Built for Home Health

Run Your Home Health Agency. Powered by AI.

Caregiver scheduling, visit documentation, compliance tracking, and billing — all in one platform designed for home health agencies.

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Field Service

Everything You Need to Grow Your Home Health Agencies

Purpose-built tools that work together seamlessly for home health agencies.

Visit Scheduling

Match caregivers to patients by skill, location, and availability for optimal coverage.

Patient Management

Track care plans, visit notes, and health assessments per patient.

Visit Documentation

Mobile point-of-care documentation with GPS-verified visit times.

Billing

Medicare, Medicaid, and private-pay billing with claim tracking.

Compliance

Track caregiver certifications, background checks, and training requirements.

Agency Analytics

Visit completion rates, caregiver utilization, and patient outcomes — all at a glance.

Your Complete Home Health Agencies Toolkit

Every app included in your home health agencies package, with the features that matter most.

Field Service

Run a 5-star service business from dispatch to payment

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Estimate Builder (Good/Better/Best)

Create tiered estimates with parts, labor, and pricing options. Send for customer approval and convert to work orders with one click.

Checklist Execution

Step-by-step checklists on work orders with checkboxes, notes per step, photo upload, and progress tracking -- mobile-optimized.

Customer Portal

Customers view appointments, work orders, estimates, invoices, and payment links from a branded self-service portal.

Before/After Photo Capture

Technicians capture photos with before/after designation, captions, and timestamps -- linked to specific work order steps.

Pricebook & Flat-Rate Pricing

Material + labor components with good/better/best tier options. Auto-populate estimates from pricebook items.

Service Agreements & Memberships

Recurring service plans with auto-scheduled visits, auto-billing via Invoicing, membership discount tiers, and renewal tracking.

CRM

AI-powered CRM that closes 3x more deals

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Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

Unlimited custom pipeline stages
Drag-and-drop deal management
Weighted revenue forecasting
Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

Unified activity timeline
Email and call tracking
Custom fields and tags
Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

Auto lead assignment rules
Drip email sequences
Task creation triggers
Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

Sales performance dashboards
Custom report builder
Win/loss analysis
Team leaderboards

Invoicing

Get paid 2x faster with AI-powered billing

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Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

HR

People-first HR

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Employee Directory

Centralized employee records with org charts and reporting structures.

Onboarding

Streamlined onboarding with checklists, document signing, and training.

Performance Reviews

Run performance reviews with customizable templates and 360 feedback.

Time & Attendance

Track attendance, time-off balances, and leave requests.

Why Choose Deelo for Your Home Health Agencies?

See how Deelo's field service software compares to the most popular alternatives on the market.

Feature	Deelo Field Service	ServiceTitan	Jobber	Housecall Pro	ServiceM8
Estimates (Tiered)	Included	Included	Not included	Not included	Not included
Work Orders	Included	Included	Included	Included	Included
Customer Portal	Included	Included	Included	Included	Not included
Photo Capture	Included	Included	Included	Included	Included
Pricebook	Included	Included	Not included	Included	Not included
AI Scheduling	Included	Not included	Not included	Not included	Not included
Built-in CRM	Included	Included	Included	Not included	Not included
50+ Integrated Apps	Included	Not included	Not included	Not included	Not included
Price	$19/seat/mo	$398+/mo	$49-249/mo	$79-199/mo	$9-79/mo

Try Deelo Free for Home Health Agencies

Frequently Asked Questions

Everything you need to know about Deelo for home health agencies.

Yes, Service is included free on all Deelo plans. There are no per-technician fees. Run your entire field service operation from one platform.

Deelo includes field service plus 50+ other apps (CRM, invoicing, inventory, fleet, marketing) in one platform starting at $19/seat/month. ServiceTitan starts at $398/month for field service alone and requires long-term contracts.

Yes. The entire platform is mobile-optimized. Technicians can view work orders, execute checklists, capture photos, collect signatures, and process payments from any phone or tablet.

Yes. Deelo CRM supports CSV import with field mapping, so you can bring over contacts, companies, deals, and notes from any system including Salesforce, HubSpot, and Pipedrive.

No. All plans include unlimited contacts, companies, and deals. There are no hidden caps or storage fees for your CRM data.

Yes, Invoicing is included free on all Deelo plans including the Free tier. You get unlimited invoices, estimates, and clients with no hidden transaction fees beyond standard Stripe processing.

Deelo includes invoicing plus 50+ other business apps (CRM, projects, time tracking, accounting) in one platform starting at $19/seat/month. FreshBooks charges $17-55/month for invoicing alone and requires separate subscriptions for CRM, project management, and other tools.

Yes, HR is included free on all Deelo plans. There are no per-employee fees. Manage your entire team from one platform.

Deelo includes HR plus 50+ other apps (payroll tracking, scheduling, time tracking, projects) in one platform starting at $19/seat/month. BambooHR charges $6-9/employee/month for HR alone and requires separate tools for project management and CRM.

Absolutely. Deelo's platform is purpose-built for home health agencies with industry-specific tools including Field Service, CRM, Invoicing, and more. Everything works together seamlessly so you can manage your entire business from one place.

Your home health agencies package includes Field Service, CRM, Invoicing, HR -- plus access to 40+ other business apps. All apps are included on every plan, even the free tier.

Yes! Deelo offers a generous free plan that includes all apps with core features. You can run your home health agencies operations without paying a cent. Paid plans start at $19/seat/month when you need advanced features, more storage, or AI credits.