Precise Petcare Features

Staff Automations are available through PPC Labs as a separate Staff section under Communication > Automations . These automations are based on staff activity rather than client events or lifecycle stages. They can be created for All Active Staff or limited to one or more Staff Segments . Available triggers include: Date of Hire Follow-up Hire Anniversary Birthday Never Logged In No Recent Login No Upcoming Assignments Upcoming Training Visit Training Visit Completed First Training Visit Completed Training Visit Milestone Timing can be set in hours, days, weeks, or months, depending on the trigger. Training Visit automations can also be limited to selected Services. Messages can be sent to the matching staff member, the Portal Email Address, one or more custom email addresses, or a combination of these recipients. Messages support Personalize, Responses, previews, and an optional call-to-action button. The Potential Audience preview shows which active staff currently match the selected Staff Segments. Staff Segment membership is checked when the automation runs; adding someone to a segment does not by itself trigger an automation. This supports workflows such as: Sending a sequence of onboarding messages after a staff member's Date of Hire Following up when a new staff member has never logged in Preparing staff for an upcoming Training Visit Following up after the first or a specified number of completed Training Visits Notifying the office when a staff member has no upcoming assignments Recognizing staff birthdays and hire anniversaries Staff Automations are separate from Client Lifecycle Automations, which continue to evaluate client booking and engagement activity.

The Customizable Dashboard allows each user to choose which information appears on their dashboard and how it is arranged. Management, Pet Sitters, and clients receive different panels based on their role, permissions, and the features the business uses. The Customizable Dashboard requires the Modern Interface Update and is available through PPC Labs . Select Edit to add panels from the Panel Library , remove panels, change their order, and choose between half- and full-width panels on desktop. Desktop and mobile layouts are saved separately. Administrators can publish their Management layout as the portal default. Users can then personalize that layout without changing it for anyone else. Management panels New panels Booking Outlook: Separates ongoing care, other scheduled work, and requests over the next 7, 14, or 28 days. Scheduling & Staffing Insights: Shows upcoming assignment workload and how it is distributed across staff. It measures scheduled assignments, rather than hours or available capacity. Visits to Review: Identifies past visits that may need attention because they were not marked completed, have missing start or finish times, have incomplete journals, or received a rating below four stars. The available information depends on the business's journal and rating settings. Completed Visit Charges & Pay: Compares completed-service charges with recorded staff visit pay by service date. This panel requires access to scheduling, reports, payroll, and financial information. New Client Conversion: Measures whether newly registered clients schedule and complete their first care within 30 days. It includes referral-source results and a comparison with an equally mature group from the prior year. Recorded Payroll Comparison: Compares recorded staff pay over calendar years, rolling periods, or custom dates. This panel requires Payroll access and reflects payroll recorded in Precise Petcare, rather than confirmed bank payouts. Panels connected to other features These are new dashboard panels for information that already exists elsewhere in Precise Petcare: Client Pipeline & Health: Highlights new-booking opportunities, recent returns, and Watchlist relationships. Requires Client Insights + Lifecycle Automations . First-Care Profile Progress: Shows Profile completion for clients approaching their first care. Requires the Client Onboarding & Information Experience ; Pet, Form, and Billing completion remain separate steps within that experience. Automation Performance: Brings Automation Analytics information onto the dashboard, including reach, engagement, bookings, payments, lifecycle outcomes, and unsubscribes. Requires Client Insights + Lifecycle Automations and existing automations. To Do: Summarizes task workload, status, priority, and completion trends using existing PPC To Do information. Improved panels Operations Overview: Replaces the previous Current Visits summary with today's progress, recent completed-visit comparisons, and assignment coverage over the next seven days. Upcoming Visit Charges & Pay: Replaces Projected Earnings with a clearer view of charges and staff pay for upcoming booked visits. Monthly Completed Visits: Adds selectable periods, prior-period or year-over-year comparisons, and the ability to distinguish ongoing from other scheduled services. Monthly Received Payments: Adds selectable periods and prior-period or year-over-year comparisons. New Clients: Adds selectable periods, comparisons, and separate totals for profiles that are currently prospects, active, or inactive. Established panels such as Invoicing , Staff Celebrations , Live Sitter Map , Activity Log , Precise Petcare Updates , and the Management-only Communication Center remain available. Pet Sitter panels My Work - Improved: Replaces the previous current-assignment summary with a clearer view of today's progress, active assignments, and upcoming assignments grouped by day. Upcoming Assignment Pay - Improved: Shows estimated pay for upcoming assigned visits without exposing client charges. This panel requires sitter pay to be enabled. My Payroll - New: Shows the Pet Sitter's latest recorded payroll and the dates it covers, with access to their full payroll history. This panel requires Payroll access and recorded payroll. My To Do - New panel: Summarizes the Pet Sitter's existing PPC To Do tasks when they have access to that feature. Client panels My Care - Improved: Replaces the separate Upcoming Services and Past Services summaries with the client's ongoing routine or next care period, what follows it, and the assigned care team when available. Invoices - Improved: Prioritizes the amount currently due or confirms that everything is paid, shows recent invoice statuses, and links directly to individual invoices. Journals & Photos - Improved: Replaces the mixed client timeline with a focused presentation of recent journals and shared photos. Each user sees only the panels and information allowed by their account. Personal layouts follow the user across portals, while access continues to be determined separately within each portal.

