Service Orders that have been scheduled but not yet invoiced are automatically at the "Quote" status.

 

How do I View a Quote?

            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

  • Once the quote has been opened you can view its contents.

  • The sub menu on the left gives you options to either change the payment type, or to email the quote to the client.

  • When approved, you can then convert the quote into an invoice by selecting "Create Invoice" and email it to the client. 

  • See Quotes Explained to find out what the columns on the quote mean.

  • Below is an example of:

    • the email from the "Quote" email template used to send the email to the client, and 

    • how your quote might look when it is emailed to your client as a PDF attachment.

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.

STEP 4

  • View the contents of the Quote here, including the Day and Date of service, the description of the service, and the client charge and staff compensation.

  • To view options for the Quote, tap the Navigator in the upper right corner. 

STEP 5

  • After tapping the Navigator, you'll see options for the Quote in the menu.

  • The Summary shows a snapshot of the client's account.

  • Tap Admin Notes to access a notepad to add notes regarding the quote. See Admin Notes for more information. 

  • PDF Invoice allows you to download or print a PDF copy of the quote.

  • Tap Payment Type to view or edit the payment type for the quote. See Using Payment Types.

  • Email Quote and Create Invoice allow you to email the quote to the client or create the invoice from the quote respectively.

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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