Taking Off — the owner’s guide to demandPILOT

Ten minutes · once

Before your first Monday

Two small things, and only one of them matters.

Open your console and look at it cold. Not to do anything — just to see whether the top of the list matches what you already believe about your own ground. If a building you know well is ranked high, the rest of the list earns your trust. If one looks wrong, press Query the tool in the header of that page, or the small question mark on the row itself. It takes four seconds, it carries the figures the page was showing you, and we come back with the filing it came from. The same box takes a bug or a plain question about how something works.
Add your people. Names and work emails. They do not need accounts to receive a list, so this is really just so their name appears when you pick who to send to.
Name a second person who can send the week. If you are away on a Monday, somebody else should be able to open the console and press send. It costs nothing — there are no seats to count — and it is the difference between a missed Monday and a normal one.
Send your three files if you have them. Your contract register, your staff roster by ZIP code, your last ten orders won. All three are optional and nothing waits on them. They turn on the reasons to call that depend on knowing what you already hold.

Four minutes · every Monday

The only thing you have to do

Your console is already sorted when you open it. The whole job is reading the top of it and saying something.

Read the top. Ignore the rest. The console holds your whole territory, but the week is the top group. You are not meant to read all of it. The buildings at the top are short of the staffing their own residents need and advertising nothing — which means nobody working from job boards can see them at all.
Pick a reason, if one fits your week. The chips across the top re-sort the list: facilities that already pay some agency, one owner with several homes, accounts next door to one you hold. Clicking the lit chip again puts it back. You do not have to touch these.
Tick what you want worked. As many or as few as you like. Four is a normal week.
Write one line in your own words. “Jim, these four are all new since last Monday — get me a meeting with the director of nursing.” That sentence is the point of the whole product. It is the part of running a sales week you never get to do, because by the time a report reaches you the week is already over.
Press send. Your people get a link the same morning, with your note at the top and the reason each account came up still attached to it. You are done until next Monday.

Prefer a spreadsheet? The Download button gives you the whole territory as an Excel file — every facility, its shortfall, its agency share, its open postings and its drive time from your office — or as a file your CRM will take.

Two minutes · only if you want it

Thursday

There is nothing you are supposed to do midweek. This is here because most owners ask for it in the second week.

See what was actually called. Each row carries its own state: tried, contacted, or still sitting there. A row somebody reached drops off the week; a row somebody tried stays.
That is the whole midweek check. If nothing moved, you know by Thursday rather than by the following Monday, which is the only reason to look.

Nothing · it happens without you

Sunday night

The territory is read again, every week, by itself.

Who started advertising, and who stopped. A building that went quiet is often a building that gave up on filling the job itself. That is a reason to call, not a reason to skip it.
Who got their staffing back, and who slipped. Facilities that recovered drop out of the red. New ones arrive in it.
Nobody at your agency does anything to make that happen. There is no refresh to run, no import, no maintenance, and no administrator.

The reason to open it again

Your second Monday

This is where the product either earns its keep or does not, and you will know by then.

It is a different page. Not the same list with a date changed. A report about last month can never do this, which is the entire argument for the product.
What to watch in month one. Whether the names at the top were worth the call. That is the only measure, and if the answer is no, say so and we will go through the ranking with you on the real rows.

The one question you are going to be asked

“How do you know that?” — and the answer is short and it holds up. Every nursing home in the country files its nursing payroll with Medicare four times a year, and that filing separates its own employees’ hours from the hours it bought from an agency. We read the filing. You are reading a building’s own numbers back to it, which is why nobody argues with them.

What this is not

It is not a CRM and it is not trying to become one. It does not hold your candidates, your notes or your placements, and it will not ask you to move anything into it. It answers one question — which buildings are worth the call this week — and then hands the list to whatever you already use.

Taking Off: if you run the agency.