<      Service Requests < How do I View Service Requests Explained

Pet Sitter Plus has a powerful online booking component that enables clients to book pet sitting services. 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.

ON DESKTOP:

STEP 1

 

There are three ways to access any service requests that have been requested via the Client Portal:

1. Click Scheduler > Schedule > Service Requests.

All of the columns can be sorted so you can view the Service Requests by order of preference. 

 

How do I sort the columns into order?

 

  • Click on the header bar above the column you wish to re-order, for example:

    • Click on "Client" and the list will be re-sorted into client alphabetical order, or

    • Click on "Dates" to view the list in start date order.

schedv6-SR-view1.jpg

STEP 2

2. Or click on the red Service Requests box to access the list of service requests that are awaiting processing. The red icon indicates the number of online service requests that need to be processed.

schedv6-SR-view2.jpg

STEP 3

3. Alternatively click the "Clients with outstanding service requests" link in the "Requiring Attention" panel on the Home screen.

schedv6-SR-view3.jpg

        ON MOBILE

 

STEP 1

  1. Navigate to Scheduler > Schedule > Service Requests.

schedv6-mob-SR-view1.jpg

All of the columns can be sorted so you can view the Service Requests by order of preference. 

 

How do I sort the columns into order?

 

  • Tap on any item in the header bar above the column you wish to re-order, for example:

    • Tap on "Client" and the list will be re-sorted into client alphabetical order, or

    • Tap on "Dates" to view the list in start date order.

schedv6-mob-SR-view1a.jpg

STEP 2

2. Or tap on the red Service Requests box to access the list of service requests that are awaiting processing. The red icon indicates the number of online service requests that need to be processed.

schedv6-mob-SR-view2.jpg

STEP 3

3. Alternatively tap the "Clients with outstanding service requests" link in the "Requiring Attention" panel on the Home screen.

schedv6-mob-SR-view3.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.



© 2020 all rights reserved

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

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon