# Add a Customer
Source: https://support.rotapad.com/add-customer

Create a new customer profile

## Adding a Customer

Follow these steps to add a new customer to RotaPad.

## Step 1: Navigate to Customers

Click on **Customers** in the main navigation.

## Step 2: Click Add Customer

Select the **Add Customer** button.

## Step 3: Enter Customer Details

Fill in the required information:

### Basic Information

* **Customer Name** - Organization or individual name
* **Customer Display ID** - Optional reference number

### Billing Address

* Address Line 1
* Address Line 2 (optional)
* City
* Postcode
* Country

### Contact Information

* Email address
* Phone number

## Step 4: Save

Click **Save** to create the customer profile.

## What's Next?

After adding a customer, you can:

* Add home locations for this customer
* Create timesheets for staff working at their locations
* Generate invoices for this customer

<CardGroup>
  <Card title="Add Homes" icon="house" href="/add-home">
    Create service locations for this customer
  </Card>

  <Card title="Create Timesheet" icon="calendar" href="/generate-timesheets">
    Start tracking hours
  </Card>
</CardGroup>

<Tip>
  Add accurate billing information now to ensure invoices are generated correctly.
</Tip>


# Add a Home to Customer
Source: https://support.rotapad.com/add-home

Create service locations for your customers

## 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

<Card title="Next Step" icon="calendar" href="/generate-timesheets">
  Create a timesheet for this home
</Card>

<Note>
  You can add multiple homes to a single customer. For example, a care agency customer may have several residential care facilities.
</Note>


# Add a Home
Source: https://support.rotapad.com/add-new-home

Create a new service location

## 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.

<Note>
  If the customer doesn't exist yet, add them first in the Customers section.
</Note>

## 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

<CardGroup>
  <Card title="Add Staff" icon="user-plus" href="/staff">
    Onboard staff for this location
  </Card>

  <Card title="Create Timesheet" icon="calendar" href="/generate-timesheets">
    Start tracking hours
  </Card>
</CardGroup>


# Report a Bug
Source: https://support.rotapad.com/bug-reports

Tell the RotaPad team about a problem, with screenshots

If something isn't working the way it should, you can report it from inside RotaPad. Your report goes straight to the team.

## Report a bug

1. Select the bug icon in the top bar. Hover over it to see **Report a bug**.
2. Give the problem a short **Title**.
3. Choose a **Category**: UI problem, Data problem, Crash or freeze, or Other.
4. Describe what you did, what you expected, and what happened instead.
5. Check the **Screenshots**. RotaPad attaches a screenshot of the page automatically. You can remove it, add up to three images, or paste an image.
6. Select **Send report**.

You'll see a confirmation when the report has been sent.

<Note>
  Screenshots must be PNG, JPEG or WebP images, no larger than 5 MB each.
</Note>

## Track bug reports (support and admin)

Users with the **Support** or **Admin** role can review reports from **Bug Reports** in the sidebar, under **Support**.

* The list shows each report's title, category, status, reporter and date.
* Use the search box and the status and category filters to find reports.
* Select a report to see its description, the page it was made from, and its screenshots.
* To manage a report, change its **Status** to **Open**, **In progress** or **Resolved**, add a **Resolution note**, and select **Save changes**.
* Select **Delete** to remove a report from the list. Only Admin and Support users can delete reports.

<Warning>
  Screenshots can show customer or staff details. Only share them with people who need them to fix the problem.
</Warning>


# Add Your First Customer
Source: https://support.rotapad.com/create-first-customer

Step-by-step guide to creating your first customer profile

## Video Tutorial: Adding Your First Customer

Watch this walkthrough to learn how to add a customer to RotaPad.

