Add Scheduling Notes to a Service Order

Modified on Fri, 23 Sep 2022 at 10:35 AM

Scheduling notes allow you to record the progress of scheduling work, such as listing staff that have responded or that are unavailable and document the approval of requests. 

More About Service Orders

A Service Order contains services a client has ordered, for a date range that will be invoiced together, such as one month of daily walks or a 2 week vacation. The services are simultaneously populated to the Schedule and are used to create an Invoice for the Client.

Tip: Use Scheduling Notes to:
  • Track responses from back-up sitters you reach out to when the Primary is unavailable.
  • Note if you are awaiting information from a client before you can finalize the order.
  • Note is Back Payments are needed before you can process the order.

How Do I Add Scheduling Notes to a Service Order?

Navigation: Clients > access a client account > Orders & Invoices

Step 1

  • Open the service order by clicking the blue label.

Add scheduling notes to your order in dog walker software

Step 2

  • Click the "Order Scheduling Notes" tab.
  • Add scheduling notes in the free-form notepad.
  • Click "Update."

Add scheduling notes to your order in dog walking software

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