Everything it takes to run a recovery residence

Resident records & accountability

A complete, structured record for every resident — not just a name and a bed number.

• Intake, profiles, and bed/house assignment
• Behavioral notes and personal goals
• Milestone tracking — 30/60/90/180-day sobriety markers and anniversaries
• Chore assignment and completion tracking
• Randomized drug testing with a due/overdue view
• Sponsor and employment verification, each with a dated "who confirmed this" stamp
• An explainable accountability score built from real activity, never a guess
• An opt-in alumni directory for residents who've moved on

Safety, incidents & compliance

Documentation built for the record an inspector, referral partner, or court will actually ask for.

• Incident reports with a guided response workflow for relapses and rule violations
• Discharge records with a printable audit packet
• Grievance filing, visible only to admin and the resident who filed it
• Medication storage/custody log with witness and discrepancy tracking
• House inspections that turn a failed item into a work order in one tap
• Emergency preparedness plans on file, per house
• A live compliance readiness snapshot, plus a living compliance reference covering multiple states and federal requirements
• A permanent audit trail — sensitive records can't be quietly edited or deleted

Overnight passes & curfew

Residents request time away in advance; staff decide with the safety details already in hand.

• Residents submit overnight pass requests ahead of time, right from their portal
• Sponsor name and number, who they're staying with, and their meeting plan are required on every request
• Staff approve or deny from the Check-ins page or the phone-first Tonight board
• Curfew check-in logging, with an approved-pass hint so a legitimate night out is never logged as missed
• Staff shift notes hand off what the next shift needs to know

Scheduling

One shared agenda for admin, staff, and residents — everyone sees only what they're allowed to.

• House meetings and events, tours, admissions, referral-partner meetings, audits, and more
• Admin sets exactly who can see each event — resident, staff, or admin-only
• Full recurrence — daily, weekly, or monthly, with an end date or occurrence cap
• Today's agenda surfaces first, ahead of everything upcoming
• "Schedule a tour" right from a lead's row; "schedule a meeting" right from a referral source's row
• Creating an event notifies everyone who can see it, automatically

Leads, referrals & growth

From first contact to move-in, with the follow-through to actually get there.

• A prioritized pipeline — hot, warm, and cold leads, sorted so nothing goes stale
• Referral sources ranked by real traction — who's sending referrals, who's mid-conversation, who hasn't been reached
• Link a lead — or a resident, even a discharged one — to the referral source that should get credit, anytime, after the fact
• Automated multi-step outreach cadences by email, text, or staff task
• Public application forms and e-signature workflows for move-in paperwork

Billing & payments

Charges, payments, and balances that always reconcile — with rent landing directly in your own account.

• Rent charges and payments, per house and per resident
• Automatic late fees, with clear grace periods and a waive-once-stays-waived rule
• Resident self-serve online payment, deposited directly to your own connected bank account
• Optional card-processing-fee passthrough to the resident, shown as its own line item
• One-click QuickBooks export

Staff & operations tools

Built around the actual shape of a shift, not a generic back office.

• Role-based views for admin, staff, and a resident self-service portal
• A "what needs my attention today" command center on every admin and staff home screen
• House-scoped staff assignment, enforced at the database level
• Staff credential and training tracking, with expiration reminders
• Staff follow-through scorecards — chores verified, incidents followed up, work orders resolved
• A phone-first "Tonight" screen for the entire nightly loop in one place

Reporting & insights

The numbers an operator actually needs, without a spreadsheet.

• Org-wide and per-house health scores, compared week over week
• A weekly, print-friendly resident review digest
• Optional AI-assisted leadership summaries, built only from facts already on the record, never raw notes
• Referral source performance — leads received, converted, and average days to move-in
• A one-click export of every operational table, for your own records