Pet Sitter Plus has a powerful online service ordering component that enables clients to book pet sitting services from any device. This important functionality forms part of the Client Portal.
The job 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, so the job 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.
You can look at all your Job Requests for several clients, or on an individual client basis.
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The job request processing function is a "holding place" where requested services can be viewed, edited and made subject to an approval "workflow" prior to scheduling on an individual client basis.
Often it is a requirement to make changes to a job request before adding the services to an order or finding out if a sitter is available.
Often services will need to be added to a job request prior to the approval workflow, such as pet taxi.
Any changes or additions to Job requests made via the Client Portal can be emailed directly to the Client and/or "BCC'd" to the Sitter.
An explanation of how to schedule a job request after it has been approved.
A client may decide to cancel a job request before you have had a chance to schedule the job. 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 job request, the system will alert you.
If you cannot provide services requested, or your Sitters are not available, you can decline a job request here and then delete it.
If you are unable to deliver one or more of the services requested by a client, you can delete them from the job request.
It is possible to automatically "BCC" any "Job 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 generated 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 job requests to the assigned order.