Welcome to RotaPad!
Watch this introduction video to understand how RotaPad works and what you can accomplish with the platform.Video Duration: ~5 minutesThis tutorial covers:
- What is RotaPad and who it’s for
- Key features overview (Timesheets, Invoices, Staff, Homes)
- Platform navigation and main sections
- Basic workflow: Customer → Home → Staff → Timesheet → Invoice
- Tips for getting started
What You’ll Learn
Platform Overview
Understand the core features and how they work together.Main Sections
- Customers - Your clients
- Homes - Service locations
- Staff - Your workforce
- Timesheets - Track hours
- Invoices - Bill for services
- Reports - Analyze data
Workflow
See how data flows from customer setup to invoice generation.Your First Steps
After watching this video, follow this sequence:Add Your First Customer
Create a customer profile for your client
Watch Tutorial
Learn how to add customers
Add a Home Location
Set up where your staff will work
Watch Tutorial
Learn how to add homes
Add Staff Members
Onboard your team
Add Staff
Go to staff management
Create Your First Timesheet
Start tracking hours
Watch Tutorial
Learn how to create timesheets
Key Concepts
What are Customers?
What are Customers?
Customers are the organizations or individuals you provide care services to. Each customer can have multiple home locations.
What are Homes?
What are Homes?
Homes are the physical service locations where your staff work. Each home is linked to a customer.
How do Timesheets work?
How do Timesheets work?
Timesheets track staff hours at specific homes for a week. They can be approved and used to generate invoices automatically.
How are Invoices generated?
How are Invoices generated?
Invoices are automatically created from approved timesheets, pulling in all the hours, rates, and customer billing information.
Quick Links
Ready to Get Started?
Add Your First Customer
Watch the next tutorial to create your first customer profile