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Precise Petcare Features

This board is for Precise Petcare users to discuss improvements to the system.
Client Onboarding & Information Experience (coming soon)
COMING SOON TO PPC LABS We're introducing an improved Client Onboarding & Information Experience , focused on making it easier for clients to complete and manage their information. This update builds on section-based forms and introduces guided onboarding, clearer structure, and section-based saving . What's Changing Guided onboarding flow Clients are guided step-by-step through Profile → Pets → Forms → Billing → Request, with a clear sense of what to do next. More focused experience During onboarding, the interface is simplified and the menu is collapsed by default to reduce distractions and keep clients on track. Section-based saving (Profile & Pets) Clients can now save individual sections instead of completing the entire form at once. Clear progress and requirements It's more obvious what's required, what's complete, and what still needs attention. Improved pet management Adding and managing pets is more structured and easier to follow. After Onboarding The same structure carries into normal use: Clients update information using the same section-based layout No need to relearn the interface after onboarding Changes can be made without completing everything at once Why This Matters More focused and less overwhelming for new clients Fewer clicks and less confusion about what to do next Easier to complete information over time More consistent experience across onboarding and everyday use
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planned
AssignIQ
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 Staff > Staff Accounts 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. Optimize Routing Only – If you run AssignIQ on visits that are already assigned, you’ll see an option for "Optimize Mode" in the bottom left. Selecting this ensures that sitters remain assigned to their original visits, and AssignIQ will only optimize the visit order for better efficiency. When you then use the "Optimize" button, 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. This can also be done from Route view, where there is a dedicated "Optimize" button for each sitter.
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in progress
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
Feedback on “Add-Ons” Feature Usage & Customization Request
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!
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