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Effortless franchise management, secure your data, scale confidently, and receive the unparalleled support you need to grow — all from a singular platform.

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AI-powered franchise management for scalable home care growth

Unify, standardize, and scale with an all-in-one platform built for franchisor success.

Running a franchise network isn’t the same as running an agency

Imagine the chaos of managing schedules, coordinating caregivers, handling billing, and navigating compliance across multiple locations. It's a tightrope walk between compassionate care and operational demands – one misstep can send ripples through the entire system.

CareSmartz360's scalable all-in-one franchise solution is crafted to meet your unique needs as a franchisor, propelling your business to new heights of performance.

  • Standardize operations across every franchise location with centrally controlled workflows
  • Use AI-powered insights to identify performance gaps, staffing risks, and growth opportunities
  • Streamline caregiver recruitment, training, and retention across multiple locations
  • Reduce administrative overhead with automated workflows so franchisees focus more on care delivery
  • Achieve financial balance and profitability by streamlining billing and financial processes.
  • Enable data-driven decisions with real-time, network-wide custom reporting
Exclusive franchise functionality

Tailored to meet the unique needs of home care franchisors

Franchise intranet

Secure platform for franchisees to access resources and collaborate.

  • Connect seamlessly: Strengthen communication between franchisor, franchisees, and field personnel.
  • Knowledge exchange: Foster closer ties through easy collaboration and access to important updates, industry news, and more.
  • Reduce costs: Eliminate the need for multiple communication channels and save on administrative expenses

Franchise development

Tools to attract and qualify new franchisees.

  • Simplified recruitment: Manage the entire franchise recruitment process efficiently.
  • Complete lead management: Track every detail, from lead source and status to owner and contact history, ensuring no lead falls through the cracks.
  • Legal compliance: Save time and ensure compliance with electronic FDDs (Franchise Disclosure Document) and audit trails.
  • Effective broker management: Build strong relationships with brokers and track their performance.

Franchise disclosure document (FDD) manager

Streamline FDD management and distribution.

  • Efficient document management: Save valuable time by electronically sending FDDs to potential franchisees.
  • Audit trail transparency: Maintain a trackable history of each FDD, recording when it was sent, received, downloaded, and signed.
  • Compliance made easy: Ensure Federal Trade Commission (FTC) compliance using secure, legally recognized electronic signatures.

Franchise opener

Efficiently launch and manage new franchise locations.

  • Pre-open essentials: Form a checklist of all tasks and activities to be completed by the franchisee and corporate before the open date.
  • Flexible task scheduling: Set the task, activity start date, and scheduled completion date according to your timeline.
  • Automated communication: Add comments or send automatic task and activity email reminders for seamless coordination.
  • Stay updated: View the status of each task and receive alerts for overdue tasks and activities.

Franchise information manager

Centralized database for all franchise information.

  • Paperless organization: Electronically store franchisees’ and area sales representatives’ records for easy access and secure document management.
  • Comprehensive recordkeeping: Maintain a central repository for franchise agreements, territory information, contact history, email logs, and important attachments.

Franchise support

Dedicated support team and resources to assist franchisees with any needs.

  • Get support, anytime, anywhere: Access web-based resources and a dedicated team 24/7.
  • Effortless troubleshooting: Resolve issues promptly with a user-friendly trouble ticket system.
  • Instant knowledge access: Minimize calls to the corporate office by utilizing FAQs and online forums for peer support.

Finance & accounting

Maximize your franchisees’ revenue and drive financial success.

  • Financial infrastructure: Set up franchise and area sales representative finances, including Electronic Funds Transfer (EFT).
  • Billing made simple: Handle billing for franchisees, including royalty, ad contributions, technology fees, and other charges.
  • Profit clarity: Provide franchisee profit and loss statements.
  • Performance insights: Unlock franchise success with key financial performance indicators.

Comprehensive reporting

Access operational and financial data across all locations without relying on spreadsheets or manual reports.

  • Franchise management
  • Franchise development
  • Executive dashboards
  • Finance & sccounting
  • Franchise operations
  • Lead management
  • Scheduling
  • EVV & compliance

Core home care management

Client management

  • Centralized database: Manage all client information, from intake forms and care plans to scheduling and billing details, in one secure, accessible location.
  • Seamless scheduling: Optimize caregiver schedules, eliminate overlapping shifts, and ensure the right caregiver shows up at the right time and location.
  • Secure client portal: Offers clients and their family members a quick view of vital information, including care schedules, invoices, and important communication.

Caregiver management

  • Streamlined recruitment: Attract, hire, and retain top talent with our built-in recruitment tools. Screen candidates, manage applications, and onboard new caregivers efficiently.
  • Smart scheduling & dispatch: Match the right caregiver with the client's requirements, schedule visits, assign tasks, track progress, and ensure efficient care delivery across your network.
  • Performance tracking: Monitor caregiver performance with real-time data and comprehensive reports. Identify strengths and areas for improvement, provide training, and foster a culture of excellence.
  • GPS-enabled mobile app: It is a single dashboard for caregivers to communicate in their preferred language, create ad-hoc schedules, and access real-time schedule information, routing details, time tracking, and care plans.

Everything you need to run a high-performing franchise network

From chaos to control

Reclaim operational control and outstanding client experiences by centralizing scheduling, automating tasks, and tracking performance.

Operational efficiency

Equip your franchise with powerful tools for seamless workflows, optimized scheduling, and automated tasks, ensuring increased efficiency.

