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Precise Petcare Features

This board is for Precise Petcare users to discuss improvements to the system.
Beta: Reports Updates (new reports + terminology updates)
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.
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New Major Features
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in progress
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