Automations Built for Home Care Agencies That Streamline Intake, Improve Client Care, and Reduce Admin Overload

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.

The Problems Home Care Agencies Face

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.

Common Home Care Pain Points:

  • 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

How ServiceIQ Pro Helps Your Agency Deliver Better Care

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.

What You Can Automate as a Home Care Agency

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.

ServiceIQ Pro

Find the Right ServiceIQ Pro Package for Your [Industry] Business

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.

IQ CORE

Best for solo owners & small teams

IQ GROWTH

Best for growing businesses that want more marketing power

IQ ELITE

Best for scaling teams or multi-truck / multi-location

$297/mo

  • 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

$397/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

$597/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

Not sure which package you need? Start with Go Pro or book a quick call and we’ll recommend the best fit for your [industry] business.

Automation Isn’t the Future, It’s Your Advantage

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.

ServiceIQ Pro customer celebrating improved business performance.
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