Step 1 of 3

Make it yours.

Choose a few brand settings. Every customer handoff updates live.

Create your handoff

Pick a starting point and complete the essentials. The preview updates as you type.

Business name

Business phone

Customer

Job completed

Work completed

Add more job details Optional

What should the customer watch for?

Safety or immediate action

Equipment or location

What this label controls

Technician name

Personal note

Main care reminder

Follow-up date

Future service 1

Future service 2

Customize your brand Optional

Your logo and colors apply to customer documents only. The carecard workspace stays recognizably modalis.

Logo and colors

Logo or job photo

Primary color

Accent color

Look and feel Style

CleanWarmBold

Document font

ModernTraditional

Care sheet previewClick any section to edit Live preview

Work completed

What to watch for

Care reminder

Future services

A note from your technician

Need help?

Created with carecard by modalis · modalis-ai.com

Make it yours.

Work completed

What to watch for

Care reminder

Future services

A note from your technician

Need help?

Watch for

Next care

Ready to send when it is useful

Your handoff is ready.

Want saved job history later?

Work completed

What to watch for

Care reminder

Future services

A note from your technician

Need help?

Watch for

Next care

Ready to send when it is useful