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Precise Petcare Features

This board is for Precise Petcare users to discuss improvements to the system.
Navigation & Terminology Updates
We're rolling out navigation and terminology updates to improve clarity and usability. These changes are now live for beta testers , and an in-system walkthrough will guide staff and clients through the changes. New Navigation Groups (Staff) Profiles (split from Petcare) Operations (split from Petcare & Resources) Staff (split from Administrative) Key Renamed & Moved Pages (Staff) Service Settings (Operations) → Previously Services & Times under Petcare. Segments (Operations) → Replaces Client Groups & User Groups . Form Builder (Operations) → Previously Client Forms under Petcare. Key Transfers (Schedule) → Previously Key Requests under Scheduling. Client Packages (Schedule) → Previously Package List under Scheduling. Billing Settings (Billing) → Previously Billing Options. Admin Tools (Admin) → Previously Tools under Administrative. Staff Accounts (Staff) → Previously Users under Administrative. Payroll (Staff) → Previously under Billing. Now located under Staff. Agreements (Operations) → Previously Policies under Resources. Key Renamed & Moved Pages (Clients - Now Flat Navigation) All client pages are now ungrouped for a simpler navigation experience . Profile → Previously My Info under Petcare. Schedule → If you used Service Packages , it has moved to a tab on the Schedule page. Forms → Previously My Forms under Petcare. This page only appears if forms are required. Billing → Now includes Invoices, Transactions, and Billing Info in one page. Pay Now → Previously Make a Payment under Billing. Now a separate button in the main navigation. Terminology Updates Client Groups & User Groups → Combined as Client Segments & User Segments under a single Segments page. Owners / Master Users → Standardized as Administrator . Profile View → Now Overview . Service Categories → Now Service Groups . Add-on Services → Now Addons . Other terminology changes align with updated page names listed above.
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