Navigate to Clients > Orders & Invoices
Service Orders are an integral part of Pet Sitter Plus and are an essential part of the daily workflow management in the system.
This section covers:
Creating a new service order and adding services to it so they are scheduled and appear in your schedule.
Editing an existing order by amending the services scheduled in it.
Adding, deleting, cancelling or voiding services previously scheduled.
Communicating by email with your client and / or assigned sitter about an order with the powerful Service Requests functionality. Questions can be asked about scheduled services prior to them taking place and being invoiced.
Finding a Service Order on a client's account.
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Learn how to create a new service order on a client's account.
How to add a service or services to a new, empty order, or adding to an existing order.
How to make changes to an existing order, either by editing the existing scheduled services, cancelling, voiding or deleting services from the order.
The process by which you can completely remove a service order from a client's record.
This is a powerful tool to aiding communication around all aspects of scheduled work. Questions can be asked and a sitter's availability to perform the work can be ascertained, prior to it either taking place and / or being invoiced in advance or in arrears.
How to find a particular service order on a client's account.