Precise Petcare Support

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