<      Service Requests < Create new requests associated with a service order

It is sometimes necessary to add new service requests to other service requests that have already been assigned to a service order. For example, a client initially requests dog walks Mon-Wed. You then assign the requests to a service order and begin the process of confirming the walker's availability for Mon-Wed services. But then your client contacts you via direct email, text or phone to tell you about their additional service requests - dog walks on Thurs and Fri.

 

You can add these new service requests to the original requests that are already associated with an order. ​With the “Add Request” function, you can add requests to an existing list of requests as required.

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 create Service Requests that are associated with a Service Order? 

  • From the Service Request processing screen, click on the blue link for the Service Order which has service requests assigned to it and where you wish to add more requests to.

schedv6-SR-addto1.jpg

STEP 2

  • Click the "Add Request..." button from within the assigned order.

schedv6-SR-addto2.jpg

STEP 3

  • Add the details of the new requests, and click "Add Service Requests" when complete.

schedv6-SR-addto3.jpg

STEP 4

The requested services are now added to the assigned service order.

 

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

schedv6-SR-addto4.jpg

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".

schedv6-SR-addto5.jpg

STEP 6

  • To view the added service request(s), 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-SR-addto6.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 Order which has service requests assigned to it and where you wish to add more requests to.

schedv6-mob-SR-addto2.jpg

STEP 3

  • Tap the "Actions" button.

  • Then tap “Add Request...”

schedv6-mob-SR-addto3.jpg

STEP 4

  • Add the details of the new requests.

  • Tap "Add Service Requests" when complete.

schedv6-mob-SR-addto4.jpg

STEP 5

The requested services are now added to the assigned service order.

 

  • 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-addto5.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.

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

schedv6-mob-SR-addto6.jpg

STEP 6

  • To view the added service request(s), 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-addto7.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.

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