Precise Petcare Features

Expanded in PPC Labs on August 10, 2026 Remember Effective Date Changes now supports: Base Services Add-ons Surcharges Client Custom Prices Staff service-specific pay rates Staff Segment pay rates When a future Effective Date is selected, the change remains scheduled without immediately replacing the current price or pay rate. Visits are calculated using the pricing and pay rates that apply to their service date. Recalculating visits also uses the appropriate dated rates rather than applying the newest rate to every visit. Once the Effective Date arrives, the scheduled price or pay change becomes the current rate while the previous dated information remains available for past visits. Original Functionality Now when you make a change to price/pay on a Base Service and use the Effective Date it will work like you expect, including: Existing visits on or after the Effective Date will be updated with the new price/pay (as before) The Base Service WILL NOT be changed to the new price/pay but instead the system will store the dated change separately so a) when viewing the Base Service you will see what will change and when and b) when Recalculating visits the system will use the appropriate price/pay for the date Once the chosen Effective Date has been reached then the Base Service will be updated with the new price/pay Past Effective Date choices (moving forward, nothing you saved before this update) will also be remembered so if you Recalculated visits in the past it should use the appropriate price/pay even if you have since changed it This is only for Base Services at this time and Effective Date changes to individual Client and User rates will still function as before. This feature has high potential for bugs so be on the lookout for anything odd.

Default Tabs lets Administrators and Managers choose which tab opens first on supported pages, saving clicks when returning to the areas they use most. This is especially useful on pages such as Invoices, Business Settings, Billing Settings, Admin Tools, Reports, Email Log, and Transactions. For example, someone who primarily works with unpaid invoices can open Invoices directly to Open Invoices, while someone responsible for branding can have Business Settings open directly to Branding. Defaults are personal to each management account and business. Each supported page has its own preference, and choosing a default does not change what coworkers see. Choosing a default tab Open the tab you want to use as your starting point and click its outline pin. The filled pin identifies the saved default and remains visible while viewing another tab. Click the filled pin to clear the default, or click the pin on a different tab to replace it. Direct links, searches, and filters continue to open the specific destination selected. The pin appears only on supported tabs that can be used as a saved starting point; filters and dropdown selections are not saved as default tabs. Default Tabs is available to Administrators and Managers who have permission to access the applicable page. It is not available in Pet Sitter or Client accounts. Enable it through Admin > Business Settings > PPC Labs > Default Tabs . It is also included when all PPC Labs features are enabled.

Holiday & Custom Date Automations allow businesses to schedule client messages around holidays or other important dates. This is available through PPC Labs as a separate feature under Communication > Automations . Create a client automation and select Holiday or Custom Date as the Event. You can then choose: A supported Holiday , which automatically uses the correct date each year A Custom Date , which can occur one time or repeat every year Whether the message is sent before, on, or after the selected date All Active Clients or selected Client Segments All matching clients or only clients who do not already have visits scheduled on that date For example, a business can remind clients to schedule care before a holiday while automatically excluding clients who have already booked. Custom Dates can be used for recurring seasonal reminders, annual business dates, or a one-time deadline or event. The Potential Audience preview shows which clients currently match, how many already have visits scheduled, how many are missing a deliverable email address, and how many are currently eligible to receive the message. The audience, Client Segment membership, scheduled visits, and communication preferences are checked again when the automation runs. Holiday & Custom Date Automations also support Personalize, Responses, message previews, optional call-to-action buttons, and Automation Analytics.

