Precise Petcare Support

Business Settings 1

• How do I create a Google Review Link?

Service Settings 7

• Client Experience Best Practices
• Getting Started #2: Times Blocks & Services
• Surcharges
• Addon Services
• Discounting Services

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Billing Settings 4

• Billing Options
• Credit Card & ACH Processing Settings
• Auto Invoicing
• QuickBooks Online (QBO) Integration

Client Onboarding 6

• Getting Started #3: Adding Client & Pet Profiles
• Invites and Client Registration
• Attaching Files to Client and Pet Profiles
• Client Forms
• How can I add my forms to the system?

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Client Management 8

• Client Service Requests
• Client Visit Cancellations
• Client Groups
• Logging in as a Client
• Deleting Clients

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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 12

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

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Invoicing & Payments 7

• Creating Invoices Manually
• Edit or Merge Existing Invoices
• Sending Invoices and Quotes
• Manual Check/Cash Payments & Credits
• Charging Credit Cards

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Reports 4

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

General 6

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

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Communication 8

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

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