Adding a Home
Create service locations where your staff will work.Step 1: Navigate to Homes
Click on Homes in the main navigation.Step 2: Click Add Home
Select the Add Home button.Step 3: Select Customer
Choose which customer this home belongs to.If the customer doesn’t exist yet, add them first in the Customers section.
Step 4: Enter Home Details
Fill in the required information:Basic Information
- Home Name - Descriptive name (e.g., “Sunset Care Home”, “123 Main Street”)
- Display ID - Optional reference number
Address
- Address Line 1
- Address Line 2 (optional)
- City
- Postcode
- Country
Step 5: Save
Click Save to create the home.Next Steps
After creating a home:- Assign staff to work at this location
- Create timesheets for shifts at this home
- Generate invoices that include this home’s details