Referral Intake 7

• Submission queueIncoming referrals listed, filtered by workflow status.
• Staff-taken referralReception logs phone, walk-in, or partner referrals.
• Public self-referralPeople submit their own referral online.
• Trackable reference numberEach referral gets a code clients track with.
• Consent captureRecords exact consent text at referral time.
• Attached documentsReferrals can include PDFs or photos.
• Risk flaggingMarks referrals low, medium, or high risk.

Clients & Household 6

• Client directorySearchable list of people you serve.
• Risk filterFilter clients by their highest case risk.
• Client profileContact details, cases, appointments, documents in one place.
• Household membersTrack family and dependents in the household.
• Consent recordShows how and when consent was given.
• Program lead assignmentAdmins assign a lead worker per client.

Assessments & Goals 6

• Assessment templatesReusable questionnaires configured for your programs.
• Complete assessmentsFill scored needs or intake assessments.
• Automatic scoringScores answers into an interpreted band.
• Service-plan goalsSet client goals with target dates.
• Goal action stepsBreak each goal into checkable steps.
• Goal progress trackingTrack percent complete and goal status.

Eligibility & Decisions 6

• Eligibility reviewStaff review each referral before deciding.
• Request more infoAsk the applicant for additional details.
• Decline referralTurn down a referral with recorded notes.
• Accept and open caseConvert accepted referral into a client case.
• Program and prioritySet program, priority, risk when accepting.
• Applicant decision emailsEmail applicant about the outcome, optionally.

Case Workspace 8

• Case directoryAll cases filtered by lifecycle status.
• Case overviewSummary, timeline, tasks, and quick actions.
• Case notesLog contacts, home visits, crises, and progress.
• Case tasksTo-dos with due dates and priorities.
• Case documentsUpload and store case files securely.
• Services deliveredRecord services with date, method, and duration.
• Onward referralsRefer clients to other programs or agencies.
• Communication logRecord calls, emails, and texts with clients.

Lifecycle & Coordination 7

• Case status lifecycleMove cases open through active, monitoring, closing, closed.
• Closure reasonsRecord why a case was closed.
• Caseworker reassignmentHand a case to another worker.
• Private staff notesAdd a staff-only note plus an optional client message per change.
• Client milestone emailsNotify clients of closures and reassignments.
• Case history timelineChronological record of every case event.
• AppointmentsSchedule appointments; mark completed, cancelled, or no-show.

Shift Calendar 5

• One-off shift schedulingAssign a single shift to staff or a volunteer.
• Weekly recurring patternsSet a weekly slot; auto-fills 90 days ahead.
• Upcoming shifts & cancelSee upcoming shifts and cancel, keeping history.
• Availability warningWarns when a shift falls outside stated availability.
• Timezone-aware timesShows shift times in your organization's timezone.

Time Off & Availability 5

• Request time offWorkers request leave; coordinators can file for them.
• Manager approvalAdmins approve or deny, optionally canceling overlapping shifts.
• Leave typesVacation, sick, personal, bereavement, unpaid, or other.
• Email notificationsEmails coordinator on request, worker on decision.
• Worker availabilityWeekly available hours plus specific day-off blocks.

Field Tasks (Visits) 5

• Addressed field tasksCreate map-located, time-scheduled visit tasks.
• Assign staff or volunteersAssign tasks to any staff member or volunteer.
• Geofenced check-in/outWorkers must be near the site to check in.
• Completion proofCapture a completion note and photo.
• Activity trailSee check-in, complete, and rejected events with distance.

Open Shifts (self-serve) 4

• Post open shift slotsPost unassigned slots with a set number of spots.
• Workers claim shiftsStaff or volunteers claim open shifts themselves.
• Skill & conflict guardsBlocks claims lacking skills, overlapping, or during leave.
• Cancel or withdrawCancel a slot or free a claimed spot.

