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Managing Homes

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

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View Home List

Navigate to Homes to see all your service locations. The list displays:
  • Home name
  • Customer name
  • Address
  • Active/inactive status

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Edit Home Details

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

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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

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Filter by Customer

Use the customer filter to:
  • View all homes for a specific customer
  • Quickly find locations
  • Organize by customer groups

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Deactivate Home

To mark a home as inactive:
  1. Open the home profile
  2. Toggle Active status to off
  3. Save changes
Inactive homes won’t appear in new timesheet selections, but historical data remains accessible.

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Bulk Operations

Select multiple homes to:
  • Export home list
  • Update customer assignments
  • Change status in bulk

Create Timesheet

Start tracking hours at this home