<div>
  <iframe />
</div>

<Note>
  **Video Duration:** \~3 minutes

  This tutorial covers:

  * Navigating to the Customers section
  * Clicking "Add Customer"
  * Entering customer details (name, address, contact info)
  * Understanding customer fields
  * Saving the customer profile
  * Verifying the customer was created successfully
</Note>

***

## Quick Steps Reference

### 1. Navigate to Customers

Click on **Customers** in the main navigation

### 2. Click Add Customer

Select the **Add Customer** button

### 3. Enter Details

**Basic Information:**

* Customer Name
* Customer Display ID (optional)

**Billing Address:**

* Address Line 1
* Address Line 2 (optional)
* City
* Postcode
* Country

**Contact Information:**

* Email address
* Phone number

### 4. Save

Click **Save** to create the customer

***

## Example Customer

Here's an example to help you get started:

<CodeGroup>
  ```text Example theme={null}
  Customer Name: Sunrise Care Agency
  Display ID: SCA-001
  Address: 123 Care Street
  City: Manchester
  Postcode: M1 1AA
  Country: United Kingdom
  Email: billing@sunrisecare.com
  Phone: 0161 123 4567
  ```
</CodeGroup>

***

## Tips for Success

<Tip>
  **Use descriptive names** - Make customer names clear and easy to identify in lists and reports.
</Tip>

<Tip>
  **Add accurate billing info** - Enter the correct billing address and contact information now to ensure invoices are generated properly later.
</Tip>

<Warning>
  **Double-check the email** - This email will receive invoices, so make sure it's correct!
</Warning>

***

## What's Next?

After adding a customer, the next step is to add home locations where your staff will work.

<Card title="Add Your First Home" icon="house-medical" href="/create-first-home">
  Watch the next tutorial to add a home location to this customer
</Card>

***

## Common Questions

<AccordionGroup>
  <Accordion title="Can I edit customer details later?">
    Yes! You can edit any customer information at any time from the customer's profile page.
  </Accordion>

  <Accordion title="What if I don't have all the information now?">
    You can save with just the required fields (name and address) and add more details later.
  </Accordion>

  <Accordion title="Can one customer have multiple locations?">
    Absolutely! After creating a customer, you can add multiple home locations under that customer.
  </Accordion>

  <Accordion title="How do I organize multiple customers?">
    Use the search and filter features in the Customers list to quickly find and organize your clients.
  </Accordion>
</AccordionGroup>

***

## Related Resources

<CardGroup>
  <Card title="Customer Management Guide" icon="book" href="/manage-customers">
    Read the full documentation
  </Card>

  <Card title="Add Home Tutorial" icon="play" href="/create-first-home">
    Next video tutorial
  </Card>
</CardGroup>


# Add Your First Home
Source: https://support.rotapad.com/create-first-home

Learn how to create your first service location

## Video Tutorial: Adding Your First Home

Watch this step-by-step guide to adding a home location to your customer in RotaPad.

<div>
  <iframe />
</div>

<Note>
  **Video Duration:** \~3 minutes

  This 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
</Note>

***

## Quick Steps Reference

### 1. Navigate to Add Home

**Option A:** Go to **Homes** → Click **Add Home**

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

### 2. Select Customer

Choose which customer this home belongs to

### 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

### 4. Save

Click **Save** to create the home

***

## Example Home

Here's an example to help you get started:

<CodeGroup>
  ```text Example theme={null}
  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
  ```
</CodeGroup>

***

## Tips for Success

<Tip>
  **Use descriptive names** - Include the location or facility name so it's easy to identify when creating timesheets.
</Tip>

<Tip>
  **Add accurate addresses** - The address will appear on invoices and timesheets, so ensure it's correct.
</Tip>

<Note>
  **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.
</Note>

***

## Understanding Homes

### 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

### 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

***

## What's Next?

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

<Steps>
  <Step title="Add Staff Members">
    Onboard your team who will work at this home

    <Card title="Add Staff" icon="user-plus" href="/staff">
      Go to staff management
    </Card>
  </Step>

  <Step title="Create a Timesheet">
    Start tracking hours at this location

    <Card title="Watch Tutorial" icon="play" href="/generate-timesheets">
      Learn how to create timesheets
    </Card>
  </Step>
</Steps>

