Precise Petcare Support

Announcements 5

• Welcome!
• Keeping down costs during COVID-19
• Mid-2017 Billing Overhaul (opt-in if you haven't already)
• Switching to In-system Plan Billing (signups before 2017)
• Referral Program

Known Issues and Workarounds 0

System Basics 7

• Logging In and Updating Your Account
• Precise Petcare App (iOS and Android)
• Importing Client/Pet Spreadsheets
• The Dashboard
• Master Schedule Icon Guide

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Setup Series 5

• ===== READ FIRST =====
• Getting Started #1: Configuring Options
• Getting Started #2: Times Blocks & Services
• Getting Started #3: Adding Client & Pet Profiles
• Additional Customizable Options

Setup FAQ 4

• How do I setup credit card / eCheck processing?
• How can I add my forms to the system?
• Why do client and staff accounts require a unique email address?
• How do I create a Google Review Link?

Billing FAQ 0

General FAQ 6

• Why can't I login?
• How can I access my data if there is an outage?
• How can I export my data?
• How can I restore deleted data?
• What does "BAD EMAIL" mean?

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Scheduling FAQ 4

• How can I view my schedule outside the system? (iCal Feeds)
• How do I delete an entire ongoing series? (visits are reappearing)
• How can I increase the prices for my services?
• Why can I not see Canceled visits on the Master Schedule?

Client FAQ 5

• How can I automatically charge an invoice?
• How can I merge duplicate Clients Profiles?
• How can I turn off the automatic client confirmation emails?
• Is there a way to change the primary pet for a Client Profile?
• What is a "Client Login Misconfiguration" and how do I fix it?

Staff FAQ 3

• How do I make sure my GPS location can be shared?
• Where can I find how much to pay my sitters?
• How can I setup my sitters as employees?

Scheduling 6

• Sitters: Accepting & Confirming Assignments
• Sitters: GPS Tracking & Completing Assignments
• Sitters: Pet Care Journals
• Sitters: Route Directions & Map
• Sitters: Past Visit Notes and Journals

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Petcare 2

• Sitters: Client & Pet Profiles
• Sitters: Keys and Key Requests

Resources 3

• Sitters: Staff Contacts
• Sitters: Veterinarian Information
• Sitters: Dog Parks

General 2

• Sitters: System Interface
• Sitters: Dashboard

Client Management 11

• Invites and Client Registration
• Client Service Requests
• Client Visit Cancellations
• Client Visit Confirmation Emails
• Client Groups

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Staff Management 7

• Staff Accounts, Pay Rates and Permissions
• Availability / Time Off
• Late Arrival Alerts
• Payroll
• GPS Tracking

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Scheduling 13

• Adding Visits
• Assigning visits to sitters
• Ongoing Visits
• Canceling Visits
• Trip/Travel Information

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Billing 12

• Billing Options
• Payment Processing Options
• QuickBooks Online (QBO) Integration
• Creating Invoices Manually
• Auto Invoicing

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Reports 4

• Financial Reports
• Sitter Reliability Report
• Client Reports
• Pet Reports

General 10

• Policies (for Client Agreement)
• Key Management
• Tags
• Visit Ratings
• Activity Log and History

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The Dashboard 0

Communication 6

• Pet Care Journals
• In-system Messaging
• Email Log
• How the system sends emails
• SMS (text messaging)

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