< Pet Sitter Plus Release Version 5.2

 

Featuring

 

  • Improved options for providing selected pet sitters with access to more information and greater levels of functionality.

 

  • Key management information is now integrated into the mobile interface. 

 

  • Powerful analysis of revenue for "new clients only" and revenue by "client area".

 

  • Job request summary processing screen gets a facelift.

 

 

  • Writing to clients who do not yet have a credit card on file.

 

  • Super flexibility! New options for defining the rules for booking and cancelling services online.

 

 

  • Online service request error messages must be now be acknowledged by the client.

 

  • Change the time of a job in the mo​bile interface.

 

  • "View Next Record" - Forward and back buttons in the client record.

 

  • Ability to set the default value of the "email receipt" option when processing receipts.

Other Enhancements

 

  • The Visit Routine is now available in the client enquiry of the mobile interface.

 

  • Alternative addresses are now available in the client enquiry of the mobile interface.

 

 

 

  • It is now possible to add a time block in the middle of a series of time blocks

 

  • Reasons why credit card transactions have failed are now shown at the time of bulk invoicing.

 

 

 
 

Improved options for providing selected pet sitters with access to more information and greater levels of functionality.

 

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  • A new "SITTERS" tab at client level means you can add an unlimited number of "approved" pet sitters to any client record, potentially giving those sitters access to the file.

  • Introducing "View", "Update" and "Scheduling" rights that can be set independently assigned to each Pet Sitter.

  • It is now possible to restrict access such that pet sitters can only view or update client information when they are assigned to the SITTERS tab for that client.

  • It is now posible to further restrict access such that pet sitters can only view or update client information when they are the primary sitter for that client.

  • New "team admin" role gives access to additional functionality such as scheduling to selected pet sitters.

  • Scheduling is made simpler when approved team members appear at the top of the list of sitters when scheduling work with an option to choose a non team member if required.

 

To use this feature, click ADMIN > SETTINGS > Staff Access and make sure that the checkbox "Hide Teams Show Sitters" is checked.This means the old "Teams" field will dissappear on the client record and a new SITTERS tab will appear under each client record. then set the value of the other options as required.

 

Click ADMIN > STAFF and choose a staff member. Click teams and set the access rights as appropriate;

  • Leave all three boxes unchecked to grant no additional access rights to the selected pet sitter. Access will remain as is.

  • Check the "can see client data" box and the CLIENTS tab will become available for the selected pet sitter in their staff interface.

    • The selected pet sitter will now be able to view clients irrespective of whether they have a job assigned for that client or noe.

    • Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.

  • Check the "can update client data" box and it will now be possible for the selected pet sitter to update client information available under the CLIENTS tab. 

    • The update functionality will also be available when drilling into a client record from the jobs list or the diary. 

    • Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.

  • Check the "Team Administrator" box and it will now be possible for the selected pet sitter to update client information available under the CLIENTS tab. 

    • The update functionality will also be available when drilling into a client record from the jobs list or the diary. 

    • Overall rights to view certain clients will be further limited or granted by the settings in ADMIN > SETTINGS > Staff Access.

 

 

Key management information is now integrated into the mobile interface.

 

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  • Red and green key icons in the jobs list tell you when you have the required key and when you don't.

  • Assigned keys list tells you about 

    • All keys you are holding

    • Keys you are holding that somone else needs, who needs them and by when,

  • Received keys list tells you about

    • the keys that you need,

    • who to get the from and

    • by when. 

 

 

 

Powerful analysis of revenue for "new clients only" and revenue by "client area".

 

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  • It is now possible to view the revenue report for "new clients only" and a new analysis of "revenue by client area is now available.

  • A new report shows a breakdown of revenue by client area. So for example if you implement client area by creating a number of zipcodes then analysis of revenue by zipcode becomes possible.

  • In RV5.2 it is now possible to isolate "new clients only" meaning that trends in the sources of referral and revenue can be analysed over time.

  • In previous releases, the analysis of referrals and revenue showed only data for all clients. 

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Job request summary processing screen gets a facelift.

 

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  • The job request summary processing screen is the place where you can view a summary of all incoming online service requests.

  • This screen now contains the pet name, service start date and service end date making it easier to prioritise the processing of the work as it comes in.

  • In addition to this, when you drill into a client specific job request, the day of the week is now showing on the cleint specific service request processing screen.

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Options to default email templates.

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  • Email templates have been available as a feature of Pet Sitter Plus since the product was first released, but now in release version 5.2 you can set default email templates that are used by repetitive functions such as the manual receipting of cash payments and invoicing.

  • This feature reduces the number of mouse clicks required to process repetitive functions.

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Writing to clients who do not yet have a credit card on file.

 

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  • ​If you decide to implement payment by credit card billing, during the implmentation of the system you will need to write to your clients that have not yet registered a card in the system.

  • To facilitate this, it is now possible to identify clients that don't yet have a card on file so that you can write to them with tailored reminders.

 

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Super flexibility! New options for defining the rules for booking and cancelling services online.

 

 

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  • It is now possible to define rules for cancelling services online in the same way that you can define rules for ordering service online.

    • The rules now include

    • Cancel any service up to x days prior to the date of services or x hours prior to the service start time.

    • Book any service up to x days prior to the date of services or x hours prior to the service start time.

