Overhaul and improve the client experience on website and app.
planned
T
Tom Henaghan
Our company recently purchased a relatively large company from a couple that were looking to get out of the business. They had been using Time to Pet for the last several years and are now on our Precise system. We just did a "transition survey" with those clients to check in how things are going, and the biggest complaint we got, by far, was about how much harder Precise is to use than Time to Pet.
I've used Time to Pet before (as well as Scout and Pet Check) and from a business standpoint, it's not even close! Precise stomps them all in pretty much every category across the board, from reporting, to scheduling, to billing, and everywhere in between. However, from a client standpoint, with the narrow scope of what clients do with it, Time to Pet is just a much more streamlined, easy to navigate system.
Frequent complaints/questions we've gotten:
- difficulty in updating My Info and My Pets. It's not obvious what fields are required and what aren't, and having the sections "closed" makes it even harder. They shouldn't have to hit a plus sign to expand the sections, should all be one streamlined form with clearer markings on what's required.
- to go along with the above, when a client forgets to fill in a field, the form should jump right to that section, with a "next" button or something to take them to the next missing required field.
- Vaccine expiration warnings shouldn't be buried in the yellow box, should be a pop-up when they log in with a button to jump them right to that section. (The vaccine section is often where I see new clients often get stuck as well.)
- It would be EXTREMELY helpful to have customizable "small text" instructions underneath each custom field. Some are self-explanatory but others it would be good to explain specifically what we're looking for from them, and/or add instructions how to complete certain fields (like vaccines)
- Errors in submitting tip only payments using eCheck because their first and last name are missing. When clients update their billing info, the primary name should already be filled in, with a checkbox or "new name" button for them to hit if they need to enter a spouses name.
- Not being able to "chat" in-line with their walker after they submit a journal, rather than sending each response one at a time as individual messages/emails. And not being able to send a "chat" message to the walker while they're scanned in to an appointment.
- Something on the dashboard when they login that shows "today's visits" so they don't have to go to the schedule to find them.
- There's no easy way for them to note that feeding/meds are needed at a visit. (I understand that this what the "notes" field is for but would be good to have this expanded so client's can leave specific notes for specific things. Or at a minimum, have the notes field be a larger text box with "placeholder" text like "tell us if your pets need feeding, medications, or other special needs"
- Even though there are 3 different ways for clients to tip (plus auto tipping), it's one of the most commonly asked questions. Ideally resolved by adding a tip button right on the home dashboard page where it can't get missed.
- Legend at the top of the scheduler identifying what the different colors for visits mean.
I'll say again, from a business standpoint, Precise Petcare is the absolute best system available and I don't think any other system on the market can touch it right now. With the way updates have been rolling out, the system just keeps getting better and better, but it would be good to see some of those feature updates focused on improving the overall client experience.
Log In
Adam Smith
Merged in a post:
Improve Mobile App Use
TARA GEISEL
While I encourage clients to use a computer or tablet when possible, many of our clients are accessing the software from their phones, and we are encountering recurring issues that create frustration for both clients and pet sitting businesses.
- Registration Process – Required Fields
Currently, when a client completes the registration form on a mobile device and accidentally misses a required field, the system does not clearly identify the missing information. Even more concerning, clients often lose all of the information they have already entered and must start the registration process over from the beginning.
This has become a frequent complaint from our clients. Many attempt registration multiple times, become frustrated, and ultimately contact us to manually enter their information.
Suggested improvements:
Clearly mark all required fields with an asterisk or other visual indicator.
Automatically highlight any missing required field when the client attempts to submit the form.
Direct the user to the incomplete field rather than clearing the form.
Save entered information so clients do not lose their progress if an error occurs.
- Service Scheduling on Mobile Devices
We are also experiencing ongoing challenges with clients scheduling services through the mobile app. Many clients find the process confusing and end up calling or emailing us to schedule services manually.
Suggested improvements:
Simplify the scheduling workflow for mobile users.
Provide clearer instructions and prompts throughout the scheduling process.
Improve visibility of available dates and service selections.
Adam Smith
This new functionality will be coming to PPC Labs soon: https://precisepetcare.canny.io/feedback/p/client-onboarding-information-experience
J
Jan Brown
I don’t tell the client about the app until after they have completed their profile, animal information, etc. Many of our clients experience frustration with the app as well and lately I’ve not even been telling them about the availability of the app. just because it leads to issues on the client end and our end.
Susan Gary
I always tell clients that creating/updating profiles is easiest on their desktops. Phones are a great way to read pet journals.
Shira Winitzky
Many of our clients use the app often and get frustrated with updating, scheduling, and starting their accounts. Upgrading the features to help make it easier on them would help greatly! I agree!
Gene Levin
Maybe add an option of “Same as last time” with and a free text comment field for any additional instructions, instead of only requesting a groom etc?
J
Jan Brown
Gene Levin, we sometimes get the “same as last time” as well and it is really frustrating for us.
M
Melissa Williams
I agree with this. I am new to Precise and have had clients very frustrated with lossing their data. It would help to hightlight the required information.
Adam Smith
updated the status to
planned
Mikayla Korol
This system is the best out of all in my opinion, and I am grateful they take our feedback into consideration to make improvements. I agree with a lot of what you said.
A
Amber Fontaine
Agreed! I have regular complaints from clients often in regards to the software being too convoluted for them. Something more straightforward and a cleaner interface would be really helpful. Most clients have trouble figuring out how to cancel or change their bookings because the small button to the left of the service is not very clear. They also have trouble making changes to overnight bookings or any multi-day booking.
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