Precise Petcare Features

It would be nice to be able to choose a sitter in que in case the first selected sitter declines a visit. That way the request would automatically go to them if the sitter declines. It would also be helpful to be notified if a visit is still not accepted or confirmed with plenty of time to work on it.

The Availability Overhaul combines several of our most-requested availability and scheduling improvements into one connected system. Availability now includes when staff normally work, when they cannot work, other commitments that affect their schedule, how much work they should receive, and which existing visits need attention when availability changes. Scheduling and assignment tools use this information together rather than treating each piece separately. Current Availability Staff can enter Working Hours and Time Off for one date, selected weekdays, a date range, or an ongoing schedule. When an existing entry changes, the update can apply to: One date That date and future dates A temporary period The entire series This supports permanent schedules, seasonal changes, temporary schedule adjustments, individual exceptions, and planned time off without requiring the rest of the schedule to be recreated. Reserved Staff Time can be added for training, breaks, and other staff commitments. It blocks that period from scheduling consideration without counting as scheduled visits or estimated visit duration. Availability Policies and Requests Businesses configure Working Hours and Time Off separately. For each, staff changes can: Take effect when saved Require office approval Be managed only by the office Businesses can also require minimum notice for time off or create date ranges when time off is blocked or requires approval. These rules can apply to all staff or selected Territories. Changes requiring attention appear under Requests . Authorized office staff can see the proposed change, review affected visits, and approve or decline individual dates. Staff can edit or withdraw their own pending requests. For an immediate absence, Report Unable to Work records time off covering today or the next six days. It takes effect immediately, identifies the affected visits, and creates coverage follow-up without changing the existing assignments automatically. Special Dates Existing date naming and client-request blocking are moved from Business Settings into a dedicated Special Dates section within Availability. These dates continue to: Add names to dates on the calendar Block client requests Limit a client request block to selected Services or Time Blocks Existing date names and request blocks are brought into the new section rather than needing to be recreated. Special Dates also adds the option to block new staff time-off requests for the date. The office can still record an exception when necessary. Workload Workload adds recommended and maximum daily limits based on scheduled visits, scheduled minutes, or both. Limits can be set business-wide or for individual staff members. Additional limits can apply to selected Services and Time Blocks, and Buffer Minutes per Visit can account for additional time surrounding each visit. Recommended totals guide AssignIQ. Maximum totals flag scheduling conflicts and limit automated assignments. Scheduling and Coverage Availability information is incorporated into scheduling and assignment checks, including: Working Hours Time Off Reserved Staff Time Existing scheduled visits Workload limits Existing pet-capacity limits Review Coverage identifies assigned visits that conflict with current availability or workload limits. When someone uses Report Unable to Work , authorized office staff can review the affected visits, search for eligible replacements, record outreach, assign follow-up responsibility, and track whether coverage has been resolved. Staff can manage their own availability when allowed by the business’s policies and their Availability permissions. Authorized office staff can manage other staff, review Requests, configure Special Dates and Workload, and coordinate coverage.

Automated Data Exports is available through PPC Labs. It allows Administrators to schedule exports from Precise Petcare and deliver the resulting files to Google Drive automatically. Automated Exports use the same data, terminology, permissions, and formatting as the corresponding exports already available throughout Precise Petcare. This makes them useful for recurring reporting, payroll preparation, data analysis, backups, and connections to other systems without requiring someone to manually download the same information each time. Choose what to export Each Automated Export covers one type of data. Available choices depend on the features enabled for the business and the Administrator’s access. Supported data includes: Client Profiles Pet Profiles Staff Visits Ongoing Visits Trips Services Time Blocks Staff Groups Invoices Transactions Service Packages Client Packages Keys Timesheet/Mileage Payroll The exported CSV uses the existing export fields for that area of Precise Petcare, including record IDs that can be used when organizing or connecting information outside the system. Payroll exports can use the standard CSV format or formats prepared for Gusto (contractors) , Gusto (employees) , ADP , and Paychex . Private credentials and other information that is not part of the corresponding Precise Petcare export are not added to an Automated Export. Select the records and dates Client Profile and Pet Profile exports can include: All Records Changes Since Last Export Changes Since Last Export is useful for keeping another system updated without exporting every profile each day. Test Exports and recurring full exports establish a complete list before subsequent changes are delivered. Removed records are also identified so they can be reconciled outside Precise Petcare. For date-based information, such as Visits, Trips, Invoices, Transactions, Timesheet/Mileage, and Payroll, choose the Date Range that should be included. Available ranges are adjusted according to the selected data and Frequency. For example, a Visit export can cover upcoming work, while a Payroll or Transactions export covers an appropriate completed period. Set the schedule Automated Exports can run: Daily Weekly Monthly Choose the time, the day of the week for a Weekly export, or the day of the month for a Monthly export. If the selected day does not exist in a shorter month, the export runs on the final day of that month. The schedule uses the Administrator’s timezone from My Account . Each export is created for the currently selected business location. Administrators with access to multiple locations can configure the exports needed for each location separately. Connect Google Drive Automated Exports are delivered to a connected Google Drive account. The Google Drive section under Exports shows the connected account and destination folder. New or changed Automated Exports remain Paused until a successful Test Export confirms the data, permissions, and Google Drive destination. After reviewing the test files, the schedule can be enabled. Editing an enabled export pauses it so the updated configuration can be tested before scheduled delivery resumes. A verified export can also be started at any time with Run Now without changing its normal schedule. Review Export History History records Test Exports, Run Now exports, scheduled exports, retries, and supported manual exports. Each entry shows its current status and, after a successful delivery, links to the files in Google Drive. History also records the original Date Range used for that run, so relative choices such as Last Week or Next 14 Days remain clear after the export is completed. If an export is interrupted or Google Drive temporarily cannot confirm delivery, History provides the current status and the appropriate retry or recovery action. The Administrator is also notified when an Automated Export fails, is delayed, or requires the Google Drive connection to be restored. Deleting an Automated Export stops future scheduled work but retains its History and files already delivered to Google Drive. Disconnecting Google Drive pauses the affected exports without removing delivered files. Availability Enable Automated Data Exports through PPC Labs . Automated Export schedules and their Google Drive connection are managed by Administrators. Available data continues to follow the Administrator’s existing page and export permissions.

