When sending any communication from Pet Sitter Plus you have the ability to send an email covering note (the body of the email). This can be typed freehand or it can be based on an email template. Choosing an email template (see screen shot below) will introduce standard text into your email which you can then change. To learn how to create and amend email templates, see Email Templates.

 

How do I Email a Quote to a Single Client?​​

            ON DESKTOP:

Navigate to Clients > Orders & Invoices

STEP 1​​​

  • From the client's orders screen, identify the order you wish to view the quote for by its name, or the service dates.

  • Click the blue link with the word "Quote" in the "Invoice" column to view the quote.

STEP 2

  • Click "Email Quote" from the sub menu on the left.

  • Check that the due date is correct for when the quote would be due for payment.

  • You may have already set your system to automatically display the Quote template. If not, simply select it from the drop down. You can add to it or edit it to suit your message to your client.

  • Click "Email Quote".

How do I set it to automatically display my "Quote" Email Template?

 

Here is an example of the email message as it might appear in your client's inbox in their email client. The quote is automatically attached to the email as a PDF.

Here is an example of how the quote might appear in its PDF format.

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

  • From the client's orders screen, identify the order you wish to view the quote for by its name, or the service dates.

  • Tap the blue link with the word "Quote" in the "Invoice" column to view the quote and email it to the client.

STEP 4

  • Tap the Navigator, then tap "Email Quote".

STEP 5

  • Check that the due date is correct for when the quote would be due for payment.

  • You may have already set your system to automatically display the Quote template. If not, simply select it from the drop down. You can add to it or edit it to suit your message to your client.

  • Click "Email Quote" to send the quote to the client.

ABOUT US



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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CONTACT US



sales@petsitterplus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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