Features
Everything you need to get clients and run your business.
The real question isn't whether the software works. It's whether you'll actually get clients and get your time back. beacompanion is built around both.
Get found
- •A shareable public profile
- •Leads sent to your inbox
- •Your service area and availability
- •Free listing while we grow
Stay organized
- •Client files in one place
- •Recurring and one-off visits
- •Private and shareable visit notes
- •Companionship plans with goals and check-ins
Welcome new clients
- •Guided discovery call and intake
- •Service agreement — emailed and downloadable as PDF
- •Templates so you never start from blank
Get paid
- •Hourly rates or service packages
- •Draft invoices auto-built from visits
- •Mileage and receipts pulled onto invoices
- •Branded, letter-style invoices with your contact info
- •No agency cut — every dollar is yours
Grow at your pace
- •Start with one client on the side
- •Scale up when you're ready
- •Templates for emails, agreements, follow-ups
- •Your data, your clients — always
Built for You
- •No per-seat fees, no teams
- •Mobile-friendly between visits
- •Simple pricing that grows with you
Common questions
What software do senior companions need?
At minimum: a professional page families can read, a place to keep client details and visit notes, a service agreement, and a way to invoice. beacompanion combines all of those so you are not stitching together documents, spreadsheets and messages.
Can I write visit notes on my phone?
Yes. Visits, notes, mileage and receipts are designed for a phone between appointments, so you can record what happened while it is fresh and share a family update from the same screen.
Does it create invoices from my visits?
Completed visits, mileage and approved expenses build a draft invoice for you. You review it, add anything else, and send a branded invoice with your own contact details.
Is there a service agreement template?
Yes. You can send a service agreement for signature, store the signed copy on the client file and download a PDF, so every client relationship starts on clear, professional terms.
Do I own my client data?
Yes. Your clients and records belong to you. You can export what you need, and beacompanion never takes a commission on the work you invoice.
New to companionship?
Start with the story — what companionship is, who it's for, and how to build a business around it.
What is companionship?