I also wanted to share some feedback on how we’ve been using the add-ons feature and a potential improvement that could make things clearer for both us and our clients. For years, we’ve used the add-on feature a bit differently than its intended purpose. Instead of using it for extra charges (like poop pickup, etc.), we use it to list pet care tasks that clients can check off when submitting a service request. This allows them to customize each visit and clearly communicate what they’d like completed. Our services are structured as time-based visits (20, 30, 45, 60 minutes), so the visit itself is essentially a “blank canvas.” The add-ons are what give that visit structure by letting clients select specific tasks (feeding, meds, walk type, etc.). The challenge is that the term “add-ons” can be confusing, as it implies an additional cost — which isn’t the case for us. These are simply included care instructions, not upgrades. Without these checkable items, it can sometimes be unclear what should be done during a visit, even with pet profiles filled out. A couple ideas that could really improve this experience: • The ability to rename or customize the “add-ons” label (e.g., “Customize Your Visit” or “Care Tasks”) • Or a separate feature entirely that allows clients to select visit-specific tasks without the implication of added cost This is a core part of how we’ve operated for years, and it works really well functionally — it just creates occasional confusion from a wording/UI standpoint. Would love your thoughts on whether something like this is possible, or if there are any current settings we may be overlooking. Thanks so much!

There is no way to say that a particular client cannot book a particular service. Services are on or off for the whole business. That matters most for safety. A reactive dog should not be bookable into a group walk. A dog with a bite history should not be bookable into anything involving another animal. Today the only defence is that the office catches it before it is scheduled, which means it depends on a person noticing every single time. The ask: a per-client allow and deny list on services. Denied services do not appear to that client in the portal and cannot be selected for them in admin without an explicit override. It also solves quieter problems. Clients moved off a discontinued service. Clients outside the zone for a specific offering. Clients who have abused a policy attached to one service type. Right now the rule lives in a note on a profile and the enforcement lives in somebody's memory. That is not a control.