Staff Automations are available through PPC Labs as a separate Staff section under Communication > Automations . These automations are based on staff activity rather than client events or lifecycle stages. They can be created for All Active Staff or limited to one or more Staff Segments . Available triggers include: Date of Hire Follow-up Hire Anniversary Birthday Never Logged In No Recent Login No Upcoming Assignments Upcoming Training Visit Training Visit Completed First Training Visit Completed Training Visit Milestone Timing can be set in hours, days, weeks, or months, depending on the trigger. Training Visit automations can also be limited to selected Services. Messages can be sent to the matching staff member, the Portal Email Address, one or more custom email addresses, or a combination of these recipients. Messages support Personalize, Responses, previews, and an optional call-to-action button. The Potential Audience preview shows which active staff currently match the selected Staff Segments. Staff Segment membership is checked when the automation runs; adding someone to a segment does not by itself trigger an automation. This supports workflows such as: Sending a sequence of onboarding messages after a staff member's Date of Hire Following up when a new staff member has never logged in Preparing staff for an upcoming Training Visit Following up after the first or a specified number of completed Training Visits Notifying the office when a staff member has no upcoming assignments Recognizing staff birthdays and hire anniversaries Staff Automations are separate from Client Lifecycle Automations, which continue to evaluate client booking and engagement activity.

Two-Factor Authentication adds an optional verification step when clients and staff log in to Precise Petcare. This release makes 2FA optional for individual accounts. It does not require every client or staff member in a business to enable it. After the business enables Two-Factor Authentication (2FA) through Admin > Business Settings > PPC Labs , each client or staff member can set it up for their own account: Open Account and select Set Up beside Two-Factor Authentication . Enter a mobile number. Enter the six-digit verification code sent by text message. Once enabled, logging in from an untrusted device requires the account password and a verification code sent to that mobile number. Codes expire after 10 minutes. Users can select Remember this device for 30 days so they do not need to enter a code every time they log in from the same browser or device. Two-Factor Authentication works with the web app and the current Precise Petcare mobile app (released September 2026 or later). Enabling it signs the account out of the mobile app on all devices so the user can sign back in and complete verification. Anyone using an older version of the mobile app must update before signing in to an account with 2FA enabled. Each user manages 2FA separately. Users can disable it from their Account page by entering their current password. If someone loses access to their verification number, an administrator can remove 2FA from that staff or client login. The account holder is notified by email when this happens. Verification-code requests, successful and unsuccessful verification attempts, trusted devices, and administrative removals are recorded in the Activity Log .

The Customizable Dashboard allows each user to choose which information appears on their dashboard and how it is arranged. Management, Pet Sitters, and clients receive different panels based on their role, permissions, and the features the business uses. The Customizable Dashboard requires the Modern Interface Update and is available through PPC Labs . Select Edit to add panels from the Panel Library , remove panels, change their order, and choose between half- and full-width panels on desktop. Desktop and mobile layouts are saved separately. Administrators can publish their Management layout as the portal default. Users can then personalize that layout without changing it for anyone else. Management panels New panels Booking Outlook: Separates ongoing care, other scheduled work, and requests over the next 7, 14, or 28 days. Scheduling & Staffing Insights: Shows upcoming assignment workload and how it is distributed across staff. It measures scheduled assignments, rather than hours or available capacity. Visits to Review: Identifies past visits that may need attention because they were not marked completed, have missing start or finish times, have incomplete journals, or received a rating below four stars. The available information depends on the business's journal and rating settings. Completed Visit Charges & Pay: Compares completed-service charges with recorded staff visit pay by service date. This panel requires access to scheduling, reports, payroll, and financial information. New Client Conversion: Measures whether newly registered clients schedule and complete their first care within 30 days. It includes referral-source results and a comparison with an equally mature group from the prior year. Recorded Payroll Comparison: Compares recorded staff pay over calendar years, rolling periods, or custom dates. This panel requires Payroll access and reflects payroll recorded in Precise Petcare, rather than confirmed bank payouts. Panels connected to other features These are new dashboard panels for information that already exists elsewhere in Precise Petcare: Client Pipeline & Health: Highlights new-booking opportunities, recent returns, and Watchlist relationships. Requires Client Insights + Lifecycle Automations . First-Care Profile Progress: Shows Profile completion for clients approaching their first care. Requires the Client Onboarding & Information Experience ; Pet, Form, and Billing completion remain separate steps within that experience. Automation Performance: Brings Automation Analytics information onto the dashboard, including reach, engagement, bookings, payments, lifecycle outcomes, and unsubscribes. Requires Client Insights + Lifecycle Automations and existing automations. To Do: Summarizes task workload, status, priority, and completion trends using existing PPC To Do information. Improved panels Operations Overview: Replaces the previous Current Visits summary with today's progress, recent completed-visit comparisons, and assignment coverage over the next seven days. Upcoming Visit Charges & Pay: Replaces Projected Earnings with a clearer view of charges and staff pay for upcoming booked visits. Monthly Completed Visits: Adds selectable periods, prior-period or year-over-year comparisons, and the ability to distinguish ongoing from other scheduled services. Monthly Received Payments: Adds selectable periods and prior-period or year-over-year comparisons. New Clients: Adds selectable periods, comparisons, and separate totals for profiles that are currently prospects, active, or inactive. Established panels such as Invoicing , Staff Celebrations , Live Sitter Map , Activity Log , Precise Petcare Updates , and the Management-only Communication Center remain available. Pet Sitter panels My Work - Improved: Replaces the previous current-assignment summary with a clearer view of today's progress, active assignments, and upcoming assignments grouped by day. Upcoming Assignment Pay - Improved: Shows estimated pay for upcoming assigned visits without exposing client charges. This panel requires sitter pay to be enabled. My Payroll - New: Shows the Pet Sitter's latest recorded payroll and the dates it covers, with access to their full payroll history. This panel requires Payroll access and recorded payroll. My To Do - New panel: Summarizes the Pet Sitter's existing PPC To Do tasks when they have access to that feature. Client panels My Care - Improved: Replaces the separate Upcoming Services and Past Services summaries with the client's ongoing routine or next care period, what follows it, and the assigned care team when available. Invoices - Improved: Prioritizes the amount currently due or confirms that everything is paid, shows recent invoice statuses, and links directly to individual invoices. Journals & Photos - Improved: Replaces the mixed client timeline with a focused presentation of recent journals and shared photos. Each user sees only the panels and information allowed by their account. Personal layouts follow the user across portals, while access continues to be determined separately within each portal.

