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Precise Petcare Features

This board is for Precise Petcare users to discuss improvements to the system.
Practice Mode (Beta & Trials Only)
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.
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in progress

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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in progress

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