Activity workshops
The software provides the functionality to record details of clients, from assessment through to work placement, including offering and booking training courses and provision of advice and support.
It also provides a booking system for courses, including a list of participants, and a waiting list and work placement and volunteering involvement can be recorded.
In addition, a range of additional client details can be recorded such as:
- Referral details and referral source
- Assigned Support worker
- Sign up date
- Education and employment details
- Qualification details
- Income/Benefits
- Children
- Targets – including expected and actual completion dates
- Barriers to moving on
- Client Assessments
- Action plans and advice/information given
All documentation relating to an individual client can be attached either by scanning existing documents or creating and saving directly to their record
Rents
- Manage tenancies, rent and other charges and receipts
- Record Housing Benefit entitlement
- Fast input of Local Authority Housing Benefit schedules
- Rent statements
- Arrears letters
- Void account
Repairs
- Log, manage and monitor property repairs
- Automatic emails to contractor to quickly pass job details
- Add actions to individual orders e.g. contractor chased
Resident Profiling
- Bespoke form / form templates
- Links to other key business systems
- Flexible reporting options
- Downloads from survey providers
