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Domiciliary Care Agency Rota & Mileage

Weekly visit rota with clash checks, travel time and mileage, carer pay against the National Minimum Wage, and client charges

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

Domiciliary Care Agency Rota & Mileage

Overview

Home care runs on tight margins and tighter schedules. This workbook plans the week visit by visit and shows, for each carer, whether pay covers the minimum wage once travel time is counted – the most common reason home care providers are named for underpaying staff.

Price
£20
Who it’s for
Industry
Works with
Microsoft Excel for Windows and Mac
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See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Visits

Every visit with carer, client, times and travel. What you do: one row per visit.

Visits
Carer Pay

Step 2

Carer Pay

Pay for visits and travel, checked against the minimum wage. What you do: nothing to enter.

Step 3

Client Charges

What each client is charged for the week. What you do: nothing to enter.

Client Charges

Step 4

Who it is for

Made for people like you

  • Example – text
  • Domiciliary care agencies – Plan visits and check pay includes travel time.
  • Small care providers – Charge clients accurately from the rota.
  • Registered managers – Spot clashes and short visits before they happen.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Agency name, the week, the National Living Wage, travel and mileage rules, and your charging rules.
  2. Carers and Clients – Each carer's rate and whether they drive; each client's funder and hourly charge.
  3. Visits – One line per visit, with travel minutes and miles from the previous visit. Fix any clash.
  4. Carer Pay and Client Charges – Use these for payroll and invoicing.

Key features

  • A weekly rota of every visit with carer, client, start and finish – and a check that stops a carer being booked into two overlapping visits.
  • Works out travel time and mileage between visits, carer pay, and pay per working hour including travel, so you can see straight away if anyone falls below the National Living Wage.
  • Charges each client or funder using your minimum visit length and rounding, and shows hours and margin by client and by funder.

What’s included

  • Dashboard – The week at a glance
  • Settings – Week, pay and charging rules
  • Carers – Care workers and pay rates
  • Clients – Clients, funders and charges
  • Visits – Every visit this week
  • Carer Pay – Pay, mileage and NLW check
  • Client Charges – Charges by client and funder
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

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