Short answer
Turn on business lines in Settings, Modules ("Does your company run other kinds of services besides home care?"). Then open Settings, Business lines and tap New business line, or Start from a template. Setup asks what to call the people you serve and the people who do the work (such as Riders and Drivers), the services you offer with their pay and charge, and what you need to know about them. Tap Turn on to add its pages to the sidebar.
Step by step
- Open Settings, then Modules, and answer Yes to "Does your company run other kinds of services besides home care?"
- Open Settings, then Business lines.
- Tap New business line, or Start from a template (Transportation, Companion & errands, Home modifications).
- Name the line and say who it serves and who does the work.
- Add its services: the unit (visit, hour, mile, meal), the pay rate, the charge, and how the work is proven.
- Add the questions you need to know about its people.
- On Review and turn on, confirm how its people are billed and tap Turn on.
Good to know
- Nothing changes until you turn a line on. Agencies that never turn business lines on see no new pages or options.
- Finish later: setup saves after every step, and the line waits on Settings, Business lines as Continue setup.
- Each kind of person gets its own page in the sidebar, its own profile tabs and fields, and its own sign-up link.
- Everything is shared: the calendar, payroll, billing, files, forms and reports work across all your lines.
- Archiving a line deletes nothing. Its people return to Patients and Caregivers, and you can restore it.