Manage SIL homes, participants, occupancy and staff in one connected platform. Plan shifts by Site, keep house records together and review billable entries with the context your office team needs.
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Give each shared home its own Site with property details, capacity, status, notes and documents. Keep house information separate from individual participant records, with one place for your team to find the details they need.
Link participants to the home where they live or stay and compare occupancy with capacity. Update the associations as people move, giving coordinators a clearer view of each SIL house.
Keep separate lists of support workers and admin owners for each Site. Make it easier to see who supports a house and who coordinates its day-to-day records, handovers and follow-up.
Plan shifts from the house using the Sites view in the Scheduler. Connect coverage with the home and its participants, while keeping the roster linked to the wider client and workforce records.
Store site notes, contacts, requests, inspection dates and documents against the home. Use Overwatch to review shift notes, cautions and incidents connected with the Site, helping managers find the context for follow-up.
Review billable entries and revenue linked to each SIL home alongside occupancy and shifts. Keep the house-level financial view connected with participant and service records for your finance and operations teams.
A Site is a shared location like a SIL home, SDA property, or STA house that sits alongside your client list. Instead of treating the property as a “client”, the Site holds the house details, who lives there, who supports it, and the key notes, documents, and billing linked to that address.
Use Sites whenever multiple participants live or stay at the same address and your team needs one place to manage what happens there. This is ideal for SIL, SDA, and other shared homes where occupancy, staff coverage, inspections, and site‑level billing all need to be tracked together.
On the Associated tab, you add participants, support staff, and admin staff to the Site. Participants drive occupancy, support staff represent who delivers services at the house, and admin staff are the coordinators or managers who oversee it. These associations stay linked to their underlying profiles.
Yes. In the Scheduler you can switch to a Sites view and plan shifts from the house first. This lets you match coverage to occupancy, keep rosters aligned to each Site, and still ensure shifts are correctly mapped back to participants and funding.
Each Site can hold property details, internal notes, key contacts, inspection dates, risk or caution information, and documents like tenancy agreements or compliance files. Overwatch then brings together shift notes, cautions, and incidents connected to that Site.
Billing still follows your participants and funding rules, but the Billing tab on a Site gives you a financial view rolled up by house. You can see billable entries and revenue linked to that Site, making it easier to review performance, occupancy, and costs at a property level.
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