Which caregivers are heading into overtime this week?
Read schedules and timesheets
Maria G. reaches 40 hours on Thursday and Daniel R. on Friday. Ana K. and Tom B. have spare hours and have worked with both clients. Offer them the Friday visits?
Offer the visitsEdit
Which clients’ visits earn the least, and why?
Read visits, pay rates and invoices
Walter B.’s visits earn 18.2%, the lowest this month: two-hour visits with 40 minutes’ travel each way. Moving his Tuesday and Thursday visits next to Dorothy H.’s would cut the travel. Draft the new schedule?
Draft the scheduleEdit
Which completed visits aren’t invoiced yet?
Read visits and invoices
Six visits from last week, for Ruth A. and Walter B., come to $684.00. Add them to this week’s invoices and sync to QuickBooks Online?
Add to invoicesEdit