Precise Petcare Features

"note to next visit" in addition to "note to office" for quicker, easier communication

Not sure if this is a thing already, but can you add a feature that auto inactivates clients after 6 months/one year/any custom timeframe we choose?

We're introducing Company Ratings , a new way for businesses to collect feedback on the client's overall experience . You can use this in place of Visit Ratings (not both at the same time). Instead of rating individual visits, clients are asked a single 1-5 star question after a payment or credit is applied. How It Works Overall Service Rating After a payment/credit is applied, the client receives a prompt asking: "How likely are you to recommend [Business Name] to a friend or family member?" Clients making a manual payment in the portal see the same prompt. Smart Follow-Up Logic 1-3 stars: Client is asked for more detail ("Can you share more about your experience?"). If configured, your office is notified via the existing Client submits a bad Rating (1-3 stars) setting. 4 stars: Confirmation message only. 5 stars: Confirmation + a Google review button (if your Google Review Link is set). Offices can optionally be notified using the Client submits a good Rating (4-5 stars) setting. Flexible Delivery Options Review requests are controlled under Communication Options → Clients → Review Request (sent when Payment/credit is applied) . You choose email, text message, push notification, or any combination. One Rating Per Client (Unless Reset) Once a client submits a Company Rating, the system checks "Company Rating Submitted" on their profile's New Client Checklist. While checked, they will not be prompted again. Businesses may manually uncheck it if needed. How to Enable (Beta) Go to Business Settings → Clients → Client Ratings Select Company Ratings (rating made for overall service after payment) Adjust delivery preferences at: Communication Options → Clients → Review Request (sent when Payment/credit is applied)

With companies that are not working within shift scheduling, but more of blocks of time that sitters are available it would be nice if we could see their route mapping for example their scheduled services from 11a-1pm and then again from 4-9pm. Break the route mapping up so we can see the distance between those visits and not have the entire day together.

Easier ability to print out client and pet profiles. Currently when trying to print out a pet profile from the pet summary page you have to click the down arrow to expand the pets profile you want, then the tools menu for "print". However the print preview makes the first page 1/4 the actual page with just the pets name and image then the second page has all the actual information on it but then the other pet profiles are also included, there isn't an option to only choose one pet if the client has multiple pets.

We offer a wide range of visit lengths, and one of the most frequent issues we experience is that employees don't notice when a visit is 45 minutes instead of 30, and leave early. A way to highlight the length of the service would be useful.

My sitters don't get any notification of ratings left for them and never see if comments are made at the same time. Can this be added in communication settings?

Currently when clients want to cancel a walk they have to “request” to cancel, and we have to approve the cancellation. This leads to unnecessary additional admin. If a client wants to cancel a walk it isn’t really a request, they are saying that they don’t need the service that day, and therefore we are not approved to come into their home. We have a firm 48hr cancellation policy, if a client chooses to cancel a walk with less than 48hrs notice then it should cancel the walk, and automatically apply our 48hr cancellation policy. If we feel like the cancellation is for extenuating circumstances then we can apply a credit to their account or discount an upcoming walk. If they want to cancel with more than 48hrs notice we don’t need to approve that, we just need to receive an email notifying us that the walk was cancelled so that we can adjust the schedule if necessary. Cancellations made by a customer are not requests, they are notifications.

I would like to be able to drag and drop completed services (on the same day) to change the order to that of how they were completed so that the mileage calculation in the route view is accurate. Ideally we could change the order IN route view.

Tagging on to the new credit card auto “decline” emails (where clients are notified when their card has been declined)— AND credit card is “required” before clients can request service. In an instance where a credit card IS on file, but it’s been declined/flagged for “x” reason, and we are unable to process payment, that the system would prevent client from requesting service until the card has been updated and valid for processing. We have many instances where a credit card IS on file but declined for insufficient funds. We would like the system to auto prevent a client from requesting service in this instance also, and notified that they need to update their credit card before they can request service