CARE MANAGEMENT/Quotes
Deliver quotes and agreements in seconds.
Instant Quotes
Fast and professional every time
Create accurate quotes in seconds with client details and pricing pre-filled automatically. Built-in price books handle weekday, weekend, and public holiday rates, and recurring service options simplify long-term planning.
Streamlined Approval Process
Collect signatures with ease
Gather e-signatures for quotes and agreements digitally via SMS or email. Clients can sign and return documents quickly without printing or scanning, making approvals fast and secure.
Opportunity Management
Track every opportunity in one place
Organize sales opportunities from quotes to final agreements. Reporting tools provide insights into services and recurring bookings, and care rosters are built automatically from accepted quotes.
More Features
Form management made simple
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Secure form storage
Keep all submitted forms securely stored, compliant, and easily accessible for follow-ups and audits.
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Immediate logging
Allow teams to submit forms on the spot, capturing accurate and timely information. -
Simple form creation
Drag and drop to easily create and customize forms.
Any questions?
How can custom forms improve my documentation process?
Can I share custom forms with my team?
Yes, once created, custom forms can be shared with your team members, allowing for consistent and efficient documentation across your organization.
Is there a limit to the number of custom forms I can create?
There is no limit to the number of custom forms you can create, providing flexibility to cover all your documentation needs.
How do clients approve quotes in ShiftCare?
Clients can review and approve quotes digitally using e-signatures. They receive documents via SMS or email, sign them electronically, and send them back without the need for printing or scanning.
How does ShiftCare’s quotes tool help care providers?
ShiftCare’s quotes tool simplifies the process by automatically pulling in client details, funding information, and pricing. This allows home care providers to create professional, branded quotes, care plans, and service agreements in seconds, ensuring accuracy and saving time.
Discover the difference ShiftCare can make to your business
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Assisted Living
Improve communication with staff, residents and their families, and deliver a higher standard of care.
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Home Health Care
Effortless shift scheduling, seamless staff communication, and enhanced care documentation.
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Home Care
ShiftCare is the smarter way to run your home care agency in Canada. Trusted software for scheduling, payroll, client management, documentation, and more.
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