Every supervised visit, routed and reported — without the address ever leaving your servers
HeyDiane Visits schedules your visit supervisors, routes their day, catches safety check-ins, and rolls up mileage and timesheets automatically — while every family's address stays in a vault hosted on your own agency's servers, never ours.
Priced per active visit-supervisor seat. No long-term contract to get started.
Every visit supervisor on your team is running a small logistics operation out of their head — which family, which address, what time, how long the drive really takes, who needs a check-in call, and whether the mileage got written down before it was forgotten. Multiply that by a caseload, and by a roster that turns over every few months in this field, and the cracks show up as missed visits, guessed mileage, and case notes nobody can find later.
Off-the-shelf scheduling tools were not built for this: they do not understand a supervised visit, they were not designed around an agency's duty of confidentiality for placement addresses, and none of them are built to be re-taught by a brand-new hire every few months.
HeyDiane Visits is built specifically for this work — and the address book that makes it possible never leaves your agency.
How the data actually works
Agency-hosted, not vendor-held
The address vault — every family and placement address the Compass routes staff to — is hosted on your agency's own servers. We never hold a standing copy of it. Staff see the stops on their route for the day; the underlying data stays where your agency already keeps it, under your existing confidentiality obligations, not ours.
What the Compass does every day
She routes.
Builds each visit supervisor's daily route — pickups, drop-offs, and supervised visits — across every family on their caseload, accounting for real drive time between stops.
She protects the address.
Family and placement addresses live in your agency-hosted vault, not ours. Staff see what they need for the day's route; the underlying data never leaves your servers.
She checks in.
Staff confirm arrival and departure from each visit with a tap. No continuous tracking — just the safety check-ins a supervisor's coordinator actually needs.
She tracks the paperwork.
Mileage and hours roll up automatically from the routes actually driven, so timesheet reconciliation stops being a Friday-afternoon scramble.
She holds the case notes.
Visit notes attach to the family and the visit they belong to, searchable later, without a second system to keep in sync.
She scales with your roster.
Seats track active visit supervisors, so onboarding or losing staff to turnover is a roster change, not a renegotiation.
Pricing
Per visit-supervisor seat, not a flat agency fee
Agencies in this space range from a handful of staff to fifty or more — a flat price does not fit either end. Expect somewhere in the range of $15–$40 per active visit-supervisor seat per month, scaled to your team and confirmed on a discovery call. This is a separate offer from HeyDiane's core AI-receptionist plans.
HeyDiane Visits questions
Where does client and address data actually live?
On your agency's own servers, not ours. HeyDiane Visits is built agency-hosted-first: the address vault, case notes, and family contact details stay inside your infrastructure. We never hold a copy of that data — the Compass reads and writes it, it doesn't relocate it.
Is this the same product as the AI receptionist?
No. HeyDiane (the core product) answers phone calls for trades, dental, legal, and restoration businesses. HeyDiane Visits is a different tool entirely — it schedules and routes your visit-supervision staff, tracks mileage and timesheets, handles safety check-ins, and keeps case notes. They share a name and a company, not a feature set.
How is this priced for an agency our size?
We price per active visit supervisor seat, not a flat agency fee — because agency size varies enormously, from a handful of staff to fifty or more. Expect a range in the neighborhood of $15–$40 per seat per month depending on scope, confirmed on a short call once we understand your team.
Our staff turn over constantly. Does the pricing punish us for that?
No — seats track active staff, not a locked headcount. Add or remove a visit supervisor as your team changes and the bill adjusts with it. High turnover in this field is something we designed around from day one, not an edge case.
Does this track our staff's live location?
No. The Compass works from planned routes and staff-initiated safety check-ins — not continuous GPS tracking. Direction and reliability, not surveillance, is the point: your team confirms where they are at defined moments, and that's what gets logged.
Is there a contract?
No long-term contract required to get started. We onboard on a discovery call, configure the Compass to how your agency already runs visits, and go from there month-to-month.
Talk it through on a 15-minute call
Tell us how your agency runs visits today. If HeyDiane Visits doesn't fit, we'll say so.