Volunteer Management 6

• Volunteer rosterTrack volunteers by applicant, screening, active, inactive.
• Screening checklistRecord background check, interview, and screening notes.
• Skills catalog & taggingBuild a skills list and tag each volunteer.
• Availability & languagesCapture availability, languages, and preferred roles.
• Log volunteer hoursLog hours per activity and see running totals.
• Portal invitesInvite volunteers to a login portal; revoke access.

Appointment Calendar 5

• Monthly calendarMonth grid of appointments with daily counts.
• Appointment typesIntake, assessment, home visit, review, follow-up, group.
• Attendance outcomesMark appointments completed, cancelled, or no-show.
• Link to caseAttach an appointment to a client's case.
• Filter by typeFilter the calendar to one appointment type.

Indicators & Measures 7

• Outcome & output indicatorsDefine what you measure toward each outcome or output.
• Manual indicatorsEnter each period's number by hand.
• Computed indicatorsAuto-calculate values straight from your case records.
• Point-and-click measure builderCount, sum, or rate cases, services, referrals, assessments.
• Baselines & targetsSet a starting point and goal per indicator.
• Personal-data flagMark indicators that contain client personal data.
• Frequency & responsible roleNote how often collected and who owns it.

Program Leads & Access 4

• Assign program leadsLet staff manage a program's indicators and values.
• Lead-only program viewLeads see and edit just their programs.
• Client visibility scopeChoose how much client data leads can see.
• Assign clients to leadsGive a lead access to specific clients.

Program Report & Data Export 5

• Program summary reportPeople served, cases, services, referrals at a glance.
• Charts by program & statusCases and referrals broken down visually.
• Export summary PDFDownload or print the program report.
• CSV data exportsExport cases, clients, services, referrals (admin, paid).
• Aggregate-only funder exportsFunder files never include client-level records.

Dashboards & Recording 7

• Org-wide outcomes hubAll organization indicators for a chosen date range.
• Per-program dashboardsEach program's indicators, current values, and trends.
• Record period valuesEnter this period's number for manual indicators.
• Recompute & saveRecalculate a computed value and log it.
• Trend historySee each indicator's values change over time.
• Quick period filtersSwitch between quarter, last quarter, or year.
• Cross-program roll-upsEnterprise totals across every program at once.

Funder Reports 7

• Funder directoryList funders with contacts and reporting cadence.
• Link indicators to fundersChoose which indicators each funder receives.
• Generate report snapshotFreeze tied indicators' values for a period.
• Preview report linesReview values, baselines, and targets before sending.
• Export CSV or PDFDownload the funder report to share.
• Submit & lockSubmitting locks that period's values from edits.
• Report history & re-reportingView past reports and regenerate drafts anytime.

Audit Trail 2

• Organization audit logRecord of material actions across your organization.
• Who did what, whenShows actor, event, and timestamp per action.

Dashboard & Search 9

• Dashboard overviewHome screen greeting with today's key numbers.
• Intake & caseload KPIsNew referrals, needs-review, high-risk, active cases, clients.
• Referrals trend chart14-day line chart of incoming referrals.
• Caseload by programDonut of active cases split across programs.
• Case status breakdownBar chart of open, active, closing, closed.
• My caseloadYour assigned clients with risk and next follow-up.
• Tasks & appointmentsTick off tasks; see upcoming meetings and activity.
• Global searchFind clients, cases and referrals from one bar.
• In-app feedbackSend bugs, ideas, or praise with a star rating.

First-run Setup (Onboarding) 6

• Setup wizardSeven guided steps to launch your public site.
• Setup reminder bannerPrompts admins to finish setup until done.
• Brand & photos stepPick colors and up to three hero photos.
• Contact & copy stepEnter phone, address, hours and homepage headline.
• Choose services stepToggle and describe which programs show publicly.
• Review & launchPreview the site, then publish it live.