***

## Common Questions

<AccordionGroup>
  <Accordion title="Can I edit home details later?">
    Yes! Click on any home to edit its name, address, or customer assignment.
  </Accordion>

  <Accordion title="What if the customer doesn't exist yet?">
    You need to create the customer first before adding homes. Watch the [Add Customer tutorial](/create-first-customer).
  </Accordion>

  <Accordion title="Can I move a home to a different customer?">
    Yes, you can change the customer assignment by editing the home details.
  </Accordion>

  <Accordion title="How do I deactivate a home?">
    Open the home profile and toggle the "Active" status off. This removes it from future selections while preserving historical data.
  </Accordion>
</AccordionGroup>

***

## Related Tutorials

<CardGroup>
  <Card title="Add Customer" icon="building" href="/create-first-customer">
    Previous: Add customer
  </Card>

  <Card title="Add Staff" icon="users" href="/staff">
    Next: Add staff
  </Card>

  <Card title="Create Timesheet" icon="calendar-days" href="/generate-timesheets">
    Start tracking hours
  </Card>
</CardGroup>

***

## Written Guide

Prefer text instructions? Check out the [detailed written guide](/add-new-home) with screenshots.


# Dashboard
Source: https://support.rotapad.com/dashboard

See your staff, customers, homes and shifts at a glance

The Dashboard is the first page you see when you sign in. It gives you a summary of your organization's activity.

<Frame>
  <img alt="Dashboard with summary cards, a shifts per day chart and a list of pending shifts" />
</Frame>

## Summary cards

The top cards show totals for your organization:

* **Revenue (This Month)** - Income for the current month
* **Active Staff** - Staff members marked as active
* **Active Customers** - Customers marked as active
* **Active Homes** - Homes marked as active
* **Shifts This Week** - Shifts scheduled for the current week
* **Pending Shifts** - Shifts that still need attention
* **Upcoming (7 Days)** - Shifts starting in the next seven days

## Shifts per day

The chart shows how many shifts fall on each day of the week. Use it to spot busy and quiet days before you plan staffing.

## Pending shifts

The list on the right shows shifts waiting for action, with the staff member and the time of the shift. Select a shift to open it.

<Tip>
  The figures you see depend on your role. If a card is missing, you may not have permission to view that area.
</Tip>


# Generate Invoices
Source: https://support.rotapad.com/generate-invoices

Create, preview and send invoices for a period

**Generate Invoices** lists the invoices for a period, so you can preview them, download them and send them to customers.

<Frame>
  <img alt="Generate Invoices page with a date range, download buttons and a table of invoices with status and actions" />
</Frame>

## Choose a period

Use the date range selector to choose the period, for example **01 Sep - 30 Sep 2026**.

## Read the invoice list

Each row shows:

* **Invoice** - The invoice number
* **Customer** - Who the invoice is for
* **Period** - The period it covers
* **Amount** - The total due
* **Status** - **Draft** or **Sent**

## Preview and send

1. Select **Preview** on an invoice to check it.
2. When it's correct, select **Send** to email it to the customer.

## Download invoices

* Select **Download PDF** to download the invoices as a PDF.
* Select **Excel** to download them as a spreadsheet.

<Tip>
  Check the PO codes before you generate invoices. The PO code appears on the invoice.
</Tip>


# Generate Timesheets
Source: https://support.rotapad.com/generate-timesheets

Create timesheets for a week, one per staff member

Use **Generate Timesheets** to create timesheets for a week. Check the shifts first, then generate them once they are ready.

<Frame>
  <img alt="Generate Timesheets page with a week selector, a Generate button and a table of staff with status for each" />
</Frame>

## Generate for a week

1. Click **Generate Timesheets** in the sidebar under **Timesheets & Reports**.
2. Choose the week from the selector.
3. Tick the staff members you want to include.
4. Click **Generate**.

## Read the status

Each staff member has a status:

* **Ready** - All their shifts for the week are in place and can be generated.
* **Missing approval** - Some of their shifts still need approval. Check these before you generate.

