<      Orders < Adding Scheduling Notes to an Order

 

It may be necessary to record notes about the services you are scheduling in a service order. For example, the primary sitter may inform you that she will be unavailable for a few of the services, so you need to reach out to back-up sitters to see if they are available. It might be helpful to put these scheduling notes into a notepad - to keep track of the communication regarding the services in the service order.

The scheduling notes allow you to record the progress of scheduling the work, or document the approval of requests, in a notepad function. These notes are free format and would typically reflect the history of the scheduling/approval process for that particular type of work.

How do I add scheduling notes to a Service Order? 

ON DESKTOP:

Navigate to Clients > Orders & Invoices > click on an order > Order Scheduling Notes

STEP 1​​​

  • Navigate to the Orders & Invoices tab on the client's account.

  • Click on the service order label to open the order.

Orders_notes.jpg

STEP 2

​​

  • Click the "Order Scheduling Notes" tab.

  • Write your scheduling notes in the free-form notepad.

  • Click "Update Notes"

Orders_notes2.jpg

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

  • From the client's Orders & Invoice page, tap on the service order label to open the order you'd like to add scheduling notes to.

  • Tap the Navigator (menu) icon.

  • Tap "Order Scheduling Notes".

STEP 4

  • Any your scheduling notes to the order.

  • Scheduling notes will help you keep track of the steps you have taken from the time you received the client's service request to the time you can confirm their service is scheduled. 

  • Tap "Update Notes" when done.

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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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