<      Service Requests < Editing a Service Request

 

 

Often it is a requirement to make changes to a Service Request before adding the services to an order.

How do I Edit a Service Request?

           ON DESKTOP:

Navigate to Clients > Service Requests

STEP 1​​​

  • Select the service requests you need to edit by checking individual boxes or by checking the box in the column heading to “select all” requests. 

  • Then click “Edit Requests...”.

STEP 2

  • Make the required changes to any aspect of the request and click “Update”.

  • In this example, we are changing the time block on the first week of service requests from 1:00pm-3:00pm to 11:00am-1:00pm.

STEP 3

  • Check the changes you made are correct.

  • The Service Request is now ready for processing.

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 "Service Requests".

STEP 3

​​

  • Select the service requests you need to edit by tapping the checkbox next to the request.

    • Or tap the "select all" checkbox in the column header above the individual checkboxes to select all service requests. ​

  • Tap the "Actions" drop-down button​.

  • Tap "Edit Requests...".

STEP 4

​​

  • Make the changes to your service requests by adjusting the options on the Edit Service Requests page. 

  • In this example, we are changing the time block for the selected service requests from 1:00pm-3:00pm to 11:00am-1:00pm. 

  • Tap "Update".

STEP 5

​​

  • Check the changes you made are correct.

  • The Service Request is now ready for processing.

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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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