<      Orders < Creating a New Service Order

 

Before you can schedule any services for a client, you have to firstly create a service order for the services to be added into.

How do I Create a New Service Order?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • Enter a "Label" for your new order, such as "December Vacation".

  • Alternatively, if you prefer you can leave the label blank. All orders have a default name of "Service Order" and the service dates are automatically added to the line below each order so you can differentiate which order is which. The label simply helps you to identify your orders by a name.

  • Click "Create New Order".

STEP 2

 

  • The new order has been added to the list of service orders on the client's Service Order Screen - click here for an explanation of the columns on this screen.

  • The order can be identified by:

    • the label you gave it when you created it, or

    • if you have chosen to keep the default order name of "Service Order".

  • Either way, the order will show that it is "Empty" and there is no information in any of the columns.

  • The service order is now ready for you to start adding services to it.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Orders & Invoices".

STEP 3

  • Enter an Order Label if you would like to name your service order. For instance, you could call your new order "December Vacation" or "Dog Walking January".

  • If you choose not to add an Order Label, the label by default will be "Service Order" which will be displayed right above the dates of services on the order.

STEP 4

  • The new order is now in the list of service orders on the client's "Orders & Invoices" page.

  • Tap the blue Order Label to open the service order to add services.

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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