Organization Settings & Branding 13

• Logo uploadAdd your logo to the public site.
• Hero photo slideshowUp to three rotating homepage photos.
• Brand colorsSet primary and accent colors, applied live.
• Contact & hoursPhone, email, address and office hours.
• Homepage copyHeadline, subtitle and programs intro text.
• Social linksFacebook, Twitter, Instagram and LinkedIn links.
• Services editorAdd and edit the programs you offer.
• Client notification emailsToggle automatic status emails sent to clients.
• Volunteer portal accessControl when volunteers log in and what they see.
• Data retentionAuto-anonymize old client details after a chosen window.
• Email delivery testSend yourself a test to confirm email works.
• Embed referral formCopy a snippet to add referrals to your site.
• Assessment templatesBuild scored assessments your team runs on cases.

Sign-in & Account Security 5

• Staff sign inEmail and password login to your workspace.
• Set your passwordNew staff choose a password on first login.
• Two-factor setupScan a QR code into an authenticator app.
• Two-factor at loginEnter a 6-digit code each session.
• Require 2FA for adminsForce all admins to enable two-factor.

Team & Roles 5

• Staff rosterSee everyone with their role and email.
• Add staff memberCreates an account with a temporary password.
• Assign rolesAdmin, supervisor, caseworker or intake per person.
• Filter by roleClick a role card to filter the list.
• Access safeguardsBlocks removing last admin; enforces plan seat limits.

Plan & Billing (self-service) 9

• Current plan & statusSee your plan and standing at a glance.
• Active-client usageClients used against your plan's limit.
• Overage estimateExtra monthly cost when over your limit.
• Staff seat usageSeats used versus included on your plan.
• Included features listWhich modules your plan unlocks or locks.
• Upgrade or change planStart checkout or switch tiers via Stripe.
• Manage billingUpdate card and invoices in Stripe portal.
• Cancel subscriptionSelf-cancel with a 48-hour refund policy.
• Billing alertsBanners warn on failed payment or read-only.

Branded Public Website 3

• Branded landing pageOrg's own hero, programs, and how-it-works homepage.
• White-label brandingUses org's logo, name, and colors, not Impact OS.
• Contact and services infoPhone, email, address, office hours, and program list.

Status Tracking & Client Portal 6

• Track my submissionStatus-only lookup with reference number plus date of birth.
• Client portal (paid)Secure lookup showing status, caseworker, and case progress.
• Progress timelineSee each step of their referral and case history.
• Upcoming appointmentsView scheduled appointment times and locations.
• Document access & uploadDownload and add case files (paid portal).
• Caseworker updatesRead status-change messages staff chose to share.

Self-Serve Signup 5

• Create-workspace signupNonprofit signs up online without a sales call.
• Live subdomain pickerChoose your web address, availability checked as you type.
• Plan selectionPick Starter, Professional, or Enterprise; monthly or annual.
• 15-day free-trial checkoutStripe checkout saves card, no charge until trial ends.
• Welcome confirmation pageWorkspace provisions in background; setup link emailed.

Marketing Lead Capture 2

• Newsletter signupDouble opt-in email subscription from the marketing site.
• Contact requests'Talk to a human' inquiries routed to the team.

Referral Intake 6

• Self-referral formPeople request help: name, birthdate, program, and situation.
• Supporting document uploadsAttach PDF, Word, or photos up to 25MB.
• Consent captureRecords privacy consent, versioned, alongside each referral.
• Reference number confirmationGives a tracking number after the referral is submitted.
• Embeddable referral widgetDrop the referral form onto your own website.
• Automatic email notificationsConfirms to applicant and alerts your staff by email.

Partner Referrals 1

• Branded partner page (paid)Landing page linking the referral form and status tracker.

Guided Demo Sandbox 1

• Read-only demo workspaceOne click into sample data; nothing saved or charged.

My Schedule 3

• Upcoming shiftsLists scheduled shifts with time, location, and notes.
• On-shift status badgeShows whether you're currently on shift or off.
• Local timezone displayAll shift times shown in your organization's timezone.

Log Hours 3

• Log volunteer hoursRecord date, hours, and activity for volunteering.
• Hours history and totalSee past entries and your running hours total.
• Shift-time restrictionMay require logging only during your shift.