<Warning>
  Generating a timesheet is the step that prepares it for invoicing. Make sure the hours are right first.
</Warning>


# Home Management
Source: https://support.rotapad.com/home-overview

Manage service locations

## Overview

Homes are the physical locations where your staff provide care services. Each home is linked to a customer.

## Key Features

* **Multiple Locations** - Manage homes across different customers
* **Address Tracking** - Keep accurate location details
* **Staff Assignment** - Track which staff work at each home
* **Timesheet Association** - Link shifts to specific homes

## Home Information

Each home profile includes:

* Home name and display ID
* Full address
* Associated customer
* Active/inactive status

<CardGroup>
  <Card title="Add Home" icon="house-medical" href="/add-new-home">
    Create a new service location
  </Card>

  <Card title="Manage Homes" icon="list" href="/manage-a-home">
    Edit and organize homes
  </Card>
</CardGroup>

## Common Use Cases

### Care Agency

Multiple residential care facilities for a single customer agency.

### Private Care

Individual client homes where in-home care is provided.

### Group Homes

Shared living facilities for multiple residents.

<Card title="Watch Video" icon="play" href="/intro">
  See how to set up customers and homes
</Card>


# Welcome to RotaPad
Source: https://support.rotapad.com/index

Complete guide to managing timesheets, invoices, and staff scheduling for care agencies

## Getting Started with RotaPad

RotaPad Timesheet Manager helps care agencies streamline staff scheduling, timesheet management, and invoice generation. Get up and running in minutes.

<Card title="Quick Start Guide" icon="rocket" href="/quickstart">
  Set up your account and create your first timesheet in under 5 minutes.
</Card>

## Core Features

Master the essential features of RotaPad to manage your care operations efficiently.

<Columns>
  <Card title="Timesheet Management" icon="calendar-days" href="/my-timesheet">
    Create, edit, and approve weekly timesheets for your staff members.
  </Card>

  <Card title="Invoice Generation" icon="file-invoice" href="/generate-invoices">
    Generate professional invoices from approved timesheets with one click.
  </Card>

  <Card title="Staff Management" icon="users" href="/staff">
    Manage staff profiles, roles, and assignments across multiple locations.
  </Card>

  <Card title="Customer & Home Management" icon="house" href="/home-overview">
    Set up and manage customer locations and service home details.
  </Card>
</Columns>

## Common Tasks

Step-by-step guides for your daily operations.

<Columns>
  <Card title="Create a Timesheet" icon="plus" href="/generate-timesheets">
    Learn how to create and fill out weekly timesheets for your staff.
  </Card>

  <Card title="Approve Timesheets" icon="check" href="/generate-timesheets">
    Review and approve submitted timesheets before invoicing.
  </Card>

  <Card title="Generate Invoices" icon="receipt" href="/generate-invoices">
    Create invoices from approved timesheets and download PDFs.
  </Card>

  <Card title="Export Reports" icon="download" href="/monthly-summaries">
    Export timesheet and invoice data for your records.
  </Card>
</Columns>

## Video Tutorials

Watch step-by-step video guides to get familiar with RotaPad.

<Card title="Watch Tutorial Videos" icon="play" href="/intro">
  Visual walkthroughs of key features and workflows.
</Card>

## Need Help?

<Columns>
  <Card title="Troubleshooting" icon="circle-question" href="mailto:support@rotapad.com">
    Solutions to common issues and error messages.
  </Card>

  <Card title="Contact Support" icon="headset" href="mailto:support@rotapad.com">
    Get in touch with our support team for assistance.
  </Card>
</Columns>


# Introduction to RotaPad
Source: https://support.rotapad.com/intro

Get started with RotaPad - A complete platform overview

## Welcome to RotaPad!

Watch this introduction video to understand how RotaPad works and what you can accomplish with the platform.

