Precise Petcare Features

The option to draft edit a selected view of the schedule, so that changes and assignments can be made and then all published as once.

I would love if the software had a two factor authentication process. Storing sensitive information about client's homes and payment information is a liability. Clients have also mentioned they don't feel comfortable inputting information at times as they feel cyber security is lacking.

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Perhaps this functionality could be incorporated into a previous feature request titled "Require a Sitter to Include Reason For Declining a Visit". It would be helpful to be able to track the percentage of times a psdw accepts/declines jobs as compared against their availability schedule. These metrics could be used to develop performance indicators for psdw's, facilitate efficient job assignment across psdw's as well as provide valuable data points for owners regarding retention of psdw's that are essentially taking up space on the roster.

Several updates have been made to the reporting functionality to improve clarity and organization, helping you easily access and interpret data. These changes ensure that reports are titled according to common business terms and are grouped logically for better usability. Key changes: Updated Report Titles : Report titles have been revised to align with common business terminology , making it easier to understand the purpose of each report at a glance. Grouping of Visit-based Reports : The Visit-based reports have been grouped into more logical sections, again using common business terminology. This allows for easier navigation and helps you quickly access reports that focus on visit performance vs operational, etc. New "Profit per Service Hour" Report : This Visit-based report calculates profitability per service hour by using the actual time sitters are In Progress during visits. This means the report tracks the time spent actively providing service and calculates the profit relative to that time spent, giving a clear picture of how efficiently service hours are being utilized. NOTE : How you group this report can greatly affect the output you receive and may provide additional insights, such as sitter performance. New "Client Satisfaction" Report : This Visit-based report leverages the Clients can Rate Visits functionality, allowing clients to rate their experience after each visit. The report compiles these ratings to help you track overall client satisfaction and identify areas for improvement in service delivery. New "Client Refunds" Report : This Transaction-based report tracks any refunds issued to clients.

Some potential ideas. If you vote make sure to also comment on which ones you like best. 1. Arrival/Completion QR Code Place a QR code at the client's home (inside the door, on a gate, etc.). Sitters scan it using their phone to check in/out via the Precise Petcare app. 3. Client Profile QR Tag Create a QR tag (on a leash, crate, or collar), linking to the client's care instructions in Precise Petcare. 3. QR Codes on Welcome Packets or Business Cards Include QR codes on printed materials that direct their clients to: Their Precise Petcare client portal Service menus How-to videos for booking

Please note that this functionality is still in the early stages of testing. Because it has a wide range of possible uses and is client-facing, it's very important that you report any issues you encounter right away. Also, as the name Automations suggests, this feature will likely expand beyond just sending emails to clients. With that in mind, please share any feedback about other types of automations you'd like to see added in the future. We're introducing a set of updates that make your work faster, more personal, and more consistent. At the center is Automations , a new way to automatically send communications based on real events in your business. Alongside that, Responses and the new Personalize button expand what's possible anywhere you're using the editor. Together, these features help you save time while still keeping your communication meaningful. Responses What were once called Canned Responses are now simply Responses . They've moved out of the Messages page and into their own location under Operations > Responses , giving them a clear home and making them easier to manage. You can still insert them anywhere you're writing with the "Responses" dropdown in the editor, so you always have quick access to your most common phrases and templates. Personalize The editor now has a Personalize button that lets you drop in placeholders for the recipient's First Name or Full Name . When the message is sent, those placeholders automatically become the client's or staff member's real name. This works across the system wherever you're writing --- from individual emails to staff announcements, to automations themselves. It's a small feature that makes every message feel like it was written just for the recipient. Automations Automations let you schedule messages that go out automatically in response to events. You can set up reminders tied to any visit, notifications at the start or end of a group of visits, or celebratory messages for pet birthdays and birth months. You can also create a welcome message when a client has their very first visit. When composing an automation, you write the subject and body in the same editor you already know. Automations also support an Info Block & Link , which adds context to the message: a list of scheduled visits with a link to "My Schedule," pet names with birthdays, or other event-based details. You can use the default contextual option, provide your own custom link, or leave it out entirely. How to Use Go to Communication > Automations and create a new automation. Choose the event you want to trigger it (such as "Any Visit" or "Pet Birthday"). Write your message in the editor, using Responses and Personalize if you like. Select your Info Block & Link option, and save. Your automation will now run automatically whenever the event occurs, keeping your communication timely and consistent without adding to your workload.

We've released a major update to the mobile app, now available in the Android Testing App and iOS Testing App . This update focuses on improving journaling, GPS accuracy, and sitter workflows, along with several interface refinements. ComposeIQ (AI Journal Assistance) ComposeIQ is a built-in AI writing assistant to help sitters create clear, consistent journal notes faster. Generates draft journal entries using the information already recorded in the journal and visit Provides multiple tone/style options Sitters retain full control to review and edit before submitting This is designed to reduce time spent writing journals while improving quality and consistency. Improved GPS Tracking + Live Timer GPS tracking is now more accurate and consistent across devices. A GPS tracking timer now appears when active iOS: Uses Live Activities (also shown in Dynamic Island ) Android: Displays in a persistent notification Helps sitters confirm tracking is running and how long it has been active Undo Arrival Sitters can now correct accidental arrivals directly in the app. Once a visit is marked Arrived , a Undo Arrival button becomes available No need to contact a manager for corrections Streamlined Workflow Buttons My Schedule action buttons requiring confirmation (e.g., Arrive ) now support hold-to-confirm . Tap = regular flow (with confirmation) Hold = instant action Reduces friction during high-volume workflows Interface & Usability Updates The yellow notification bar now scrolls with the page for clearer visibility Status bar and interface elements have received visual clean-up and modernized styling Video Support for Pet Care Journals For those who don't have access to this functionality yet, you will experience it first as part of this update. More info can be found in the dedicated post . Confirm Cancel Prompt (Journal Entries) A confirmation dialog now appears when tapping Cancel on a journal entry. Prevents accidental loss of information entered into the journal form. How to Test These updates are available now in the testing builds: Android Testing App : send your Google email address to support and we will get you setup with the app iOS Testing App : download through TestFlight using https://testflight.apple.com/join/8qdTsEd3