Joining and Sign-in 4

• Accept email inviteActivate your account from an emailed invite link.
• Set passwordChoose a password and sign in automatically.
• Invite safeguardsHandles expired, used, or invalid invite links.
• Sign outSign out securely, recorded for the audit trail.

My Clients 5

• Assigned clients listSee only the clients assigned to you.
• Privacy-masked detailsShows only name, phone, email your org allows.
• Client detail and notesOpen a client to read your notes.
• Add shift notesWrite client notes only while on shift.
• Off-shift lockClient access locked until your next shift.

My Profile 3

• Contact detailsView your name, email, and phone.
• Availability and languagesSee your availability and language badges.
• Coordinator-managedContact your coordinator to change your details.

Security and Access 5

• Two-factor verificationEnter a two-factor code each session.
• Two-factor setupEnroll two-factor if your org requires it.
• Idle auto-logoutSigned out automatically after 30 minutes inactive.
• Instant revocationRemoved volunteers are logged out right away.
• Portal lockout screenWhole portal locks outside your allowed login hours.

Tenant Management 4

• Provision new tenantCreates the org, starter programs, and first admin login.
• Organization directoryBrowse all tenants; filter active or suspended.
• Tenant profileSee an org's contact, branding, plan, programs, and counts.
• Suspend or restore tenantTurn a tenant's whole workspace off or back on.

Refunds, Disputes & Promotions 4

• Issue refundsRefund a paid invoice, with 48-hour policy override.
• Disputes & chargebacksTrack open disputes and total amount at risk.
• SponsorshipsGrant free plan access to NGOs; revoke it.
• Promotion codesCreate or disable percentage discount codes.

Team & Security 4

• Operators & rolesAdd operators as owner, admin, or support.
• Role-scoped workspacesSwitch into a lower-privilege view to test access.
• Two-factor enforcementConsole requires verified 2FA for every operator.
• Audit logFilterable record of who changed what, when.

Billing & Subscriptions 4

• Revenue overviewMRR, paying tenants, and failed-payment counts at a glance.
• Subscriptions ledgerEvery tenant's plan and live billing state.
• InvoicesAll Stripe invoices with amounts, status, and PDFs.
• TransactionsLive charge and refund history pulled from Stripe.

Insights & System Health 3

• Platform dashboardHeadline KPIs, revenue, and organizations by status.
• Usage & overageCaseload utilization per tenant; upsell and overage signals.
• System healthLive status of Stripe, webhooks, email, nightly jobs.

Growth & Reporting 4

• Feedback inboxTriage in-app bug reports, ideas, and praise.
• Marketing leadsContact requests and newsletter signups from public site.
• Reports & CSV exportDownload orgs, subs, invoices, usage, and audit data.
• Plan catalog & configView plan pricing, limits, and integration status.

Sign-in & Setup 5

• Location permission gateRequires GPS and location permission before sign-in.
• Email & password loginSign in with work email and password.
• Two-factor codeVerify a 6-digit authenticator code for security.
• White-label reskinSame app rebrands to CareConnect for CareSuite.
• Powered by Impact OSSign-in screen shows Impact OS logo and credit.

Geofenced Visit Check-in 7

• Visit details screenShows schedule, address, map, and live distance.
• Turn-by-turn navigationOpens the phone's maps app to the address.
• On-site GPS check-inServer confirms you're at the address to start.
• Anti-spoof location checkRejects fake, inaccurate, or off-schedule check-ins.
• Visit notes & servicesRecord services given, client condition, summary, and photo.
• Complete & check outFinish notes, then check out one visit.
• Completion confirmationSuccess screen logs the finished visit.

Clients 2

• Searchable client listSearch clients drawn from your assigned visits.
• Client profile & historyVisit counts, address, and past visit notes.

More & Help 3

• Profile & accountName, email, role, and app version.
• Location & permissionsShortcut to phone location settings.
• Help & supportCheck-in guide, troubleshooting FAQ, and email support.

