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What is FieldWorker?

Strive to be the leading agency within your niche, as this approach will enhance your agency's growth, elevate client satisfaction, and streamline your documentation processes. It is crucial to adhere to all regulations and prepare for audits effectively. By implementing quicker and more precise billing practices, you can also improve quality control. FieldWorker offers tools designed to simplify your team's daily tasks and boost their productivity. Its various features are tailored to foster your team's success. You can easily invite team members, set up client profiles and contacts, manage time tracking and schedules, and get started effortlessly! We offer a range of packages catering to your specific requirements, whether you are managing a handful of clients or operating a larger organization. FieldWorker not only sends reminders and automates processes but also produces documents required by state regulations. Such efficiencies can lead to significant cost reductions, a positive impact on your profits and losses, satisfied customers, and empowered employees. By automating tedious manual tasks, you will find that your workday becomes much more manageable. Furthermore, the introduction of automated time tracking and precise automation can help mitigate issues related to inaccurate billing, thereby enhancing financial accuracy and operational efficiency. Ultimately, embracing these solutions will position your agency for long-term success and stability.

What is Casebook?

Casebook offers customizable software solutions designed specifically for organizations in the human services sector, including social services agencies and community service nonprofits. We recognize that each organization has distinct needs and requirements, which is why our cloud-based solution is crafted to enhance efficiency throughout every stage, from intake to comprehensive reporting. What differentiates Casebook from standard information management software is our commitment to a personalized approach that directly addresses the needs of professionals in human services. By engaging with industry experts, we have ensured that our platform meets the essential demands for effective data management and regular reporting that practitioners depend on. When you select Casebook as your software partner, you gain access to a powerful platform that not only elevates service delivery and reporting but also streamlines your organization's overall operations for greater efficiency. We invite you to connect with us today to discover how Casebook can transform your human services processes for the better. Reach out to us to explore our specialized platform and learn about our flexible pricing options based on user needs that can scale with your organization.

Media

Media

Integrations Supported

Gmail
Google Calendar
Jotform
QuickBooks Online
Zapier

Integrations Supported

Gmail
Google Calendar
Jotform
QuickBooks Online
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$39.95 per month
Free Trial Offered?
Free Version

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FieldWorker

Company Location

United States

Company Website

fieldworker.ai/

Company Facts

Organization Name

Casebook

Date Founded

2007

Company Location

United States

Company Website

www.casebook.net

Categories and Features

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Categories and Features

Adoption Agency

Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Fundraising / Donations Management
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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