Practice Mode lets Administrators and Managers explore the day-to-day office side of the system---building schedules, managing clients, invoicing---using sample data and without risking the loss of real data. It's a safe space for experiments or for brand-new trials to see a "working" account in action. Getting Started Free-trials: A dark-gray " Live Mode" banner sits at the top of every page. Click the Practice Mode button on the right to switch on. Any Administrator (trial or subscribed): click on user menu › Training Mode or edit staff (including yourself) on the Staff Accounts page and set Training Mode to "On". When Practice Mode turns on for the first time you will be prompted with the Practice Mode Configuration screen. There you can choose how many sample Sitters, Clients and Pets to generate. If you already have live operational data (services and time blocks) the system keeps that information read-only, otherwise you will be prompted to choose what service types you offer and the system will Clicking on "Generate" will create the sample Sitters, Clients, Pets, Visits and Journals. If you don't have live operational data it will also create Time Blocks, Services and Surcharges. You can regenerate the sample data at any time by clicking on the "cog" icon in the Practice Mode banner to bring up the Configuration again---when you "Generate" again only the sample data is replaced; live operational data never changes. Using Practice Mode Work just as you would in live mode: schedule Visits, edit Clients, create Invoices, run Payroll, etc.---all actions affect sample data only. Practice Mode sample data is shared between all staff in your account. Sample data can be only be deleted through regeneration. Operational data and a few other pages are set as Read-only to prevent edits. While active, the red Practice Mode banner remains at the top of every page. Administrators can leave at any time using Live Mode in that banner or from the user menu. Managers placed in Practice Mode stay there until an Administrator turns it off for their Staff Account. Pet sitters cannot be placed in Practice Mode ; for sitter training use individual Training Visits instead. Additional Notes Emails triggered inside Practice Mode are clearly labeled "Practice Mode"; mobile push notifications are disabled. As an Administrator, you may enter and exit Practice Mode as often as needed---ideal for onboarding new office staff, testing price changes, or simply gaining confidence before booking real clients.

We’re excited to introduce AssignIQ , a new intelligent scheduling and routing tool designed to streamline visit assignments while considering sitter history, availability, location, workload, blocked sitters, and more . Instead of manually assigning visits one sitter at a time, AssignIQ evaluates multiple scheduling factors at once to determine the most efficient assignments and visit sequences . Developed using advanced scheduling logic , AssignIQ creates optimized schedules quickly and efficiently , balancing sitter workloads and minimizing travel time. You still have full control to review, adjust, and finalize assignments, ensuring flexibility while reducing manual effort. Whether you're assigning a single visit or hundreds across multiple days , AssignIQ simplifies the process, making scheduling smarter and more efficient. How to Use AssignIQ You can setup scheduling preferences for sitters (such as if they provide cat or dog-only care, don’t do overnights, or should never be scheduled) under AssignIQ Behavior when you edit accounts on the Administrative > Users page. Select Visits to Assign – Choose one or more unassigned visits in the scheduler, click the Assign button, and then select AssignIQ . If you don’t want to use AssignIQ for any reason, just select “Direct Assign” (which will be split up into “Groups” or “Individuals” if you use User Groups) to be able to assign manually. Review Assignments – AssignIQ will generate optimized sitter assignments , considering availability, existing schedules, and travel efficiency. Make Adjustments – Choose “No” to remove a sitter from a specific visit and then you can choose from the regular sitter list or “Let AssignIQ Select” to re-run that visit through AssignIQ. If you choose “Yes” for a particular visit you have the option to “Set as Primary/Secondary Sitter”. Click Re-Run AssignIQ to generate new assignments based on changes. Finalize Assignments – Once you’re satisfied with the schedule, click Finalize Assignments to confirm the selections and notify sitters. Each sitter will receive a single email as if you had assigned the visits to them normally. Set Pet Sitter Preferences – Click the Preferences button to open the panel and adjust how much weight AssignIQ gives your Primary , Secondary , Recent and Nearest sitters on a "None → Max" scale. Use for Routing Only – If you run AssignIQ on visits that are already assigned, you’ll see an option for "Use for Routing Only (no re-assignments)". Selecting this ensures that sitters remain assigned to their original visits, and AssignIQ will only optimize the visit order for better efficiency. When you Re-Run AssignIQ, it will adjust only the routing and sequencing while keeping the same sitters. When you Finalize for Routing Only, sitters will not be notified—only the visit times will be updated to reflect the optimized schedule.