Send Service Report from Staff Dashboard

Modified on Tue, 25 Oct 2022 at 05:20 PM

As your staff complete their visits, they can send a Service Report to the client with details about the visit/walk, report on any details of the pet's behavior or well-being, and also add photos if you wish. Some options for you are using Custom Fields to customize your Service Report with your own choice of fields and questions, or alternatively you can turn off Service Reports altogether.

Tip: If you have configured your SMTP or Google Email Credentials, staff can email the Service Report to the client, or your staff can save the Report for approval by Admin prior to the client being emailed. See How do I connect my email to Pet Sitter Plus using Custom SMTP (Part 1)? or How do I connect my email via Gmail and Google?

About Custom Fields:

Custom Fields may change the appearance of this page in PSP. See your Admin for more info.

Using Custom Fields enables you to create and develop your own environment within the Clients pages by adding your own customization. This means that where you or your admin has introduced custom fields that are unique to your business, certain fields on our help screenshots may not look exactly the same as yours. We therefore can only provide explanations and descriptions of our standard system fields, and recommend you see your admin for more information if yours is different.

How Do I Complete a Service Report from a Service Screen and Send it to a Client?

Navigation: My Dashboard > My Services
  • After opening a specific service, tap the "Service Report" tab.
  • Complete the sections and, if enabled, tap "Sending Photos?" to take a photo on your phone and upload it using "Browse."
  • Tap "Save" to save to client portal and/or allow Admin to review and send to the client, OR tap "Save and Send" to email the client their service report.

Note: Your options may be different, as your Service Reports may have been be customized using Custom Fields.

Send a service report to your client in dog boarding software

Below is an example of the emailed Service Report your client will receive.

Example emailed service report in dog walker software

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