DropboxThe Care Management Platform
you can
talk to.reason with.put to work.
For disability, aged care & home care agencies
You support those in need. TakeCareOS supports you.
TakeCareOSOverview
Care
Operations
How can I help you today?
Everything your agency runs on — rostering, shifts, CRM, notes, messaging, invoicing, timesheets, and compliance — all in one place.
Describe what you need in plain English
From scheduling shifts to handling paperwork — just say what you need and delegate to our platform.
How can I help you today?
Group Shift
9 AM – 12 PM · Mark (1/2), Tom (1/2)
Assist. w/ Daily Life - Weekday Daytime
01_011_0107_1_1
Monday 16 March
8:45
New Shift Assigned
now
from TakeCareOS
You have been assigned a new shift
Group Shift
Participants
Group Shift
Timeline
Clocked in
9:00 AM
47 Maplewood Drive, Springfield
Participants
Monday 16 March
8:45
New Shift Assigned
now
from TakeCareOS
You have been assigned a new shift
Tom Bradley
Mar 14 · 8:30 AM – 4:00 PM
AI Form Converter
INCIDENT REPORT
NDIS incident and accident reporting form to document incidents involving participants, workers, visitors, or the public.
Part A: To be completed by the Authorised Notifier
1. Location & Time Details
Date of Incident
dd/mm/yyyy
Time of Incident
--:--
Area
The exact location of the incident:
Street
Suburb
State
Person Reporting
Status:
Contact Number
2. Description of Incident
Give a full description of the incident:
How was the injury or damage sustained?
3. Consultation with the participant
4. Nature of Incident
Incident Report
Auto-converted from PDF — 4 sections, 12 fields detected
1. Location & Time Details
Date of Incident
Time of Incident
Area
Street
Suburb
State
Person Reporting
Contact Number
Status
2. Description of Incident
Full description
How was injury/damage sustained?
3. Consultation with participant
4. Nature of Incident
Tom Bradley
ActivityShift Notes
Tom had a good afternoon. Ate KFC for lunch — flagged for dietary review. Worked on budgeting skills, counted change correctly for the first time.
Tom became agitated during group art session at Mawson Lakes Community Centre and knocked over a display shelf. Staff de-escalated using approved strategies. No injuries.
Morning routine smooth. Medication at 8:45 AM — all correct. Tom made his own breakfast with minimal prompting. Slightly anxious arriving at the centre.
Driving lesson with instructor Ray — reverse parking improved. Grocery shopping at Foodland, managed list independently and stayed within budget ($45).
Library reading program — Tom read aloud for 5 min, confidence improving. Afternoon walk at Linear Park with another participant.
Incident Report
Timesheets
AI reviews variance automatically
Invoices
Auto-generated from shifts
INV-202603-00008
Aisha Hassan
INV-202603-00007
Tom Bradley
INV-202603-00006
Sarah Kim
INV-202603-00005
James Cooper
INV-202603-00004
Aisha Hassan
Alerts
Notifications and alerts that need your attention
Incident Report Filed
Behavioural incident during shift with Tom Bradley...
GPS: Clock-in 240m from location
Daniel Rivera clocked in for Shift #s041 but is...
Document 'First Aid Cert' expires in 7 days
Staff: Maria Santos | Expires: Mar 21, 2026
Shift Cancellation — Emily Nguyen
Emily Nguyen's Friday morning shift (s020) was...
Timesheet Reminder
Fortnightly timesheets are due for review. 4 timesheet...
TakeCareOSChannels
Direct Messages
Shift swap confirmed for Thursday. I'll cover Sarah's morning session.
Perfect, roster updated. Thanks Maria!
Great teamwork. I've approved the swap in the system.
Describe what you need in plain English
From scheduling shifts to handling paperwork — just say what you need and delegate to our platform.
How can I help you today?
Group Shift
9 AM – 12 PM · Mark (1/2), Tom (1/2)
Assist. w/ Daily Life - Weekday Daytime
01_011_0107_1_1
Workers carry it everywhere
Shift notifications, GPS clock-in, participant details, digital forms — everything they need, wherever they are.
Monday 16 March
8:45
New Shift Assigned
now
from TakeCareOS
You have been assigned a new shift
Group Shift
Participants
Group Shift
Timeline
Clocked in
9:00 AM
47 Maplewood Drive, Springfield
Participants
Monday 16 March
8:45
New Shift Assigned
now
from TakeCareOS
You have been assigned a new shift
Quick notes in, audit-ready docs out
Voice notes and photos become structured shift documentation with suggested improvements to keep you compliant.
