Precise Petcare Features

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.

Clients can now save both a credit card and a bank account (ACH) on file, giving them greater flexibility for payments. When both are available, the system will automatically prioritize using the bank account for automatic charges such as invoicing and recurring payments. How It Works Businesses can set up separate gateways for Integrated ACH Processing and Integrated Credit Card Processing at Billing > Billing Settings > Online Payments . Clients can enter and save both Credit Card and Bank Account information. When an automatic payment is processed, the system will use the bank account if one is available. If no bank account is available, the credit card will be used. When clients make manual payments , they can choose between their saved credit card or bank account. Additional Notes ACH payment processing currently requires an Authorize.net eCheck account. Credit card and ACH setups are independent within the system. Support for additional ACH processors will be added in the future.

We're excited to announce an update to our Pet Care Journals: pet sitters can now add videos alongside photos. This is available exclusively in our testing apps for now. With this update, you can capture brief video clips---up to 15 seconds---in addition to photos. How It Works: Videos are limited to 15 seconds in length and are trimmed automatically starting at the beginning of the chosen video Both the add journal interface (prior to the journal being created) and journal view interface have been improved to allow for easy full screen viewing of both photos and videos Available exclusively in our testing apps: Android Testing App iOS Testing App

Practice Mode lets Administrators and Managers explore the day-to-day office side of the system---building schedules, managing clients, invoicing---using sample data and without risking the loss of real data. It's a safe space for experiments or for brand-new trials to see a "working" account in action. Getting Started Free-trials: A dark-gray " Live Mode" banner sits at the top of every page. Click the Practice Mode button on the right to switch on. Any Administrator (trial or subscribed): click on user menu › Training Mode or edit staff (including yourself) on the Staff Accounts page and set Training Mode to "On". When Practice Mode turns on for the first time you will be prompted with the Practice Mode Configuration screen. There you can choose how many sample Sitters, Clients and Pets to generate. If you already have live operational data (services and time blocks) the system keeps that information read-only, otherwise you will be prompted to choose what service types you offer and the system will Clicking on "Generate" will create the sample Sitters, Clients, Pets, Visits and Journals. If you don't have live operational data it will also create Time Blocks, Services and Surcharges. You can regenerate the sample data at any time by clicking on the "cog" icon in the Practice Mode banner to bring up the Configuration again---when you "Generate" again only the sample data is replaced; live operational data never changes. Using Practice Mode Work just as you would in live mode: schedule Visits, edit Clients, create Invoices, run Payroll, etc.---all actions affect sample data only. Practice Mode sample data is shared between all staff in your account. Sample data can be only be deleted through regeneration. Operational data and a few other pages are set as Read-only to prevent edits. While active, the red Practice Mode banner remains at the top of every page. Administrators can leave at any time using Live Mode in that banner or from the user menu. Managers placed in Practice Mode stay there until an Administrator turns it off for their Staff Account. Pet sitters cannot be placed in Practice Mode ; for sitter training use individual Training Visits instead. Additional Notes Emails triggered inside Practice Mode are clearly labeled "Practice Mode"; mobile push notifications are disabled. As an Administrator, you may enter and exit Practice Mode as often as needed---ideal for onboarding new office staff, testing price changes, or simply gaining confidence before booking real clients.

Clients and staff can now reply to messages and pet care journal comments directly from their email, and their responses will be added to the system automatically. Whether responding to a journal update or an ongoing message conversation, there's no need to log in---just hit "Reply" in your email, and your message will be recorded in the appropriate place. How It Works When a journal notification or comment email is sent, recipients can reply via email, and their response will be added as a comment on the journal. When a message notification email is sent, recipients can reply, and their response will appear in the Messages feature, just as if they had logged in to respond. Notifications are sent to the appropriate parties just like in-system replies. Additional Notes The email subject line for journal notifications and comments has been standardized (e.g., "Pet Care Journal #123" ) so that email applications can keep the conversation threaded. Only clients and sitters can reply by email to Journals. Management notification emails for journal comments are not reply-able .

We've added On-Page Filtering to make it faster to locate specific fields when editing long or complex forms. Just start typing in the filter box---rows that match your search will stay visible, and others will fade out. The filter checks both the names of fields (like labels and section headers) and the existing information inside form fields , so you can find what you're looking for with just a few keystrokes. How It Works Filter Input -- Located in the top-right corner when editing information (not when adding new information or when there are a small number of fields visible) Live Filtering -- Matches both visible text and current form field values as you type. Visual Indicator -- A blue alert appears when filtering is active, showing your search term and an "×" to clear it. Reset -- Click the "×" to remove the filter and show all fields again. Hidden Fields -- Filtering only affects rows that are currently visible. Pre-hidden fields remain hidden.

This is a personal setting for your own account. Others are not affected when you change it. To switch to Dark Mode select it from the User menu above the navigation (not available in the app) or on your Administrative > My Account page. Let me know if anything looks funny or is hard to read. Full app support (the top bar) will be added in the future.

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.

This was done briefly in a previous update but was glitchy so was removed. I think it's very useful. I'd like to be able to see each day whose bookings are finished.

Note: this feature can be used by anyone as all you need is the Invite link below Zapier is probably the most requested feature these days and as the tool bag of business owners moves from separate apps to a web of interconnected apps we are joining the latter category. Our Zapier integration is currently set as Private and using the link at the bottom of this post is the only way you can connect to it. Eventually it will be public. We are starting with just a few Triggers and Actions, not because that’s all we’re going to support, but so we can test those out and then use them as a template for other Triggers and Actions. They are: Triggers New Client : Checks for newly added Client Profiles in the system, so that the client’s information can be synced to another application. Client Updated : Checks for updated Client Profiles in the system, enabling the latest details to be synced to another application. New Visit : Checks for newly added Visits in the system, allowing that visit’s details to be synced to another application. Visit Updated : Checks for updated Visits in the system, enabling those updated details to be synced to another application. Completed Visit : Checks for newly completed Visits in the system, allowing the completed status or relevant details to be synced to another application. Actions Create Client : Creates a new Client Profile in the system whenever a client is added in another application. The client information synced in the above is currently just the basics (name, address, phone and email). We can add more fields to that, although those fields will be unlikely to include ones which are often renamed from the default naming by different companies. If you’re new to Zapier, setting up a Zap can be a little complex until you get the hang of it. Here is an article on how to get started: https://zapier.com/resources/guides/quick-start/create-zap And finally, here is the invite link to join our Private Zapier integration: https://zapier.com/developer/public-invite/208497/6b280b7a6a972af2d18b9f1c13b8e52b/