Back office for safety & accessibility
Home safety retrofits, assessed room by room
Safety modifications for seniors aging in place and for young children — a shared delivery model of room-by-room survey, hazard prioritization, approved scope, professional installation, function testing, and caregiver training.
Configured for Safety & Accessibility
Not generic software. Your trade's operating system.
The configured workflow pack covers Senior Safety and Child Safety — from population-specific assessment through hazard report, approved scope, installation, function testing, and caregiver training.
Assessment-first quoting
A room-by-room safety assessment with a flat fee ends in a prioritized, priced scope — must-fix versus recommended — so customers can phase spending; nothing is installed without approval.
Load-tested installations
Support devices anchored only after studs or blocking are verified; every grab bar is pull-tested, every gate shake-tested, with each result logged on the work order.
Caregiver training built in
Every device is demonstrated and function-tested in front of the customer, and caregivers repeat the operation back — signed off as part of the closeout.
Your workflow pack
Every phase configured before you log in.
Your back office ships with these phases built for Safety & Accessibility — tasks, checklists, and QA gates included.
Intake & Scheduling
Resident routines, mobility aids, and caregiver involvement for seniors; child age, developmental stage, and rooms accessed for children — the assessment is booked with a flat fee, credited toward installation.
Quote & Approval
Flat assessment fee credited toward install; installation quoted per project after the walkthrough with a prioritized must-fix versus recommended scope — never a firm quote without a site visit.
Senior Safety
Resident and caregiver interviewed on routines, bathroom, stairs, entrances, and routes walked, hazards photo-documented, studs or blocking verified before support installs, grab bars, rails, lighting, and handles installed, load-tested, and the household trained.
Child Safety
Home surveyed at child eye level by room, stairs, cabinets, cords, and windows photo-documented, product and mounting plan approved with the caregiver, gates, latches, anchors, and covers installed and function-tested, reassessment scheduled as the child grows.
QA & Closeout
Hazard report with room-by-room photos, before/after photos on every installation, scope signed before work and completion signed after with test results shown, caregiver training sign-off.
Invoicing & Review
Assessment fee invoiced at the assessment, installation invoiced on completion per the signed scope; review requested after installation, with seasonal checkup contracts for re-tightening and re-testing.
Quoting, our way: The room-by-room assessment carries a flat fee credited toward installation; installation is quoted per project after the walkthrough with a prioritized must-fix versus recommended scope. Never a firm project quote without a site visit.
How a job flows
From first call to paid invoice.
First contact
Seniors are asked about routines and mobility aids; children's households about age, stage, and rooms accessed — with the business explaining it installs modifications, not diagnoses or absolute childproofing.
Assessment booking
A room-by-room walkthrough is booked; seniors are asked to have a caregiver present, child households to note the child's daily routines.
Walkthrough
Seniors: bathroom, stairs, entrances, bedroom-to-bathroom route, lighting, flooring transitions. Children: every room at the child's eye level, testing cabinets, drawers, stairs, railings, cords, windows.
Scope approval
Prioritized hazard report and priced scope delivered; install nothing the customer doesn't approve.
Installation day
Grab bars anchored to verified studs or blocking, gates pressure-fit or hardware-mounted per plan, every device function-tested in front of the customer with the caregiver repeating operation.
Ongoing care
Review request after installation; seasonal checkup contracts re-tighten and re-test; life changes — a new baby, a mobility change — trigger a fresh assessment.
Proof on every job
Evidence your customers can see.
Every Safety & Accessibility job carries photo and documentation standards — dispute prevention built into the workflow.
- ✓ Hazard report with photos: room-by-room documentation of observed hazards and mounting surfaces — the baseline for every scope.
- ✓ Before/after photos required on every installation.
- ✓ Scope sign-off: prioritized must-fix versus recommended scope signed before installation; completion signed after, with test results shown.
- ✓ Load and function tests logged: grab bars and rails pull-tested, gates and anchors shake-tested, every result on the work order.
Our boundary, stated plainly: The work reduces specific hazards — it never eliminates risk — so no home is ever described as fall-proof, childproof, or accident-proof, and no medical or therapeutic conclusions are offered alongside the installation.
Pricing
One recovered job a month pays for it.
Your Deputy tiers for Safety & Accessibility: Flat assessment fee credited toward installation, then per-project pricing on a prioritized scope — firm numbers only after the walkthrough.. Same platform, configured for how safety & accessibility work gets billed.
Launch
Owner-operators & 1–2 person shops
$499 one-time onboarding · $1,790/yr annual
- Branded client portal on your subdomain
- Online booking page + Safety & Accessibility intake form
- Digital quotes/proposals with e-sign
- Invoices + online payment
- Review engine (auto requests after paid jobs)
- 1 niche workflow pack
- Unlimited staff seats
- Email support
Growth
Growing shops with crews (3–15 people)
$999 one-time onboarding · $2,990/yr annual
- Everything in Launch, plus:
- Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
- Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
- Crew checklists & SOP library
- Reputation + referral engine
- Service recovery: callback, billing & warranty inboxes
- Subcontractor packet: credentials, availability, offboarding
- Priority support
Scale
Multi-crew / multi-territory operators
$1,499 one-time onboarding · $5,490/yr annual
- Everything in Growth, plus:
- Territories & capacity rules, resource reservations
- Advanced reporting: weekly reconciliation, monthly acceptance review
- Custom integrations (webhooks to your tools)
- Quarterly ops review with us
- Dedicated success contact
End of shift
Your competitors are one missed call away from your customer.
Put your back office on autopilot. Complete the intake, take a 45-minute launch call, and we handle the build from there.
Illustrative sample report — what your end-of-day looks like with Your Deputy on the job.