Each service booking entered into a service order will appear as an entry in the Schedule. The information held within a typical schedule entry is explained here, plus scroll down to view a detailed explanation of each item listed below.
Navigate to Scheduler > Schedule > Column View
The standard entry in the Column View of the schedule will display the following information:
You can also choose to "show more detail" on the schedule (See Show and Hide Detail).
The extended entry (with "Show More Detail" selected) will display additional options such as a link to the quote or order, and the financial details of the service.
NOTE: only staff or admins who have permission to see financial information will be able to view this extended data.
Additionally, see Schedule Settings for more options. For instance, you can show the pet name on the schedule or default the schedule to always show more detail.
The same information will show for each service in the mobile view:
The client's name appears on your schedule, and it is a clickable link to the client's account. You can click the client's name directly from your schedule if you need to make any changes to the client's account.
If you employ staff, or do pet sitting yourself, the staff name will be displayed in Admin schedule entries. The staff name is a clickable link; once clicked, it will show you that pet sitter's schedule for the current day.
Time of Service (Optional)
When inputting services into a service order, the time always has to be entered. However, it doesn't follow that you would always want the time to be displayed in the corresponding schedule entries. For example, it might be sufficient to start a lunchtime dog walk at some time between the hours of 11:30am and 1:30pm, so you may not want to show the specific time of say 12:30pm on the schedule.
The time given to any job governs which schedule column the service will appear in. If it is sufficient that the job gets done within a given schedule period or time block then you don't need to show a specific time in the schedule. If, however, the service must be done at a given specific time, you can choose to show the time on the schedule.
There is an option to "Show Time" as you enter your service information. If this is set to "Yes", the time of the job will be shown in the schedule.
Time Block (optional)
The time block is the time period during which the service should be carried out. Use of time blocks is optional, but if a time block has been selected when the service is scheduled, then the time block will be shown in the admin schedule entry and also in the staff schedule.
In order to be able to schedule a service within a time block, the available time blocks must be set up for the the relevant service item. Please see the Advanced Service Attributes Help screen to find out how set up time blocks for your services.
Service Short Description
This is the short description given to the service itself which tells you the nature of the service (for example, whether it is a dog walk or a pet visit, and how long the service is, i.e., 30 or 60 minutes).
When you have a number of staff working in your pet sitting business, they will have access to their own staff schedule. Your staff are able to check an "acknowledge" option which appears against every service that you assign to them. When they check this option, the acknowledge badge will be illuminated against the appropriate entry in your administrator's schedule. This tells you that the service has been acknowledged such that it will be completed.
Other uses of the Acknowledge Badge
Often your staff will check their schedules at a given time of the day, so when assigning a service such as a daily dog walk, checking the acknowledge badge can indicate to you (the administrator) that your staff have already viewed their schedule and so are unlikely to be viewing it again until they arrive at their next visit. This is useful information when, for example, a service is subsequently cancelled, you will know you have to contact your staff by another means, such as by phone or by text, to prevent them from attending the visit.
Service Report Badge
The Service Report in an online visit feedback form that can be sent to the client via email. The form is customizable and can include visit notes, check boxes, images, etc. If a Service Report has been sent to the client already, the "SR" Badge will be illuminated in green on the Schedule.
If you are using the Key Management feature of Pet Sitter Plus, a key icon will be displayed for a schedule entry if you have a key registered for the client. The key icon is color coded as follows:
a black key is shown if the service is in the past.
a red key is shown if you have a key registered for the client, but it has not been assigned to the staff member who is scheduled to carry out the service - indicating that they do not have the key required to do the service.
a green key is shown if you have a key registered for the client and it has been assigned to the staff member who is scheduled to carry out the service - indicating that they DO have the key required to do the service.
In the Schedule, your staff are able to check a "completion" option which appears against every service that you assign to them. When they check this box, the Completed badge will be illuminated against the appropriate entry in your administrators schedule. This tells you (the administrator) that the service has been completed.
Link to Quote or Invoice
To view a client's quote or invoice for the service, or to send the client a quote or an invoice, you can access the client's quote/invoice from the schedule. From the detailed service description on the schedule, click "Quote."
Link to Service Order
If you want to change multiple jobs for one client (say you had received a request to cancel a whole week of services for one client), it is possible to access the service order from the Admin Schedule. Click "Order" from the detailed service description on the schedule to access the service order for this service. In the service order you can now make multiple/any changes you like to the schedule for the selected client.
Client Charge, Unit
The client's charge rate per service.
Client Charge, Gross
The client's total charge for this service (charge rate x quantity). Quantity can be used for hourly services, where there is a per-hour rate and a quantity (number of hours). The gross client charge on the schedule reflects to total for the service (hourly rate x number of hours).
Staff compensation/pay rate for the service.
A note can be added to any service by the administrator. Notes are shown in corresponding schedule entries (on the Admin schedule and the Staff schedule) and so are difficult to overlook.