Edit Homes

Documentation Index

Fetch the complete documentation index at: https://support.rotapad.com/llms.txt

Use this file to discover all available pages before exploring further.

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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

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Bulk Operations

Select multiple homes to:

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