What's new When a client has multiple groups of visits, Auto Invoicing handles each group separately. For example, if a client books two vacations and the second vacation is not yet within the Include Visits Scheduled window, the first vacation can be invoiced while the second waits. Previously, the second vacation could prevent all of that client's visits from being invoiced. Visits scheduled every day are also invoiced without waiting for the entire schedule to end. Eligible visits are grouped by the applicable invoicing period, resolving the issue where daily visits could continue waiting and never be invoiced. This applies to groups based on Same Trip , Consecutive Day , and Every Other Day visits. The Auto Invoicing preview shows which grouped visits are waiting. What's clearer Several existing settings have clearer names and descriptions. Their existing choices and functionality otherwise remain the same: Create Invoices For is now Invoice by Status . Visit Window is now Include Visits Scheduled . Keep Grouped Visits on Same Invoice is now Grouped Visits . Invoice Creation Frequency is now Create Invoices . Invoice Date is now Date Shown on Invoice . Send Invoices to Client is now After Creating Invoices .

Tags can now use custom images and be arranged in the order that works best for your business. Manage tags under Admin > Business Settings > Clients , in the Tags section. Upload Custom Tag Icons When creating or editing a tag, you can select one of the existing icons or upload your own PNG or JPEG image. Uploaded images display anywhere the tag appears, including: Client, pet, staff, and visit profiles Schedules and My Schedule Reports and search results The Precise Petcare mobile app For the best results, upload a square image with the subject centered. Images that are very wide or tall must be fitted into a square tag icon and may appear unusually small or awkward. Custom tags are supported by mobile app versions released in March 2026 or later . Most users should already have a compatible version, but custom icons may not display properly for anyone still using an older version of the app. Those users should update through the App Store or Google Play. Choose the Order of Your Tags Tags can be dragged into your preferred order in the Tags section. Tag selectors throughout the system follow that order, so frequently used or important tags can be placed at the top instead of being difficult to find in a longer list. Remove Tags Tags that are no longer needed can now be removed from the tag library. Removing or reordering a tag does not cause the remaining tags to become associated with the wrong clients, pets, staff, or visits. Existing tag labels, visibility settings, Active or Inactive status, and individually customized tag labels continue to work as before.

To eliminate 'clutter', it would be helpful to have the ability to archive staff accounts after marking them inactive.

Table View now includes a Go to Date option for date-based tables, making it easier to find records for a specific day without guessing page numbers. This is especially useful on pages like the Master Schedule , where users often need to review visits for a specific date range before invoicing or checking service history. How It Works On date-based tables, use the Go option to select a date. The table will jump directly to the records starting on that date. Regular page navigation is still available. For example, on the Master Schedule , you can enter May 1 and the table will move directly to visits starting that date. Where It Applies This was built for all date-based data in Table View, not just the Master Schedule. The behavior adjusts based on how the table is normally sorted: Schedule-style tables: jumps to the selected date and continues forward from there. Log-style tables: jumps to the selected date while preserving normal pagination for newer/older records. In simple terms: if a table is organized by date, you can now jump by date instead of guessing the page number.

Add Linktree as an option under the "Connect" section alongside social media links.

Page Permissions for Manager accounts now control both which pages a manager can access and what they can do on each page. Include Granular Manager Permissions through PPC Labs , then open Staff and add or edit a Manager account. Under Permissions , each page can be configured as: Add, Change, Delete & Export: Full access to the available actions on that page. View Only: The manager can view the page and its records without making changes or exporting information. Custom: Select Add , Change , Delete , and Export individually. For example, a manager can be allowed to add and change scheduling information without deleting it, or view billing information without exporting it. Permissions apply to the actions performed from each page. Copying and importing records are treated as Add , while edits and other operational updates are treated as Change . Restricted actions are removed from the interface and also prevented when accessed directly. Selecting All Pages gives the manager Add, Change, Delete & Export access by default, while individual pages can still be customized. Managers can always manage their own availability. The permissions selected for Availability determine what they can do with availability belonging to other staff. These controls do not expand the information a manager can access. Existing restrictions involving financial information, dates, locations, and other record visibility still apply, and Export only includes information the manager can already view. Existing Manager accounts retain their current page access and default action access until their Page Permissions are customized. Administrator permissions are not affected.

When enabled, Forgot Password sends an email link instead of immediately changing the user's password and emailing temporary login credentials. The user opens the link and chooses their own new password. The existing password remains unchanged until the reset is completed. Password reset links: Expire after 30 minutes. Can only be used once. Are replaced when another reset link is requested. Password fields on the login and reset pages also include an option to show or hide the entered password. This is currently only available on the web login page, but will also be included in a future mobile app update. This provides a more familiar password reset process, avoids requiring users to copy a temporary password from an email, and prevents an accidental reset request from immediately changing their existing password.

You can now format your Cancellation Policy , Visit Request Policy , and Client Agreements using the text editor. These are configured under: Admin > Business Settings > Clients Operations > Agreements What Changed Instead of plain text only, these policy and agreement fields now support formatting such as: Bold text Headings Bullet points Italics Colored text This makes it easier to highlight important details clients need to clearly understand, such as cancellation fees, same-day service charges, request deadlines, agreement terms, or other important policies. For example, you can make a same-day cancellation charge stand out using bold text, a heading, or color. Any formatting added to these fields will appear wherever clients view the Cancellation Policy , Visit Request Policy , or Client Agreements .