Add Service Requests as a New Order

Modified on Wed, 13 Dec 2023 at 10:22 AM

Sometimes you want to add a new Order with Service Requests so services do not show on any schedules until they are approved. This is done from the Client Account, under Service Requests.


More About Service Requests

When clients use their Client Portal to request services online, they are not added to the live schedule until you review and approve the requests. The requests are added to the Service Requests Tab where you can view, edit, email and confirm services, then add them to the live Schedule. During the scheduling process, you can add Scheduling notes with details and communication.


Tip: Adding as Requests is helpful in many ways:


How Do I Add a Service Request as a New Order?

Navigation: Clients > access a client's account > Service Requests


Step 1

  • Click "Add."
Add a new service request from a clients account in pet sitting software


Step 2

  • Select Service Date.
  • Select Service Item.
  • Click "Add." 

Add a new service request from a clients account in pet sitting software


Step 3

  • Check the box in the column heading to "select all" or select items individually.
  • Click “Assign Order.”


Assign the service request in a clients account in pet sitting software

Step 4

  • Select an existing order or "New Order" from the order drop down label.
  • Add an appropriate order label and click on "Assign".

Tip: You can control how your existing or new service order options are displayed in the order drop down list. Change this setting in Admin > Settings > Service Requests > Assign to Order Drop Down Default


Add an order label for a clients service request in pet sitting software

Step 5

  • To schedule the requests, click the Order Name under "Orders with assigned requests".

Schedule a clients service request in pet sitting software

Step 6

  • Check the box in the column heading to "select all" or select items individual service requests.
  • Click "Add to Schedule".

Select service request to be added to a client account in pet sitting software

  • Navigate back to the "Clients Orders & Invoices" Page.
  • The Service has now been added under the Order Label and has been added to their schedule.

View service request in a clients orders and invoices in pet sitting software


View a clients approved service request in the schedule in pet sitting software


Tip: Now that the requests are in an order, you can add Scheduling Notes.

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