Tom Bradley
Mar 14 · 8:30 AM – 4:00 PM
Upload a PDF, get a digital form
Upload any PDF and our system converts it into a fillable form. Unlimited. Digital. Forms.
AI Form Converter
INCIDENT REPORT
NDIS incident and accident reporting form to document incidents involving participants, workers, visitors, or the public.
Part A: To be completed by the Authorised Notifier
1. Location & Time Details
Date of Incident
dd/mm/yyyy
Time of Incident
--:--
Area
The exact location of the incident:
Street
Suburb
State
Person Reporting
Status:
Contact Number
2. Description of Incident
Give a full description of the incident:
How was the injury or damage sustained?
3. Consultation with the participant
4. Nature of Incident
Incident Report
Auto-converted from PDF — 4 sections, 12 fields detected
1. Location & Time Details
Date of Incident
Time of Incident
Area
Street
Suburb
State
Person Reporting
Contact Number
Status
2. Description of Incident
Full description
How was injury/damage sustained?
3. Consultation with participant
4. Nature of Incident
Your hardest paperwork, handled
A copilot that pulls from shifts, notes, and participant data to draft reports and fill forms — you just review.
Tom Bradley
ActivityShift Notes
Tom had a good afternoon. Ate KFC for lunch — flagged for dietary review. Worked on budgeting skills, counted change correctly for the first time.
Tom became agitated during group art session at Mawson Lakes Community Centre and knocked over a display shelf. Staff de-escalated using approved strategies. No injuries.
Morning routine smooth. Medication at 8:45 AM — all correct. Tom made his own breakfast with minimal prompting. Slightly anxious arriving at the centre.
Driving lesson with instructor Ray — reverse parking improved. Grocery shopping at Foodland, managed list independently and stayed within budget ($45).
Library reading program — Tom read aloud for 5 min, confidence improving. Afternoon walk at Linear Park with another participant.
Incident Report
From shifts to timesheets and invoices, automatically
Hours, KMs, expenses flow straight into timesheets and invoices. Sync to Xero or MYOB.
Timesheets
AI reviews variance automatically
Invoices
Auto-generated from shifts
INV-202603-00008
Aisha Hassan
INV-202603-00007
Tom Bradley
INV-202603-00006
Sarah Kim
INV-202603-00005
James Cooper
INV-202603-00004
Aisha Hassan
Nothing slips through the cracks
Expiring credentials, unsigned documents, missed clock-ins — alerts before they become problems.
Alerts
Notifications and alerts that need your attention
Incident Report Filed
Behavioural incident during shift with Tom Bradley...
GPS: Clock-in 240m from location
Daniel Rivera clocked in for Shift #s041 but is...
Document 'First Aid Cert' expires in 7 days
Staff: Maria Santos | Expires: Mar 21, 2026
Shift Cancellation — Emily Nguyen
Emily Nguyen's Friday morning shift (s020) was...
Timesheet Reminder
Fortnightly timesheets are due for review. 4 timesheet...
All team communication in one place
Channels, group chats, and DMs — with file sharing, threads, and pins. No more scattered texts.
TakeCareOSChannels
Direct Messages
Shift swap confirmed for Thursday. I'll cover Sarah's morning session.
Perfect, roster updated. Thanks Maria!
Great teamwork. I've approved the swap in the system.
And so much more
Rostering, CRM, credentials, invoicing, timesheets, messaging, compliance — one platform for your entire agency.
FAQ
Common questions
TakeCareOS is built for home care and disability services agencies. We support NDIS (Australia) and Medicaid HCBS (US) compliance frameworks, with more coming soon.
It’s not just a CRM — it’s a full operating system. Rostering, CRM, shifts, notes, messaging, timesheets, invoicing, and compliance all in one platform. Plus AI agents that handle the admin work.
You’re always in control. AI drafts and suggests — you review and approve. Nothing is committed without your explicit sign-off. Think of it as a very smart assistant, not an autonomous system.
Yes. We use 256-bit encryption with Australian data residency options. Your participant data is protected by enterprise-grade security, and we’re actively working toward SOC 2 certification.
Most agencies are operational within 2 weeks. Our AI learns your workflows quickly, and our team provides hands-on onboarding support to ensure a smooth transition.
Paperwork has been the job.
Now, care is.
See what your agency looks like without the busywork.
Free 60-minute demo. No commitment.