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Precise Petcare Features
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Precise Petcare Features
This board is for Precise Petcare users to discuss improvements to the system.
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Performance Improvements
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Integrations (10)
New Major Features (43)
Feature Enhancements (210)
User Interface (34)
Performance Improvements (27)
My schedule screen
Can the "Prev" "go To' and "Next" buttons also be located at the bottom of the schedule so I do not have to scroll all the way to the top just to get to them?
0
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Performance Improvements
13
Client Experience
Hi! It would be helpful if the Client could request a specific Provider. Thank you!
2
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Performance Improvements
6
Validate Credit Cards
When credit cards are entered, validate that the card is actually a valid credit card number. For example, even basic websites such as this one have this capability: https://dnschecker.org/credit-card-validator.php ?
1
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Performance Improvements
10
My Schedule screen
Add a "Refresh" button. It seems like every time I make a change on the Master Schedule it doesn't automatically update on the My Schedule page, i have to hit the "Next" button and then "Previous" button to go back to that day and then it shows the update
0
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Performance Improvements
3
Drag & Drop Visits
I would like to be able to drag and drop visits to different days. right now, if a client moves their trip to a different week or month, I have to edit each visit to change the date or delete them all and re-create on the new dates. That's a lot when it's 3 weeks of 3 visits per day. I'd be so much easier to just highlight and drag the visits all over to the new dates at once.
12
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Performance Improvements
31
Client Inactive Status
For reporting purposes, when we make a client "Inactive" could be a pull down menu stating the reason why, then that way we can see the reason why we lost so many clients for that month, year, etc. , etc. EX: Moved Away, Pet Died, Rates too high, Went with another sitter, Pet Behavior,
5
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Performance Improvements
22
Ability to pull a different client when in different areas of the client's profile.
Example: You input a client, you work in their schedule tab, you finish what you are doing and want to pull another client. You often can't do it from the schedule tab, or the pet tab. You have to go back to the overview tab and then input the next client, and then move to their schedule tab, or whatever you want to work on for that client. It would be more efficient, and save time if you were able to toggle between clients from any tab in the client's profile.
1
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Performance Improvements
6
Due date update when visits are cancelled
Hi! It would be helpful if the invoice due date would automatically update according to the terms set if visits are cancelled. Thank you! :)
2
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Performance Improvements
8
My schedule screen
Can the "Notes" button be displayed here as well to select if we want to see them or not - sometimes I have ALOT of information to add for the sitters and it takes up alot of space. It would be helpful if they could just select the notes when they need to read them before the they go into the visit and then when they don't need them t hey can select it again to turn off the notes.
0
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Performance Improvements
1
NO color coding for psdw customers
Is there a way to shut off the color coding in the customer profile for PSDW visits? I sometimes don't have a sitter until the last minute and our customers are starting to figure out what the colors stand for and constantly text and say "I see I'm not confirmed for the walk on Friday, should I find someone else?". I usually respond with, it is confirmed, the color coding is for our back office but I would love for all the visits to just be the same color to avoid the panic.
4
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Performance Improvements
2
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