<div>
  <iframe />
</div>

<Note>
  **Video Duration:** \~5 minutes

  This 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
</Note>

***

## 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:

<Steps>
  <Step title="Add Your First Customer">
    Create a customer profile for your client

    <Card title="Watch Tutorial" icon="play" href="/create-first-customer">
      Learn how to add customers
    </Card>
  </Step>

  <Step title="Add a Home Location">
    Set up where your staff will work

    <Card title="Watch Tutorial" icon="play" href="/create-first-home">
      Learn how to add homes
    </Card>
  </Step>

  <Step title="Add Staff Members">
    Onboard your team

    <Card title="Add Staff" icon="user-plus" href="/staff">
      Go to staff management
    </Card>
  </Step>

  <Step title="Create Your First Timesheet">
    Start tracking hours

    <Card title="Watch Tutorial" icon="play" href="/generate-timesheets">
      Learn how to create timesheets
    </Card>
  </Step>
</Steps>

***

## Key Concepts

<AccordionGroup>
  <Accordion title="What are Customers?">
    Customers are the organizations or individuals you provide care services to. Each customer can have multiple home locations.
  </Accordion>

  <Accordion title="What are Homes?">
    Homes are the physical service locations where your staff work. Each home is linked to a customer.
  </Accordion>

  <Accordion title="How do Timesheets work?">
    Timesheets track staff hours at specific homes for a week. They can be approved and used to generate invoices automatically.
  </Accordion>

  <Accordion title="How are Invoices generated?">
    Invoices are automatically created from approved timesheets, pulling in all the hours, rates, and customer billing information.
  </Accordion>
</AccordionGroup>

***

## Quick Links

<CardGroup>
  <Card title="Quick Start Guide" icon="rocket" href="/quickstart">
    Step-by-step setup
  </Card>

  <Card title="Platform Overview" icon="book" href="/overview">
    Read the full guide
  </Card>

  <Card title="Contact Support" icon="headset" href="mailto:support@rotapad.com">
    Need help?
  </Card>
</CardGroup>

***

## Ready to Get Started?

<Card title="Add Your First Customer" icon="building" href="/create-first-customer">
  Watch the next tutorial to create your first customer profile
</Card>


# Edit Homes
Source: https://support.rotapad.com/manage-a-home

Edit and organize service locations

## Managing Homes

Update home information, view assignments, and manage location status.

## View Home List

Navigate to **Homes** to see all your service locations.

The list displays:

* Home name
* Customer name
* Address
* Active/inactive status

## Edit Home Details

1. Click on a home from the list
2. Update any information:
   * Name
   * Address
   * Customer assignment
3. Click **Save**

## View Home Activity

From the home detail page, you can see:

* Recent timesheets for this location
* Staff who have worked here
* Invoices that include this home

## Filter by Customer

Use the customer filter to:

* View all homes for a specific customer
* Quickly find locations
* Organize by customer groups

## Deactivate Home

To mark a home as inactive:

1. Open the home profile
2. Toggle **Active** status to off
3. Save changes

<Warning>
  Inactive homes won't appear in new timesheet selections, but historical data remains accessible.
</Warning>

## Bulk Operations

Select multiple homes to:

* Export home list
* Update customer assignments
* Change status in bulk

<Card icon="calendar" href="/generate-timesheets" title="Create Timesheet">
  Start tracking hours at this home
</Card>


# Edit Customers
Source: https://support.rotapad.com/manage-customers

Edit and organize your customer profiles

## Managing Customers

Update customer information, view their homes, and manage their status.

## View Customer List

Navigate to **Customers** to see all your customer profiles.

The list shows:

* Customer name
* Number of homes
* Active/inactive status
* Recent activity

## Edit Customer Details

1. Click on a customer from the list
2. Update any information:
   * Name
   * Address
   * Contact details
3. Click **Save**

## View Customer Homes

From the customer detail page:

1. Click the **Homes** tab
2. See all locations associated with this customer
3. Click on a home to edit its details

## Deactivate Customer

To mark a customer as inactive:

1. Open the customer profile
2. Toggle **Active** status to off
3. Save changes

<Warning>
  Deactivating a customer will not delete their data or prevent you from viewing historical timesheets and invoices.
</Warning>

## Search and Filter

Use the search bar to:

