How West Coast Supports Ditched Manual Rostering and Scattered Tools with Connecteam

“The system is really clean. It’s fairly intuitive. It’s not particularly difficult to use. And if somebody who isn’t very tech-inclined is able to navigate it, that’s a pretty good sign that it works well.”

Jono Clark, Owner & Operator

Key Results

• Rostering out of his head and onto a platform – recurring weekly shifts are now templated, structured, and shareable in seconds
• Care plans accessible in the field – staff can pull up live documentation on the road, without calling in or waiting for email
• Non-technical staff fully adopted – team members with varying levels of technical experience adopted the platform independently, without extra training

The Challenge: Growing Fast With No System to Match

Jono’s business scaled quickly. What started with a couple of staff and a handful of shifts became a roster of 30+ people running recurring, event-based schedules across the week. The old approach, keeping the roster in his head and piecing things together manually, stopped working fast.

1. Rostering was done mentally and communicated ad hoc, with no structured system to handle shift changes or last-minute adjustments
2. A prior tool, Shift Care, was less suitable for the team’s usability and support needs, creating more friction than it solved
3. Care plans and incident reports had no central, mobile-accessible home, making it hard for field staff to reference them in real time

“I tried ShiftCare before Connecteam, but it wasn’t the right fit for us. The experience felt limited, especially when it came to usability and support.”

Jono Clark, Owner & Operator

How Jono Uses Connecteam to Manage a Lean, Field-Based Care Team

Connecteam became the operational core of the business early on. Jono built his roster templates inside the platform and used forms to capture shift notes and incident reports, giving staff a simple, mobile-friendly way to log what happens in the field.

• Weekly rosters are built using saved templates and updated ad hoc whenever shifts change, with no manual re-entry
• Shift notes are captured through customized forms attached directly to each shift, replacing paper-based or verbal reporting
• “Care-related documents are stored in the platform and made available to authorized support workers on their phones while on the road

“Our goal is to keep everything in one platform so there is just this history log you can go back to, and the team is not confused.”

Jono Clark, Owner & Operator

Results That Affect the Bottom Line

Rostering That Scales Without Adding Overhead

• Recurring shifts are templated once and loaded each week, cutting the time spent building rosters from scratch
• Ad hoc changes are made directly in the app without disrupting the broader schedule
• The Xero integration is in place and ready to activate for payroll, giving Jono a clear path to further reducing admin time

A Platform the Whole Team Actually Uses

• Staff members with varying levels of technical experience navigate the app independently
• Onboarding new hires requires only a mobile invite. Once accepted, their roster and documents are immediately visible
• Setup support from the Connecteam team built the core structure in under 45 minutes, a process Jono estimated would have taken him hours alone

“We built the whole fundamentals of my setup really quickly. It was within 45 minutes. That would have taken me hours.”

Jono Clark, Owner & Operator

Before vs. After Connecteam

Why Connecteam Was the Right Move

Jono needed a platform that could handle recurring shift templates, field-accessible documentation, and a workforce that ranges widely in tech comfort. Connecteam delivered on all three, while Shift Care failed on usability and support. The clean interface, local Australian presence, and hands-on setup support made the switch straightforward and the adoption stick.