  • Different rules for different service items

    • You can now define these rules for any service item individually by clicking ADMIN > SERVICES > SERVICE ITEMS, choose a service item - then click "Advanced" in the middle of the screen.

    • Set the value of "Job Request Time Contraint" either as a number of hours or days.

    • Set the value of "Job Cancel Time Contraint" either as a number of hours or days.

  • Different Rules for different service item groups.

    • You can also set the rules at service item group level. So for example you could have different rules governing the booking and cancellation of dog walking as you do for booking and cancelling overnights.

    • Any rules you set at the individual service item level will override the service item group rules.

  • Set Rules at "Company Level.

    • If it is sufficient for you to have one set of rules to govern booking and cancelling of services online - then these can be set at company level in ADMIN > SETTINGS > Client Portal Setting (scroll to the bottom of the screen).

    • Any rules you set at service item group level or at the individual service item level will override the company level rules.

 

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Online service cancellation emails.

 

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  • ​Pet Sitter Plus now sends an email confirmation to the client when they have cancelled a service online.​

  • The sign off text for this email is user definable in ADMIN > SETTINGS > Client Portal Settings.

 

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Online service request error messages must be now be acknowledged by the client.

 

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  • Pet Sitter Plus contains rules that govern the ordering of services online. So for example you might have configured your system such that it is not possible for a client to order a service online within x days or x hours of the service start time.

  • When a service is ordered online by one of your clients at a time that is dissallowed by the above rules, a message is displayed on-screen that explains to the client why their service booking cannot be processed.

  • It was generally observed that this message was not staying onscreen long enough to be noticed by the client and so clients were processing orders not realising that one or more days had been disallowed because that had been ordered too close to the service start time.

  • In this release 5.2, the warning message has been improved and it now remains onscreen until acknowledged by the client. This  greatly improves the chances that the message is read and understand.

  

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Change the time of a job in the mobile interface.

 

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  • ​If you have admin rights to the mobile interface you have access to the full list of jobs for the whole company for each day (the admin schedule).

  • Up until this release, it has not been possible to change a job time on the mobile interface.

  • In RV5.2 it is now possible to change a job time for any individual job showing in the the admin schedule when you are on the move using PSP mobile,

  • You must have company level access for this function to be available.

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"View Next Record" - Forward and back buttons in the client record.

 

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  • Forward and back buttons are now available in the client record.

  • A number of clients can be created by a lookup for example

    • "show me all clients where the primary sitter is "Sharon"".

    • Show me all clients in Manhattan 

  • Once the lookup has been crested, it is now possible to browse through each client record in the list using the new forward and back buttons.

  • This means it is now easier to browse through client records checking your data for consistency.

  

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Ability to set the default value of the "email receipt" option when processing receipts.

 

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  • In ADMIN > SETTINGS > Invoicing

 

  • There is now a setting “Email Receipt Notifications Default”. This controls the setting of the email receipt flag in the cash posting program under RECEIPTS.

 

  • When this setting is unchecked, the cash posting program under RECEIPTS defaults to “not sending” an email receipt on posting of cash payments.

 

  • Clients who habitually DO NOT send an email receipt to the client when posting cash payments under the RECEIPTS tab should uncheck this option.

  

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Other Enhancements

 

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  • The Visit Routine is now available in the client enquiry of the mobile interface.

    • ​The Admin version of PSP mobile has a "client enquiry" option. Prior to this release the visit routine information was not showing in the client enquiry but this has now been resolved.

 

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  • Alternative addresses are now available in the client enquiry of the mobile interface.

    • ​When drilling into a client enquiry in PSP mobile both for administrators and staff alike, the alternative contact addresses were missing. They have now been made available.

 

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  • Staff login is no longer case sensitive. 

    • When staff would log into PSP, often the login would fail if they did not type the email address in exactly the same case format as used when creating the user. This has been resolved un release version 5.2 as the email address used for logging into PSP is now case insensitive.

 

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  • First pet now shows by default.

    • When clicking PETS in a client account the first Pet is now displayed.

 

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  • It is now possible to add a time block in the middle of a series of time blocks

    • When creating your time blocks for any service order it was previously not possible to insert a time block in an existing series.

 

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  • Reasons why credit card transactions have failed are now shown at the time of bulk invoicing.

    • Prior to this release, the reasons why credit card transactions had failed were only displayed when credit cards were charged from the unpaid invoices report. In this release, if you decide to take payments with Stripe using the bulk invoicing report (ie at the time of creating invoices), if any of the credit card transactions should fail, the causes of the failures are shown on screen at the end of the bulk invoicing process.

 

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  • Sort SMTP report by Date

    • The SMTP email report shows emails that have failed to send. This report is now sortable by date by clicking the "date" in the coumn heading. It is also sortable on "Status" so that emails that have failed to send for the same reason can be easily identified.

 

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  • Improved SMTP email retry algorithm.

    • When an email fails to send via SMTP it is often because our software is sending emails faster than the host gateway is prepared to accespt them or because there is a daily send limit imposed by the host. To counter these issues our SMTP email service will automatcially resend failed emails according to a new algorithm that makes it more likely that failed emails will be re-sent without the need for intervention.

 
 
 
 
 
 
 

  

ABOUT US



Pet Software Ltd provides a market leading software for pet sitters, dog walkers, dog Boarding, dog daycare 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

 

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