* Find customers by name
* Filter by active/inactive status
* Sort by most recent activity

<Card icon="house-medical" href="/add-home" title="Add More Homes">
  Create additional service locations
</Card>


# Monthly Summaries
Source: https://support.rotapad.com/monthly-summaries

Create a monthly summary for each customer and send it

**Monthly Summaries** gives you one summary per customer for a month. Use it to check totals and send them out.

<Frame>
  <img alt="Monthly Summaries page with a month selector, download and email buttons and a table of customers with totals" />
</Frame>

## Choose a month

Use the month selector at the top of the page to choose the month, for example **October 2026**.

## Read the summary table

Each row is one customer and shows:

* **Customer** - The customer name
* **Homes** - Number of homes included
* **Shifts** - Number of shifts in the month
* **Hours** - Total hours
* **Total** - Total amount due
* **Status** - **Ready** or **Pending**

## Download or send

* Select **Download PDF** or **Download Excel** to save the summaries.
* Select **Send by email** to email the summaries to the customers.

<Note>
  Only send summaries once their status shows **Ready**.
</Note>


# My Monthly Summary
Source: https://support.rotapad.com/my-monthly-summary

See your hours and pay for each week of a month

**My Monthly Summary** shows your hours and pay for each week of a month, so you can check your totals before the month closes.

<Frame>
  <img alt="My Monthly Summary page with report type and month selectors, download buttons and a table of weekly totals" />
</Frame>

## Choose a report and month

1. Click **My Monthly Summary** in the sidebar under **Timesheets & Reports**.
2. Choose the report type from the first selector. The example shows **Summary by week**.
3. Choose the month from the second selector.

## Read the summary

Each row is one week and shows:

* **Period** - The dates of the week
* **Shifts** - Number of shifts worked
* **Hours** - Total hours
* **Pay** - Total pay
* **Status** - Whether the week is approved, pending or not started

## Download the summary

* Select **Download PDF** for a printable copy.
* Select **Download Excel** if you want to work with the figures in a spreadsheet.


# My Shifts
Source: https://support.rotapad.com/my-shifts

View, search and filter the shifts in your organization

**My Shifts** lists the shifts scheduled for your organization, so you can see who is working where and when.

<Frame>
  <img alt="My Shifts page showing the list view with search, a week filter and a table of shifts" />
</Frame>

## Choose a view

Use the tabs at the top of the page:

* **Calendar** - See shifts laid out by day
* **List** - See shifts in a table, one row per shift
* **Shifts Summary** - Create a summary of shifts as a PDF

## Find a shift

1. Click **Shifts** in the sidebar under **Operations**.
2. Type a staff member, home or customer name in the search box.
3. Use the date filter to choose the period to view. The default is **This week**.

## Read the list

Each row shows:

* **Date** - The day of the shift
* **Staff** - The staff member assigned
* **Home** and **Customer** - Where the shift takes place
* **Shift type** - The type of shift
* **Status** - Where the shift is in its lifecycle
* **Hours** - Length of the shift

<Tip>
  If a shift looks wrong, check the staff, home and customer first. Those are the most common causes of mismatched hours.
</Tip>


# My Timesheet
Source: https://support.rotapad.com/my-timesheet

Review your hours for a week and download it as a PDF

**My Timesheet** shows the shifts you worked in a given week, with the hours and pay for each one.

<Frame>
  <img alt="My Timesheet page showing a week selector, a table of daily shifts and the total hours and pay" />
</Frame>

## Choose a week

Use the arrows on either side of the week selector to move between weeks. The selector shows the dates of the week you are viewing, for example **Week of Oct 5 - 11, 2026**.

## Read your timesheet

Each row is one shift and shows:

* **Day** - The date of the shift
* **Shift** - The type of shift
* **Home** - Where you worked
* **Time** - Start and end times
* **Hours** - Length of the shift
* **Pay** - What the shift is worth

The totals for the week appear below the table.

## Download a PDF

Select **Download PDF** to save the week as a PDF. Keep a copy for your records.

