Demo Solo

Pet Sitter Plus
Solo Edition

Client, Pet & Visit Routine Database

2 mins. 56 secs.

This video starts with the creation of a client record and covers topics such as the use of alternative contacts, email addresses, payment types, client notes and more.

See how pet records are created and contain breed, colour, age, sex, neutering information, vet details & pet notes.

Finally – see how the visit routine provides invaluable information about the duties to perform when completing each assignment.

Service Orders & Quotes

4 mins. 26 secs.

This video starts with the creation of a service order. See how easy it is to add a whole months dog walking in just seconds and then produce a professional branded quotation that you can email to your client.

The video also covers how to;

	Create a service order for home boarding and add other services like mileage,
	Cancel services,
	Make “time” visible so that a service gets done at a particular time.

Finally – Use email templates to send a covering email with your quote. The video shows emails arriving in your clients email inbox with a quotation attached.

Schedule & Diary

3 mins. 38 secs.

This video starts with an overview of the dairy. See how your day is split into periods of time (Morning, Midday etc) and how you can look at your revenue for each day with a revenue total between dates.

The video also covers how to;

	Cancel and book new services from the diary,
	Drill into a service to see client, pet and visit routine information and print this out as a handy visit report.

Finally – see how the schedule lets you mark work as complete so that you can make sure you never miss a service.

Fast Simple Professional Invoices.

2 mins. 24 secs.

This video starts by showing how easy it is to create invoices using the un-invoiced report and then shows how you can send out a batch of 10 invoices after they have been checked.

The video also covers how to;

	Pick out different types of invoices using the payment type feature so that (for example) you can send all your walking invoices together with the appropriate covering email,
	Use payment type to collect walking invoices in arrears and boarding payments in advance,
	Drill into service orders from the un-invoiced report to correct mistakes before sending out your invoices and preview actual invoices,
	Send a copy of all invoices to an administrator which provides assurance that email functionality is working.

Finally – the video shows how to choose an appropriate email template for any invoice run and then shows how these emails will look when they reach your clients inbox.

Easy Finance Module

3 mins. 10 secs.

This video starts by showing how to receipt a payment to a client file.

The video also covers how to;

	run a receipts report,
	automatically send email receipts to your clients,
	use the credit control report to send reminder letters to your clients,
	run a revenue analysis report.