Overhaul and improve the client experience on website and app.
under review
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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.
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Karen McGovern
Great Suggestions and POV from the Client.
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Hillary Rich
Very well thought out. I agree with everything.
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Neil Novellas
It would be great to provide our clients with a more user friendly/streamlined experience when using Precise Pet Care
Adam Smith
Client and Pet Field Directions: https://precisepetcare.canny.io/feedback/p/beta-client-and-pet-field-directions. Also updated the interface so when a field is missed it will jump to that field (in beta).
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Tom Henaghan
Adam Smith This alone is going to make a huge impact! Just being able to give client's better direction on what info is needed in each field, and having the system help them if they miss something by jumping right to the missed field will solve so many headaches. Great stuff Adam!
Melanie Haynes
I'd like the ability to use HTML in my policies to make them more professional looking. I use it in the billing and portal settings where able, but I can't use them in the policies section. I want to bold headings, etc.
Michelle Giles
Tbf i agree with all of the above , i would also say that on the clients view it would be great if they had a table of their visits as we have on the admin site this particular client live by this (i currently signed up to pet sitter plus but find i prefer precise a lot better so just pulling everything over) the request service section is easier to use (what clients have advised)
Roxanne Dockter
Some of my clients have issues scheduling visits for two times a day, they don't' realize they need to add two separate line items for the service to choose the time ranges.
Shannon Centola
Great suggestions and well thought out!
Flavia Berti
Fantastic suggestions!
Adam Smith
under review
Excellent list of specific suggestions. Likely implementation will be individually or as part of other updates.
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Tom Henaghan
Adam Smith That's fantastic Adam, thanks so much!
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