Scale with ease

Easily expand your franchise using CareSmartz360's comprehensive solution for conquering operational challenges and ensuring successful growth.

Exclusive franchise functionality

Flexible intake & care plans

Use pre-configured templates or create custom intake forms and care plans in a secure, HIPAA-compliant environment

  • Seamlessly integrate pre-canned franchise workflows for operational efficiency.
  • Create client-specific forms effortlessly using 20+ field types, drag & drop features, and custom themes, reflecting your franchise's identity.
  • Empower staff with mobile access for optimal care management.
  • Ensure a clutter-free experience and minimize errors by configuring access permissions.

Robust scheduling

Manage complex scheduling needs across your franchise network while ensuring consistent coverage and fewer missed visits.

  • Plan, schedule, and manage your teams effortlessly by dragging and dropping shifts.
  • Enable open shifts & caregiver cancellations to be filled rapidly with minimal back-office effort.
  • Optimize recurring shift management for your franchise, allowing you to focus on critical tasks.
  • Caregivers can schedule one-time shifts with their clients effortlessly by clocking in & out.

Care notes & alerts

Caregiving simplified - document, inform, connect with ease.

  • Caregivers can conveniently document care notes through our mobile app, ensuring timely details capture.
  • Keep caregivers & families informed about client progress with instant updates, fostering transparency.
  • Keep caregivers informed with timely alerts for important events such as schedule updates & open shifts.

Multi-state EVV & compliance

Ensure accurate time and location tracking while meeting EVV requirements across your franchise network.

  • Meet EVV requirements effortlessly with our built-in EVV solution, ensuring compliance & avoiding penalties.
  • Integrated Telephony and Mobile App helps Medicaid-enforcing agencies meet state EVV requirements easily.
  • Easily monitor caregiver clock-in and clock-out times to ensure accurate timekeeping and billing.
  • Track caregivers, avoid penalties, and maximize Medicaid reimbursement through precise tracking & comprehensive documentation.
  • Ditch paper timesheets, minimize manual data entry and errors, and boost efficiency for a more profitable bottom line.

Billing and payroll

Simplify billing and payroll with automated processes and integrated financial tools.

  • Easy integration with 3rd-party accounting software such as QuickBooks, Paychex, ADP, etc.
  • Benefit from advanced encryption & secure payment processing, safeguarding sensitive financial data.
  • Tailor your invoices to meet the specific requirements of different payers, including LTCI, Medicaid, Veteran, and Private Pay.

Reporting

Gain valuable insights into your multi-location business performance.

  • 100s of pre-built reports to provide a complete view of various aspects of your business, from scheduling to billing.
  • Tailor reports to your specific needs and preferences by selecting, filtering, and sorting rich data for in-depth analysis.
  • Save time by keeping track of important information by accessing a comprehensive view of business metrics at a glance.

Caregiver portal

Our caregiver portal boosts morale, reduces turnover, and drives consistent care for franchise success.

  • Caregivers find perfect shift matches across locations, leading to seamless coverage and engaged teams.
  • Real-time communication between caregivers, clients, and HQ builds trust and increases satisfaction.
  • Easy access to training and regulations empowers caregivers and reduces risk for your franchise.
  • Caregivers' input fuels continuous improvement and keeps your franchise ahead of the curve.

Caregiver training

Ensure your caregivers are well-equipped with comprehensive training modules and resources.

  • Designed by experts, our caregiver training covers 70+ state-recommended online courses & over 59 hours of content.
  • Upload custom courses to provide tailored training for your caregivers, addressing the client's needs.
  • Gain insights into each caregiver's training journey, including courses attempted, completed & quiz scores.
  • Caregivers can access training courses from any device, whether a PC, Mac, tablet, iPad, etc.

Client & family portal

CareSmartz360 provides a secure, dedicated online space for clients and their families to effortlessly connect with the agency and actively participate in care planning.

  • Gain visibility into schedules, care plans, billing history, and agency communications.
  • Clients and their families can request new visits, services, and modifications to the schedule.
  • The portal also facilitates direct communication & feedback on service delivery.

Digital library

Ensure everyone Franchise-wide is using the same version of documents, forms, and images.

  • Have a centralized location for organizing, storing, and retrieving frequently used documents, forms, and images.
  • Create an unlimited number of functional areas and folders.
  • When a library item becomes outdated, archive it and add the updated version.

Case studies & customer testimonials

Featured story

Streamlining multi-location home care agency operations with careSmartz360

In this case study, we delve into the success story of a thriving franchise that utilized CareSmartz360 to revolutionize its operations, ensure compliance, and propel exponential growth.

Read More

#1 rated home care software

Explore All Awards
CareSmartz360: G2 Awards, Top-Rated for Home Care Excellence
80+ G2 Awards

Top-Rated for Home Care Excellence

CareSmartz360: Gartner Awards from Capterra, GetApp, and Software Advice
40+ Gartner Awards

Capterra, GetApp & Software Advice

CareSmartz360 Customer Testimonial
CareSmartz360 Customer Logos
Juli Wall

Owner, Morning Glory Home Care

CareSmartz360 recognized as a G2 Momentum Leader for Spring 2025
CareSmartz360 awarded Best Customer Support by Software Advice for 2026
Capterra badge for Best Value in 2026, an award received by CareSmartz360
CareSmartz360 recognized as a Top Performer by SoftwareSuggest for 2026

Grow better with CareSmartz360 today

CareSmartz360 software dashboard interface on a desktop monitor and a mobile app