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Pet Sitter Plus provides you with a set of powerful software tools offering flexible solutions to adapt to your business model.
In order to use our pet sitting software solution to work WITH your business, it is important that you learn as much as you can about how Pet Sitter Plus works and how you can customize and adapt it to get the most out of it.
If you are new to Pet Sitter Plus, we recommend you follow this Tutorial – step-by-step – as this proven method of learning will ensure your software is set up correctly so you are ready to implement it in your business at the earliest opportunity.
Once you have discovered the many ways Pet Sitter Plus can help your business evolve and grow, we would be happy to offer you a free training session to answer the many questions you will probably have!
Please email us at and we will connect you with a software coach for your free session.
Not required for Sole Traders
There are a few areas of the software that do not apply to single person – or sole trader – businesses who do not employ staff (or independent contractors, as indicated by this symbol.
In order to schedule services, each client will need at least one pet within their client record. See how to add a new pet, and how to add the pet's daily feeding and sleeping routine, including setting up your directory of vets.
You are now ready to start scheduling services for your clients which will create service orders in the software. You will learn how to create a repeat service for regular bookings, how to schedule it and view the service order it creates.
We will follow the procedure for inviting clients to start using the portal, including how they can book online and update their personal and pet information. We will also look at the Service Request workflow for managing and scheduling online bookings.
Explore how your staff can log in to the staff interface on their mobile phones to view their Schedule, book holidays, view their compensation and send service reports to clients.
A number of sample client (and pet) records are pre-configured in your software to use when you are first learning. Before you learn how to set up your own client records, you will need to gain an understanding of the client ref, plus how payment and client types are used. Then you will be ready to add your clients to the software.
You will need to assign services to a staff member within your software, which may include yourself if you also undertake jobs for the business. Learn how to add a staff record, including their contact details and working hours.
Now that you have sent out invoices, learn how to run a credit control report to view outstanding invoices and send reminder emails. We will also post a manual receipt to mark invoices as paid, and view the Receipts Report for payments received.
In this section, you will learn how to send a professional quote to a client, and also how to create your invoices and account summaries, both individually and in bulk using the Uninvoiced Report to identify services that are ready to be invoiced.
Learn how to re-configure the services included in your software, and to set up new services to suit your business. This includes setting your prices, how much you pay staff, plus other optional settings such as the time when the service will be performed.
Once you have scheduled some work, see how to view the services in the Schedule, including how to customize the appearance of your Schedule. You will also learn how to manage or edit a client's services from within the Schedule.
There are a number of settings in the Admin section of Pet Sitter Plus that will need to be checked to ensure it operates the way you need it to, such as timezone, currency, tax, and functions of the Client Portal and Invoicing.
How to install a browser onto your PC and save a bookmark to your Pet Sitter Plus software. We will use a fictional pet sitting business in the tutorial called Dogz and Catz Pet Sitting to demonstrate how you might start using Pet Sitter Plus in your business.
During this Tutorial, we use a fictional pet sitting business to demonstrate a "real world" scenario of how a business that was new to Pet Sitter Plus might set up their system. The following information gives a brief description of how the business is set up and what they want from Pet Sitter Plus.
About Dogz and Catz Pet Sitting LLC
Dogz and Catz Pet Sitting are a small, but rapidly expanding pet sitting business based in Jacksonville, Florida.
They offer dog walking and home visits, but want to add more services in the future.
There is one owner – Tammy Gates – who runs the administrative side of the business, as well as covering pet sitting when she needs to.
Tammy has grown the business to 2 full-time and 1 part-time staff members. One of her full-time staff is at senior grade, and the others are juniors.
She currently uses a manual system of spreadsheets and emails for scheduling and raising invoices, and keeps a written calendar of everyone's appointments and how much she has to pay her staff.
She dreads the administrative side of the business and feels it is getting out of control, with missed appointments and incorrect charges being invoiced.
Tammy is looking for a user-friendly system that will handle all her scheduling, invoicing and payroll. It would be even better if her staff could use it and also allow her clients to go online and schedule their walks.