<Note>
  If a shift is missing or its hours look wrong, contact your manager before the timesheet is generated.
</Note>


# Notifications
Source: https://support.rotapad.com/notifications

Read your messages and alerts, and send messages to your team

Select the bell icon in the top bar to open **Notifications**. This is where you read alerts and messages from RotaPad.

<Frame>
  <img alt="Notifications page with a Messages and Compose tab, a Mark all read button and a list of notifications" />
</Frame>

## Read your notifications

* Notifications you haven't read show a blue dot.
* Select a notification to read it in full.
* Select **Mark all read** to clear the dot from every notification.

The bell icon in the top bar shows a red dot when you have unread notifications.

## Send a message

Select the **Compose** tab to write a message to your team. This tab appears only if your role allows you to send messages.


# Organization Settings
Source: https://support.rotapad.com/organization-settings

Update your company details, contact information, address and logo

**Organization Settings** holds your company's details. These appear on invoices and other documents, so keep them up to date.

<Frame>
  <img alt="Organization Settings page with the General tab showing company details, contact information and address" />
</Frame>

## Tabs

* **General** - Company details, contact information and address
* **Logo** - Upload your company logo
* **Billing & Subscriptions** - Your plan and billing details

## Update your details

1. Click **Organization Settings** in the sidebar under **Your Account**.
2. On the **General** tab, update the fields in each section:
   * **Company Details** - Company name and registration number
   * **Contact Information** - Email and phone
   * **Address** - Address line 1, city and the rest of the address
3. Click **Save changes**.

## Upload a logo

Open the **Logo** tab, choose your logo file, and upload it. The logo appears on documents generated by RotaPad.

<Tip>
  Check your address and registration number before you generate invoices. They are copied onto each invoice.
</Tip>


# Platform Overview
Source: https://support.rotapad.com/overview

Understanding RotaPad's core features

## What is RotaPad?

RotaPad is a comprehensive timesheet and invoice management system designed for care agencies and staffing organizations.

## Key Features

### Timesheet Management

Track staff hours, sleep shifts, and breaks with automated calculations.

### Invoice Generation

Automatically generate professional invoices from approved timesheets.

### Staff Management

Manage your workforce across multiple locations and customers.

### Reporting

Export data and generate reports for payroll and billing.

## How It Works

1. **Add Customers & Homes** - Set up your client locations
2. **Add Staff** - Onboard your team members
3. **Create Timesheets** - Track weekly hours and shifts
4. **Approve & Invoice** - Review timesheets and generate invoices
5. **Export & Report** - Download PDFs and export data

<Card title="Get Started" icon="rocket" href="/quickstart">
  Follow our quick start guide
</Card>


# PO Codes
Source: https://support.rotapad.com/po-codes

Add and check the purchase order code for each shift

**PO Codes** shows shifts with their purchase order (PO) code, so you can match each shift to the right purchase order before invoicing.

<Frame>
  <img alt="PO Codes page showing a table of shifts with an editable PO code for each row" />
</Frame>

## Find the shifts you need

1. Click **PO Codes** in the sidebar under **Operations**.
2. Search by staff member, customer or PO code.
3. Use the date filter to choose the period to view.

## Add or change a PO code

Each row has a PO code box. Select the box, enter the code, and save the change.

<Note>
  PO codes are used when invoices are generated, so check them before you run **Generate Invoices**.
</Note>

## Related pages

<CardGroup>
  <Card title="Generate Invoices" icon="file-invoice" href="/generate-invoices">
    Create invoices for a period
  </Card>

  <Card title="My Shifts" icon="calendar" href="/my-shifts">
    See the shifts behind each PO code
  </Card>
</CardGroup>


# Quick Start Guide
Source: https://support.rotapad.com/quickstart

Get started with RotaPad in 5 minutes

## Welcome to RotaPad

This guide will help you set up your account and create your first timesheet.

## Step 1: Log In

Visit [app.rotapad.com](https://app.rotapad.com) and log in with your credentials.

