It is possible to edit a single service or multiple services on a service order, but it should be noted that there are some options that should only be changed when you edit services individually, such as the date. If you are editing multiple service and you make changes to the date it will then apply to ALL the service you have selected and that is most likely not the result you wanted.
Therefore, in some instances it may be better to delete the service if they are yet to happen to save time, rather than try to edit each one individually.
Note: where multiple services are selected and the data is not the same on all services, then it will not be displayed.
How do I Edit Multiple Services in a Service Order?
Navigate to Clients > Orders & Invoices
Firstly, find the Service Order in which you want to edit the services.
Click on its name (order label) to open the order.
Select the desired services using the check boxes in the left hand column of the service order. To select all records use the "All" check box.
The following is an explanation of the choices available to be edited at this point:
Change whether the services have been acknowledged or not. If you change this field to "Yes", then the services selected will all be marked as acknowledged. If you change them to "No", then the selected services will all be changed to "Not Acknowledged"
Changing the date will apply the service to a different date. this change will be made to ALL services so you should be cautious with using this option.
Change the service item from the dropdown list.
Change the time at which you want your services to be scheduled.
Note: The time given to any service governs the schedule period (schedule column) in which the service is displayed. See Diary periods for more information.
The timeframe defines the window of time within which the service should be started, as an offset from the Time the service is scheduled for. So if, for example, you want a service to be started no earlier than 15 minutes before the Time of the service and no later than 15 minutes after the Time of the services, then you would set the timeframe to 15 minutes. The timeframe is specified in hours and minutes or it may be set to "None".
The way that service items are set up can affect whether this appears as a "Timeframe" or "Time Block". Therefore dependent upon which service item you have chosen, this may appear under either name.
See Advanced Service Attributes > Service Item Timeframe for more help on timeframes or Advanced Service Attributes > Service Item Time Blocks for more help on Time Blocks.
If you do set a timeframe for a service AND you set "Show Time" (see below) to "Yes", then the timeframe will be displayed in the staff member's schedule in Pet Sitter Plus, and also on the schedule in PSP Mobile.
In the world of pet sitting it is often not necessary to display a specific time for a service. For example, if you are walking 4 dogs together over lunchtime, it doesn't usually matter if you start at 12:00 midday or 1:00pm as long as the dogs are walked over the lunchtime slot. It is important however that the dogs are grouped by schedule period so that when looking at the schedule it is easy to see the services that can be done together and therefore it is easier to plan the working day.
There are, however, clients who require their services to be carried out at a specific time. For example people who request a cat visit at exactly 5pm. For these clients it is a requirement to show the time against the service in the schedule.
The "Show Time" field has a default setting, which you can set to either "Yes" or "No" in Schedule Settings. The Show Time field on the "Add Services" screen will display "Yes" or "No' depending on your default "Show Time" setting. This can be changed on any service if required, either on the "Add Services" screen or at a later time using the "Edit..." feature.
When "No" (don't show time in schedule) is selected, the system will not show the service time in the schedule. Instead the time will only be used to govern the schedule period (schedule column) in which the service is displayed.
When "Yes" (show time in schedule) is selected, the service time will show against your service in the schedule and the time will continue to govern the schedule period (schedule column) in which the service is displayed.
Using the drop down list of staff you can re-assign the one or more services you have selected to another member of staff.
Change the quantity if there is more than one item. For example if you charge for mileage at (say) $0.50 per mile, then the number of miles travelled would be entered into the quantity column.
Each service item that you have set up in your system will have a standard charge or standard selling price. This standard price might have been calculated according to charge conditions that you have set up in your system in which case the calculated figure will appear in the unit charge box. The unit charge can be changed manually at this point to whatever you like. The unit charge is multiplied by the quantity to calculate the charge price for the service on the service order.
Each service that you have set up on your system has a standard compensation rate that you pay your staff. Compensation rates often vary according to a variety of factors which are governed by compensation conditions that you set up in your system. If compensation conditions apply then the appropriately calculated figure will appear in the compensation box. This figure can be changed manually at this point to whatever you like.
Schedule Ref Override
The schedule ref for the client will appear in the admin and staff schedule to enable you and your staff to identify the service. If you want a particular set of services to display a different schedule ref than the default schedule ref on the client record, enter the required schedule ref in the schedule ref override. So, for example, if your client has two dogs and their schedule ref is "Poppy and Penny" but your service is for a walk for Penny only, then you could enter "Penny only" in the schedule ref override box.
Invoice notes appear on the invoice and can been seen by clients when they receive their invoice.
If multiple services have been selected, then any changes made to the Invoice Notes will be made to all the selected services.
Staff notes are seen by staff who have been assigned service(s) that have corresponding staff notes. Staff notes appear in the schedule.
If multiple services have been selected, then any changes made to the staff notes will be made to all the selected services.
In this example we have changed the Time Block and the sitter assigned to the three services we are editing.
Note that if some fields in the Edit Services box are blank, it means that the data for the multiple selected services is different. For instance, you may have selected services with different dates, time blocks, and sitters.
When you have completed editing the services, click "Update".
In the edited order, the adjusted time of the service (time block) and the sitter assigned are now visible.
Tap the Navigator and select Clients > Search
Navigate to your client's account from the Clients search page.
In the left-side navigation pane, tap "Orders & Invoices".
Select the services you'd like to edit by checking the boxes next to the services.
If you are editing all services in the service order, tap the "All" checkbox at the top of the order.
Tap the "Actions" drop-down, then tap "Edit...".
Use the options on the Edit Services screen to edit your services.
The changes you make will be applied to all selected services.
Your changes are reflected in the service order and on the admin, staff, and client schedules.