<      Service Requests < Assigning Service Requests to an Order

Some of your clients may order different types of services (or services on different dates) all at the same time through the client portal. Some services might need to be associated with different service orders so that they can be processed under separate workflow and invoiced separately.

 

For example, a client may request pet sitting visits for their vacation in June, a week's worth of dog walking in July, and more pet sitting for a business trip in August. You can associate these service requests with different service orders before they are processed onto the schedule. This allows the different requests to go into separate service orders, which will allow for separate invoices for the client once scheduled. 

Assigning requests to a service order will also allow the scheduling Notepad to be visible and easily accessible from the main Service Request processing screen (Scheduler > Schedule > Service Requests). To "auto-assign" service requests to service orders, see Auto Assign Requests to Order.

See How Do I View Service Requests? to see how to access your service requests.

ON DESKTOP:

Navigate to Scheduler > Schedule > Service Requests
STEP 1

 

How do I Assign Service Requests to a Service Order? 

  • From the Service Request processing screen, click on the blue link for the service request you wish to add to an Order.

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STEP 2

  • Check the box in the column heading to “select all” or select items individually for scheduling.

  • Then click “Assign Order...”

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STEP 3

  • To add the requests to an existing order on the client's account, select that Order from the drop-down list or select "New Order" to assign the requests to a new service order.

  • Enter an Order Label if desired.

  • Click "Assign Order".

schedv6-SR-assign3.jpg

STEP 4

The requested services are now included in a service order on the Service Requests page under the heading "Orders with assigned requests".

 

  • To access the requests, click on the Order under this heading, or click on the assigned order from the main Service Requests page.

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STEP 5

The requested services are also included in a service order on the client's Orders page. Note that beneath the Order Label, it says "Requests." Also note that there is no Status associated with the requests, nor is there a Total due - because these services are Requests, not scheduled work.

  • Click on the order name, eg. "March dog walks".

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STEP 6

  • To access the service requests, select the Service Requests option from the menu. The requests can now be processed. Note: the number of requests is displayed in brackets.

schedv6-SR-assign6.jpg

From here, you may:

  • add more service requests to the order,

  • edit the service requests as needed,

  • move the requests to a new or different service order, 

  • email the service requests to staff or clients,

  • unassign the service requests from the order,

  • schedule the requests, or

  • delete the requests

See Processing Service Requests for more information on how to do this.

        ON MOBILE

 

STEP 1

  • Navigate to Scheduler > Schedule > Service Requests

schedv6-mob-SR-edit1.jpg

STEP 2

  • From the Service Request processing screen, tap on the blue link for the service request you wish to assign to an Order.

schedv6-mob-SR-assign2.jpg

STEP 3

  • Check the box in the column heading to “select all” or select items individually for scheduling.

  • Tap the "Actions" button.

  • Then tap “Assign Order...”

schedv6-mob-SR-assign3.jpg

STEP 4

  • To add the requests to an existing order on the client's account, select that Order from the drop-down list or select "New Order" to assign the requests to a new service order.

  • Enter an Order Label if desired.

  • Tap "Assign Order".

schedv6-mob-SR-assign4.jpg

STEP 5

The requested services are now included in a service order on the Service Requests screen under the heading "Orders with assigned requests".

 

  • To access the requests, click on the Order under this heading, or click on the assigned order from the main Service Requests page.

schedv6-mob-SR-assign5.jpg

STEP 6

The requested services are also included in a service order on the client's Orders page. Note that beneath the Order Label, it says "Requests." Also note that there is no Status associated with the requests, nor is there a Total due - because these services are Requests, not scheduled work.

  • Click on the order name, eg. "March dog walks".

schedv6-mob-SR-assign6.jpg

STEP 7

  • To view the service request(s) from the Order, select the Service Requests option from the menu. The requests can now be processed as usual. Note: the number of requests has increased and is displayed in brackets.

schedv6-mob-SR-assign7.jpg

From here, you may:

  • add more service requests to the order,

  • edit the service requests as needed,

  • move the requests to a new or different service order, 

  • email the service requests to staff or clients,

  • unassign the service requests from the order,

  • schedule the requests, or

  • delete the requests

See Processing Service Requests for more information on how to do this.

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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