Home & Today's Visits 5

• Daily greeting dashboardPersonal greeting with name, role, and today's date.
• Day stat tilesCounts scheduled, completed, in-progress, and missed visits.
• Today's visit listAssigned visits ordered by scheduled time.
• Pull to refreshSwipe down to reload the latest visits.
• Quick sign outSign-out button on the home screen.

Trip Planning 2

• Route map & listToday's stops shown as a map or list.
• Numbered stops in orderVisits numbered in scheduled driving order.

Schedule & Shifts 4

• My upcoming shiftsShifts grouped by day with 'On now' badge.
• Browse & claim open shiftsPick up available shifts onto your schedule.
• Time-off requestsRequest, track, and cancel leave; staff approve.
• Set availabilityMark usual work days and specific days off.

Multi-Tenant Foundation & Security 7

• Isolated org workspacesEvery record tagged to one organization; data never crosses tenants.
• Row-level database securityDatabase enforces that staff see only their own org's data.
• Three access lanesSeparate rules for staff, volunteers, and platform operators.
• Staff role permissionsAdmin, supervisor, caseworker, and intake roles.
• Auto reference numbersSequential per-year IDs for referrals and cases.
• Append-only audit trailTamper-resistant log of every action for accountability.
• Two-factor authenticationEnforced for admins on sensitive actions when enabled.

Subscriptions & Billing (Stripe) 9

• Self-serve signup & checkoutChoose a plan, pay by card, workspace auto-created.
• Plan tiersCommunity free, Starter, Professional, and Enterprise plans.
• Seat & caseload limitsEach plan caps staff seats and active clients.
• Failed-payment grace period14-day window to fix billing before read-only.
• Dunning warning emailsEmails warn before an overdue workspace locks.
• Payment dispute handlingOpen disputes freeze plan changes until resolved.
• Invoices & tax exemptionsCached invoices and per-region tax-exemption records.
• Sponsorship / comp plansGrant free or sponsored access to eligible orgs.
• Grandfathered accessExisting tenants keep full access, no disruption.

Transactional Email (Resend) 7

• Applicant confirmationsReferral receipt with a reference number to track.
• Staff referral alertsNew-referral notifications to your intake queue.
• Volunteer invitesOne-time links to set a password and join.
• Client lifecycle emailsEnrollment, status change, and reassignment updates to clients.
• Time-off emailsRequest and decision notices for field workers.
• Lead & opt-in emailsMarketing lead alerts and subscription confirmations.
• Graceful without emailApp works fine when email isn't configured.

Privacy & Compliance 5

• Versioned consent recordsStores the exact wording each client agreed to.
• Configurable data retentionAuto-anonymizes old client details after your chosen window.
• Read-only demo backstopDatabase blocks any change to demo data.
• Portal brute-force protectionThrottles guessing of reference number and birthdate.
• Anonymous upload rate limitingCaps signed-upload requests from unauthenticated visitors.

Secure File & Image Storage 4

• Private case documentsStored privately; opened only through short-lived signed links.
• Volunteer visit photosField photos stored privately, accessed via signed links.
• Public branding imagesLogos and hero images for your public site.
• Per-org file pathsFiles namespaced by workspace to prevent mix-ups.

Usage Metering & Plan Enforcement 5

• Nightly active-client meteringCounts clients with open cases each night.
• Overage billingCharges per 25 clients above your plan's allowance.
• Fair mid-cycle prorationPlan changes never wipe or double-bill earned usage.
• Feature gatingLocked features prompt an upgrade instead of breaking.
• Read-only when overdueOverdue workspaces can still read and export data.

Scheduled Jobs & Reliability 6

• Nightly metering sweepRecords usage and heals lapsed grace windows.
• Abandoned-signup cleanupFrees reserved subdomains from unfinished signups.
• Nightly demo resetPublic demo wiped and reseeded to stay pristine.
• Shift horizon top-upKeeps volunteer shifts generated 90 days ahead.
• Health check endpointLets uptime monitors confirm app and database.
• Secret-protected internal jobsOnly the scheduler can trigger these jobs.