The delete function is often used when you have made a lot of scheduling errors in a service order to the point where it is now easier to start again.

  • Example - A client requires a dog walk every Monday and Tuesday throughout June. You have created a service order and booked a dog walk for Monday, Tuesday and Wednesday (by mistake). In this example it is easier to delete all the services you have created and re-schedule the jobs correctly.

  • Important The delete function should be used with care. Unlike voided or canceled items, deleted items may not be re-instated or recovered. They are permanently removed from your system and can only be recovered with a backup copy of your data.

  • As a safeguard against accidental deletions, a warning will appear that will require you to to confirm your deletion by clicking a second "delete" button. 

  • As an additional safeguard, if the date of a service is in the past, or a service has been invoiced, then the service cannot be deleted without being voided or canceled first. See Voiding a Service or Canceling a Service for further information.

 

Services that are deleted:

  • are removed from your service order completely and cannot be reinstated, but new services can be re-scheduled to replace the ones that have been deleted.

  • are removed from the administrator and staff schedules so that the work does not get carried out.

  • are removed from client quotes and invoices (the client does not need to see your scheduling errors).

  • are removed from staff compensation reports (your staff do not need to see your scheduling errors).

 

NOTE: Deleted services CANNOT be re-instated like a canceled or voided service.

 

How do I Delete one or more Services in a Service Order?

            ON DESKTOP:

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

STEP 1​​​

  • Select the service(s) to be deleted by checking the boxes on the left of the service order.

  • Click "Delete".

 

NOTE: If the services you are deleting are dated in the past - you will have to cancel or void the services first before you will be permitted to delete them.

STEP 2

  • When the warning appears, click the red "Delete" option, or click "cancel" if you are not sure.

STEP 3

  • If any of the services you selected to delete are in the past or are already invoiced, then the services will not be deleted. A notification will appear saying that you need to first Void the services, then delete them.

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 that holds the services you want to delete.

  • Select the service(s) you want to delete by tapping on the box to the left of the service(s).

    • If you need to delete all services in the service order, there is an "All" checkbox above the services.​ Tap "All" to select all services.

  • Once the services are selected, tap the "Actions" drop-down button.​

  • Tap "Delete".

STEP 4

  • Before the services are deleted, a confirmation message will appear asking "Are you sure?" 

  • Tap "Delete" to delete the selected services, or tap "Cancel" to exit.

  • Once you tap "Delete", the services will be deleted completely and removed entirely from Pet Sitter Plus.

  • Deleted services cannot be reinstated, but you can add new services to your order.

STEP 5

  • You cannot immediately delete services that are dated in the past or that have already been invoiced.

  • This is a security measure to prevent services that have already occurred and/or already been invoiced from being deleted. 

  • You'll see a message telling you that the service cannot be deleted.Tap "OK", and then you can void or cancel the service, and then delete the service. 

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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