We help home care agencies manage inquiries, assessments, client updates, caregiver coordination, and documentation using smart automations and AI-powered tools so your team can focus on providing exceptional care.
Home care agencies handle heavy administrative work: intake calls, assessments, scheduling, caregiver assignments, EVV compliance, care updates, follow-up calls, family communication, and documentation. Most of this work gets done manually, which slows everything down and increases the risk of mistakes.
Missed inquiry calls resulting in lost clients
Manual intake process that takes too long
No automated follow-up for inquiries or referral partners
Caregivers forgetting to clock in or out
Difficulty tracking EVV reminders and compliance
Families needing constant updates
No system to organize assessments and care plans
Repetitive admin tasks eating up staff hours
Overwhelmed staff trying to coordinate caregivers and clients

Every inquiry call is answered instantly even after hours so you never lose a potential client due to missed calls.
Move clients smoothly from inquiry → assessment → onboarding → care plan confirmation with automated reminders and status tracking.
Automatically notify caregivers of new assignments, schedule changes, and care plan updates.
Send automated progress updates and request reviews from happy families to strengthen your agency's reputation.
Automation gives your Home Care Agency the ability to run smoother, faster, and with far less stress. Instead of chasing calls, managing reminders, or manually following up with customers, ServiceIQ Pro handles the busywork for you. From booking requests to quote follow-ups to review generation, you can streamline your entire workflow with smart, hands-free automations built to fit how your business operates. These tools help you stay organized, respond faster, and deliver a better experience all while freeing up your time so you can focus on the jobs that matter most.
Not every service business needs the same setup. Pick the package that fits where you are right now you can always upgrade as you grow.
Best for solo owners & small teams
Best for growing businesses that want more marketing power
Best for scaling teams or multi-truck / multi-location
2-Way Texting & Email
Web Chat Widget
Google Business Messaging
Missed Call Text Back
Text-to-Pay
Online Scheduling
Basic CRM & Pipelines
Basic Automation
Forms, Surveys & Reviews
Email Marketing
Basic Funnels & Website Builder
1 User • 2,000 Contacts
500 SMS/mo • $10 AI Credits/mo
Everything in Core
Advanced Workflows & Automation
Lead Nurture Campaigns
KPI Dashboard + Reporting
Lead Scoring
Email + SMS Template Library
Memberships & Communities
Advanced Funnels & Websites
AI-Enhanced Follow-Up
Campaigns + Broadcasts
5 Users • 5,000 Contacts
1,000 SMS/mo • $15 AI Credits/mo
Everything in Growth
AI Employee + Voice AI
Conversation AI + Funnel AI
Content AI + Reviews AI
Agent Studio + External AI Models
Full AI Lead Qualification
AI Appointment Setting
AI Review Response
Advanced Reporting & KPI Automation
Multi-Location Support
10 Users • Unlimited Contacts
1,500 SMS/mo • $20 AI Credits/mo
Service businesses that automate grow faster, earn more, and work with less stress. Whether you’re a one-person operation or managing a full team, ServiceIQ Pro helps you stay ahead of your competitors.


We are committed to helping businesses thrive through innovative software solutions. Our platform empowers you to streamline operations, make data-driven decisions, and unlock growth potential.
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