Use this function when your client orders the same service on regular days of the week. For example, when a client orders a lunchtime dog walk on a Tuesday and Thursday on an ongoing basis. 

 

  • Adding Repeat Services is designed to facilitate easier and faster scheduling of regularly required services that are ordered by any given client on a repeat or "ongoing" basis.

  • Before using the "Add Repeat" function you will need to have added one or more "Repeat Services" to your client record.

  • The "Add Repeat" function enables you to add multiple services to your service order by reference to one of the "Repeat Services" you have set up for the client.

 

For example – If your client regularly orders a lunchtime walk for their dog each weekday, you will first need to create a "Repeat Service" that will hold the details of the regular requirement. The "Add Repeat" function will then allow you to choose a date range and make reference to any given "Repeat Service". The combination of a date range and a repeat service enables regular services to be scheduled more easily and more reliably with only a few mouse clicks.

 

Repeat services (once scheduled) are services that have been added to a service order and will:

  • Appear in service orders, quotes and invoices.

  • Appear in the administrators schedule.

  • Appear in the staff schedules.

  • Appear in compensation reports.

 

How do I Add Repeat Services to a Service Order?

            ON DESKTOP:

Navigate to Clients > Orders & Invoices > click on a service order

STEP 1​​​

  • First make sure you have created the Repeat Service in the client record.
    See Adding a New Repeat Service for an explanation of how to do this.

  • Click "Add Repeat...".

 

In this example, we will add the remaining Monday to Friday daily walks required for this client for the month of February.

STEP 2

  • A dialogue box appears on the right side of the screen.

  • Enter the date range you require to schedule repeat services for.

  • Choose the name of the repeat service that was originally set up when you created the repeat service. In this example, we are choosing the repeat service we called "Monthly Package".

  • Click "Add Services".

STEP 3

  • We can see the final service order below. Walks have been scheduled to the end of February from Mon-Fri from the Monthly Package repeat service.

  • In the future, you could Run Repeat Services for this client (along with all of your clients with repeat services) as part of your monthly admin tasks to make adding these jobs even easier.

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

  • Tap on the order label to open the service order where you would like to add repeat services.

  • Tap the "Actions" drop-down button, and tap "Add Repeat..."

STEP 4

  • Enter the "From" date and the "To" date for when you want to schedule repeat services.

    • In this example, we will add the client's daily weekday walks for February 10-28, as walks are already scheduled up to February 7th. ​​

  • Select the client's Repeat Service from the drop-down menu.

  • Tap "Add Services".​

  • Mon-Fri walks have now been scheduled to the end of February from the client's "Monthly Package" repeat service.

    • In the future, you could Run Repeat Services for this client (along with all of your clients who have repeat services) as part of your monthly admin tasks to make adding these jobs even easier.

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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