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Video Tutorial: Adding Your First Home

Watch this step-by-step guide to adding a home location to your customer in RotaPad.
Video Duration: ~3 minutesThis tutorial covers:
  • Navigating to Homes or Customer profile
  • Clicking “Add Home”
  • Selecting the customer
  • Entering home details (name, address)
  • Understanding home fields
  • Saving the home location
  • Verifying the home was created successfully

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Quick Steps Reference

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1. Navigate to Add Home

Option A: Go to Homes → Click Add Home Option B: Go to Customers → Select customer → Click Add Home

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2. Select Customer

Choose which customer this home belongs to

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3. Enter Home Details

Basic Information:
  • Home Name (e.g., “Sunset Care Home”, “123 Main Street”)
  • Home Display ID (optional)
Address:
  • Address Line 1
  • Address Line 2 (optional)
  • City
  • Postcode
  • Country

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4. Save

Click Save to create the home

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Example Home

Here’s an example to help you get started: 
Home Name: Meadowbrook Residential Care
Display ID: MRC-01
Customer: Sunrise Care Agency
Address: 456 Meadow Lane
City: Manchester
Postcode: M2 2BB
Country: United Kingdom

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Tips for Success

Use descriptive names - Include the location or facility name so it’s easy to identify when creating timesheets.
Add accurate addresses - The address will appear on invoices and timesheets, so ensure it’s correct.
One customer, multiple homes - You can add as many homes as needed for each customer. For example, a care agency might manage 10+ residential facilities.

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Understanding Homes

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What is a Home?

A home is a physical location where your staff provide care services. It could be:
  • A residential care facility
  • A private residence for in-home care
  • A group home
  • Any location where services are provided

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Why are Homes Important?

  • Timesheets are linked to specific homes
  • Invoices show which home services were provided at
  • Reports can be filtered by home
  • Staff can be assigned to specific homes

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What’s Next?

After adding a home, you’re ready to start tracking work!
1

Add Staff Members

Onboard your team who will work at this home

Add Staff

Go to staff management
2

Create a Timesheet

Start tracking hours at this location

Watch Tutorial

Learn how to create timesheets

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Common Questions

Yes! Click on any home to edit its name, address, or customer assignment.
You need to create the customer first before adding homes. Watch the Add Customer tutorial.
Yes, you can change the customer assignment by editing the home details.
Open the home profile and toggle the “Active” status off. This removes it from future selections while preserving historical data.

Add Customer

Previous: Add customer

Add Staff

Next: Add staff

Create Timesheet

Start tracking hours

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Written Guide

Prefer text instructions? Check out the detailed written guide with screenshots.