Features

The whole agency, one console.

treo carries two pipelines — clients and carers — crossed by two threads — money and assurance. Scheduling is the junction where both meet, every day. Here is what lives inside.

The centre of gravity

Scheduling, where both pipelines meet.

The day board shows every visit, every carer and every gap. Unassigned calls are never more than a click from a fix — the solver proposes best-fit carers with travel and eligibility already checked, and you approve or override with a reason.

  • Live day board

    Carers down the side, hours across the top, status by colour. Late, at-risk and missed calls stand out instantly.

  • Solver proposals

    Best-fit carers ranked by continuity, travel, skills and hours. Proposals stay visually distinct until you approve them.

  • Recorded overrides

    Change the solver's mind? Capture a plain-language reason. It reads back in the audit trail, quoted verbatim.

treo · schedule board · Tue 16 Jul
Unassigned visits3
12:00F. Gallagher · SwordsLunch call · Meds · 1h1 warning
16:00S. Kelly · MalahideTea call · 45mScheduled
17:30B. Walsh · BalbrigganBed call · 30m1 warning
Aoife Byrne · Fingal
08:00M. Doyle · SwordsPersonal care · MedsDone
10:00P. Nolan · FingalDomestic · ShoppingIn progress
14:00J. Ryan · SwordsPersonal care · 45mProposal
Client pipeline

Referral → assessment → active care → review → exit.

The client record carries needs, risks, the care package and every outcome — so the story reads back cleanly from first call to last visit.

Referral & intake

FFF offers in one inbox with a live response clock, eligibility and area checks, and a decision recorded either way.

Assessment & care plan

Structured assessment captures needs, risks and goals; the care package is sized in hours and tasks, ready to schedule.

Delivery & review

Visits delivered against the plan, notes and concerns captured, and reviews scheduled on cadence — never missed.

Carer pipeline

Recruitment → onboarding → active work → appraisal → exit.

Carers are the agency's real capacity. treo keeps their credentials current, their rosters fair and their day simple — and the app keeps the office quiet unless something needs a person.

  • Recruitment & onboarding

    Applications, Garda vetting, references, induction and training — tracked as one journey with clear next steps.

  • The carer app

    Today's calls, care plans, tasks, and check-in with location. Offline-tolerant on the doorstep, honest on travel.

  • Appraisal & wellbeing

    Supervisions, appraisals and check-ins recorded, so the people doing the caring are supported, not just scheduled.

treo · carers
Carer roster6 active
Aoife Byrne · Fingal34 / 39 h assigned · CarSchedulable
Liam Kelly · SwordsGarda vetting expiredBlocked
Tom Doyle · BalbrigganManual handling due 18dExpiring
Niamh O'Sullivan · Fingal38 / 39 h assigned · SeniorSchedulable
The money thread

Billing and payroll from the same visit record.

Every clock-verified visit is one source of truth — for what the client is billed and what the carer is paid. Margin is visible as it moves, and leakage is caught before it's lost.

Live margin

Scheduled vs delivered hours and gross margin against target, updated as the day completes. No waiting for month end.

Billing

HSS and private billing from actual delivered visits, with the programme and rate rules applied automatically.

Payroll

Pay lines from the same clock-verified record, with travel and premiums, exported ROS-ready to your provider.

The assurance thread

One status language for everything that matters.

Credentials, visits, alerts and KPIs all speak the same ok / warn / danger language. What is expiring, at risk or overdue is impossible to miss — and everything carries the evidence behind it.

  • Expiry boards

    Vetting, training and insurance bucketed by 30/60/90 days. Expired credentials block scheduling automatically.

  • Geo & missed-call monitoring

    Check-in location and time verify delivery. Grace windows, geo radius and missed calls raise alerts with the timeline.

  • Audit trail

    Every decision is attributable, timestamped and reasoned in plain language — ready for HIQA, the HSE or your own review.

treo · audit trail
Recent activity
14:32
Visit reassigned — J. Ryan 14:00 to A. Byrne
Reason: “Original carer called in sick” · by Dara
11:04
Geo mismatch resolved — S. Kelly 11:00
Reason: “Client moved to daughter's address” · by Dara
09:42
Missed-call alert raised — G. Murphy 09:30
Derived from: grace window elapsed · GPS 2.1 km

Want the full walkthrough?

We'll take you through scheduling, staff, care and compliance with your own programmes and a sample rota loaded in.