add this to the caregivers?

Answer

We really appreciate your patience and all the inputs you provide for the system improvements. I would like to inform you that our team is currently working to revamp the complete system in order to make it more user-friendly with the new outlook. It will accommodate the request you have made.

+3
Completed

Give us an option to customize and save our favorite/most used reports.

Rachel Wulff 7 years ago • updated by Lisa Izzo 5 years ago • 4
+2

Caregiver Application

contact 8 months ago • 0

Hi CareSmartz team,

We’ve recently had several caregivers request the ability to view their detailed worked hours directly in the app. Specifically, they would like to see:

  • The exact times they clocked in and clocked out

  • The client name associated with each shift

  • A clear breakdown of hours worked within a biweekly payroll period

After speaking with a Caresmartz representative, we understand that caregivers can currently only view their weekly totals — and only after those hours have been approved.

This creates a few challenges for us:

  1. Our payroll is biweekly, so caregivers must check one approved week, then wait for the next week to be approved, and manually combine the totals to confirm their pay.

  2. Our caregivers are 1099 contractors and many prefer to track their detailed hours independently.

  3. Most payroll software only pulls total hours, not client-level detail, so when caregivers ask for breakdowns, it creates additional manual administrative work for our team.

  4. For caregivers who value transparency and detailed records, weekly totals alone are not sufficient.

From a usability standpoint, if a caregiver has already clocked in and clocked out of a shift, they should be able to view:

  • Date

  • Client

  • Clock-in and clock-out times

  • Total hours for that shift

  • A cumulative total for the selected pay period (ideally biweekly)

Several caregivers have mentioned platforms such as WellSky and Ally that offer this level of visibility. We would strongly prefer to stay with your system rather than switch software, but this feature is becoming increasingly important for retention and operational efficiency.

Is there currently a roadmap for making detailed shift history visible to caregivers regardless of approval status? If so, do you have an estimated timeline?

We would greatly appreciate an update, as this is becoming a recurring request.

+2

CS app clock in and out

Admin Loving Heart 11 months ago • 0

it would be wonderful if CS app automatically create a popup msg to clock in and out when caregiver is at the client's house near clock in and out time.

+2

Restore Schedule from Deletion Log

Todd Crutcher 1 year ago • 0

When you delete a schedule, it shows up in the Schedule Deletion Log. It would be super convenient if the user was able to select one or more of the deleted schedules and restore them to the calendar. Depending on how the system is deleting the schedule (hard delete or soft delete) this could be a simple but valuable enhancement.

+2

Credit Card Fee

Josh Mitchell 1 year ago • updated 1 year ago • 2

Please add the ability to add a credit card fee. For example, under the payer when entering the information, have a checkbox to turn on or off and when you create an invoice it auto-calculates that fee we specify in settings (i.e. 2%). Currently, I have to go through and add an expense, and it looks strange attached to that specific shift on the invoice. I also think it is hard to remember all the time to do and is time consuming. Our other system allowed this feature, and it made it so easy.

+2

Add a new tab under client profile for discharge

sbuckwalter 2 years ago • updated by Todd Crutcher 1 year ago • 1

Can you please add a new tab under client profile for "Discharge Date"?

+2

It is imperative that key documents for clients can be seen when using the agency app.

Robin Platz 2 years ago • 0

We incurred a situation where a client was taken to hospital.  We could not access the key documents from the agency app.  This would be a fantastic improvement and very much needed!