< Processing Service Requests < Scheduling a Service Request

The option to "schedule" a service request will move the selected services onto a service order, which means that the services will now appear on your live schedule and will be invoiced at the time you normally raise your invoices. 

 

Services on a service request are not usually scheduled until after you have completed your approval process to ensure that you can provide the services your clients have requested.

 

After a service is scheduled, a Service Scheduled Email Notification is sent to your client.

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 Schedule a Service Request?

 

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

schedv6-SR-sched1.jpg

STEP 2

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

  • Then click “Schedule Services...”

schedv6-SR-sched2.jpg

STEP 3

  • Either choose an existing service order, and the requested services will be added to that service order and be added to the schedule, or

  • Choose “New Order” if you want to create a new service order.

schedv6-SR-sched3.jpg

STEP 4

  • In this example of choosing a New Order, type the name in the panel.

  • Click "Schedule Services".

schedv6-SR-sched4.jpg

A copy of the confirmation email is shown below, as it might appear in Outlook or a similar mail program. ​

sched SR 5.png

        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 schedule.

schedv6-mob-SR-sched2.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 “Schedule Services...”

schedv6-mob-SR-sched3.jpg

STEP 4

  • Either choose an existing service order, and the requested services will be added to that service order and be added to the schedule, or

  • Choose “New Order” if you want to create a new service order.

schedv6-mob-SR-sched4.jpg

STEP 5

  • In this example of choosing a New Order, type the name in the panel.

  • Tap "Schedule Services".

schedv6-mob-SR-sched5.jpg

A copy of the confirmation email is shown below, as it might appear in Outlook or a similar mail program. ​

schedv6-mob-SR-sched6.jpg

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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CONTACT US



sales@petsitter-plus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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