Pet Sitter Plus has a powerful online service booking component that enables clients to book pet sitting services from any device. This important functionality forms part of the Client Portal.
The "service request' processing function is first and foremost a "holding place", where requested services can be viewed, edited, added to and made subject to an approval "workflow" prior to scheduling.
When a service is booked via the Client Portal, it is seldom the case that you would want that service to be added directly to your live schedule without approving it first. So the service request processing function allows you to ensure the order is correct and that you are available to provide those services, prior to accepting and scheduling the work. At this point you can also decline the request if your sitter is unavailable or you simply do not wish to provide the services.
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The service request processing function is a "holding place" where requested services can be viewed, edited and made subject to an approval "workflow" prior to scheduling.
How to edit, schedule, delete, decline, and email service requests.
A client may decide to cancel a service request before you have had a chance to schedule the service. This explains what happens in this situation and how you will be notified about it.
If a specific team member is not available for a service request, the system will alert you.
It is possible to automatically "BCC" any "Service Request" emails to the primary sitter so that they have the opportunity to indicate whether or not they are available to provide the requested services.
When a client requests services using the client portal, three emails are produced automatically.
Some services might need to be associated with different service orders so that they can be processed under separate workflow and invoiced separately.
If a client requests more services, after you have already assigned their previous requests to a service order, you can add the new service requests to the assigned order.
Administrators can record the progress of the approval of service requests by using Scheduling Notes.
It is possible to re-instate a scheduled service back to being an unscheduled service request so that it can be "re-processed" as a request.
If clients do not click "Submit Now" in the client portal, their service requests will be auto-submitted to the company.