Page Permissions for Manager accounts now control both which pages a manager can access and what they can do on each page. Include Granular Manager Permissions through PPC Labs , then open Staff and add or edit a Manager account. Under Permissions , each page can be configured as: Add, Change, Delete & Export: Full access to the available actions on that page. View Only: The manager can view the page and its records without making changes or exporting information. Custom: Select Add , Change , Delete , and Export individually. For example, a manager can be allowed to add and change scheduling information without deleting it, or view billing information without exporting it. Permissions apply to the actions performed from each page. Copying and importing records are treated as Add , while edits and other operational updates are treated as Change . Restricted actions are removed from the interface and also prevented when accessed directly. Selecting All Pages gives the manager Add, Change, Delete & Export access by default, while individual pages can still be customized. Managers can always manage their own availability. The permissions selected for Availability determine what they can do with availability belonging to other staff. These controls do not expand the information a manager can access. Existing restrictions involving financial information, dates, locations, and other record visibility still apply, and Export only includes information the manager can already view. Existing Manager accounts retain their current page access and default action access until their Page Permissions are customized. Administrator permissions are not affected.

Clients can now save both a credit card and a bank account (ACH) on file, giving them greater flexibility for payments. When both are available, the system will automatically prioritize using the bank account for automatic charges such as invoicing and recurring payments. How It Works Businesses can set up separate gateways for Integrated ACH Processing and Integrated Credit Card Processing at Billing > Billing Settings > Online Payments . Clients can enter and save both Credit Card and Bank Account information. When an automatic payment is processed, the system will use the bank account if one is available. If no bank account is available, the credit card will be used. When clients make manual payments , they can choose between their saved credit card or bank account. Additional Notes ACH payment processing currently requires an Authorize.net eCheck or Stax ACH-enabled account. Credit card and ACH setups are independent within the system. Support for additional ACH processors will be added in the future.

I would love if there was a way to tell while looking at pet names if each was male or female without having to open each pet profile.

This was done briefly in a previous update but was glitchy so was removed. I think it's very useful. I'd like to be able to see each day whose bookings are finished.