Communication Hub + Conversations requires the Modern Interface Update . It is not available in the legacy interface. Communication Hub + Conversations organizes client and staff communication into connected, threaded Conversations. It works alongside the existing Messages, Pet Care Journals, and client communication interfaces rather than replacing them. Communication Hub Communication Hub can be opened from the staff Dashboard or from the communication icon at the top of any page. Selecting an item opens a persistent Conversation that can remain open or minimized while staff move between pages. The Hub includes separate views for: Inbox: Conversations currently needing attention Office: Client communication involving scheduling, billing, requests, cancellations, and general questions Care Team: Client communication involving visits, pet care, Pet Care Journals, and related replies Scheduled: Communication scheduled for later Hidden: Resolved, snoozed, or personally hidden Conversations Staff can search and filter Conversations, track unread activity, mark a Conversation as Waiting for client, indicate that no reply is needed, or return it to Needs reply. Follow-up responsibility can also be assigned to an eligible staff member. Mark as read, Snooze, and Hide for me affect only your own view. Needs reply, Waiting for client, Resolved, and follow-up responsibility are shared with other authorized staff. No reply needed resolves the Conversation for the team; Hide for me does not. Connected Conversations Supported Messages, email and SMS replies, Pet Care Journals, journal comments, requests, cancellations, visit notes, and other related activity are organized chronologically within Conversations. Client communication retains its existing audience boundaries: Office Conversations are available to the client and management. Care Team Conversations are also available to staff who currently have access to the client. Office Only communication remains internal to management. Direct and shared Staff Conversations remain separate from client communication. Care Team messages sent through the Hub also notify eligible staff assigned to the client’s current or upcoming visits. Notifications follow each recipient’s communication preferences unless you choose a delivery override, subject to the available delivery methods. The composer shows recipients and delivery methods before sending, and scheduled messages recheck assignments when they send. Staff SMS notifications include a link back to the Hub to reply. Related links connect entries back to the applicable Journal, visit, request, cancellation, invoice, or other record. Businesses using Tasks can create or link Tasks from an entire Conversation or an individual message and return directly to the discussion. Completing a Task and resolving a Conversation remain separate actions. Communication Hub does not duplicate every transactional, marketing, or bulk Email Log entry. When communication predates the history available in the Hub, Earlier messages opens the existing communication history. Replies and new communication Staff can reply from a Conversation, reply to a specific message, use saved Responses and Personalize, add formatting and images, and add emoji reactions. Drafts are saved automatically and remain private to the person writing them until sent. Client communication can be delivered by Email, SMS, or both when those delivery methods are available for the location and recipient. Supported incoming client email and SMS replies return to the applicable Conversation. If an SMS cannot be confidently matched to Office or Care Team, management can review where it belongs. Management can also create communication for selected clients, all active clients, individual staff, selected staff, or Staff Segments. Recipients and delivery details can be reviewed before sending. Each client receives a separate Conversation, even when multiple clients are selected or Care Team is included. Staff communication can use individual or shared Conversations. Communication can be sent immediately or scheduled for later. Scheduled communication can repeat weekly, monthly, or yearly and can be reviewed, edited, paused, or canceled from the Scheduled view. PPC Labs availability Communication Hub + Conversations is available to staff through PPC Labs beginning October 21, 2026. It requires the Modern Interface Update and a separate, explicit opt-in to Communication Hub in PPC Labs; the all-features Labs setting does not turn it on automatically. Supported communication is already being captured in the background, so there is no manual history-loading step to get started. Clients continue using their existing Timeline, Messages, and Pet Care Journal interfaces. Screenshots below use sample data.

Precise stores only the current version of our Terms and Agreements. It does not store which version a client actually accepted, or when they accepted it. When a client's registration record says they agreed, there is no way to show what they agreed to. For businesses running signed service agreements with cancellation terms, holiday policies and liability language, that is a real legal exposure. The only workaround today is typing a date stamp into the document itself, which proves nothing about any individual client. The ask: Keep every published version of an Agreement rather than overwriting it. Stamp each client's acceptance with the version number and the date and time. Make that acceptance record visible on the client profile and exportable. This does not need to be complicated. A stored version ID plus a timestamp on the acceptance row would cover it.

Today every admin account has the same power. Any admin can delete clients, visits, invoices and historical data, including the owner's own records. There is no account that sits above the others. This matters because we grant full admin to new managers on purpose. Limited accounts cannot see history from before their start date, which makes them unable to do the job. So we trade data security for basic functionality. The ask: One owner-level account per business that cannot be deleted, demoted or locked out by any other admin. A published data backup and restore policy, so we know what is recoverable and how far back. Related and worth merging with: Automatic backups of schedule and client information (currently 16 votes). Granular Manager Permissions covers limiting managers, which is the other half of this. It does not protect the owner.

It would be really helpful to have the ability to send clients an interactive message related to a scheduled visit, allowing them to select from a few options we provide. For example, if we're expecting bad weather, we might want to offer clients the option to keep their original visit, shorten it with a credit for the difference, or cancel it without a penalty. Another example would be when we have additional availability and want to offer a client the opportunity to extend their scheduled visit from 20 minutes to 40 minutes. Ideally, we'd be able to customize the available options and set an optional response deadline. Clients could then select their preferred option directly through the notification or client portal. A push notification would be great in addition to an email as clients usually see those faster and they are easier to interact with. If possible, their selection could automatically update the scheduled visit and adjust any applicable charges or credits. If they don't respond before the deadline, the visit would remain unchanged or follow whichever default option we selected. I think this could also be helpful for offering alternate time windows, making weather-related adjustments, and managing other scheduling changes without requiring multiple messages back and forth.

It would be extremely helpful to have customizable pop-up alerts that are triggered by specific scheduling conditions. For example, when assigning a visit to a sitter who has worked six consecutive days without a day off, a pop-up message could alert the scheduler before the visit is assigned. This would allow us to catch potential scheduling concerns in the moment rather than having to stop scheduling, leave the scheduling screen, and look up the sitter’s schedule separately. Ideally, these alerts would be based on customizable conditions that each business could define according to its own scheduling policies. The pop-up could provide a brief message explaining why the alert was triggered so the scheduler can make an informed decision before proceeding. This would be especially valuable for identifying things such as consecutive workdays, availability conflicts, or other scheduling rules that we want to monitor.