## Step 2: Set Up Your Profile

Complete your organization profile with:

* Company name
* Contact information
* Logo (optional)

## Step 3: Add Your First Customer

Navigate to **Customers** and click **Add Customer** to create your first client.

## Step 4: Add a Home Location

Under your customer, add a home/location where staff will be working.

## Step 5: Add Staff Members

Go to **Staff** and add your team members who will be working shifts.

## Step 6: Create Your First Timesheet

1. Navigate to **Timesheets**
2. Click **Create Timesheet**
3. Select staff, home, and date range
4. Fill in shift hours
5. Save and submit

<Card title="Next Steps" icon="arrow-right" href="/generate-timesheets">
  Learn more about creating timesheets
</Card>


# Staff
Source: https://support.rotapad.com/staff

Find, add and manage the staff members in your organization

The **Staff** page lists everyone who works for your organization.

<Frame>
  <img alt="Staff page with a search box, an Add Staff button and a table of staff members" />
</Frame>

## Find a staff member

Type a name or email address in the search box. The list updates as you type.

## Read the list

Each row shows:

* **Name** - The staff member's name
* **Email** - The address they sign in with
* **Status** - **Active** or **Inactive**
* **Action** - Open the menu for more options

## Add a staff member

1. Click **Staff** in the sidebar under **Operations**.
2. Click **Add Staff**.
3. Fill in the staff member's details and save.

<Tip>
  Mark staff who have left as **Inactive** instead of deleting them. Their past shifts stay on record.
</Tip>

## Related pages

<CardGroup>
  <Card title="Homes" icon="house" href="/home-overview">
    Link staff to the homes they work at
  </Card>

  <Card title="My Shifts" icon="calendar" href="/my-shifts">
    See the shifts a staff member is booked for
  </Card>
</CardGroup>


# Add a Home to Customer
Source: https://support.rotapad.com/tutorials/tutorial-add-home

Watch how to create service locations for your customers

## Video Tutorial: Adding a Home to a Customer

Watch this step-by-step walkthrough of how to add a home location to a customer in RotaPad.

<div>
  <iframe />
</div>

<Note>
  **Video Duration:** \~3 minutes

  This tutorial covers:

  * Navigating to the customer profile
  * Clicking "Add Home"
  * Filling in home details (name, address)
  * Saving the home location
  * Verifying the home was created
</Note>

***

## Quick Steps Reference

After watching the video, use these steps as a quick reference:

### 1. Navigate to Customer

Go to **Customers** → Select the customer

### 2. Add Home

Click **Add Home** button

### 3. Fill Details

* Home Name (e.g., "Sunset Care Home")
* Address Line 1
* City, Postcode, Country

### 4. Save

Click **Save** to create the home

***

## What's Next?

<CardGroup>
  <Card title="Assign Staff" icon="users" href="/staff">
    Add staff to work at this home
  </Card>

  <Card title="Create Timesheet" icon="calendar" href="/generate-timesheets">
    Start tracking hours
  </Card>
</CardGroup>

***

## Need Help?

<AccordionGroup>
  <Accordion title="Can I add multiple homes to one customer?">
    Yes! A single customer can have multiple home locations. For example, a care agency might have several residential facilities.
  </Accordion>

  <Accordion title="What if I make a mistake?">
    You can edit the home details anytime by clicking on the home from the customer's profile page.
  </Accordion>

  <Accordion title="Can I delete a home?">
    You can deactivate a home, which removes it from future selections while preserving historical data.
  </Accordion>
</AccordionGroup>

***

## Related Tutorials

<CardGroup>
  <Card title="Add Customer" icon="building" href="/add-customer">
    Create customer profile
  </Card>

  <Card title="Create Timesheet" icon="calendar-days" href="/generate-timesheets">
    Track staff hours
  </Card>

  <Card title="Generate Invoice" icon="file-invoice" href="/generate-invoices">
    Bill for services
  </Card>
</CardGroup>

***

## Written Guide

Prefer text instructions? Check out the [detailed written guide](/add-home) with screenshots.