Adding a Home
Homes are the physical locations where your staff provide care services to customers.Prerequisites
- A customer must be created first
- Have the home address details ready
Step 1: Navigate to Customer
Go to Customers and select the customer you want to add a home for.Step 2: Add Home
Click Add Home or navigate to the Homes tab and click Create New Home.Step 3: Enter Home Details
Fill in the required information:Basic Information
- Home Name - Descriptive name for the location
- Home Display ID - Optional reference number
Address
- Address Line 1
- Address Line 2 (optional)
- City
- Postcode
- Country
Assignment
- Customer - Select the customer this home belongs to
- Status - Active or Inactive
Step 4: Save
Click Save to create the home location.Using the Home
Once created, you can:- Assign staff to work at this home
- Create timesheets for shifts at this location
- Generate invoices for this home
Next Step
Create a timesheet for this home
You can add multiple homes to a single customer. For example, a care agency customer may have several residential care facilities.