Precise Petcare Support

Portal Basics 9

• Practice Mode
• The Precise Petcare Mobile App (iOS & Android)
• Troubleshooting the Mobile App
• Logging In and Updating Your Account
• Troubleshooting Login Issues

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Setup Series 2

• Quick Start Guide
• Portal Settings Overview

Setup FAQ 0

Billing FAQ 0

General FAQ 0

Scheduling FAQ 0

Client FAQ 0

Staff FAQ 0

Schedule 6

• Ensuring Accurate GPS Tracking (App & Browser)
• Sitters: Accepting & Confirming Assignments
• Sitters: GPS Tracking & Completing Assignments
• Sitters: Pet Care Journals
• Sitters: Past Visit Notes and Journals

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Profiles 2

• Sitters: Client & Pet Profiles
• Sitters: Keys & Home Access

Resources 2

• Sitters: Staff Contacts
• Sitters: Veterinarian Information

General 2

• Sitters: Portal Interface
• Sitters: Dashboard

Business Settings 7

• Business Settings: Clients
• Business Settings: Time & Scheduling
• Business Settings: Pet Sitters & Journals
• Business Settings: Branding
• Business Settings: Additional

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Service Settings 8

• Client Experience Best Practices
• Service Settings: Times Blocks
• Service Settings: Service Groups
• Service Settings: Base Services
• Service Settings: Surcharges

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Billing Settings 4

• Billing Settings: General & Online Payments
• Billing Settings: Processing Gateways & Setup
• Billing Settings: Auto Invoicing
• Billing Settings: QuickBooks Online

Client Onboarding 7

• Adding Client & Pet Profiles
• Invites and Client Registration
• Client Registration
• Attaching Files to Client and Pet Profiles
• Client Agreements

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Client Management 10

• Client Service Requests
• Client-Requested Visit Cancellations
• Profile Change History (Client & Pet Profiles)
• Client Segments
• Logging in as a Client

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Staff Management 8

• Staff Accounts, Pay Rates and Permissions
• GPS Tracking: Management Overview
• Payroll Overview
• Time & Mileage Tracking
• Availability / Time Off

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Schedule Basics 9

• Adding Visits
• Assigning visits to sitters
• Canceling Visits
• Blocking Clients from Requesting Visits
• Editing and Reordering Visits

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Schedule Automation 6

• Ongoing Visits (Recurring Schedules)
• Visit Expected Length and Overbooking
• Trip/Travel Information
• Late Arrival Alerts
• Auto-marking First/Last Visits

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Invoicing & Payments 7

• Creating Invoices Manually
• Editing and Merging Invoices
• Sending Invoices and Quotes
• Manual Check/Cash Payments & Credits
• Charging Credit Cards

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Communication 10

• Communication Settings
• Pet Care Journals
• Client Visit Confirmation Emails
• SMS (text messaging)
• Messages

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General 6

• Key Management
• Tags
• Visit Ratings
• Activity Log and History
• Territories

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Reports 4

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

The Dashboard 0

Announcements 3

• Referral Program
• How Precise Petcare is Billed
• Mid-2017 Billing Overhaul (opt-in if you haven't already)

Known Issues and Workarounds 0