<      Service Requests < Scheduling a Service Request

 

 

The option to "schedule" a service request will move the selected services onto a service order, which means that the services will now appear on your live schedule and will be invoiced at the time you normally create your invoices. 

 

Services on a service request are not usually scheduled until after you have completed your approval process to ensure that you can provide the services your clients have requested.

 

After a service is scheduled, a "Service Scheduled Email Notification" is sent to your client, and copied to your admin email. 

 

How do I Schedule a Service Request?

           ON DESKTOP:

Navigate to Clients > Service Requests

STEP 1​​​

  • Check the box in the column heading to “select all” service requests that are ready to be schedules, or check services individually.

  • Click “Schedule Jobs”.

STEP 2
  • Choose an existing service order from the drop-down.

    • the requested services will be added to that service order and added to the schedule.

  • OR choose “New Order” from the drop-down if you want to create a new service order for these service requests.

  • The invoice will be created from the service order, so if you are adding services to an existing reservation or billing period, then you'll want to choose the existing un-invoiced service order. However, if the new services being requested will be billed separately, then select New Order so that a separate invoice can be created for these services. 

  • If you chose "New Order" then you can optionally add an Order Label for the new order. In this example, we want to label the New Order "Spring Vacation".

  • Click "Schedule Services" when done. 

STEP 3
  • A copy of a confirmation email that will be automatically sent to your client is shown below, as it might appear in Outlook or a similar mail program. 

  

STEP 4
  • Once the service requests are scheduled, they will show as scheduled services in a service order.

  • In this example, our service requests have been added to a New Order called "Spring Vacation". 

  • The services in the order are also on the Schedule and are ready to be invoiced when required.

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 want to schedule by checking off individual boxes next to the services or by checking the select-all checkbox in the column header. 

  • Tap the "Actions" drop-down button.

  • Tap "Schedule Services...".

STEP 4

​​

  • Tap the Order drop-down.

  • Choose an existing service order to put the service requests into, or

  • Select "New Order"

  • Then tap "Done".

  • If "New Order" is selected, then optionally add an Order Label for the new order. 

STEP 5

​​

  • The requested services are now scheduled and added to a service order.

  • In this example, the services were added to a new order called "Spring Vacation" as requested. 

  • The service order is in Quote status and is ready to be invoiced when required. 

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



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