Precise Petcare Features

When looking at the schedule for any given day, Time Blocks are displayed only when there is at least one visit scheduled for that particular block. If the option to display canceled visits is NOT selected and if there are only canceled visits within a block, that block's banner should not be displayed -- in other words it should be the same behavior as when there are no visits scheduled for the block. This may seem trivial but it seems like an easy opportunity to eliminate extra noise from the schedule without any downside.

The tip section needs to be improved. If a client makes a “tip only” payment, and the invoice has already been paid, I then have to ask PPC to manually go in and manually apply the tip only payment to the correct invoice. Overall the tip section is very confusing. Great when the tip is automatically applied to the invoice (when a client. has previously indicated to tip a certain percentage of the visit in their profile), otherwise it is very problematic and frustrating. It would also help if we had a clear and detailed video of how and when to use the tip distribution tool for us, with clear examples of when and why we need to use the tip distribution tool. thank you!

Keep team milestones front-and-center. The new Staff Celebrations panel on your dashboard shows every active staff member who has a birthday or hire-date anniversary coming up—so you never miss a chance to celebrate. How it works Instant visibility: The panel appears automatically on the administrator / manager dashboard—no setup required. Four time frames: See counts for Today, Tomorrow, This Week, This Month in separate columns. Clickable totals: Select any number to open a filtered list of the staff included. Data source: Pulls from each Staff Account's Birthday and Hire Date fields; deactivating an account removes it from the counts. Role-based access: Visible to anyone who can view Staff Accounts.

Create a way for clients to confirm upcoming appointments with the click of a button. In automated appointment reminders/confirmations, have 2 buttons available - 1 for confirm and one for cancel or reschedule. If they confirm the appointment, there needs to be either a message to the office that client confirmed or a tag that is automatically added to the appointment. This would decrease the amount of manual work needed to ensure clients are expecting the visit. If the client clicks cancel/reschedule - the same type of notification is generated - similar to what happens now when a client requests changes or cancellation to their existing appointment. Clients should also have the ability to confirm the appointment through the app in the same way they can request a change or cancellation.

If you have any services where you want to limit the number of pets per day you can now be alerted when capacity has been reached. This is setup using the Operations > Services Settings > Time Blocks page. Edit the Time Block and set a Daily Pet Capacity either for “Overall” or “per Pet Sitter” When using the “Overall” choice the system will display the number of Openings available at the top of each day on the Master Schedule (you can use the “Show: Openings” checkbox at the top to show/hide these) in addition to an "Overbooked" notification once the limit of pets in that Time Block has been exceeded When using the “per Pet Sitter” choice the system will create an “Overbooked” notification once they have exceeded the limit of pets in that Time Block for any day (this is different from the typical Overbooked notifications that instead use the Expected Length of each visit compared to the total length of the Time Block)

Currently, in the Scheduled Messages list, it only shows the subject. I have to remember who (not gonna happen lol) or open each one to see who it's going to and when as a reminder. Can you please add the name of client, as well as the date/time scheduled along with the subject? It would also help to have the client name on the email notifications that a Scheduled message has been sent.

I would love to see a tab that allows the table view to start on a specific date, instead of page # It would be helpful to have the table start on the date I choose, so that a day isn't split up across pages. Most of the other views have a GO TO DAY choice.

We would love to be able to re-order our sitters in the master schedule alphabetically. Currently, it looks like they are ordered chronologically from when they were input in the system. It would make finding sitters in the master schedule much less challenging for our schedulers, and less flipping around for me when I proof the master schedule for the week. Perhaps this has changed since we originally asked about it, and I just don't know it yet? I noticed they were changed to alphabetical order in the sitter directory, which was very helpful. Would love if we could re-order them in the system, or if the default was alphabetical. Thanks!

I ran into this issue recently when I changed the order of certain "Pet Info" questions and added new ones after updating my service agreements and requiring more information for clients regarding behavioral histories. After doing so, when looking at established client profiles, I noticed that the existing answers did not remain with the original question box. I also deleted a few questions that I used to ask, because those are now in separate intake forms that I use for Overnight Sitting. When I deleted them (used that box for a different question) those changes applied to profiles that had been filled out previously, rather than being applied to new clients filling out My Info and Pet Info for the first time. For example, one of my new questions was something along the lines of "What kind of altering did your dog undergo, if you answered "Yes" to the above?" and the answers for many clients were things like "No, they've never bitten" because that field used to be a behavioral history question. Essentially, the questions changed locations, but the answers did not match up with previous intake questions. I think a system that retains old Info questionnaires and their original answers would be best, and when updated on the admin end, it only applies to new client intakes so it doesn't affect established accounts. Alternatively, it could give a message to my existing clients that says something like, "Kailey has added a new field for Pet Info, please review now before requesting services" so they can review their answer to the question and make sure it's still fitting for the new one, or review an entirely new intake question that I've created and answer it, depending on if it's required or optional. This might also be optional, because the question may not be relevant to established clients and only be something I want to ask new ones. I hope this makes sense!

Our company recently purchased a relatively large company from a couple that were looking to get out of the business. They had been using Time to Pet for the last several years and are now on our Precise system. We just did a "transition survey" with those clients to check in how things are going, and the biggest complaint we got, by far, was about how much harder Precise is to use than Time to Pet. I've used Time to Pet before (as well as Scout and Pet Check) and from a business standpoint, it's not even close! Precise stomps them all in pretty much every category across the board, from reporting, to scheduling, to billing, and everywhere in between. However, from a client standpoint, with the narrow scope of what clients do with it, Time to Pet is just a much more streamlined, easy to navigate system. Frequent complaints/questions we've gotten: difficulty in updating My Info and My Pets. It's not obvious what fields are required and what aren't, and having the sections "closed" makes it even harder. They shouldn't have to hit a plus sign to expand the sections, should all be one streamlined form with clearer markings on what's required. to go along with the above, when a client forgets to fill in a field, the form should jump right to that section, with a "next" button or something to take them to the next missing required field. Vaccine expiration warnings shouldn't be buried in the yellow box, should be a pop-up when they log in with a button to jump them right to that section. (The vaccine section is often where I see new clients often get stuck as well.) It would be EXTREMELY helpful to have customizable "small text" instructions underneath each custom field. Some are self-explanatory but others it would be good to explain specifically what we're looking for from them, and/or add instructions how to complete certain fields (like vaccines) Errors in submitting tip only payments using eCheck because their first and last name are missing. When clients update their billing info, the primary name should already be filled in, with a checkbox or "new name" button for them to hit if they need to enter a spouses name. Not being able to "chat" in-line with their walker after they submit a journal, rather than sending each response one at a time as individual messages/emails. And not being able to send a "chat" message to the walker while they're scanned in to an appointment. Something on the dashboard when they login that shows "today's visits" so they don't have to go to the schedule to find them. There's no easy way for them to note that feeding/meds are needed at a visit. (I understand that this what the "notes" field is for but would be good to have this expanded so client's can leave specific notes for specific things. Or at a minimum, have the notes field be a larger text box with "placeholder" text like "tell us if your pets need feeding, medications, or other special needs" Even though there are 3 different ways for clients to tip (plus auto tipping), it's one of the most commonly asked questions. Ideally resolved by adding a tip button right on the home dashboard page where it can't get missed. Legend at the top of the scheduler identifying what the different colors for visits mean. I'll say again, from a business standpoint, Precise Petcare is the absolute best system available and I don't think any other system on the market can touch it right now. With the way updates have been rolling out, the system just keeps getting better and better, but it would be good to see some of those feature updates focused on improving the overall client experience.