My Day home screen

Today's supports, upcoming events, new handovers, new messages and important updates — on one deliberately small screen. You know what needs you without opening anything.

Shift notes

Participant, date, start and finish, support category, support provided, outcome and progress, comments, incident indicator. Draft until you complete it, then locked.

Personal quick phrases

Save the sentences you write every week and insert them with a tap. This is how the two-minute shift note actually happens.

Handover

Short, factual, operational — for the next worker. Optional "needs follow-up" flag turns it into an action item on the coordinator's dashboard.

Incident reporting

Injury, behavioural, medication, missing person, property damage, safeguarding, other — with severity, immediate action, emergency services and notification tracking.

Invoice creation & PDF

Auto-populated from the completed shift note. Your business details and the participant's plan manager are saved once and reused every time.

Time-of-day rate presets

Weekday day, weekday evening, Saturday, Sunday and public holiday rates per support item — chosen automatically from the shift's date and time, by state.

Travel & expense line items

Kilometres at your saved per-km rate, provider travel time, entry fees, parking and purchases — with a receipt photo attached.

Send & track invoices

Emailed straight to the stored plan-manager address, then tracked: Draft → Generated → Sent → Paid, with Overdue flagged and Cancelled available.

Income & expense tracker

A simple set of books, not an accounting platform. Paid invoices become income automatically; you can also add income and expenses by hand, with a receipt photo. This month, this quarter, this financial year — CSV and PDF export for your accountant.

Compliance wallet

Screening check, first aid, CPR, insurance, licence, registration, qualifications — with expiry reminders at 30, 14 and 3 days, and a status chip your coordinators can see.

Safety & community tools

Emergency screen with tap-to-dial 000 and 131 444 (works offline), accessible toilets near you, defib locations, and patrolled beach status.

Needs Attention dashboard

Open incidents, missing shift notes, unread messages, pending tasks, upcoming events and overdue RFS — in one ranked list that answers "what needs me?"

Missing documentation alerts

Support recorded with no shift note is detected automatically, with a one-tap Remind worker. The end of chasing paperwork by text message.

Unlimited participants & workers

Add participants, invite workers by email, assign and unassign them. Assignment is what grants access — remove it and access ends immediately.

Shift note review

Every note for your participants, across all their workers, with outcomes and progress. Filter by participant, worker or date range.

Incident management

Notified on submission. Move it through Acknowledged → Investigating → Resolved with updates, attachments and a complete audit trail.

Dashboard posts

Official updates workers read but can't reply to — with "seen by 4 of 6" so you know an important update actually landed.

Tasks & support requests

Assign a task with a due date and follow it Pending → Completed → Verified. Direct coordinator-to-worker, not a public marketplace.

RFS Builder

Requests for Service auto-filled from the participant record, branded with your logo, emailed to several providers, and tracked to a response. With consent confirmation and initials-only by default.

Progress report export

A PDF summary of a participant across any date range — notes, outcomes, incidents and goal progress. What a plan review actually needs.

Worker compliance status

A Current / Expiring soon / Expired chip per connected worker, drawn from their own compliance wallet, with access to documents they've shared.

Invoice status visibility

See whether your participants' supports have been invoiced and paid — without touching a worker's rates or financial settings.

Basic reporting

Activity across your caseload — notes written, incidents open and closed, documentation gaps, worker engagement.

Install it like an app

A progressive web app — add it to your home screen, with its own icon, from any phone. No app store, no update prompts.

Works without signal

Drafts save to your phone with a clear "will upload when online" state, then sync when the connection returns — with duplicate protection so nothing lands twice.

Australian data residency

Application, database and document storage in Sydney (ap-southeast-2), with automated backups and tested restores.

Relationship-based access

Permissions come from participant assignments and coordinator links, enforced server-side on every request. Changing an ID in a URL returns "not found".

Audit logging

Sensitive actions are recorded — who, what, when — including every administrative action taken by SW Ally staff.

Accessibility, WCAG 2.1 AA

Font scaling, contrast, screen-reader labels and full keyboard operation. Non-negotiable in this sector.